I didn’t know I had to be an expert to ask questions?
I’m not seeing a good trend among most peers with regards processing costs here in this image.
Considering the heterogeneous nature of mineralisation, it is legitimate to ask such questions of FFX.
The most glaring one is the 1.75% representative ore sampling for 5 years that the company under slightly different management expressed enthusiasm and before ore variability testing results was announced.
The transport rate is very good at just under $100 but logistically some a little more honest here like Ozblue have expressed doubt.
I’m in doubt about the opex figures.
im also in doubt about interest in Goulamina as a stand alone resource because there’s a question of whether it can be expanded because the last DEC Quarterly showed logistics is an issue for the downstream strategy there. 2.3mtpa
It depends on the regime or detail of those MET tests, are they final endpoints for commercial scale?
The first paragraph by Borg infers his preference for coarse grain. I monitored his reckoning like many for a few years and it was a clear preference. Here is more context, you can see Aneeso, quoted BGS, BGS making note of coarse grained Spodumene, they were hunting for it back in the day.
https://hotcopper.com.au/posts/17942133/singlethis is not really an argument—it’s a preferred fact. The company knows fine grained is not ideal (what I’m saying is substandard compared to benchmark set by GB which everyone looks to) but it will seek to negotiate those non-ideal properties, as they did.
So that’s why also, I want to know why no mention was made of the lithium oxide, what happened to that strategy as it was announced in the company announcement.
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I see someone is questioning my mental health. Well I’m going to question the health of a management that can’t get its basic facts right, here are three screenshots on AISC LOM SC cost per tonne.
Which one is right??? Lolz....who is making nonsense??
(20min delay)