jay have to agree with your assessment of the ali side a sleeping giant,but doent underestimate the potential of Silica to add significant cash to the bottom line,in short to medium term, they have stated on several occasions they will have a 80,000 ton offtake agreement by end of 2010,quality seems no problem just price negotiations For this quality silica what price 100\200 dollars ton?By their ann not only one offtake under way but multiple opportunities.
alumin project valuation... undervalued?, page-4
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