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Moly Mines Limited T.MOL



TSX:MOL - Post by User

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Comment by derekcson Apr 21, 2011 11:12pm
313 Views
Post# 18473508

RE: RE: Moly prices

RE: RE: Moly prices

I wonder if they are planning to seek the remainder of the financing in a similar fashion as they did back in 2008.

TKMethas also agreed to participate in the equity financingcomponent for theA$1.1bn Spinifex Ridge project, subject to finalThyssenKrupp Boardapproval.

That would be an epic announcement. If they were able to develop the full potential of the copper/moly project at 20 MTA by 2013.

With the revenue of the iron ore I'm really surprised they're not. To be one of the first new resources to b in production would be VERY advantageous. Then the full potential would be realized when and if prices reach 2007/2008 levels.

Moly Mines signs 10-year off-take agreement with Thyssenkrupp for 100% of company’s moly production from Spinifex Ridge

Source: Press Release

• Shareholder Value Preserved By Maximum Exposure To Moly Price
• Agreement Sends “Powerful Message” To Financial Community – CEO
• Spinifex Ridge On Track For Commissioning In Second Half Of 2009

Ina major step forward for development of its Spinifex Ridgemoly-copperproject in the Pilbara District of Western Australia, MolyMines Limited(ASX, TSX: MOL) has signed a 10-year offtake agreementwith ThyssenKruppMetallurgie Gmbh (TKMet) of Germany for all of itsshare of the planned molybdenum production from the mine.

Atthe planned moly production rate of 24m lb/y and based on currentmolyprices, the value of the agreement is approximately US$7bn.

TKMethas also agreed to participate in the equity financingcomponent for theA$1.1bn Spinifex Ridge project, subject to finalThyssenKrupp Boardapproval.

Commenting on the agreement, Dr Derek Fisher, chiefexecutive of MolyMines said: “This offtake agreement cements a closealliance with TKMetand the ThyssenKrupp Group, one of the world’slargest steel andtechnology groups, and sends a powerful message to theinternationalfinancial community.

“It is also a keystone to theproject financing as investors willtake note that we have successfullypreserved shareholder value byensuring our sales agreement providesmaximum exposure to molybdenumprice.We have resisted the temptation of floor priced contracts withpriceparticipation mechanisms that transfer value away fromshareholders.”

Underthe terms of the agreement, TKMet will take delivery andpurchase of100p.c. of Moly Metals Australia’s interest (currently100p.c.) in molybdenumproductfrom Spinifex Ridge, either as oxide or ferro-moly, after ithas beentoll-processed under the company’s tolling agreement with itsstrategicalliance partner Molymet, the Chilean metallurgical group.

MolyMines says that pricing will be determined with reference totheprevailing market prices and conditions at the time of sale.Thismaintains the company’s full exposure to the molybdenum price, it adds.

MOLY MINES 2

Molyconcentrates produced at Spinifex Ridge will be shipped toMolymet’splant in Santiago, Chile for conversion to moly oxide and/orferro-molyunder the tolling agreement signed last December.

ThyssenKrupp AGis one of the largest industrial groups and steelproducers in Europewith combined annual turnover of more than €50bn in2007 across itsbusiness units. It has over 190,000 employeesworld-wide in 2,500locations in 70 countries. The Group is amongst thelargest producers ofhigh-quality and stainless flat steel products andhas major expansionprogrammes underway in Brazil and the US.

Moly Metals AustraliaPty Ltd is a wholly-owned subsidiary of MolyMines Ltd and the 100p.c.owner of Spinifex Ridge. The project is ontrack for constructioncompletion and commissioning in the second halfof 2009.

SpinifexRidge is located in the East Pilbara District of WesternAustralia,approximately 50km north-east of Marble Bar. The depositcontains aresource of over 1bn tonnes which Moly Mines plans to exploitby aconventional open pit shovel and truck operation, with the oretreated on site for the production of separate moly and copper concentrates.

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