Some interesting data specifics in the March 2019 Presentation....

Some interesting data specifics in the March 2019 Presentation.

Independtly Flow Sheet tested in Australia and China with Beijeng graphite process experts.
To be expected as China did dominate the graphite space - but now are importing graphite which is a good sign for all Graphite Players.

Only 4 grinds instead of 12 compared to China Graphite.  Opex Cost Saver.


On Page 11 of the March 2019 Presentation.
Plenty of Metallurgical Test Work has been completed.
Some may call it overkill - I call it putting the doubters to rest and VALIDATING the deposit.
High Grade is KING and the deposit is World Class.




FLAKE SIZE DISTRIBUTION BREAKDOWN.

*NOTE the 500um Super Jumbo - This sizing is forcasted in 2020 to Jump to $6,000 USD /ton.
This could be possibly worth an additional $28M AUD on TOP of profits.
Thats not accounting for any price rise on the 300um product.
If it happens in 2020 great if it  happens in 2021 - doesnt matter IMO.



* NOTE the temperature comparison on the 500um 300um 180um
Cooking the 500um at 800 degrees C produces a better yeild (almost 20% more) then cooking it at 1,000 degrees celcius.

German Offtake Partners most likley canditate as Testwork Results was done in Germany.
Germany much further ahead in the game with expandables and foils.

The Temperature range and expandable ratios is important.  
Notice how most other Graphite Players do not publish their Temp and Expandable ratios.

All Graphite Investors should be comparing the Temp and Expandable Ratios as will have an effect on their demand and their basket prices will be reflected accordingly.

China having average expandable ratios of 230x-250x is still outclassed with our Lindi Jumbo Graphite numbers.

For WKT - High Grade is KING and the only way to go IMO as the low grade Graphite players are horribly exposed to potential shutdowns and closures.  

DYOR

Imerys Mine in Namibia - This should be a warning to all investors in low grade Graphite plays.

https://www.indmin.com/Article/3842224/Imerys-closes-unprofitable-graphite-mine-in-Namibia.html