Mt Goode, page-2

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24/08/21

13:22

Post #: 55528217
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Originally posted by brettw68: ↑

right at the end of the Q and A session was a question about Jubilee's old Anomaly 1 (now Mt Goode)

Dan reckoned it was a primary reason for Xtrata buying Jubilee
WSA are spending money on Scoping studies for it
53nil t @0.6% = 327 000 t Ni (see slide 26)
BHP's Mt Keith is 0.5% so is doable as an open pit
A nearby concentrator that can do 400 000 - 500 000t/yr (at 0.6% = 24000-30000t/yr Ni)

These are all Dan's words not my opinion
Not sure why the info that they are spending $ studying it had to wait for a broker's question (especially given a time of predator defence)
Production at a guess after a lot of box ticking wouldn't be until 2025-6? (open pit and use of existing above ground infrastructure - what would capex be on the increased concentrator capacity?)
Lower margin at 0.6% but that's a stack of Ni tonnes to come on market in the right time EV wise)

Anyway, seemed exciting amongst the other fine tuning capex questions - I'm sure none of it has escaped the attention of IGO, BHP and Twiggy much as it did with Xtrata as Dan said

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Hi

Great pick up

Unfortunately our leader Dan is a great second in charge person and a hopeless sales person selling upside of WSA assets

it has been a very very long time since he has done a presentation where the share price has risen after it.

WSA Price at posting: $3.11 Sentiment: Hold Disclosure: Held
5 Upvote

0 Great analysis

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Mt Goode, page-2

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