[posting]61349104[/posting]ein HOCH- int. aspekt hinsichtlich bewertung der LTR- res. ggüber mitbewerbern wird in nachfolg.
beitrag eines HC- users hervorgehoben - nämlich der, des tantalum- anteils...........
Don't worry much about the strip ratio for now. Life of mine strip ratio will be very different and much lower than old scoping study (below) as LTR has very thick pegmatites.
LTR has tantalum by-product credits which brings the US$376/t cash operating cost spodumene concentrate to US$308/t as calculated on the old Scoping Study. The tantalum credits lower the cost about 18%. That makes big difference.
When you look at the mining cost on scoping study you will see that it is only AU$37.72 which is nearly the half of tantalum credits .
Here is the old scoping study metrics (for 15,7mt ore of 21mt old mineral resource). The new PFS will demonstrate much lower costs and life of mine strip ratio.
It think LTR will be the lowest cost producer after Greenbushes (which has very high grade lithium content) because of tantalum credits and very low iron content and no mica (low impurities). As we discussed before Greenbushes, Wodgina and Earl Grey (KDR/SQM) has no tantalum credits. Only PLS has some but it's much lower than LTR's.
If your ore has low impurities then you have very low processing (operating) costs other than low capital costs as you will have less processing machines in your plant.
LTR is a winner in every aspect.
Good luck to sellers.
