Thanks for your response @spid81 so not quite debate ready. To take part in this debate one would need to feel quite comfortable and why I mention invitation at free will.
Placing some introspective thought regarding the special economic zone for MNS and how Walkabout Resource could be a suitor to supply them start up graphite. Yes it may sound out of the box but if you were to examine further may be not so.
Would appreciate @Trommel in put but will continue with some open thought in absence.
Putting aside where graphite can be exported from make the following comment.
Lindi is Walkabout Resource primary objective and this conversation does not alter this but the question remains can we achieve better value for basket and do we have an end user right next door? Yes...? That's the big question we should be asking
An immediate concern would be the beneficiary process for different graphite types. Being contiguous and from Nachu the likelihood of similar process may occur. Lindi graphite when benificated liberates quite easily and mainly from mica. A far easier process where the the remaining gangue reports to the tailing with Vanadium attached.
From a value point as commented previously the lower section of our basket could be improved. Walkabout Resource intend on four discrete products all in a similar purity range at 94-97% TGC to end users. With increased output from plant we could have as much as 25% which is 10,000 tons based on 40,000 PA or 30,000 Tons at 120,000 Tons of off/take.
Blend 25%....
What the SEZ can do is create better value for this portion and some may just end up to our closest end user just down the road.
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I am not premeditating this but would no doubt have come up in conversation with neighbor down the road.IMO For some reason MNS seem to believe this possible. This could be another off/take in the making where under a PFS worthy of consideration.
To be continued...
Croc
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