I enjoyed listening to PH and to CJ.
Imho, it seems the 2.2 scenario is viable as a HPAL process as investigated by Norilsk. Much simpler to put high talc ore through a POX process. Hence the message I get from PH is that while the 1.1 process is in play the high talc ore can definitely be treated be processed by some method. A POX process is easy. Maybe, in my view, POS can build one on-site. Limiting factor in all cases is PON
PH was quite emphatic - no smiles - that POS is looking to be a 15 kT pa producer.
CJ is a confident speaker and noted the re-wash addition to the circuit. CJ also said 70% of BSD assays have been received and that they are in line with expectations.
1.1 + 1.1 = 2.2
2.2 + 2.2 = 4.4
Someone is buy buying at 4c. Maybe next stop is 4.4
Inferred to Indicated, page-29
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