节点：上游（原材料/资源端）位置：上游情绪：利好参考度：4/10


外0005;7月21日消息，专注西澳大利亚州的Lunnon Metals周一称，完成初步研究后发现，即便镍市场疲软，其Baker和Foster硫化镍项目仍具潜在可行性。
该公司评估基于91%的测量和指示资源，以及23000澳元/吨的镍价。据此，Baker能产生约7000万澳元税前自由现金流，实现5000万澳元净现值。Foster预计盈亏平衡，税前自由现金流约3000万澳元，按8%贴现率算净现值为400万澳Ņ..
初步研究建议对这俩项目分期开采，先开发Baker，再推进Foster。Baker已获全部许可，Foster也获批重新进入、排水及地下勘探。
不过，公司强调，因必和必拓的Kambal***矿厂关闭，加工成关键不确定因素，该选矿厂至少要到2027年2月才能维护保养。所以，该研究尚不能支持报告矿石储量，也未达成任何加工协议。

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