Historical ZinClear Import / Export analysis USA

Hi guys

I have been tracking some import/export data for ANO.

Click to download (PDF)

This data only applies to records (publicly available) received at port in USA, so primarily concerning the ZinClear-IM USA region / DOW de-stocking situation (the previous distributor). I can't be 100% about the accuracy of this information but it's worth a glance to understand the volume of product we are dealing with. My figures aren't 100% as my data revealed less revenue than what was reported for the region in the FY13 annual report.

The remaining question is, how frequently Deveraux will be purchasing, we won't know until they place a second order. I do assume that they will probably be ordering more frequently than DOW was due to Antaria offering them direct faster shipment. We also know that the price being sold to DOW has been increased by "more than 25%" to Deveraux (in our favour), so my assumed revenue calculations are at the bottom.

What's interesting is that my data reflects that the first order Deveraux placed this FY15 almost equals the entire revenue received from DOW last FY14 because of the price increase and the size of the order (15,000kg).

Use it at your own peril, DYOR. Happy to answer any questions regarding the document anyhow.


Only a few more hours 'til the Appendix 4E