Technology Metals Australia Limited (ASX: TMT) is focused on developing its 100% owned flagship Gabanintha Vanadium Project located 40km south of Meekatharra in Western Australia.
In August 2019, the Company announced outstanding results from the high quality Definitive Feasibility Study (DFS) confirming the lowest quartile operating costs, high value and technically strong development opportunity of the Gabanintha Vanadium Project. The DFS delivered a Mining Reserve of 29.6Mt @ 0.88% V2O5 and a project pre tax NPV8% of A$ 1,320M (US$ 924M) from an initial +16-year mine life.
The Massive Magnetite Resource and >99% V205 high purity product identifies the Project as one of the highest-grade, low cost operations over a long initial mine life, at a scale that will make the Project the largest single primary vanadium producer in the world. Delivery of this study is a key milestone in progression of discussions with prospective development partners that the Company has engaged with over the past 12 to 18 months.
Consolidation has kicked off in the vanadium sector, with two WA explorers agreeing to a $217 million all-paper merger. The merger is driven by the desire for single ownership of the same highly prospective orebody and the goal of both companies to gain more scale in the eyes of investors.
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DOWNLOAD RESEARCH REPORTSecures binding contract with Tier-1 OEMUS based anode active project gathers momentumMagnis Energy Technologies (MNS.ASX) – MNS is planning an anode active facility in the US and recently announced a binding, yet conditional, contract for the supply of anode active with Tesla. The contract is for a minimum 17.5kt/year with an option to purchase another 17.5t/year. Conditions precedent carry a tight development timeframe, with first production scheduled for February 2025. Site selection is underway and co-locating with an OEM on a brownfields site makes sense. Long lead items have been ordered and detailed engineering and design is expected to commence soon. |
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December Quarterly Report: Q2 FY2023Looking past the rain – there’s a rainbow.TerraCom released their operating results for the December quarter FY2023 with operating metrics being in line with our forecasts. Unseasonal rains in both Australia and South Africa contributed to operational and logistical issues across all mines, however guidance for annual production at Blair Athol is unaffected and highlights the quality of TerraCom’s skills in operational management. We continue to like the stable operating metrics around the company’s Australian operations and see potential for the South African operations to benefit from increased management focus given the rationalisation of operations following the closure of the Ubuntu mine. Corporate Connects overall financials remain unchanged as does our target price of $1.35 share. We maintain our forecast for a fully franked quarterly dividend of 7.5c/share to be paid in the March and June quarters of FY2023. |
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