TMT 0.00% 26.0¢ technology metals australia limited

@Therookie88"chuck in the titanium by product" - so simple!You...

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    @Therookie88

    "chuck in the titanium by product" - so simple!


    You are kidding yourself if you think anyone reputable will offtake your TiO2. Chinese ilmenite current fetching over USD400/t and your co-product concept independently priced at USD140-180/t. A 55% discount to benchmark ilmenite. You really lapping that up?!


    High Chromium and Vanadium content means it’s a feedstock filler at best, only useful for a very small number of Chinese operators. None of the European or US players would touch it with a 40 ft pole.


    Quality ilmenite has 58-62% content and your is 46%. Grade is king hey Rookie wink.pngGood luck getting a bankable offtake on that lads as the only user will be a two bit Chinese mill.


    What a furphy trying to reduce your OPEX selling that junk. Anyway, even an OPEX of “3.xx” will be a marginal producer.

    Last edited by Digity1: 08/06/22
 
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