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The Road to Manono, page-310

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corlemar

588 Posts.

142

03/07/18

19:19

Post #: 34115868
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Originally posted by Dr_Manhattan ↑

IMO, approach should be the fastest/cheapest path to production remembering cost and location constraints.
* Road 617 refurb will not be ready till at least end of 2019.
* Hydro dam refurb will likely not be ready by end of 2019. S

Phase 1,
2MT initially with 10MW power from local generators.
No chem plant.
Cheapest transportation option derived from cost analysis.
Ideally, try to get that tin credit in the plant design.

Get that base model going and improve from there as local infrastructure improves.

Transportation costs will be significant.
$100/tonne which BGS claims would be a great figure for AVZ in my opinion but it could be more. Ideally, a tin credit will help offset some of that along side the on site costs with the above average 1.6% grade, homogenous, low strip ratio nature of the deposit. Currently, lithium miners are making strong profits and I suspect this will continue as supply will struggle with demand globally. So I don't think an operation has to be the cheapest globally initially. AVZ will need to scale later on or else the size of this deposit is pointless.

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@Dr_Manhattan excellent synopsis and worthy of a mention !!!

AVZ Price at posting: 10.0¢ Sentiment: None Disclosure: Held
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1 Great analysis

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