ANO 0.69% 72.0¢ advance zinctek limited

Ann: Chairman's Address to Shareholders, page-16

  1. 8 Posts.
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    To the best of my knowledge, the last mention of Alusion capacity was in August 2014 by vestro where he said "Alusion production capacity 26 metric tonnes at FY14 commencement, increased to 42 metric tonnes by 30 June 2014. Merck have a target run rate of 100 metric tonnes currently and Antaria is working with Merck to further expand the applications for Alusion (increasing run rate over 100 mta)."

    I'm guessing that 42MT remained unchanged until FY20 for two reasons: first, ANO's relationship with Merck hit a rough patch in which Alusion sales declined to as little as $327k in FY16 and did not return to anywhere near FY14 sales of $1.8m until FY20. Second, 2H20 sales of $1.4m were the highest ever sales for any half, and assuming $80/kg, there was still just ~17MT in volume, so well below 42MT.

    So if capacity grew 60% in FY20, it would have been 42*1.6=67.2MT at the end of June.
 
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