PDN 1.37% $10.10 paladin energy ltd

Todays Sept Qrtly Call, page-4

  1. 3,119 Posts.
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    • Product down due to planned mtc and scaling but scaling has been permanently fixed
    • Production at budget
    • All major work done for year afawk
    • Guidance unchanged
    • Getting benefits from new resins
    • Focus on management of reagents in processing as they are main costs
    • KK care and maintenance went smoothly
    • Applying developed country standards to all operations re water/environment
    • Stakeholder consultation
    • Discharge when river flows are higher
    • No unknowns on restarting
    • Further exploration potential
    • Maintaining plant for quick restart
    • Good government support from Mal Govt
    • Grid power initiative
    • Manyingee insitu recover 2 m lb pa
    • Good grades and depth for insitu mining
    • Could be in production by 2018 dependent on price
    • 40 mlb of potential in region
    • Michelin – upgrade by 25% 107 m lb at 1000 ppm
    • 140 m lb in area
    • Targeting 200 m lb with tenaments
    • PDN is in great position strategically
    • Have been in discussion with a key no of utilities
    • EDF prepayment China General joint venture CNNC Namb joint venture and others in the wings
    • PDN rationale with utilities is clear
    Phone cuts out…
 
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