Ann: Transaction Update, page-139

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Troydt

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19/11/23

17:08

Post #: 70985196
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Originally posted by sabine: ↑

In respect of this comment :

The following questions need to be answered for TMT holders based on merging with AVL:

1. Based on the above TMT has the optimal mining strategy.
Why should TMT holders accept 14.96% less process V205 by merging with AVL. In the merger presentation, it is indicated blending will occur bringing AVLs costs down by blending with TMT ore.

As I read it, this question (one of three) relates to your understanding TMT ore will be devalued if blended with AVL ore
(you say such blending would result in a longer mine life but only 85.4% of the quality TMT could achieve by going it alone.)

A) Do you believe the longer mine life is a relevant consideration ?

B) — Have you factored in the application of AVL’s patented extraction methods which (less than a year ago) were reported to significantly improve recovery rates?
“The tests have shown that the optimal combination of these parameters can increase vanadium recovery rates from 85-88 % of the traditional process to up to 92-93 % …”
https://www.metso.com/insights/case...ovement-for-the-australian-vanadium-project2/

Thanks

Expand

The clear winner as demonstrated by TMT (FLSmidt) and Largo that conventional processing has the best opex economics.

AVL only need patented processing due deal with their oxidation is my understanding.

The recoveries you quote are in isolation.

End to End recovery for TMT was 72%.

End to end recovery for AVL 74.2%.

AVL end to end is marginally better but based on opex costs their are other significant costs which contribute.

AVL patented flow sheet is not better as an argument it’s required to make their processing work.

TMT Price at posting: 23.5¢ Sentiment: Buy Disclosure: Held
8 Upvote

0 Great analysis

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Ann: Transaction Update, page-139

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