ADN - Tracking Letters of Intent / Offtakes

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.

• https://www.asx.com.au/asxpdf/20190816/pdf/447jlhkxmtb065.pdf

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:

1. 25 June 2018 - 208 kt of Wet Processed Halloysite-Kaolin Product
   • ( https://www.asx.com.au/asxpdf/20180625/pdf/43w0q9znysq82q.pdf )
2. 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 )
3. 18 July 2019 - 100 kt of Dry-Processed Halloysite-Kaolin Product
   • ( https://www.asx.com.au/asxpdf/20190718/pdf/446q68pqggy08c.pdf )

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