denke mal ne reihe investoren habens WE genutzt, um mal tiefer in die zahlen zum jüngsten
res.- UPDATE einzutauchen..........und dabei höchst int. erkenntnisse gewonnen, die zb auch
beinhalten, daß nebst dem eigentl. stoff LI auch ein weiteres im gewonnen erz antrifft nämlich
tantalum.......und DIES sogar in einer so hohen konzentration, daß man es allen anscheins sogar
AUCH wirtschaftlich abbauen/ vertreiben kann. DAS würde das KV- proj. sprunghaft in ein noch
gaaaaanz andres licht rücken.
lest dazu mal nachfolg. gedanken eines geschätzten HC- users............
There is another interesting point which we should take into account when valuing the KV project resource. It's about the huge tantalum credits in the project. Relatively high-grade tantalite concentrate of 20% to %40 Ta2O5 can be produced from the lithium circuit fines by a gravity circuit to remove tantalum from the spodumene concentrates.
LTR has got tantalum rights on the project and it has significant tantalum component (140ppm). The tantalum credits will help the company to reduce the cost of production and improve the project economics.
If you look at the table below you will see only Pilbara Minerals (PLS) has the tantalum rights (116ppm).
None of the other major producers and developers have the tantalum rights including Greenbushes (Tianqi/Albemarle), Wodgina (Min.Resources/Albemarle), Earl Grey (SQM/KDR-WES) and Mt Marion ( Min.Resources/Ganfeng).
KV project contains 23Mlbs of Ta2O5 (and 970kt of Li2O or 2.5Mt of lithium carbonate equivalent - LCE).
The price of Ta2O5 concentrate is around US$80 (was over US$100 last year - Ref. Roskill).
23,000,000 lb x US$80 = US$ 1,840,000,000.
The total amount of SC6 spodumene concentrate will be 19,300,000 according to the table below.
The revenue from SC6 concentrate would be;
19,300,000t SC6 x US$650 per tonne = US$ 12,545,000,000
Then we can see that the tantalum credits will be a huge contributor for the project.......
SK heute bei vol. von knapp 7mio...............aud 0,115
....IST und bleibt hier weiterhin SEHR spannend...............IMO
" target="_blank" rel="nofollow ugc noopener">There is another interesting point which we should take into account when valuing the KV project resource. It's about the huge tantalum credits in the project. Relatively high-grade tantalite concentrate of 20% to %40 Ta2O5 can be produced from the lithium circuit fines by a gravity circuit to remove tantalum from the spodumene concentrates.LTR has got tantalum rights on the project and it has significant tantalum component (140ppm). The tantalum credits will help the company to reduce the cost of production and improve the project economics.
If you look at the table below you will see only Pilbara Minerals (PLS) has the tantalum rights (116ppm).
None of the other major producers and developers have the tantalum rights including Greenbushes (Tianqi/Albemarle), Wodgina (Min.Resources/Albemarle), Earl Grey (SQM/KDR-WES) and Mt Marion ( Min.Resources/Ganfeng).
KV project contains 23Mlbs of Ta2O5 (and 970kt of Li2O or 2.5Mt of lithium carbonate equivalent - LCE).
The price of Ta2O5 concentrate is around US$80 (was over US$100 last year - Ref. Roskill).
23,000,000 lb x US$80 = US$ 1,840,000,000.
The total amount of SC6 spodumene concentrate will be 19,300,000 according to the table below.
The revenue from SC6 concentrate would be;
19,300,000t SC6 x US$650 per tonne = US$ 12,545,000,000
Then we can see that the tantalum credits will be a huge contributor for the project.......
SK heute bei vol. von knapp 7mio...............aud 0,115
....IST und bleibt hier weiterhin SEHR spannend...............IMO