Ann: Trading Halt, page-39

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vermkart

354 Posts.

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23/09/21

01:18

Post #: 56279783
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Originally posted by alecfra ↑

1.RC Drilling Results ====Yabba out
2. Reserve Estimation==== need to add yabba to **ba
3. Resource Upgrade==expected to surpass 25years
4. Pilot Study Test Work Results===new funding allows acceleration
5. Sino Steel Binding Offtake==on hold as Fe grades to be reviewed
6. Big Pawer Binding Offtake= awaiting update
7. LE Systems Binding offtake= may happen sooner as V2O5 production now closer
8. Shanxi Fengyuan Binding Offtake+only =delayed because of Covid
9. Offtake for the remainder of the GVP production(3000 Tonnes) (thinking LE systems as per the announcement slides bottom ofpage 16)==Japan in critical discussion
10. Gas Supply MOU Conversion with OPEX reductionand DFS Opex upgrade to $3.xx (APA=Yes see latest report)
11. Testwork on Non-Magnetic Tailing Confirmationof the Titanium Circuit for Yarrabubba (Improved Titanium Metrics > 50 %product)
2.=expect Ti to take a expended role
12. Environmental Submission Approved=TBA
13. Yarrabubba DFS (Expecting Cost CAPEX AND OPEXreduction from initial bridge street estimates)= expect serious changes
14. Funding Announcement with (NAIF)=TBA
15. FID Decision for (Yarrabubba)=signfiicant new v.soon
16. VRFB Electrolyte Plant Conversion with LEsystems=the sooner the V is produced expect advances
Had some fun guesses here..tomorrows release may give better direction

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5. Sino Steel Binding Offtake==on hold as Fe grades to be reviewed

Did they find the grade too high??

TMT Price at posting: 40.0¢ Sentiment: Buy Disclosure: Held
4 Upvote

0 Great analysis

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