For those who may have missed the recent preso and interview definitely worth a view, especially the re-record...
https://www.aus.biz.com.au/media/tivan-limited-completes-acquisition-of-speewah-mining/
GW is right, Western countries need a reliable at-scale cost effective supply of Vanadium to be able to roll out LDES VRFB's. I can picture the US "leaning in" to shore-up their supply.
It's hard to believe Mt. Peake now on the backburner (apart from supplying the pilot plant) but Speewah's got the goods. I was always concerned about the wet season issues and the relatively low *Mass Recovery [16% Ref.] when KRR were trying to prove it up, but considering the very high V in concentrate and the addition of TIVAN® at the DPF unlocking all three elements in an efficient low enviro footprint way, I'm a now a 100% Speewah convert. The resource is truly globally significant.
(Mt. Peake *MR ~50% but only ½ the V in conc.)
And the brilliant engagement continues...
GLTAH
(pic hypothetical only).
*Mass Recovery (or weight/yield recovery) is critical in the evaluation of magnetite deposits. Mass Recovery is the percentage of the head (feed) mineralisation by weight that is recoverable by concentration processes.
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