I've got sediment nube questions. I'd like Loyal to explain the process to development for sediment better. The resource sounds big, but do they need a $800m plant if it ever gets that far? Is the sediment tech beyond pilot plants? (hate it to be like LKEs mess) What does it take to get the concentrate, Will it need ponds or is it DLE? Or can they DSO to a nearby plant (no, I guess, as graphic says onsite refining is needed, so is a jv with NVLH on the cards, if they're so close and the plants cost a mint?) What does the lower strip ratio mean in economic terms? Basically how do we value an endgame for Scotty? WHat do the timelines to production look like. I know its early days, but I don't get it yet. Hard rock is easy by comparison.
Hopefully on MRE will start to answer some of these questions.
Maybe these are nube questions, but if I'm asking them others are too, so maybe something for the agm?
or maybe someone here can explain it to me.
Thanks Malibu, love your work as always.
I've got sediment nube questions. I'd like Loyal to explain the...
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