A4N

2.38%

82.0¢ alpha hpa limited

Ann: Stage 2 - Compelling DFS Underpins FID and Equity Raising, page-35

First 35 Last

Share
Profile

Follow
piwi33

2,727 Posts.

619

25/05/24

13:25

Post #: 74006033
Share

Originally posted by djkencloud: ↑

I suspect it will hover around 90, but you just never know. It's one of the joys of life (and maybe the markets) that nobody is that good at future-gazing; everyone sometimes gets it wrong.

On another note, I've been back and forth with the company on the sapphire side of things.

Very ruff numbers it’s about 1 for 1 hpa to sapphire glass. 1 sapphire unit will produce 4 tonnes of gross glass and ruffly 3 tonnes of net glass (wastage on edges / outside, this becomes crackle) per year. 1 unit will use just under 4 tonnes hpa per year ruffly. 100 units is around 350 tonnes, still working through the exact numbers as amount of HPA and crackle blend to produce best glass. For our first 50 units, stage 1 with supply bank building will be sufficient to feed the 50 units until stage 2 is going. Very cool that the crackle gets recycled back into the process to reduce waste - I didn't know that.

Looking at it more broadly, there is a lot of upside potential here.

- if the sapphire thing takes off, then big margins
- no other producer has the range of HPA variants
- They are the only global producer of the Al nitrate product, and if that takes off, and as stated in the recent DFS, that could significantly expand the production tonnage of the phase 2 plant with their highest margin product.
- a 4-year marketing head start on all the hopefuls, they've done so much work here.
- they could be forced into a second plant if they land even 70% of what is currently in the pipeline, let alone any news business they are likely to pick up in the future. Dare we dream of a HPA Third!
- plus whatever else they have planned they haven't told us about yet!

I'm looking forward to the next few years—they'll fly by, and production will be here before we know it.

DYOR - IMO - Good luck all

Expand

I agree, the work done here is hard for alot of people to realise. The moat around us will be quite decent.

I think the SP will do whatever but once we get moving on construction and if a few deals surface second half of the year it will naturally appreciate. The potential for a US plant is looking quite good.

I am looking forward to the future with A4N. A great little future world leader right here in our backyard and I was able to be a part of it early.

A4N Price at posting: 89.0¢ Sentiment: Hold Disclosure: Held
4 Upvote

1 Great analysis

Reply

Top Stories

IMM

Immutep reports strong response rate from immunotherapies treating carcinomas

NIM

Nimy to raise $1.21M to explore 'newsy' WA targets

ASX hits all time high out the gate on Friday trades following bullish US inflation data

Bitcoin investors need to know the risks

I88

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

Week 27 Wrap: ASX hits all time high; CBA shares' two realities; US inflation hits 3% ahead of China plenum

MDI

Nanocap Middle Island Resources kicks off Barkly copper-gold drill run – a potential IOCG-style NT project

BHP

BHP dips as WA nickel suspended after A$6B hit; losses eased by US CPI and forewarning

AII

Almonty locks in govt agreement for tungsten oxide plant in South Korea

SKS

SKS Technologies wins US$90M award to supply power to international hyperscale data centre in Melbourne

There are more pages in this discussion • 5 more messages in this thread...

First 35 Last

Add A4N (ASX) to my watchlist

(20min delay)
Last 82.0¢		Change -0.020(2.38%)		Mkt cap ! $930.3M

Open	High	Low	Value	Volume
84.0¢	85.0¢	81.0¢	$1.749M	2.118M

Buyers (Bids)

No.	Vol.	Price($)
1	5000	81.5¢

Sellers (Offers)

Price($)	Vol.	No.
82.0¢	15996	1

View Market Depth

No.	Vol.	Price($)
1	5000	0.815
6	59472	0.810
5	23667	0.805
17	111178	0.800
2	4712	0.795

Price($)	Vol.	No.
0.820	15996	1
0.835	179732	2
0.840	80000	1
0.845	45444	3
0.850	8844	2

Last trade - 16.10pm 12/07/2024 (20 minute delay)

A4N (ASX) Chart

Ann: Stage 2 - Compelling DFS Underpins FID and Equity Raising, page-35

Immutep reports strong response rate from immunotherapies treating carcinomas

Nimy to raise $1.21M to explore 'newsy' WA targets

ASX hits all time high out the gate on Friday trades following bullish US inflation data

Bitcoin investors need to know the risks

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

Week 27 Wrap: ASX hits all time high; CBA shares' two realities; US inflation hits 3% ahead of China plenum

Nanocap Middle Island Resources kicks off Barkly copper-gold drill run – a potential IOCG-style NT project

BHP dips as WA nickel suspended after A$6B hit; losses eased by US CPI and forewarning

Almonty locks in govt agreement for tungsten oxide plant in South Korea

SKS Technologies wins US$90M award to supply power to international hyperscale data centre in Melbourne

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Stage 2 - Compelling DFS Underpins FID and Equity Raising, page-35

Top Stories

Immutep reports strong response rate from immunotherapies treating carcinomas

Nimy to raise $1.21M to explore 'newsy' WA targets

ASX hits all time high out the gate on Friday trades following bullish US inflation data

Bitcoin investors need to know the risks

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

Week 27 Wrap: ASX hits all time high; CBA shares' two realities; US inflation hits 3% ahead of China plenum

Nanocap Middle Island Resources kicks off Barkly copper-gold drill run – a potential IOCG-style NT project

BHP dips as WA nickel suspended after A$6B hit; losses eased by US CPI and forewarning

Almonty locks in govt agreement for tungsten oxide plant in South Korea

SKS Technologies wins US$90M award to supply power to international hyperscale data centre in Melbourne

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News