Ann: Closure of Entitlement Issue-WKT.AX, page-27

NVP Hi Guys /Ladies

Just kicking some rough edge numbers around and was wondering if some one could nail a logical number for which is more likely closest the pin.Right at the moment I am going sit on example two but look forward to expandable graphite end user news.

First example for 30,000 TPA at margin of $1400 using basket  price of $1900 as per modelling for Domain 1 and 2 combined. $-20,000,000 Capex (Large flake grahite)


Second example for 50,000 TPA at margin of $1400 using basket  price of $1900 as per modelling for Domain 1 and 2 combined. $-20,000,000 Capex (Large flake graphite)



Third example  Basket price with 75% suitable for expandable graphite market using 30,000 TPA at margin of $3000 using basket  price of $4500 for Domain 1 and 2 combined. $-20,000,000 Capex
Just a stab as have no basket price to go off.(And higher value spherical potential)for finer flakes subject to further testing.

We know that some of this concentrate may fetch as much as $50,000 per tonne and is currently constrained by supply but what is our average and also what extra cost to produce?

(Premium Expandable flake graphite)




Croc