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Bullboard - Stock Discussion Forum Nickel Creek Platinum Corp T.NCP

Alternate Symbol(s):  NCPCF

Nickel Creek Platinum Corp. is a Canada-based mining exploration and development company. The Company’s principal business activity is the exploration and evaluation of nickel and platinum group metals (PGM) mineral properties in North America. Its flagship asset is its 100%-owned nickel-copper PGM project, located in the Yukon Territory, Canada (Nickel Shaw Project). The project is in the... see more

TSX:NCP - Post Discussion

View:
Post by Wangotango67 on Jan 12, 2024 7:53pm

THOUGHTS -

What do other miner's dish out for Nickel Plants ?

Dec 31, 2021Changsha-based CNGR plans to produce 30,000 mt of nickel matte per annum, in a $243 million smelting project in Tsingshan's IMIP site.

Apr 4, 2023A 50Kt Ni/a high-pressure acid leach (HPAL) plant was to be built in Indonesia for US$700M


Nickel Creek's ?
$ 1.7 billion - $ 2.3 billion for concentrate plant - cheapest end product.
 no matte.

Which begs the question...
Are certain nickel project assessed with matte plant costs but only concentrate
revenues ?

Nickel Creeks IRR = 5.8%
Canada Nickel - 17%

Nickel Creek's ( pre / post ) tax nvp is listed under power ( energy costs ? )
The higher ( pre / post ) = Higher nvp
They configured - lower the energy = higher the saving

Example
$0.09 cents KWh = $ 543 million after tax


https://ceo.ca/@newswire/nickel-creek-platinum-announces-positive-pfs-for-its


Just West of Wellgreen is a much larger river
How much could a miner save running ( hhydrogen -----> electricity plant ? )

If Wellgreens pre / post nvp base case chosen was,
$0.194 cents

This is running diesel generators to produce electricity.
Makes one wonder if diesel for all the trucks were thrown in...lol

So we can't really use the $0.194 cent figure.

We need to compare with
Yukon's Electrical rates vs hydrogen to elec gen.

2024 KWh rates in Burwash ?
= $0.1282 cents
https://www.atcoelectricyukon.com/en-ca/customer-billing-rates/bill-calculator.html

What would 30% savings translate to using ( hydrogen / elec river generator ?
= $0.09 cents


What does the PFS say if energy was $0.9 cents KWh ?
NVP =  $ 543 million after tax

Interesting.

New hydrogen-based electricity generator beats alternatives


(CHP) system cuts the energy bill by 30%
Obviously home unit - but you get the idea.

They factor - production of heat + electricity
Ahhh   dual energy.
Could traslate to even better energy savings for mine plant.

https://mission-innovation.net/our-work/mission-innovation-breakthroughs/new-hydrogen-based-electricity-generator-beats-alternatives/

Imagine if the engineer thought of this option ?
Especially given Wellgreen's location.
Hmmmm


Wellgreen 2012 peridotite nickel assay = 0.40%
Sulphides were far higher.

Peridotites were grouped into 3 geo domains as ( all same )
Junior's Mngt/Geo crew took the liberty to pull a figure out of the air and
decided to reduce the grade by 0.10%

   0.40 %
-  0.10 %  solid solution deduction
= 0.30 %

Wellgreen is graded @ 0.26% Ni
0.04% somewhere in the mix -  is also deducted
= 0.26% Ni

Now factor in,
The strignant sulphide extraction that can't quite handle specific ores ( lol )
And the what if... fine grind was employed ?


3 CRITICAL FACTORS = AFFECT NVP

- was the cost for plant really for concentrates or.... matte ? 
  ( if matte why not matte end product profits ? )

- energy ( why diesel and not river hydrogen )

- extraction ( need i elaborate ) nitric anyone ?


What about a 4th ?
Running Road trains - more tonnage shipped per truck.

What about a 5th, 6th, 7th, 8th, 9th ?
Deep intercepts more tonnage - esp UG mine
Exotics
Pull PGM's completely out
Iron credit
Magnesium credit


What would be the NVP then ?
Hello.




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