The Geraldton strategy at $6.83 per pound V205 the transport was just over 30% of the opex.
The Geraldton strategy will need $8-9 USD to break even based on V205 alone even with the Yarrabubba ore, where the titanium separates and can be trucked separately.
The Fe ti co product in the AVL BFs is listed as waste so the $2.40 credit cannot be assumed.
Will be interesting to see what confirmed product the offtake will define as a scalable product when the Chinese steel market is also currently in oversupply.
I just hope whoever does the numbers tells management to pull their head in. Does anyone know if the grant hinges on building a central processing hub at Geraldton
The value chain is into batteries and the premium that comes with VRFB electrolyte.
AVL Price at posting:
1.7¢ Sentiment: Buy Disclosure: Held
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