ATC (ASX) ATC Chart

Originally posted by Muad'Dib ↑

Copy and pasted the links HTML
Altech Chemicals sees increase in demand for HPA from lithium battery manufacturers

Share

21:47 05 Mar 2019
The company has started site establishment work at its high purity alumina (HPA) plant in Johor, Malaysia.

The global transition to electric vehicles now seems unstoppable
Altech Chemicals Ltd (ASX:ATC) (FRA:A3Y) is witnessing a transition by lithium-ion battery manufacturers to high purity alumina (HPA) coated battery separator sheets.
This is apparent in the recently reported quarterly sales data by Japanese separator sheet manufacturer W-Scope (TYO:6619) and from Altech’s recent attendance at the Battery Japan 2019 conference, held in Tokyo.

W-Scope reported in its fourth quarter 2018 results that as a proportion of total sales, HPA coated separator sheets jumped to 51%, compared to an average sales volume of about 34% in the preceding four quarters.

W-Scope HPA Coated Separator Sheet Sales Volumes (as % of total sales)
The transition by lithium-ion battery manufactures to HPA coated separators is primarily a function of advances in battery anode and cathode technology.
As a result, battery energy storage capacity is increasing and battery operating temperature during charge and discharge is higher – to the point where traditional non-coated polymer separator sheets are reaching the limit of safe application, hence the transition to HPA coated separators which tolerate higher operating temperatures.
The transition to HPA coated separators has been anticipated for some time, however the Q4 2018 W-Scope sales data indicates that the transition may be progressing at a rate faster than previously envisaged.
Battery Japan 2019

At Battery Japan 2019, the Altech booth attracted considerable interest as there appears to be heightened concern about the perceived limited additional supply of high quality HPA from established producers.
There was also feedback from battery manufactures that HPA is now being incorporated within lithium-ion battery cathode’s as it aids with battery temperature tolerance and reduces dendrite (crystalline mass) growth.
Although this is an early stage innovation, it is nevertheless adding to HPA supply and quality concerns, and it is another potential area of demand growth for HPA.
READ: Altech Chemicals begins site establishment work at Malaysian HPA plant

The global transition to electric vehicles now seems unstoppable.
Toyota has announced that it is aiming to achieve annual sales of 5.5 million electrically driven vehicles by 2030 and General Motors has plans to launch more than 20 electric vehicle models by 2023.
Tesla, the highest profile electric vehicle manufacturer in the world is expecting between 700,000 and 1,000,000 of its electric vehicles to be sold in 2019; whilst German carmakers BMW and VW are expected to launch over 100 new electric vehicle models over the coming 6 years.
The demand for HPA, which is currently estimated at 1.5 – 1.7 kilograms per electric vehicle, should be positively impacted by the migration to electric vehicles, underpinning the forecast rise in global HPA demand from current levels of about 26,000 tonnes per annum (tpa) to a conservative demand estimate of in excess of 60,000 tpa by 2025.

Expand

I might have to drag my ATC shares out of the bottom drawer and dust them off.

No.	Vol.	Price($)
5	355727	4.7¢

No.

Vol.

Price($)

355727

4.7¢

Price($)	Vol.	No.
4.8¢	724000	3

Price($)

Vol.

No.

4.8¢

724000

No.	Vol.	Price($)
2	22839	0.130
1	70000	0.125
3	61666	0.120
6	550405	0.115
5	208545	0.110

No.

Vol.

Price($)

22839

0.130

70000

0.125

61666

0.120

550405

0.115

208545

0.110

Price($)	Vol.	No.
0.135	186342	5
0.140	156961	4
0.145	239000	4
0.150	493581	12
0.155	613017	10

Price($)

Vol.

No.

0.135

186342

0.140

156961

0.145

239000

0.150

493581

0.155

613017

(20min delay)
Last 4.7¢		Change 0.000(0.00%)		Mkt cap ! $69.70M

Open	High	Low	Value	Volume
4.8¢	4.9¢	4.7¢	$63.66K	1.347M

ATC Chart, page-287

This biotech stock raised $11M in a risk-off environment. Its Alzheimer's drug could change the game

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

Ice-cold winner: Cryopreserver Vitrafy escapes November's IPO struggles to end debut week higher

Dale Gillham's weekly wrap: Bold moves in NZ, caution in Australia

Resolute shares bounce back as second payment made to Mali government to secure workers' release

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

Parkes Au-Cu project to 'transform' Adavale Resources with key targets

History-making uranium sample grades and an imminent drill run. Infini Resources is poised to transform in 2025

Week 48 Wrap: ASX flirts with 8,500pts; APRA declines mortgage loan easing; Trump's Bessent tied to Dem donor

HotCopper Highlights: Your most watched stocks for Week 48, 2024

Buyers (Bids)

Sellers (Offers)

ATC Chart, page-287

Top Stories

This biotech stock raised $11M in a risk-off environment. Its Alzheimer's drug could change the game

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

Ice-cold winner: Cryopreserver Vitrafy escapes November's IPO struggles to end debut week higher

Dale Gillham's weekly wrap: Bold moves in NZ, caution in Australia

Resolute shares bounce back as second payment made to Mali government to secure workers' release

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

Parkes Au-Cu project to 'transform' Adavale Resources with key targets

History-making uranium sample grades and an imminent drill run. Infini Resources is poised to transform in 2025

Week 48 Wrap: ASX flirts with 8,500pts; APRA declines mortgage loan easing; Trump's Bessent tied to Dem donor

HotCopper Highlights: Your most watched stocks for Week 48, 2024

Buyers (Bids)

Sellers (Offers)