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あらすじ・解説
The article is a transcript of a podcast interview with Dr. Mike Jones, the Managing Director of Impact Minerals.
Mike discusses the history of the company, which was founded in 2006 with the goal of finding a world-class ore body.
He talks about the company's focus on commodities like gold, copper, nickel, and more recently, high-purity alumina (HPA).
The main project discussed is the Lake Hope HPA project, which Mike believes has the potential to produce HPA at extremely low costs due to its unique geology.
He provides details on the project's ownership structure, recent milestones, and future plans, including completing a pre-feasibility study by the end of 2023, followed by a definitive feasibility study and potential final investment decision in 2026.
Mike also discusses the company's other projects, including potential spin-offs and joint ventures, and touches on the potential impact of technological advancements, such as material science, on the mining industry.
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