This post is my own opinion, I present this information substantiated with charts and links to the original data.
This information is relevant to the thread as it refers to comments and analysis, being made in the thread, it factually clarifies information presented within, is a substantial part of the topic being discussed regarding the financial viability of peers and is relevant to the Presentation Thread
Links Attached
https://ardearesources.com.au/downloads/announcements/arl_2018032801.pdf
https://ardearesources.com.au/downloads/announcements/arl_2018032801.pdf
https://wcsecure.weblink.com.au/pdf/AUZ/02049946.pdf
From this information we see that
- Ardea has the highest IRR
- Ardea has the Lowest C1 Operational Costs
- Ardea has the Lowest Operational Costs (Nickel Only)
- Ardea has not accounted for Scandium, Rare Earths or In-pit Neutralizer in their costings YET
- Ardea has the highest Nickel feed grade
Ardea Resources Australian Mines IRR Internal Rate Of Return (Post Tax) 27% 15% Higher percentage returns Lower Percentage returns Average C1 Operational Costs ( Inclusive of Credits) (US $0.34) /LB NICKEL US $0.48 / LB NICKEL Nickel / Cobalt Nickel / Cobalt / Scandium Over Recovery due to cutoff grades This $ recovery includes Scandium Average C1 Operational Costs ( NICKEL Only) US $4.63 /LB NICKEL US $5.73 / LB NICKEL Nickel Only Nickel Only Higher cutoff grades result in lower cost/ ton Sconi/ lower cutoff grade higher cost More ore needs processing Additional C1 Operational Credits (Not accounted for YET) Sufficient Onsite Neutralizer NO Onsite neutralizer Autoclave Ore Neutralizer is an onsite resource Autoclave Ore Neutralizer is a buy in cost Scandium exists NOT accounted for YET Scandium Fully accounted for in C1 Rare Earths exist NOT accounted For YET No Rare Earths Nickel Feed Grade 0.81% Nickel 0.67% Nickel Higher Grade Lower Grade Higer C1 operational cost recovery Lower C1 operational cost recovery Cobalt Feed Grade 0.1% Cobalt 0.1% Cobalt
Ann: Investor presentation, page-439
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