Good News & Bad News, page-276

Cheers for the vid @dt7

Stage 2 5mtpa plant will be producing 850,000 tons of sc6 and 800,000 pounds of tantalite
Add in the Altura plant and we have a total of 1,070,000 tons of sc6.
Also to add in the tantalite dressing facility for a 30%+ tantalite concentrate.

I don't recall pls showing a stage 3 in previous videos so this indicates the need to ramp up as bullish future demand forecasts are starting to turn into reality.

Stage 3 7.5mtpa offers 1.2mill tons of sc6 and 1.1mill pounds of 30%+ tantalite concentrate at an estimated 15 year mine life add on altura plant and pls could produce 1,420,000 tons of sc6 with options of additional stages at the altura plant.

There was also mention of the exploration strategy of increasing the resource by another 90mill tons with our current resource at 225mill tons with a 105mill ton reserve we could be looking at a total of 420mill ton resource.
That's not including resource from the altura site an additional 40mill+ tons

At the end of the video the was mention of down stream processing facility with posco and that a second facility is currently being evaluated.
We can only speculate with who and where...
I would like to see a facility in either WA or Indonesia to access Indonesia's large nickel supply with lg chem and catl looking at building battery factories there aswell as a potential tesla site in Indonesia aswell.

Looking forward to the altura plant strategy we could see more contact based sales with the pls plant and a more spot market sales with the altura plant using the new market place software with global digital.
This market is just starting to heat up

Gltah cheers