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Not a geo, so hopefully someone will correct me if I'm wrong......

  1. Ajinomoto
    2,188 Posts.
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    21/05/16
    15:30
    Post #: 17831601
    Not a geo, so hopefully someone will correct me if I'm wrong...

    My rudimentary understanding is that most of our Ti will come in the form of Ilmenite (from the main ore body), could be a little Rutile in the sandy top layers?

    What we'll end up with from TIVAN, if we're looking for comparables is either;

    - High grade (around 65%) chloride TiO2 Feedstock - there seems to be a market for rutile, sulfuric and chloride.

    Or (as per DFS)

    - Pigment grade (95+%) TiO2
    Last edited by Ajinomoto: 21/05/16
    TNG Price at posting: 14.5¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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