Periodic FA / TA Summary.

Kicking off a new thread to periodically capture key FA and TA for ADN.


Would like to keep this thread to summaries only. Please discuss linked posts in the context of the original thread in which they were posted.

FA price targets ( read FA highlights section below for full context and particularly this post )

• Long-term-targets:
  • $0.335 (18-20 month target), see also earlier post with full assumptions
• Medium-term targets:
  • $0.117 - https://hotcopper.com.au/posts/39719311/single
  • $0.005 to $0.008 - https://hotcopper.com.au/posts/39719233/single
• there are no recent research reports

TA price targets

• Short-term targets:
  • $0.048 - https://hotcopper.com.au/threads/adn-to-double.4875834/#.XT1nhZMzbGI
• NB - due to change of direction (new project) and new management from April 2018 an TA needs to take this into account

General FA highlights:

• Investor Presentation - 16 May 2019
• Significant threads/posts:
  • 26 July - ADN Site Visit Confirms Major Upside Potential
  • 15 May - ADN - the sleeping (but awakening) Halloysite / Kaolin & HPA Monster
  • ADNOB options - $0.012 strike, 30 November 2020 expiry
• 2019 announcements (ASX website)
• 2018 announcements (ASX website)
• 2018 annual report
• Quarterlies - expecting latest quarterlies to be issued early this week (see 2018 and 2019 links above for earlier quarterlies)
• 2018 Annual Report
• Significant JV projects (see quarterlies via links above for current status):
  • Mt Drummond (JV with Evolution mining - EVN)
  • Rover (JV with with Minotaur - MEP)
  • In-situ Recovery of Copper at Moonta (JV with EMR Pty Ltd)
  • See quarterlies for other projects