Sounds promising, but it is from a broker that is being paid (see p6) for coverage...
Summary:
"...The SOP market is increasingly being dominated by high cost secondary Mannheim production and the majority of the other late stage primary SOP projects (apart from Colluli) are currently suffering from significant development risk. Colluli is a giant, low cost primary hard rock mine that will be a game changer for the SOP market. It will act as a highly disruptive force taking significant market share away from the secondary Mannheim producers. Over time, Colluli has the potential to become the single dominant player in the growing multi-billion dollar SOP export market. Its combination of scale, grade and favourable logistics mean that as Colluli moves towards production over the next 12 months, the true strategic value of the Colluli asset will become clear to both financial and industry players alike. We believe that the resulting effect of this will be manifested either via a significantly higher share price or via the Company finding itself the subject of an opportunistic takeover attempt. In both cases however, we feel that there is significant upside in the share price from current levels..."
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Arlington Group issued a research note, page-2
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