Project 10 statements
The deposit 3
Key takeaway. Management describes the deposit as a sedimentary deposit (not magnetite) with a V₂O₅ cut-off grade of 0.3 and consistent grade across ore bodies.
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The company also reports exploration upside, noting that seven ore bodies potentially exist but only OB1 has been explored so far, and that carbon and waste material value remain undiscovered.
Jurisdiction 2
Key takeaway. Management states that Ferro-Alloy Resources operates in Kazakhstan.
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The company is registered in Guernsey and listed in London, according to comments from October 2025.
Technical risk 5
Key takeaway. In an October 2025 update, management at Ferro-Alloy Resources outlined several key technical assumptions underpinning their project, including a pilot plant operated at 15,000 tonnes per year, a stripping ratio of 4.4 to 1, and an 8.5%…
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carbon content with carbon black product potential. The company noted that uranium and molybdenum are present but are removed for purity. On risk, management stated the project could survive even with a decade of low prices.
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Economics 6 statements
Economics 4
Key takeaway. Management reports an after-tax NPV of $749 million and an IRR of 22%, based on a floor price assumption of $5.50 per pound of V2O5 and a high value of about $50 per pound.
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They put all-in sustaining costs at 36 US cents per pound. All figures are from October 2025.
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Financing 2
Key takeaway. Management says that capital funding will be needed after the FEED study, which is due in October 2025.
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The company is considering carrying out FEED with Chinese group CC6 or pursuing alternative routes, while noting that Western financing support remains available as of October 2025.
Timeline 1 statement
Timeline 1
Sources 1 interview
Every interview 1
| Date | Channel | Interview | Statements |
|---|---|---|---|
| 21 Oct 2025 | Crux Investor | Ferro-Alloy Resources (LSE:FAR) - $749M NPV Vanadium Project Advances to Front-End Engineering Phase | 17 |
What else those interviews covered
Every other asset named in the same recordings, by how many of them named it — the company's coverage context, not its holdings. Where the name is another company we hold a record for, it links to it.
Questions people ask
What is Ferro-Alloy Resources's project and where is it?
Ferro-Alloy Resources is a developer vanadium company, with a project stated to be in Kazakhstan. Everything here is drawn from its executives' own interviews.
Which interviews mention Ferro-Alloy Resources?
We track 1 interview mentioning Ferro-Alloy Resources, across 1 channel (Crux Investor).
What are investors saying about Ferro-Alloy Resources?
No independent commentary is on record yet — so far the page carries only the company's own voice.
What do recent interviews with Ferro-Alloy Resources cover?
The most-discussed topics on record are technical risk, economics, the deposit, financing — each claim quoted and dated in the sections above.