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78.0¢ avz minerals limited

Ann: 5Mtpa Study Further Strengthens the Economic Potential, page-303

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spade_of_aces

482 Posts.

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27/05/19

08:00

Post #: 38752947
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Originally posted by Scarpa: ↑

I'll keep it simple. If AVZ were thinking of value adding their spodumene to produce hydroxide, 38 MW installed power capacity would certainly not be enough power. Furthermore, for a 5 mtpa ore feed facility, which underpins the latest Ann, just producing 6% grade spodumene 38MW may also not be (or just be) enough (if that power is only there to serve AVZ). I dealt with power requirements way back in this post: Post #: 34114641

So yes, AVZ will need to increase capacity or find power elsewhere depending on its development plans etc etc

All IMO

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I have a feeling Shell will be bringing Coal Seam Gas to Africa in the next few years. I believe that their looking to invest $1b into Africa as the population is untapped with no power.

CSG if available around manono would be a bery simple and powerful energy supply.

AVZ Price at posting: 4.4¢ Sentiment: Hold Disclosure: Held
8 Upvote

0 Great analysis

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