Ann: Quarterly Activities and Cash Flow Reports - 31 Dec 2022, page-43

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Navarone

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01/02/23

09:06

Post #: 65995469
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Originally posted by Navarone: ↑

Yes, I am looking at the average over the quarter as this is the figures we have, but from a glass half full perspective, I agree and it would explain the sudden increase in waste I noted in the sat images.

But.......

"Together, these initiatives have
led to a step change in flotation recoveries from 20% in October 2022 to around 50% in January 2023 (albeit
at feed rates below design) versus design flotation recovery rates of 80-90%."How much below design are the feed rates? Although the recovery rate does exceed the target of 70-85%.
The actual recovery of SOP can not go above 10% (10% is optimistic) from the KTMS feed. Na:K ratio 8:1. 70-85% K recovery

They are still short on their harvested salt production by over 50%. My estimates, based on 8% recovery (IIRC this was their revised recovery target) is they require 250kt of KTMS salts per qtr.

Heading in the right direction but against the clock.

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"They are still short on their harvested salt production by over 50%. My estimates, based on 8% recovery (IIRC this was their revised recovery target) is they require 250kt of KTMS salts per qtr. "

Some of those figures may be out of whack for final production tonnage and KTMS required.
Their figure are 8:1 Na:K for the KTMS. 70-85% recovery. Which is roughly 10% (the Na is in the form of NaCl, halite)
NaCl is 54g/mol while KSO4 is 174g/mol. So that does shift the tonnage of SOP produced substantially when operating to spec.

KLL Price at posting: 3.8¢ Sentiment: Hold Disclosure: Held
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0 Great analysis

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