Hello. Not Iluka. Iluka are selling zircon (US$1,900/t), rutile...

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    Hello. Not Iluka. Iluka are selling zircon (US$1,900/t), rutile (US$2,000/t) and synthetic rutile (US$1,178/t). Iluka dig up their zircon & rutile just down the road from PTR but then ship it to their processing plant in WA. As we can read below, average cash cost of A$1,302/t or US$860/t.


    https://hotcopper.com.au/data/attachments/6654/6654449-1d935bda266b16a1b69ddd82935b8794.jpg


    https://hotcopper.com.au/data/attachments/6654/6654452-6c689d9e41f8e2589c0a8461b2333577.jpg


    If you want to read a feasibility study (24/3/22) & current production results, I recommend SFX (Sheffield). I guess the PTR opex and capex would be at most similar to than in SFXs DFS ($US$135/t opex) but probably lower due to less complex processing. The SFX mineral ore looks pretty messy but i guess PTR would follow similar mining & production processes.

    At this stage, PTR look like they would produce a simple product similar to SFX (but far superior due to PTR's extremely high 65% titanium content).

    https://hotcopper.com.au/data/attachments/6654/6654525-571a696ac976662ec293d5a6bf0d7bc8.jpg


    SFX is separating & processing a mass of different minerals, below. PTR looks like a far simple beast.

    https://hotcopper.com.au/data/attachments/6654/6654538-3b6c5e25467e07ee82e7ed894a472bd5.jpg


    https://hotcopper.com.au/data/attachments/6654/6654514-632f8b7560d2e2e89331b3f641e63c46.jpg

    Last edited by GKeden: 04/12/24
 
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