WR1 0.00% 81.0¢ winsome resources limited

2.2mtpa @ 1.4% grade and 75% recovery and 85% utilisation =...

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    2.2mtpa @ 1.4% grade and 75% recovery and 85% utilisation = 327ktpa SC6 equivalenthttps://hotcopper.com.au/data/attachments/6079/6079574-a68fb4b794bedad89f4561372d6f1916.jpg

    Rip out the underground table. Adjust the open pit table to suit 80km transportation and fuel costs. it looks quite enticing. maybe adjust it 30% for inflation aswell.

    Ive decided to add $5 extra per ton on the open pit costs. all up minus under ground comes in at $47.76. Inflated by 30% to $62.088 per ton.

    To produce 1 ton of 6% spodumene concentrate, approximately 5.71 tonnes of pegmatite will be needed, assuming a lithium content of 1.4% in the pegmatite and a process plant recovery rate of 75%.

    5.71t x $62.088 = CAD$354 pt SC6

    or US$262.16 pt SC6

    https://hotcopper.com.au/data/attachments/6079/6079584-6e3f1ca60577fe933cd69d42da89a8bf.jpg
    @dtab

    2.2mtpa @ 1.4% grade and 75% recovery and 85% utilisation = 327ktpa SC6 equivalent

    For a sale price of 1150 USD/tonne, the EBITDA would be approximately 442.72 million AUD.
    For a sale price of 1250 USD/tonne, the EBITDA would be approximately 492.58 million AUD.
    For a sale price of 1350 USD/tonne, the EBITDA would be approximately 542.43 million AUD.
    For a sale price of 1450 USD/tonne, the EBITDA would be approximately 592.29 million AUD.
    For a sale price of 1550 USD/tonne, the EBITDA would be approximately 642.15 million AUD.
    For a sale price of 1650 USD/tonne, the EBITDA would be approximately 692.00 million AUD.

    and for the hell of it if the spod price reaches $3k USD = 1.37 billion AUD

    This doesnt reflect a great deal on the process plant OPEX, i assume it wouldnt be a great deal higher than diamonds.

    But it seems like there is alot of wiggle room from US$262 to $650.
 
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