Member Info for GaiasKidney

With the resource now at +30mt and highly likely to rise further and with LiOH demand insatiable I think in the PFS it will make a lot of sense to up the mine's ore output well above the study's 2mt/y . Spod production of say 500kt/y would put this project in tier one.

Deserved.

Vital Metals already mining and selling concentrate to Europe for separation..... Small but to scale up.

Rutile price chart for China prices

https://www.ceicdata.com/en/china/china-petroleum--chemical-industry-association-petrochemical-price-inorganic-chemical-material/cn-market-price-monthly-avg-inorganic-chemical-material-titanium-white-rutile-type-r2-type

Usually somewhat higher than West.

"Titanium dioxide
The titanium dioxide market is running steadily, and the overall market has not changed much. As of now, the ex-factory price of China’s rutile titanium dioxide including tax is 19,800-21,500 yuan/ton(3120 to 3400USD/MT), and the ex-factory price of anatase titanium dioxide is 18,500-19,500 yuan/ton(2920USD to 3080USD/MT). The price of raw and auxiliary materials is high, the cost of titanium dioxide is still high, the pressure on enterprises is high, and the price of titanium dioxide is temporarily stable; the domestic market demand is weak, the downstream enterprises maintain rigid demand, and the transaction of new orders in the market is deserted; the current market transportation is still limited, and some manufacturers have high inventories , manufacturers reduce load production, individual enterprises are in a state of shutdown, and the titanium dioxide market is under-operated. The demand in the international market remains good, and the support for domestic titanium dioxide enterprises is strong. In addition, due to the impact of high-level raw materials, it is expected that the titanium dioxide market will maintain stable operation in the short term."

The rutile price used in December scoping study was $1346/t

https://tio2.info/2022/04/11/Market-overview-on-the-first-week-of-April-1st-7th-April/

£15 - 20m to cover this revised scoping study and I'd think a (hope rapid) feasibility study beyond that?

https://www.alkemycapital.co.uk/news

With the expanded (and still expanding) resource and also them settling on a more realistic near and mid term SP6 price of 2 to 2.5k this upcoming PFS would have NPV at circa 4x the previous study. ... ~7bn?

We shall see.

HZM November placing 7p, sp now ~8p, post placing low in February ~6p. 30%+ up from Low.

HZM PIs look quite 'bouffant ' to me.

I plan to add here post the finance.

ASX suspension, funding.

Revised scoping to come incorporating recent x3 resource. Spot rutile goes at 2300/t.

Work streams to assess the large flake graphite for battery use.

Quiet giant in the making here.

GLA.

Taken by Assore.

NED steps down.

Clearing the decks for a deal?

I expect the finance package to come quickly after PP, say 6 weeks from now (planning docs have them starting construction in June). I also expect around a half to a third to be a placing-OO. That will be a large dilution and so will have to be discounted to get all that amount away. Imo.

I'll wait for things to settle before adding.

GLHs.

LSE:ALK.

DYOR.

By production? Yes could be.

Reckon Atlantic is around 5 years ahead on that.

GL.

*NPV 4X previous study*. *20y LoM*. *massive advantage for any near-term producers *.

ASX listing July/ August, comparative ASX listed peers have 3x plus MCAPs.

Hooper and Crow 10 min to 22 min.

Klein, Rock Stock Channel

https://youtube.com/watch?v=ilLi60zmR14&t=1505s…

" ...right place to store 10,000 tons of super toxic chemicals it would be a miracle."

There is no proposed reagent storage at Reedmere, reagents will be stored at the existing SCP Tank Farm area. See latest PA doc.

Sub one month to PP.

The 'issues ' to bash at get smaller and smaller.... as does the little voice.

https://www.ft.com/content/7beef24f-29a2-4683-8b30-b076528416c1

Yes, wall of buying this morning. Previous high will soon be toast.

GLAHs

Is the now agreed expiry date. This was not disclosed before. PP decision promptly after is the usual.

https://newplanningaccess.eastriding.gov.uk/newplanningaccess/applicationDetails.do?activeTab=dates&keyVal=R4IWELBJHDC00

First event in the chain.

https://stockhead.com.au/resources/eye-on-lithium-benchmark-says-ev-makers-need-to-become-lithium-miners/