Pertinent market/industry news/articles, page-4790

This post is my own opinion, I present this information substantiated with charts and links to the original data.
This information is relevant to the investor presentation as it independently clarifies information presented within, is a substantial part of the topic being discussed regarding the financial viability of SCONI offtake and LG,

This is the link to source Nickel Projects Review by RFC Ambrian
https://www.rfcambrian.com/nickel-project-review/

I have done a little work on the RFC Ambrian Nickel Projects Review and thought it might be of interest to a few here.

I am going to let this independent, professionally researched study speak for itself, I will highlight the salient points of comparison for everyone.
I am specifically comparing the Australian nickel laterite juniors, namely Kalgoorlie, Sunrise, and Sconi.

The first table is a comparison of nickel resources over 400kt nickel and we see that Ardea leads the pack, Sconi barely meets the cut-off criterium.


In this next table we see that Ardea leads the pack with contained nickel, Sconi is amongst the lowest with contained nickel



In this table we can see that Ardea leads once again and Sconi has the lowest takeover potential, thus appeal to takeover.


In this table we see that Sunrise and Ardea have similar planned annual production and Sconi has the lowest planned nickel production/ LOM



In this table we see that Ardea have the largest resources on nickel equivalent basis and Sconi ranks amongst the lowest.


In this table we see that Sconi has the highest LOM Cash Operating Costs c/lb Ni, and is therefore uncompetitive with the peers.
This is an important metric because it disproves our mate with his claim of Sconi having lowest cost quartile against peers.



In this sample we see that Ardea has the lowest Capital Efficiency and intensity/ LOM Nickel, Sunrise has the highest.



This table shows that Ardea has the highest NPV and IRR, Sconi has the lowest comparatively.



This table shows that Ardea has the highest NPV per ton of nickel LOM, Sconi has the lowest comparatively.
Disproving again that Sconi is in the lowest cost quartile comparatively amongst peers.



This table is a raning of third party takeover potential, Sconi has the lowest ranking amongst peers.


I think I have illustrated a point for your consideration, that is.
- That in almost every chart Sconi comes in position LAST on the metrics being compared.
- That Sconi is not by a long shot the best Australian project in aggregate for Nickel Laterite in those being compared.
- That Sconi has been independently marked down by the authors of this professional independent presentation.

These are just a few of my thoughts and just remember, I am sharing an insight with substantial independent research backing that up.
The facts speak for themselves.
RED