Ann: Morgan Stanley Conference Presentation, page-58

First 58 Last

Share
Profile

Follow
BobF

2,546 Posts.

2561

28/10/19

11:07

Post #: 41095736
Share

Originally posted by Mickem: ↑

Hi all
from the outlook for 2020 10 to 15 k tons on known projects I would expect at lest the 15k they have 4000 rest of world and by numbering amount of projects in Brazil and Europe that would seem quite a firm number, the catchment/ xingyuan lake will use 3000 by December so double that to get 6000 tons ( I expect more next year as we move from catchment work to lake work) so that 10000 tons already without wuhan / east lake ( if we look at the tons being used this quarter it would suggest east lake taking good tons) so easily expect 5000 tons on this next year and we are already at the top of the 10 to 15k figure.
So where are other sales likely to come to use the rest of production, the USA/ Canada 1500 looked lite if Florida kicks in, one world bank project could take some, I note the wuhan work they describe as work on a number of lakes and we have all seen the map with how much could be involved in this area.
The next big driver will be the trail on second alpine lake ( surprised no one mentioning this) only a little line in the presentation, no special announcement but apart from the first catchment announcement I believe this will be seen in time as a key driver for the sp.
some of the alpine lakes are
dianchi 298
fuxian 211
qilu 36
lugu 48
yangzay 31
yilong 32
erhai 250
it was commented one of the trailing was much larger than xingyuan so knock out 4 of those lakes, then I would knock out fuxian as water quality I think is reasonable and that leaves me with dianchi and erhai . If I was to pick one my beats on erhai lake about 7.5 times bigger than xingyuan lake which kicked the sp into action 6 months ago. If I'm right where will the sp be ? I know where it won't be.

On this years forecast im putting that as ending at $31m , 5000 tons second half $17m plus $4 m engineering add to the $10m first half

thanks
mickem

Expand

A lake's volume is far more relevant than its area when it comes to determining PET usage rate for a TRIAL and for follow on treatment year by year. Do you have any idea as to the average depths of any of these lakes?

PET Price at posting: $1.02 Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

Reply

Top Stories

Capital raisings wrap: Brainchip, Ovanti, Lake and VHM

PEC

Perpetual sniffs TREOs beyond 4000ppm at Raptor play in Brazil

BGL

Bellevue aims for 45% production increase by FY 2028, announces $150M placement

TRP

Tissue Repairs soars nearly 32% on TGA approval for wound healing gel

MM1

Geochemical work at Newington picks up gold and copper anomalies for Midas