Bulk sample;
- Returned excellent results despite the plant not being optimised for Epanko material.
- Testwork currently being conducted on various regrind mills for small flake sizes (<100 mesh) to increase purity levels by flotation to further enhance.
- Cost and operating risk trade off assessed in light of increased operating risk of extra flotation steps against proven upgrading and established purifying methods at industrial scale.
- Robust testwork at an industrial scale lowers design risk and optimises equipment selection.
“Epanko has the advantage of flexibility due to high in-situ grade and flake size distribution”. The graph on slide 12 is well worth checking out. Keep in mind that circle will grow by 2-3-? Times once the new drilling results are announced.
Maybe KNL is taking a swipe at the market; “Banks won’t lend without realistic pricing and offtake partners”.
- Kibaran has made no “heroic” pricing assumptions in base case basket pricing assumptions.
- Realistic pricing has been used without further value capture of value added products (i.e. spherical graphite).
- Offtake is essential given there is no transparent intermediate market with acceptable payabilities for seaborne spherical graphite feedstock.
- Epanko base case pricing does not include value capture for sales into high growth markets such as spherical and expandable graphite.
Funding;
- Mandated debt finance providers – KfW-IPEX Bank + Nedbank. (KfW-IPEX Bank + Nedbank are happy with KNL using their name, on a regular basis! Sounds like funding is in the bag).
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