LIN 4.55% 10.5¢ lindian resources limited

They are aiming at 350ktpa for the demonstration plant. That...

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    They are aiming at 350ktpa for the demonstration plant.
    That will be far from producing 30ktpa concentrate.

    At 80% recoveries and 2.5% headgrade, that would be around 7ktpa of 60% concentrate for 4.2ktpa TREO content which would be around ~100m$au in revenue before concentrate payability deductions.

    The phase 2 plant is aiming at 1.5mtpa which, with same recoveries and headgrade, will then produce 30ktpa of 60% concentrate for 18ktpa TREO content, which would generate ~430m$au in revenue before concentrate payability deductions.

    I don't know the payability for 60% non radioactive concentrate, so that would need some adjustments.

    The 150ktpa target is a "long term" plan, when significant demand has materialized and several plants are operating.
    At this point, the company should be worth orders of magnitudes more than now.
 
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