Winu—Telfer Speculation, page-5

First 5 Last

Share
Profile

Follow
Shines2

1,731 Posts.

584

23/08/21

13:56

Post #: 55499381
Share

Originally posted by salpetie: ↑

IMO the logistics of getting material from Winu to Telfer would likely be a game breaker. Similar to my comment earlier about Minyari to Winu.

145 Kms+- Winu to Telfer as the crow flies.
If they can find a route that wiggles through the sand dunes it is going to be much longer.

Conveyor or slurry pipeline are possible alternatives with high initial Capex. Happens in South America and elsewhere for various reasons. More often to move concentrate though with slurry lines (e.g. New Century Qld).

Environmental damage to the dunes is too much to cut directly through. Tunnels? Maybe but expensive.

Citadel material stranded or adds to volume to be moved?

It used to be mainly economics but not it includes, rightly so, ESG. If all the issues could be sorted Maybe but the bar is IMO very high for synergies to get Winu(Calibre etc) and Telfer going together.

Would Telfer have the capacity to handle Havieron and Winu ore together?

Havieron as an UG operation is unlikely to put out 15 MTpa to feed the beast at Telfer. So there will be some capacity available once the cut back is complete. NCM are well aware of these considerations - JVs with active exploration is one response. Not many sources that could provide sufficient feed quickly = open pit with Jorc resources: NCM sphere Chicken Ranch, Tim's Dome 'small with OK grade', other similar ones in NCM's hands already perhaps; Minyari a distinct option; others? Grace (1990's NCM estimate 0.5Mt 1.3 pre further drilling), Lamil west of Tims at an early stage. All these are within reasonable trucking distance either on their own ground or from current or possible future JVs.

gotta run

Expand

Cheers for the input salpetie

I started this thread from what's been reported in the media recently, and Stephen Power's recent interview, where he mentioned the possibility of Minyari being toll treated at Winu. Also Argonaut mentioned Minyari being toll treated at Telfer.
I think there's a few possibilities out there, and M&A could be a possibility in the not so distant future

Newcrest is in a position where it needs additional ore feed regardless of Havieron, and it's playing into Antipa's hands brilliantly

Last edited by Shines2: 23/08/21

AZY Price at posting: 4.6¢ Sentiment: Buy Disclosure: Held
7 Upvote

0 Great analysis

Reply

Top Stories

PTR

Petratherm adds $1.6 to the piggybank ahead of SA titanium drilling program

WR1

Winsome scoping study proposes low-cost operation for Adina lithium project

WMG

Western Mines identifies 2 high-grade zones at Mulga Tank in WA

ALR

Altair Minerals hits high-grade copper and gold at Wee MacGregor, QLD

SNG

Siren Gold boosts antimony resource by 66% to 14.5Kt at Auld Creek, NZ

There are more pages in this discussion • 60 more messages in this thread...

First 5 Last

Add AZY (ASX) to my watchlist

(20min delay)
Last 1.9¢		Change 0.002(8.82%)		Mkt cap ! $85.83M

Open	High	Low	Value	Volume
1.8¢	1.9¢	1.7¢	$577.0K	32.41M

Buyers (Bids)

No.	Vol.	Price($)
11	3681464	1.8¢

Sellers (Offers)

Price($)	Vol.	No.
1.9¢	9171949	11

View Market Depth

No.	Vol.	Price($)
5	1630000	0.018
12	9645734	0.017
18	3646106	0.016
12	6635531	0.015
14	3515388	0.014

Price($)	Vol.	No.
0.019	10804633	17
0.020	8540383	18
0.021	5272783	8
0.022	6099278	8
0.023	664782	2

Last trade - 15.35pm 17/09/2024 (20 minute delay)

AZY (ASX) Chart

Winu—Telfer Speculation, page-5

Petratherm adds $1.6 to the piggybank ahead of SA titanium drilling program

Winsome scoping study proposes low-cost operation for Adina lithium project

Western Mines identifies 2 high-grade zones at Mulga Tank in WA

Altair Minerals hits high-grade copper and gold at Wee MacGregor, QLD

Siren Gold boosts antimony resource by 66% to 14.5Kt at Auld Creek, NZ

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Winu—Telfer Speculation, page-5

Top Stories

Petratherm adds $1.6 to the piggybank ahead of SA titanium drilling program

Winsome scoping study proposes low-cost operation for Adina lithium project

Western Mines identifies 2 high-grade zones at Mulga Tank in WA

Altair Minerals hits high-grade copper and gold at Wee MacGregor, QLD

Siren Gold boosts antimony resource by 66% to 14.5Kt at Auld Creek, NZ

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News