XAO

0.77%

8,633.1 all ordinaries

Yep greatly undervalued IMHO. Id expect a couple of bags by the...

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Mundo122

1,181 Posts.

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29/01/19

09:34

Post #: 37246773
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Originally posted by andres ↑

Originally posted by Mundo122
STTCOMP ADN FA LONG

SP 0.7c
MC 7.5m

Taking this from Wombat777's research

Offtakes

Indication of 100,000 tonnes of raw ore

Indication of 200,000 tonnes of processed material ... now in the letter this week they said:

"Reaffirmation of customer non‐binding offtake agreements from prospective ceramics customers in China and confirmation that the potential business is actually much larger than the >200,000 tpa indicated"

Interest from many countries and "tip of the iceberg"

World shortage of material due to shutdown of mines in China by the government

Very large market for petrochemical industry (catalysts for breaking down molecules .. halloysite kaolin is a very good catalyst for this, most companies would like to use it but can't get it at the moment )

Halloysite Kaolin very useful for Carbon nanostructures ( project with Newcastle University ). This application potentially much bigger than for the HPA for batteries going forward

Mining

Very simple processing

No water required

In 6 weeks you can do a whole year of supply, stockpile the material somewhere and ship out on demand

PFS - Plan is to push through the PFS as quickly as possible and get it to development

Start DSO business, then the processed material

In the meantime working on HPA angle - have very good feed material for that

Agree 100% on ADN. Have seen the guys present and very impressive. Rare commodity, high usage and a very efficient production model. SP very stable. Low MC.

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Yep greatly undervalued IMHO.
Id expect a couple of bags by the end of the year. Time will tell.
XAO Value at posting: 5,971.1
1 Upvote

0 Great analysis

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Yep greatly undervalued IMHO. Id expect a couple of bags by the...

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Yep greatly undervalued IMHO. Id expect a couple of bags by the...

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