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
The graph in question is outdated with regards to WKT.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
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.
Potential Upside of WKT - Expandable Graphite, page-38
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Last
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Change
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Mkt cap ! $83.90M | |||
| Open | High | Low | Value | Volume |
| 13.0¢ | 13.0¢ | 12.5¢ | $10.71K | 83.23K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 69810 | 12.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 13.0¢ | 43105 | 2 |
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| Last trade - 15.58pm 03/05/2024 (20 minute delay) ? |
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Last
12.5¢ |
Change
-0.005 ( 3.85 %) |
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| Open | High | Low | Volume | ||
| 12.8¢ | 12.8¢ | 12.5¢ | 8651 | ||
| Last updated 15.24pm 03/05/2024 ? | |||||
| WKT (ASX) Chart |