He shows a picture of the clay. It seems to contain quite a lot of iron oxides (red/brown parts). Roland Gotthard seems capable to manage this problem. I would also love to see a presentation from the project manager Roland Gotthard, maybe more focussed on the metallurgy/benefits of LTL, later this year. I hope they can get the capex down to 150-180m or start small and build it up with revenue. Really exciting how it will play out. I think 1000 tons per year around 2026/2027 would be good. Prove the concept, scale it up a bit and the big institutionals move in.
The IPT story explained in 10 minutes, page-2
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