Long Term Holders - Technical Chat, page-25

  1. 7,164 Posts.
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    Hello. MGT's July 2021 PFS says the below, My spreadsheet has mid-case of 10Mtpa producing 500,000 tonnes from 6% average grade titanium in HM at 83.6% recovery. So if PTR had to ship to China (which I doubt), I am not sure if three loads per annum on Capesize ship is the done thing. I guess smaller Panamax ships over 7 loads might be around A$30/t. If so, opex is approaching A$270/t CIF.

    https://hotcopper.com.au/data/attachments/6817/6817328-2ebb7f194fee8fa63cbb26e61e770b5d.jpg
    https://hotcopper.com.au/data/attachments/6817/6817331-5b3f5bddbf9f2b71432ad91f0d63b525.jpg

    Last edited by GKeden: 17/02/25
 
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