Ann: Tanzanian Update on Nachu Graphite Project, page-130

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Amorga

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23/04/18

08:26

Post #: 32618833
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Originally posted by sroyle ↑

Hey @ddzx,

Would seem straightforward for Magnis to provide additional ASX clarification to remove ambiguity from 6,
View attachment 1070212
Reading HC over weekend, seems those remarks have left some holders with perception Nachu Jumbo/Super Jumbo now completely banned from export with thought bubbles floating around regarding need for forced local processing of these flakes to additional spherical, expandable or even nuclear components. Couple of carefully typed sentences from company in response to question of whether “concentrate ban” prevents Nachu supplying 97%+ to Istanbul’s World Group should suffice to clear it up.

See you've posted 2016 BFS diagram below many times over last few days.
Remains relevant with concentrate export sales material to Nachu projected revenue streams:
View attachment 1070230

As BFS currently stands, without 99ktpa of concentrate export sales to support Nachu development, 141ktpa of battery feed stock would remain in the ground; no mine, no SEZ processing. BFS for US$280M had no provision for spherical processing plant or any expandable processing plant for that matter.

3rd Party investment in any SEZ processing facility would require feasibility studies to provide capex/opex in keeping with proposed scale of local value add. To date no such studies has been announced.Be interesting to see if MNS manage to clarify Nachu situation in relation to BFS export assumptions before other miners meet with Commission. No TH's, no Apocalypse...level of graphite beneficiation to qualify for export appears markedly different from holder views expressed on MNS threads after reading 6.

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Magnis only recently announced they will be updating the feasibility study taking into account both uranex tanzania mining and Magnis Technologies Tanzania processing operations.

MNS Price at posting: 40.0¢ Sentiment: Buy Disclosure: Held
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Ann: Tanzanian Update on Nachu Graphite Project, page-130

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Ann: Tanzanian Update on Nachu Graphite Project, page-130

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