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blister

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06/11/18

20:58

Post #: 36409475
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Originally posted by hero0815 ↑

Originally posted by blister
oh i read the pfs.... wouldnt have bought without doing so. it was more a broad question... while i dont doubt demand is there and growing... its just big production numbers pegged against a bauxite productions price... but if market is provided ample supply from koalin then youd expect a rebalancing of sorts.... just food for thought... ill keep buying for now as the story is good... very good. will just have to keep an eye on the macro
The most important fact and I reply very often is the quality of the kaolin. You have primary and secondary deposits secondary deposits are washed away and therefore with lower quality.

https://www.engr.psu.edu/ce/courses/ce584/concrete/library/materials/Altmaterials/Kaolin.htm

FYI has the best economics of the three competitors and therefore the best chance to become the market leader. Take into account the margin with about 6500 cash costs and a conservative price of 24000 USD per ton. A financing for new entrants with poorer economic statements will get really hard therefore you will not get so much competition. For sure there will come more supply from kaolin than bauxit. We will see a rebalancing.
Hope I answered your questions well I am no native speaker. If there is any misunderstanding please ask again

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no no answered perfectly... happy to bank of fyi being market leader and i agree the margins are conservative given they achieved 4n on first pass

FYI Price at posting: 8.1¢ Sentiment: Hold Disclosure: Held
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interest in HPA increases, page-6

Top Stories

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

'Quickly proving itself': Perpetual sings praise for Isabella Project after promising lithium find

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

State Gas regains access to Rolleston West after lawsuit dropped

Zeotech wins QLD gov't funding for metakaolin PFS & FEED study