A thread for tracking Letters of Intent & Offtakes.
News today was the trading halt for additional Offtakes ... we wait for the news. Expected to be announced Tuesday 20 August ... I think perhaps for up to another 235 kt pa.
We have in total 515 kt of Offtakes currently.
See this post for explanation https://hotcopper.com.au/posts/40012427/single
List of other relevant announcements:
- 25 June 2018 - 208 kt of Wet Processed Halloysite-Kaolin Product
- 29 July 2019 - 307 kt of Dry Processed Halloysite-Kaolin Product
- This is an additional 207 kt of dry-processed product to announcement on 18 July
- ( https://www.asx.com.au/asxpdf/20190729/pdf/446yslll0jsbtz.pdf )
- 18 July 2019 - 100 kt of Dry-Processed Halloysite-Kaolin Product
This post has some numbers on share price potential ... at least for the first 250 kt to 500 kt of dry-processed products.
https://hotcopper.com.au/posts/39947075/single
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