BKT stating they are achieving 99% purity - which is great - however they still have HIGH CAPEX and OPEX and Working Capital required as their TGC grades 7.8% to 8.5%.
WKT in the 41% Resource Upgrade announcement stated WKT can achieve up to 98.8 % purity.
Little tweaking here and there in a real mine environment will be the ultimate proof.
Still MUCH prefer the high grades : )
Page 9https://www.asx.com.au/asxpdf/20181219/pdf/441ccrcl5dmcsp.pdf
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The graph in question is outdated with regards to WKT.
17.9% TGC
40K TPA Concentrate
$28M USD Capex
NPV $197M USD
IIR 119%
Payback 19-20 months
Opex $347 USD FOB
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Updated DFs 2019
https://www.asx.com.au/asxpdf/20190307/pdf/4438vk96dh2yw4.pdf
WKT shareholders know only too well the dilution effects having been through it last year and thats based on a Low Capex & Opex operation with very HIGH grades. The other Graphite Players with FAR higher debt and equity cost requirements including the working capital requirements are going to be more severe IMO.
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