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Morning all,
Good to see the detail in the RNS. I have been concerned that the delays may have been caused by the dense media separation stage, which in my experience can be a bit of a pig to fine tune in order to optimise recovery. Dealing with fines is relatively straight forward and moving to a 24/7 operation will be a benefit to achieving ramp-up targets. On the whole a very positive update, and no doubt lessons learned will help in stage 2 development.
Afternoon all,
Prices for vanadium products :-
98% V2O5 flake - China = US$ 6.80/lb (+1.49%), Europe = US$ 6.25/lb (+1.63%).
80% FerroV - China = US$ 30.5/kg , Europe = US$ 30.5/kg (+ 0.99%0).
Having re-read the Competent Persons report over the weekend, added a few more today.
Sorry should have included link :-
https://largovpure.com/products/
Morning all,
Since investing here I have been reading a lot of information about vanadium and recently found on a competitors website, Technical Data sheets for one of their products that they believe is the dogs b**llocks as far as VRFB electrolyte is concerned. Can someone direct me to where we have similar information about our equivalent electrolyte product, if we have anything yet. Thanks in advance for any help.Regards Roy.
Afternoon all,
Agreed T2B recent prices :- 98% min V2O5 U$ 6.5-7.5 per lb (whse Rotterdam ), 80% FeV U$ 29.7/kg China & 27.0/kg Europe.
I have bought in with 2 lots today, looking forward to contributing here, as this years positive progress develops, GLA.
Morning all,
I have decided to buy back in, hoping for a good H1 CPO performance backed up with the Cashew build progress towards the second revenue stream next year. I guess from reading the BB that it is still difficult getting regular updates from the Company regarding progress across the activities but good to see the regular posters still active.
Thank you Bloodshot,
I've made a note of the websites, hopefully when I'm out of the disaster over at SXX, I can get some more in here and search for the fastest 4-wheel drive version that they make.
Afternoon all,
I was re-reading something that I found last year about a Company called Direct Nickel Pty., who have patented a process for converting all portions of Nickel Laterite ores ( Limonite, Saprolite and Transition), into a range of products, including EV battery precursors. This process competes favourably with HPAL, and has been partly funded by Teck Resources, who as well as having a good slice of us, also own Cominco (HPAL processors). This could indicate an interest in their partnering the Vermelho development ? Anyway worth a read for some maybe.
http://www.directnickel.com/
Morning all,
Today's call was done in the usual professional manner that we've seen over the years, no dramatic or un-achievable targets for instant SP response - good. What I did like was the answer to the question about Vermelho HPAL costs. JM confirmed that the proposal is to install latest technological developments in the process and not be lured into getting " Chinese" quick fix options. Also he re-affirmed a desire to keep control of the asset with the support of a strategic investor. So for me, no new news but confirmation that plans are on schedule and a 5-6 months window to some of us to load up our holdings before this really gets traction SP wise.
Afternoon all,
for anyone wanting to get more info on different ( class 1&2 ) grades of nickel, take a look at this video on Crux with Mark Selby, who is quite knowledgeable about the nickel market :-
https://www.youtube.com/watch?v=zGlYiPtCues
For me, it re-enforces my view that we should be aiming to sell an intermediate HPAL product from Vermelho, and our resource grades and size production cost base are well suited to this market.
Afternoon all,
Hi Cowboy, I have to agree with you, I have recently taken a position in BMN, and with all the potential developments with the Vanadium Flow Redox Battery technology, their prime focus will inevitably be to become a vertically integrated Vanadium supply Company . This in no way reflects on the potential here, to become a significant player and one of the lowest cost tin producers in the world. The other Company is a well run organisation with very close ties to this one. With AV still on their Board, I am sure any withdrawal by them will be managed effectively, without causing problems here. I'm here for the long haul hopefully, so will be adding as and when I can.
Afternoon all,
Having recently researched the Company and been impressed with the information to be found in The Bushveld Perspective, I have added this to my LTH portfolio along with ATM. I am looking forward to contributing to the forum once I have learned more.
Best wishes Roy.
Afternoon all,
Hi Luke / wasa interesting discussion you two are having. because of the quality of Vermelho Limonite, the proposed HPAL process to sulphate should be more straightforward then for some other ore sources. I personally am more concerned about the ramp up of nickel pig iron sources and the effects it would have on ferronickel market pricing. Eitherway we are in the best place possible to meet the challenges and benefits coming in the next 5 years ( or sooner). For a perspective on " disruptive technologies " you might like to watch this link to an interesting lecture given by Tony Seba a couple of years ago :-
https://www.youtube.com/watch?v=2b3ttqYDwF0&app=desktop
For anyone interested a link to the "ammleach " process :-
https://www.metaleach.com/ammleach-2
Afternoon all,
Thanks for the info Sammy, continuous ion exchange resins can be designed to be metal specific and are good at dealing with process fines and slimes, which might be relevant to our Paltridge North ore future treatment. There is also another leaching process developed by Alexander Mining which uses ammonia based chemistry for selective metal recovery. This process is supposedly more cost effective than acid leaching as the leaching solution can be recycled with minimal losses, and can be used in shorter cycle time tank leaching processes with less waste treatment costs. To my mind, all good prospects for future planning of the Lynda/Lorna Doone plant.