Ann: Essential and TLEA to enter into Scheme of Arrangement, page-93

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Joe1974

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31/01/23

12:55

Post #: 65974969
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Originally posted by WhatsTheTip: ↑

@dynofish, although Core's DSO is ore that can be processed to Spod using simple DMS processes for acceptable recovery rates. A lot depends on how the purchasers of the DSO intended to recover the lithium units contained in the material. If it was to process through to Spod and then continue the normal flow sheet from Spod to hydroxide then there may be a distinct price difference between DMS capable DSO and DSO that needed DMS and a flotation circuit to achieve acceptable recoveries.

ESS DSO may need a more complicated processing solution to get acceptable recoveries for the buyer of the DSO (and this issue will also impact on the capital cost appearing in the upcoming scoping study). Needing a flotation circuit to get acceptable recoveries may reduce the range of buyers interested in ESS DSO and may then also reduce the price received for it. What examples exist of DSO sales where the ore requires flotation to get acceptable or semi-acceptable recovery rates are there?

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I don't think this changes the point being made by @dynofish.

Consider the margin that a converter will make buying this DSO (with or without flotation) and converting to battery grade. Absolute money printing machine.

ESS Price at posting: 53.5¢ Sentiment: Buy Disclosure: Held
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Ann: Essential and TLEA to enter into Scheme of Arrangement, page-93

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