Found this spec for Smelter Grade Alumina (SGA). Essentially a 2N or 99.0% alumina product. They key is the low impurities. So ADN would need to match in a similarly-speed product.
Other specs is here:
(Seems that another name is Calcined Alumina and there are various grades)
https://nalcoindia.com/business/products/alumina-hydrate/calcined-alumina/
https://static1.squarespace.com/sta...964050876/Alchemy-PDS-Calcined-Alumina_v2.pdf
The below Alumina pricing is from:
https://www.asx.com.au/asxpdf/20220421/pdf/4585nyz2chw50l.pdf
(and prices are in USD, with USD $498/t = ~ AUD $660 at a conservative exchange rate 0.75)
and from:
https://www.asx.com.au/asxpdf/20220222/pdf/4566wx8p30q7nc.pdf
and Alumina are producing currently at US $288/t.
https://www.asx.com.au/asxpdf/20220421/pdf/4585nyz2chw50l.pdf
So I wonder what sort of AISC ADN can achieve for Smelter Grade Alumina ( essentially a 2N or 99.0% alumina product ).
Surely for SGA they would be aiming for AISC at or below the levels above (i.e. within or perhaps below US $244 to US $288 per tonne range). They would need adequate margins to wear periodic downturns in SGA price. There is much greater volatility than for Kaolin.
- Forums
- ASX - By Stock
- ADN
- Ann: Investor Webinar Presentation
Ann: Investor Webinar Presentation, page-142
-
- There are more pages in this discussion • 11 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add ADN (ASX) to my watchlist
(20min delay)
|
|||||
Last
0.7¢ |
Change
0.000(0.00%) |
Mkt cap ! $23.75M |
Open | High | Low | Value | Volume |
0.7¢ | 0.7¢ | 0.7¢ | $48.48K | 7.056M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
65 | 22147619 | 0.6¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
0.7¢ | 12631090 | 12 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
65 | 22147619 | 0.006 |
33 | 18240526 | 0.005 |
9 | 9325000 | 0.004 |
6 | 9448333 | 0.003 |
5 | 9650497 | 0.002 |
Price($) | Vol. | No. |
---|---|---|
0.007 | 12631090 | 12 |
0.008 | 11305421 | 19 |
0.009 | 14748242 | 13 |
0.010 | 9107806 | 14 |
0.011 | 15087431 | 8 |
Last trade - 16.10pm 13/09/2024 (20 minute delay) ? |
Featured News
ADN (ASX) Chart |
The Watchlist
LPM
LITHIUM PLUS MINERALS LTD.
Simon Kidston, Non--Executive Director
Simon Kidston
Non--Executive Director
SPONSORED BY The Market Online