lead smelter , page-7

G'day karmadog,

I've been monitoring the Newcastle council site for a while without any luck. It wasn't until I stumbled over that article which pointed me to the Port Stephens site.

Good move buying the weakness IMHO. $35 million market cap seems ridiculously cheap at present.



Thanks for the update jwt,

Interesting. My understanding was that all lead contained antimony. I queried the company a while back whether the antimony was separated from the lead in the recycling process which it isn't at present.

I would have expected the ramp up to be ahead of the 20K tonnes you mention. Have you heard anything in regards to competition for waste batteries easing considering the weaker lead price?


Cheers,
xmagx