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Ann: GAS PIPELINE EARLY WORKS AGREEMENT EXECUTED WITH APA, page-30

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Troydt

4,068 Posts.

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08/06/22

15:15

Post #: 61896333
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Originally posted by Digity1: ↑

@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 Good 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.

Expand

46% unoptimised which is going to be done as detailed 12 months ago.

Very quick to come knocking and throw the titanium under the bus!

Dont get us confused with AVL 55fe iron titanium calcine product.

That is what you call junk!!

Last edited by Troydt: 08/06/22

TMT Price at posting: 39.0¢ Sentiment: Buy Disclosure: Held
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