grafikkunst : Ich zittiere mal aus eine Analyse von Sprott:
Rutile contains twice the Ti of ilmenite, for 30% less ore and 6x less waste per
tonne of pigment. We cannot understate the importance of ESG, as miners and
pigment producers come under pressure to address this, resulting in premiums
for those that can. Kasiya can address the global lack of rutile, and more broadly
we think ESG will drive the same increased demand / premium for rutile as seen
with high-grade iron ore recently. The project benefits from the ability to mineand-rehabilitate on a short-cycle, with Malawi benefitting given its low GDP per
capita, as well as from tariff exemptions offered to lesser developed countries.
Beneficial mining, processing, and logistics
Being saprolite ore, mining should be straightforward and cheap. Similarly,
grades are reported ?as recovered?, providing positive support for simple oneproduct beneficiation. A recently built multi-user, existing rail-to-port link lies just
15km from Kasiya, connecting to a deep-water port for excellent logistics.