For MRF to "overtake Talga {TLG} it is needed that it provides further data on it's one step processing of graphENE from graphITE.
Talga gets 5 Tonne of graphENE from approx 40Tonne of graphITE a 1:8 ratio. The graphene comes out in the "wash", a 'sort of' by product.
It should NOT be thought that one tonne of graphite yields one tonne of graphene from One Step Processing.
So what is MRF's ratio on graphene to graphite?
Think that is still to be Announced.
Talga because it's Open Pit from Surface is very low Cost. Don't quote me but the TLG scoping study I think was something like less than $150/tonne.
TLG talks of producing 40,000 tonnes of graphite to yield 5,000 tonnes of graphENE of which their expectation of 2017 is sale of 1,000 tonne for $50mill [$50g/tonne].
Do you see the significance of the ratio of graphENE "yield"?
against a low cost base?
This is one aspect of MRF to consider in Peer Analysis.
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MRF Price at posting:
6.3¢ Sentiment: Buy Disclosure: Not Held
