A lot of great stuff in the article, but they key is how limited future supply off boron will be. Abr second biggest producer after Rio. 1137kt of boric acid per year, abr 408 kt, inr 192 and ore 41kt.
markets caps of major supplies in the asx
Rio 35 billion (bit unfair to compare as Rio has a few iron mines lol) Abr 1 billion inr 1.3 billion ore 4.5 billion
all other producers nothing coming online for 10 years or more.
massive increase in demand but supply very limited.
im not great at chemistry but I was pretty good and economics. Need I say more. another good day tomorrow, would love to see us break and hold above $2.55.
ABR Price at posting:
$2.36 Sentiment: Buy Disclosure: Held
