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clock Created with Sketch. 12/03/18
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Originally posted by Croc-file
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Hi Kazz just posting from a neutral position here and reading thru some off the comments.When I first read the announcement the benefits of the SEZ were encouraged by what was stated from Magnis although this zone does not imply benefits to others it certainly is more promising than the alternative. (Bulldozer mentality) This is good news for all of us.Clearly unpractical but then I read KingofHell post which cleared it up for me. Quote: processing facility that would allow other companies graphite concentrates If for example expandable graphite was achieving sub prices prier to the benefit of down stream processing for advanced products it changes the ball game. Obviously the same attrition process would need to be suited and as samples are being tested this would be a prier qualification. Nachu graphite may be similar as they are similar in nature and from the same region where the attrition process is quite favorable for Nachu graphite. The difference in margins from say expandable graphite prices for sub 180 microns as apposed to spherical battery grade prices would either validate or deny the concept. A key advantage to others would be reduced start up capex to adding value with the risk element proven and operational by Magnis Technology Tanzania. To summarise in theory one would deliver a concentrate at a certain purification level at x microns range to be processed by MTT where an agreed rate would be paid to MTT to the advantage of both parties. Croc
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While the concept is novel and on the face of it the idea of one company doing all the value seems like a good proposition. Even after discounting the processing of ore, the idea of value adding various concentrates in of itself is problematic. As for any value added product such as spherical, there is no "One size fits all". The many end users are likely to have different requirements and designated parameters. I guess the proof will be in the pudding in the form of a PFS, DFS or BFS.
(20min delay)