A4N

1.17%

86.5¢ alpha hpa limited

I agree, the work done here is hard for alot of people to...

First 35 Last

Share
Profile

Follow
piwi33

2,676 Posts.

612

25/05/24

13:25

Post #: 74006033
Share

Originally posted by djkencloud: ↑

I suspect it will hover around 90, but you just never know. It's one of the joys of life (and maybe the markets) that nobody is that good at future-gazing; everyone sometimes gets it wrong.

On another note, I've been back and forth with the company on the sapphire side of things.

Very ruff numbers it’s about 1 for 1 hpa to sapphire glass. 1 sapphire unit will produce 4 tonnes of gross glass and ruffly 3 tonnes of net glass (wastage on edges / outside, this becomes crackle) per year. 1 unit will use just under 4 tonnes hpa per year ruffly. 100 units is around 350 tonnes, still working through the exact numbers as amount of HPA and crackle blend to produce best glass. For our first 50 units, stage 1 with supply bank building will be sufficient to feed the 50 units until stage 2 is going. Very cool that the crackle gets recycled back into the process to reduce waste - I didn't know that.

Looking at it more broadly, there is a lot of upside potential here.

- if the sapphire thing takes off, then big margins
- no other producer has the range of HPA variants
- They are the only global producer of the Al nitrate product, and if that takes off, and as stated in the recent DFS, that could significantly expand the production tonnage of the phase 2 plant with their highest margin product.
- a 4-year marketing head start on all the hopefuls, they've done so much work here.
- they could be forced into a second plant if they land even 70% of what is currently in the pipeline, let alone any news business they are likely to pick up in the future. Dare we dream of a HPA Third!
- plus whatever else they have planned they haven't told us about yet!

I'm looking forward to the next few years—they'll fly by, and production will be here before we know it.

DYOR - IMO - Good luck all

Expand

I agree, the work done here is hard for alot of people to realise. The moat around us will be quite decent.

I think the SP will do whatever but once we get moving on construction and if a few deals surface second half of the year it will naturally appreciate. The potential for a US plant is looking quite good.

I am looking forward to the future with A4N. A great little future world leader right here in our backyard and I was able to be a part of it early.

A4N Price at posting: 89.0¢ Sentiment: Hold Disclosure: Held
4 Upvote

1 Great analysis

Reply

Top Stories

Wealth Within weighs in on shock 4% inflation read – and stocks that could survive the gloom

SS1

Sun Silver gets that drill to thrill feeling from high grade hits at Maverick Spring

Week 26 Wrap: Cerberus of inflation barks – rents, electricity & fuel – and world watches two elders bicker

CMX

ChemX Materials kicks off first stage works at WA high purity alumina pilot

RCE

Recce's R327 found effective against E.coli during clinical trial

AVA

Ava Risk Group expands US presence with A$0.7M Substation Deal

LRV

Larvotto identifies new exploration target at NSW's Hillgrove, boosting shares by nearly 20%

SVL

Silver Mines models five new calderas close to 396Moz Bowdens deposit

LU7

Lithium Universe (ASX:LU7) board visits Quebec to engage key stakeholders

Microcap Wrap: 5 explorers with news out today

There are more pages in this discussion • 5 more messages in this thread...

First 35 Last

Add A4N (ASX) to my watchlist

(20min delay)
Last 86.5¢		Change 0.010(1.17%)		Mkt cap ! $981.4M

Open	High	Low	Value	Volume
86.0¢	87.5¢	85.5¢	$6.222M	7.177M

Buyers (Bids)

No.	Vol.	Price($)
1	27206	85.5¢

Sellers (Offers)

Price($)	Vol.	No.
87.0¢	223955	3

View Market Depth

No.	Vol.	Price($)
4	97379	0.850
2	17770	0.845
2	14819	0.840
3	15595	0.835
6	17601	0.830

Price($)	Vol.	No.
0.870	196749	2
0.875	18000	2
0.880	3019	1
0.885	7695	2
0.890	3317	1

Last trade - 16.10pm 28/06/2024 (20 minute delay)

A4N (ASX) Chart

I agree, the work done here is hard for alot of people to...

Wealth Within weighs in on shock 4% inflation read – and stocks that could survive the gloom

Sun Silver gets that drill to thrill feeling from high grade hits at Maverick Spring

Week 26 Wrap: Cerberus of inflation barks – rents, electricity & fuel – and world watches two elders bicker

ChemX Materials kicks off first stage works at WA high purity alumina pilot

Recce's R327 found effective against E.coli during clinical trial

Ava Risk Group expands US presence with A$0.7M Substation Deal

Larvotto identifies new exploration target at NSW's Hillgrove, boosting shares by nearly 20%

Silver Mines models five new calderas close to 396Moz Bowdens deposit

Lithium Universe (ASX:LU7) board visits Quebec to engage key stakeholders

Microcap Wrap: 5 explorers with news out today

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

I agree, the work done here is hard for alot of people to...

Top Stories

Wealth Within weighs in on shock 4% inflation read – and stocks that could survive the gloom

Sun Silver gets that drill to thrill feeling from high grade hits at Maverick Spring

Week 26 Wrap: Cerberus of inflation barks – rents, electricity & fuel – and world watches two elders bicker

ChemX Materials kicks off first stage works at WA high purity alumina pilot

Recce's R327 found effective against E.coli during clinical trial

Ava Risk Group expands US presence with A$0.7M Substation Deal

Larvotto identifies new exploration target at NSW's Hillgrove, boosting shares by nearly 20%

Silver Mines models five new calderas close to 396Moz Bowdens deposit

Lithium Universe (ASX:LU7) board visits Quebec to engage key stakeholders

Microcap Wrap: 5 explorers with news out today

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News