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The Road to Manono, page-630

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dockerbhoy

53 Posts.

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13/03/19

18:46

Post #: 37751603
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Originally posted by Deboss: ↑

Hi @Obe wan ,

IMO, it only takes about 3-4 months for lime stabilisation and grading to the Moba port......... if, they just decide to do some SC6+ exporting?

I suppose we want the fastest route to 5mtpa to make the most of any tax holiday to possibly be granted.

In your view, that $200+ but under $250 leg, is economical for the project and reasonable enough to get started whilst scale of economies is homed in on?

IMO, we may have EV trucks by the time shipping starts.

I agree with Likasi; as a copperbelt chemicals hub. The infrastructure is likely to easily cater for lithium chemical conversion facilities and power needs (Likashi is in line with Inga networks), and the so far known resource consistency and grade JORC and MET measured, should be relatively easy to escalate in scale on time to name plate capacity.

We also see Nigel discussing payback time. Should be really interesting to see what stones they have turned over and selected.

We still don’t know the tin credits, are you factoring them in with your figures ?

All IMO & DYOR

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Agree @Deboss

Under $250 transportation costs and under $300 FOB I would be happy, always remember those CREDITS.....

DB

AVZ Price at posting: 3.9¢ Sentiment: Buy Disclosure: Held
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