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Ann: Development Progress - Lindi Jumbo Mine, page-5232

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Croc-file

8,408 Posts.

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25/05/24

16:49

Post #: 74007590
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Originally posted by spid81: ↑

you are struggling to come to terms with the tiny non-anode graphite demand.

Forecast to only need an additional 40ktpa of supply (for all non anode markets) in the next 5 years.

You only need to look at the limited growth for all graphite above +100mesh. Orange, +80mesh Green and +50Mesh light grey over the next 17 years. all of the growth is for battery graphite -100 mesh

Thank you for confirming SYR can produce +50mesh as I claimed, I hope you are aware to meet a specification of +80 mesh you need to have 80% of the contained flakes reaching that size. It appears SYR is compliant, it will be interesting to see WKT's specifications when they start processing the Fresh mineralisation.

@trousergecko Interesting comparison table you added. I think WKT is the only company that used lab-scale processing from their surface mineralisation, where the other companies were either in production or had completed significant bulk sampling to validate their ore bodies.

Regarding WKT's higher grade comparison to SYR, WKT needed to increase their cut-off grade to achieve the higher rating. If WKT can manage to filter out all of that lower material during mining and achieve the 17.9TGC average it will be interesting to see, or if they hit their true average of only 11 - 12% TGC.

You guys love the marketing. NLN until we see if this project was meant to be built or if it should have went forward with completing bulk sampling to justify investing US$34mil.

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Hi spid81 to give you an idea cut off grades are raised for optimisation purposes…

Regards Croc

WKT Price at posting: 12.5¢ Sentiment: Buy Disclosure: Held
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Ann: Development Progress - Lindi Jumbo Mine, page-5232

Nanocap Middle Island Resources kicks off Barkly copper-gold drill run – a potential IOCG-style NT project

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ASX hits all time high out the gate on Friday trades following bullish US inflation data

Week 27 Wrap: ASX hits all time high; CBA shares' two realities; US inflation hits 3% ahead of China plenum

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

Immutep reports strong response rate from immunotherapies treating carcinomas

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Ann: Development Progress - Lindi Jumbo Mine, page-5232

Top Stories

Nanocap Middle Island Resources kicks off Barkly copper-gold drill run – a potential IOCG-style NT project

SKS Technologies wins US$90M award to supply power to international hyperscale data centre in Melbourne

Almonty locks in govt agreement for tungsten oxide plant in South Korea

Nimy to raise $1.21M to explore 'newsy' WA targets

ASX hits all time high out the gate on Friday trades following bullish US inflation data

Week 27 Wrap: ASX hits all time high; CBA shares' two realities; US inflation hits 3% ahead of China plenum

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

Immutep reports strong response rate from immunotherapies treating carcinomas

BHP dips as WA nickel suspended after A$6B hit; losses eased by US CPI and forewarning

Bitcoin investors need to know the risks

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