Nice read, nothing bad can really be said at this point. Wait continues.
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Have a read of this report to get an idea of the TiO2 product price that could be applicable if the Fodere process is used at Pitombeiras https://www.chemanalyst.com/Pricing-data/titanium-dioxide-52#:~:text=The%20latest%20price%20of%20Titanium%20Dioxide%2093%25%20FOB%20Le%20Havre,quarter%20is%20USD%203800%2FMT.
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Have over a million shares now with a lot higher average.
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Yes but did you actually see the return on the titanium... the figures weren't that significant over the iron price.
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Not true..... we are expecting to find out results from processing our sample through the Fodere process. That will change a lot of things.
Mind you impending recession would slow everything down.
Well Halloween is coming up and I'd like to scare the misses with further losses
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I wish you weren’t jumping the gun! I wish the process was keeping pace with your ambition. But the test results will be key - a “game changer”as Brian repeatedly proclaimed - and I assume we should hear something this month.
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Need to check. Latam is south of USA. South America is everything below Panama. Latam would be good because mining is big in Mexico. But just South America includes Peru, Chile, Argentina, Brazil…significant opportunity!
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And the technology may make future acquisitions more valuable/ viable. Also, remember Jangada has the rights for Latam.
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Fodere's processing technology should be far more efficient and less capital intensive than existing routes.
This should lead to far better returns for Pitombeiras. Lower CAPEX, higher NPV & IRR.
This will make the project more attractive and easier to obtain finance to get the mine built
After DFS, what other excuse can be used for kicking the can down the road, blaming on "market conditions"?
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We have to remember that at the end of nearly a year and a half of few updates, we are in the quarter where we can expect some updates on Pitoembieras. From the attendees of the AGM we know the sample is onsite and not long before it can be processed.
Finally ... if we get what we are waiting for..... we will have news worth a rerate that sticks.
Sleeper stocks are great. Things will pick up. Just forget about it for a while.
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Jangada Mines PLC - Interim Results #JAN @jangadamines https://www.voxmarkets.co.uk/rns/announcement/48c3e239-4eb6-4c9c-b608-72e1df8ce842 #voxmarkets undefined
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The figures in the technical report were based on producing ilmenite (containing around 50% TiO2) with a selling price of around $220/t.
If the Fodere processing route is utilised it will transform the TiO2 into a much higher value product - synthetic rutile - that has a far higher selling price than ilmenite. This will make the TiO2 content the largest source of revenue in the Pitombeiras basket so transform the project
I've been here for years, won't be going anywhere soon.
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The whole point of the fodere plant is to fully capitalise on the titanium element, without relying on iron or vanadium through dry separation. This makes iron price irrelevant.
Everything is bleak at this point in time and every company is suffering as nobody feels the need to take risks in shitty penny stocks that have so much to prove. This is still a risky investment. I'm not convinced, but its nice to average down for when things get exciting again.....
Essentially a shell now with no value given to the project and with iron ore prices dropping and impending recession times look bleak.
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So in a sense, I'm jumping the gun. 15 tons an hour is 131,400 tons a year... so this isn't the pre-commercial plant and the land wouldn't have anything on it as they haven't started building yet. OK, makes sense
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Latin America.... but I thought it was Latin & South America we had the rights for.
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It would help if I was better at spelling. Sorry, my English not great.
How does the fodere test plant directly correlate with jangada getting funding for pitombeiras plant? Who is giving the money to jangada mines for fodere's plant to be built in Brazil? It costs maybe £100 million to create the plant. Not to say anyone has to answer that question or argue, obviously options are on the table, but without any real answer, its the unpredictable nature that is being questioned
Obviously get your logic. Makes sense. But its the average investor that has sold over the past year that needs some good reasons to come back... the expectation would be a full DFS, no technical report rubbish. The next challenge is obtaining the many millions it will cost to build said revolutionary plant that we are so destined to use...
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