G'day @knotnauti
Keep in mind that other mob are being backed by METS, the CSIRO and one of the worlds most respected process engineering in SMS Group who are about to go all-in with FEED, EPC quotes (for both Mt Peake and TIVAN) and product guarantees. There will be very little waste concentrate at the refinery end of the process (I've attached a basic schematic above). They've spent years optimising onsite beneficiation and are now working with BBI to optimise Balla Balla ore for TIVAN. It's also worth keeping in mind that the Adelaide to Darwin railway is a common transport route for everything from salt to copper concentrate. There's plenty of capacity for a bit of VTM concentrate.
KRC is still the best performer out of all my vanadium holdings and still holding a free carry from $0.008 levels. GLTAH.
P.S
I think we might have met on a project in PNG around 2016? If I'm thinking of the right person (you were based in SW WA from memory) I might have even given you the heads up on Vanadium.
G'day @knotnautiKeep in mind that other mob are being backed by...
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