AVZ Peer Transparency, page-8

First 8 Last

Share
Profile

Follow
Sjlasx

4,066 Posts.

3554

24/07/19

07:03

Post #: 39660405
Share

Originally posted by Deboss: ↑

MLL (formerly BGS) reported there was a cut off threshold for penalty rates………. where for iron oxide that is 1.4%

PLS has also indicated in its commissioning, a target to get below 1.4%

Eyecandy-wise IMO, PLS wont publish the variance in iron levels which could indicate the consistency and or inconsistency of product. If you look at the 1st Qtr you see reported more than once an Fe level of 1.8% (which semantically as some have argued here could mean an iron oxide level of approx 2.5% due to atomic weight difference).

This is the main issue for retail investors. There are specs for product types internally published but are confidential and so we as retailers only have anecdotal information on what is suitable.

I suspect the newer batteries with less cobalt and higher density require better spec than 1.4% penalty threshold.

There is also the matter of mica.......

In any case a JORC defined ‘homogenous resource’ would likely find long term offtakers as the product would be easier to know and handle.

Therefore as Huayou already claim………… AVZ has a premium product.

All IMO & DYOR

Expand

Would you care to take an informed guess at AVZ concentrate Fe2O3 levels?

AVZ Price at posting: 5.2¢ Sentiment: None Disclosure: Not Held
Upvote

0 Great analysis

Reply

Top Stories

ASX Market Close: Trump tariffs paused til August; CBA falls below $300B

AII

Inside the depths of Panasqueira: A legacy carved in rock

Trump chides Powell as Goldman call for calm. The RBA must be nervous

Monday's HotCopper trends: Northern Star forecast, AML3D Navy handshake | July 7

Listen: HotCopper Wire Podcast 016 – FY25 ended up not so bad... but Trump unpause is coming

First 8 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

AVZ Peer Transparency, page-8

Top Stories

ASX Market Close: Trump tariffs paused til August; CBA falls below $300B

Inside the depths of Panasqueira: A legacy carved in rock

Trump chides Powell as Goldman call for calm. The RBA must be nervous

Monday's HotCopper trends: Northern Star forecast, AML3D Navy handshake | July 7

Listen: HotCopper Wire Podcast 016 – FY25 ended up not so bad... but Trump unpause is coming

Featured News