VYS 1.49% 34.0¢ vysarn limited

short term price catalysts, page-14

  1. 2,952 Posts.
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    different environment in the US with legal landfill an option. Not so here in OZ hence my confidence in the business model here without USA validation. Alcoa can't operate point Henry without us dealing with the slag and are doing everything in their power to make sure we are able to continue our work. $1 per year lease of land, allowing other land to be used for storage of NMP bags etc. Its all fixed contract work and Management have confirmed 8.5 mill profit guidance, with the last piece of the puzzle now in place with the ALOX-80 offtake contract. I bought this share on this one plant and what it meant for cashflow and non-dilutionary growth. That story is intact and not influenced by USA in any other way than with further upside imo.

    Sure the EPA could change tack and allow slag landfill again, but what would the chance of that be? :-)
 
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