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Ann: Capital Raising Investor Presentation, page-29

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Aliasdavejay

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24/02/21

21:33

Post #: 51299416
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Originally posted by karmalocust: ↑

read this

https://stocknessmonster.com/announcements/rcp.asx-6A999712/

for the potential of the surface copper at Sandy flat - the upside with this is that the NT govt pays the extraction of the Cu. RCP will pay or a JV partner will pay for the conversion to Cu sulphate. This is then onsold to Glencore if this happens this is the pathway to limited future dilution and a funding model to keep exploring the breccia pipes and the ultimate hunt for stratabound Cu

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Cheer mate, that all reads well.

Originally posted by pustayo: ↑

Should be relatively low CAPEX on the potential near term production from Sandy Flat as the NT government have signed an agreement that they will pay for the clean up and rehabilitation. I believe that RCP get the benefit of the copper sulphate to which is super exciting given its use in Zinc flotation circuits and the premium it demands. MacArthur river zinc mine buy a lot of it from the Chinese, so if they could get it enough supply from 50kms away why wouldn't they? My Suggestion is given Glencore own both the McArthur River Zinc mine and Mount Isa mines, we may see a deal with them.

Why I am suggesting this is MIM (Mount Isa Mines) are currently low on copper ore so they are thinking about removing the copper smelter and making one giant super pit to the golf course in Mt Isa to ensure profitable operation for the future which will require a huge amount of capex. The few remaining copper ore bodies in that specific mount Isa system are down at about 3kms now, so its becoming increasingly hard to make copper at profit for them. They have been buying Ore from from many smaller producers recently to keep their just copper smelter operational as they still have a shit load of lead zinc silver. I am also hearing MIM are low on sulfuric acid because they have not been producing enough sulphides through their plant so really need to get processing.

In reality its only about 800kms to truck ore to the MIM plant, so I would suggest at todays prices it would make sense if RCP could both service their MacArthur River and Mount Isa mines through both Copper sulphate and raw copper ore if they can find the sediment host which is likely feeding these breccia pipes or if they can just find some nice big economical pipes that can be mined out them self over the shorter term with small scale mining.

All of this is pure inference and speculation on my end, I am just sharing my knowledge of that area and seeing if I can join any dots.

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that all seems possible, and even likely.

I dont like to get on soon after a cap raise, but in this instance the right announcement will set this one off.... and it feels like that announcement could drop any day.

In the Ann from October t they stated the jorc update would be late 2020, whats the new timeframe Q1?

RCP Price at posting: 9.3¢ Sentiment: Hold Disclosure: Not Held
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Ann: Capital Raising Investor Presentation, page-29

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Ann: Capital Raising Investor Presentation, page-29

Top Stories

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