IMO the words need to be taken in the context of what some other African nations are doing and Ghana putting a stake in the ground that it wants the jobs that come from further processing. Some African countries will allow DSO as the primary product. Some will put in ineffective rules that appear to stop things but won't. Some will require further in-country processing and Ghana is in this last group.
The financials previously presented had $4,321m of SC6 revenue, $206m of feldspar revenue and $318m of DSO fines revenue. The total revenue from DSO fines was 6.6% of the overall project. The payback period/IRR the economics are so high even before the next upgrade that they are not dependent on DSO files. If there is a short-term absence of DSO fines revenue, it won't cause cash flow issues.
IMO the strategy Atlantic should be looking at is a small flotation plant that is funded from operational cash flow so that recoveries are materially increased from previous estimates. This would also be consistent with Ghana's stated aims.
IMO the more important element of the announcement is the Minister for Lands and Natural Resources talking about Ghana's next lithium mine. There's a lower regulatory risk when the Minister that needs to approve the proposal is talking about the project happening
But I see there's a pre open AIM announcement to look at.
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