AVZ 0.00% 78.0¢ avz minerals limited

Running discussion on SP, page-2023

  1. 1,431 Posts.
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    HY will want to take this to production IMO. That is why they were brought in early. Record of building mine (within set budget/time frame)

    $40m~$50m strategic investment from BNBT + offtake after assay results.
    After second round drilling 20,000 - another offtake from Tinci

    Not to forget CATL still in the draw here.

    2Mtpa initially, then ramp up to 6Mtpa, and then further to 10Mtpa

    Road upgrade $285m funded by Chinese
    Hydroelectric power station $45m funded by Dathomir

    Capex for 2mtpa approx $160m: This will come from two strategic investment (BNBT & Tinci) + debt funding (HY?/banks?)
    (6% spod = 400,000 ton) lithium + (tin) + (tantalum)

    Another option is if we can bring CATL on board, we can aim for 4mtpa/5mtpa instead.
    Last edited by unknownshadow: 26/04/18
 
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