APS 2.44% 4.0¢ allup silica limited

Interesting thanks, will take a look. Not a subsector /...

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    Interesting thanks, will take a look. Not a subsector / commodity I am much familiar with but it looks quite straightforward. Preso (and prior ones) seem light on the number-crunching but I guess it’s still in its infancy, and at first glance there seems to be no detail yet on general size of the market, commodity pricing trends, competition, revenue ballparks, cost of extraction/production, etc tho i doubt it will be difficult to find most of that. I also notice there are no technical experts on the “team” (which is limited to just the Board at this very early stage) - plenty of capital markets/venture cap/“suit” experience tho. Will be keen to dig out more about the terms of tenure and the “Access and Compensation Agreements” for the land and whether there are any related parties to those, or potential/unanticipated environmental roadblocks. Certainly an interesting one tho at this tiny market cap!
 
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