Bobo schreef op 28 april 2015 10:39:
In een webcast heeft de ceo van Triton uitleg gegeven over de 2 megadeals die het bedrijf gesloten heeft rond grafiet leveranties aan China. De highlights (geleend van een Australisch forum):
main points:
- very flexible funding arrangement
- favours equity over debt funding. "Use a small portion of the debt facility".
- certainty of offtake and certainty of price
- plant capacity. under both agreements looking to scale up beyond 300kt pa
- throughput to concentrate ratio likely to be lower due to higher TGC. Originally factored in 11-12%TGC. Will focus on 14-16%TGC zones to reduce throughput for the same amount of concentrate.
- he confirmed both offtake partners wanted to double their offtakes. so 600kt pa demand potential.
- strong demand, process expedited, strategic position from partners.
- production could commence earlier than expected. "Looking to start preconstruction later this year"
First class, no fluff, great stuff.
Vooral deze is belangrijk:
he confirmed both offtake partners wanted to double their offtakes. so 600kt pa demand potential.
Wie zou die extra 300kt kunnen leveren? Weet iemand of Heinz op dit moment in China is?