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Dump - Punter - Their is no DFS coming out for the 100th time , FEED is out which supersedes DFS, Stop trolling this thread with your continued down ramping and your idiotic questions as you have being outed for what you are a TROLL.
To add some context to the OPEX costs per ton, based on Info in the Pensana publications. the overall OPEX per MT of NdPr produced is $44/kg. broken down into MRES from LJ, the same documents states $135,000,000 for LJ OPEX to produce 41,000 MTS of MRE Sulphate. this works out at $3,300/kg. this comparing favourably to a probably Ex works price of $9,000/MTs +/-. Further separation costs at Saltend are $5,200/kg to produce 12,500 Mts of various separated rare earths, predominantly Lanthanum and Cerium. If all these costs are consolidated and applied only to NdPr production, the OPEX cost per ton across both plants works for NdPr only works out at $44,000/MT. All the above is in this document https://pensana.co.uk/wp-content/uploads/2022/05/FEED-RNS-ANNOUNCEMENT-MAY-2022-V22-FINAL.pdf
Dumbo, You really do not have a clue do you ? There is no way you can use one mines production figures against another. every mine and Process is different; now 900,000tpa would equate to 3,000tpd on the railway, or roughly 60 rail tankers, That rail line is designed to be a main feeder too and from Central Africa, there is simply no way it is capable of such excess capacity. Stop the drivel and try Fact Checking before you Post ! Otherwise the agreement we have not to respond with retaliatory posts on RBW will be terminated.
DP reagents definitely play a large part, as well as transportation, labour and energy, but the reagents dont have to be imported in ready to use form. my understanding is that the volume of reagents to be imported to LJ is in the region of 60,000 MTs p.a. However the reference to NdPr alone for LJ is irrelevant as the end product is 41,000 MT of mixed rare earth Sulphate with a RE content of 30-35%. and NdPr, coming-out at around 1/3 of that. if applied to the whole project LJ and Saltend, reference also has to be made to the recycling of reagents, which obviously reduces that amount of reagent to be purchased compared to that use in the process.
Theo, apologies for the delay. not been reading the board as quite frankly it isn't very helpful these daysl. But i will say my respect for you has has gone up enormously. Nothing too onerous, half a case of "Casa Giona Amarone della Valpolicella 2018", says that ground breaking at Saltend will be done before 28th July. https://www.vivino.com/GB/en/salvaterra-casa-giona-amarone-della-valpolicella/w/7069173?year=2018. what are you offering on the other side of this wager. we can arrange delivery one way or another via messaging.
Dumbo, Obviously you have not seen the FEED document either, it is not a Public document, but you have even failed to read the Summary properly ! Longonjo mine site Power comes from Hydro (Green) at 2cKwh
Now your Statement re Acid usage ie 200t/tNdpr is laughable ~ First off it would not be possibly transport 4,500 x 200 = 900,000 tpa up that railway line !!!. You should stop plucking numbers out of the air, it only confirms your STUPIDITY.
Dump Punter - What are you dong here are you invested in PRE and asking legitimate questions or are you just wasting everybody"s time.
Without "Green Power" you can't expect "Green" Bonds, Pensana are not only setting a high bar for our competition, they are securing a major component of their OPEX at minimal cost.
As I said to Dumbo, I feel sorry for the Investors who jumped in at the wrong time, but for a few I make an exception !
Eloro- Your continuous feeble attempts of a down ramping troll is pathetic , Why dont you sell out a move on and stop making a serial pest of yourself, As you have neither the brains or the comprehension of understanding for the development of the worlds first sustainable REE business.
Cart before horse comes to mind. The world's great now has a source of power but no building to connect the power to!! Pathetic.
Dumbo, I am not laughing at any Investor who is currently down; and if that IS so offensive to you, WHY are YOU and your idiot mates trying to send it down further ? by continually telling us that PRE Investors are going to loose everything ?
And Theorist I suspect that he has finally woken up that the Regulators are starting to take notice, with any luck they will link him in with all the others as "Conspirators" which will get them a lot more than two years. As for the NY Bank, I hope they have recovered those mortgaged shares that they lent out, the owner will soon be wanting them back !
Did the police establish a motive?
I got arrested today. They charged me with casting doubt on the ability of Paul and his sidekicks to develop a world beating mine to magnet facility, publicising Paul’s past failures, pointing out some issues with the cv’s of Paul and others on the Pensana website, speculating why two non execs legged it on the same day, doubting that the company would get a nickel from the ATF, questioning the environmental wisdom of digging up East Yorkshire, casting aspersions about the non independent drilling assessment of Longonjo, well it was such a long list of charges I have forgotten the rest. Now they are looking for collaborators, which I take to mean people who do not have a shrine for Paul, with photos and little candles, in a corner of their sitting room. I think if I am lucky I’ll just get two more years of posting on the Lse chat. Doa of course will have already left.
And you, Dumbpunter, are what is known as a collaborator. And as we know, that never ends well.
Theo - Funny isn't it how you and your band of merry downramping men think you can get away with this. There are many examples in history where individuals know they are doing wrong but they don't think there will be any negative repercussions so they carry on with their actions. One thing we know though is times change and what was deemed acceptable soon becomes unacceptable, people get caught and then beg for mercy claiming they didn't know they were doing wrong.
I firmly believe you will be tracked down eventually and justice will prevail.
China, nice to see you are so concerned that Dao will lose his bet. Can you give me a single example of when I haven't told the truth, oh and what happened to the Bank of NY takeover you told us was imminent? And btw if you are 500% up on your investment why are you fretting about the Chicom FUD's you obsess about??
Dumbo, "Undeliverer" Did you miss the 500% rise in the SP since 2019 ? sure beats Bank interest :)
Dumbo, how many times are you going to prove that you Don't know ?
And Doa you must be going soft in the head; Whenever has Theorist ever kept his word, told the truth or answered a question ? There is no way known he can ever be expected to honour a bet; if he was in Oz the SP bookies would have him on crutches !
Nice knowing you Doa
Dao, sounds reasonable to me!
Theo - I will take you bet , How about if no groundbreaking at Saltend and the start of funding does not materialize by the end of this month i will disappear off this forum never to return , But if it does appear you will disappear and never return to this forum.
I have worked on over 10 different Projects in the construction industry ranging from $300M to $1.5B AUD what they all have in common is a Schedule/Program to execute early works through to completion. The program is updated weekly and includes completion %, area that fail behind maybe put on the critical path and issue with logistics or road blocks are highlighted. It not that hard for PA to arrange & publish a monthly update. A simple flow chart would do any graduate engineer could easily put it together. Sick of no news & excuses, have we backed the wrong team? I've been holding since PM8 days. Come on Paul you are better than this. (Fingers Crossed)
I have written to the company this evening. The Amvest presentation suggested mid-July for the credentials of being approved for a Green Bond, which I assume comes from the Carbon Trust. Paul Atherley on more than one occasion suggested this was the last hurdle for Saltend getting its bond. I have asked for procedural clarity on how this works so that we all understand it. If we know the methodology, we can anticipate why and how things get delayed and better manage our own expectations as well as assess the company performance.
I’ll take the bet!! Nothing is going to happen July 21st to 28th. Contrary to Paul, Vicky and Tony’s assurances there will be no financing this month. Oh and has the company confirmed it got a load of cash from the ATF? What an absolute shambles.
I dont see any date there, so what’s been invented. I was also advised mid to end July. But if you would like to take a bet, i would put money on 21st or 28th. Do want to put your money where your mouth is?