OK so apart from a bottle of Ben Ean, Cold Duck and Barossa Pearl (can you even get them anymore?) we've got time estimates of 3-18 odd months to build an LTR roaster.
I guess we're going to have to wait for BHP to show their hand - or for Mozambique to do it for them, LOL. Will they go for a quick interim solution whilst waiting for the 60ktpa ERMS SR plant to be built (about 2 years according to APG's latest time-line), or something more robust for the longer term and to possibly work in conjunction with an ERMS SR plant or 2? C'mon Mozambique -mumble...
My guess is an interim measure. Would you want sulphatable TiO2 when you can have 96%?
Agree with Tewks that the real big deal for us shareholders short to medium-term is the '96% TiO2 and fresh hydrochloric out of Newcastle' and any subsequent Multiserve moves/deals.
Not long to wait now cheers Lekki
APG Price at posting:
0.0¢ Sentiment: Buy Disclosure: Held
