Cruz,
That is a good post and very interesting. Definitely worth following up with management. If that's the case salt slag alone will be very profitable, if NMP is added which it looks like it will be, then Moolap is going to be worth well over $1 even on very conservative valuations.
On Alcoa, I think any deals are more likely to be through some form of MOU for a global rollout, but I believe there isn't enough time to wait to make separate region by region deals, given the no landfill by 2015 target.
My opinion only.
Plant builds may be region by region, but my feeling is that once they are satisfied with the full Moolap rollout, there isn't much to gained by holding off on deals.
ta for mhm, page-57
-
- There are more pages in this discussion • 56 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add VYS (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
47.5¢ |
Change
-0.005(1.04%) |
Mkt cap ! $245.7M | |||
| Open | High | Low | Value | Volume |
| 48.0¢ | 48.0¢ | 46.5¢ | $318.3K | 670.6K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 13454 | 47.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 47.5¢ | 41311 | 1 |
View Market Depth
| Last trade - 16.10pm 04/10/2024 (20 minute delay) ? |
| VYS (ASX) Chart |