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Armadale Capital Encouraged By Mahenge Liandu Study In Tanzania

27th Mar 2018 12:48

LONDON (Alliance News) - Armadale Capital PLC shares rose on Tuesday as the resources investor released a "compelling" scoping study for Mahenge Liandu, with low development costs.

Armadale shares were trading at 2.08 pence each on Tuesday, up 5.3%.

The Mahenge Liandu graphite project is in south-eastern Tanzania, and Armadale took its 100% interest in the site in July 2016.

The scoping study was completed on a 400,000 tonne of ore per year throughput, producing an average of 49,000 tonnes of "high-quality" graphite products a year for its 32 year life of mine

The project, Armadale said, has a low operating costs at USD408.00 per tonne and development capital expenditure of USD35.0 million. It has a pre-tax internal rate of return of 122% and a net present value of USD349.0 million.

Armadale said it has "one of the highest grade large-flake deposits globally" after a recent upgrade to 51.1 million tonnes at 0.3% total graphitic carbon, which includes 38.7 million tonnes of indicated resource at 9.3% total graphitic carbon and 12.4 million tonnes at 9.4%.

These results will be used for a feasibility study for Mahenge Liandu, leading a decision on whether to start mining which will be taken in early 2019.

Director Nick Johansen said: "We have long held confidence in the commercial potential and economic value of Mahenge and the results of this scoping study greatly reinforces this view. The project's net present value of USD 349 million is significant, especially when compared to our current market cap of GBP5 million.

"With an IRR of 122%, 1.2 year payback and low development costs, we firmly believe that Mahenge is an attractive asset for development. Crucially, the scoping study was limited to just 25% of the project's current resource, which forms stage one of a planned staged development programme. Accordingly, with an upgrade in throughput there is significant potential to improve the project economics even further," Johansen added.


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