Well this is very interesting.
The model here is to license the plant technology. I suspect this would mean ADN would pay a royalty to AEM Technologies. So what we could see is something like a 15% royalty paid to AEM.
DYOR. Not advice. Analysis presented here is highly-speculative and is not intended as advice. You must do your own research and make your own investment decisions.First two scenarios I have previously developed and provides a set of conservative calculations - 3-way and 2-way JV.
This morning I've added a 4 kt pa scenario (conservative) in addition older scenarios at 8kt pa and 12kt pa.
I have also added a more bullish case.
There are two scenarios modelled based on production using feedstock from Mt Hope. There are two ways this could be achieved:
- Build a processing plant at Mt Hope funded by ADN's profits from Great White
- Truck quantities of ore from Mt Hope to Great White to produce the feedstock. The quantities transported would be comparatively small.
A scenario as a 3-way JV
( production of feed from Great White and revenue shared by ADN, AEM and MEP ).
Profits shared equally amongst 3 parties.
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A scenario as a 2-way JV
( production of feed from Mt Hope and revenue shared by ADN and AEM ).
Profits shared equally amongst 2 parties.
![]()
Now for the bullish case ...
ADN producing HPA from Mt Hope feedstock and paying a 15% share of Revenue to AEM.
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