Atm20 Feb 2020 18:13
Just thinking out loud here guys. So AV has moved out the full ramp up into second quarter gives him a little more time to achieve nameplate capacity. I would think that amount of extra time would not be needed. Better to have a bit of wriggle room to get it right. Delay yes, but necessary imo. What I like is the fact that once this is up to full steam. They will then move onto 24/7 production. As far as I know, the 60 tonne pm was based on 6 day week production NOT 24/7. Unless anyone can remember AV saying anything different. If this is correct then that 60t PM will be exceeded by some way.
Last interview I saw AV stated the buyer will take ALL ATM can produce at 92% of spot price for concentrat . I understand that some are interested in the tantalum ratio to tin. Am sure we will soon, but think AV is more focused on sorting out these bottle necks first. Just my opinion that's all. Best of luck to all