i want to know more about this
'Hallucinite' .. hilarious slip of the tongue there from Samso !
A couple of takeaways
- James is exactly the person in the right place at the right time.. he knows the market and the product this is so critical
- the scoping study is so conservative it is mind boggling how much upside could be lurking there
- I don't know if James slipped up but he did mention 'up to $1200' tonne wet processed whereas the upper limit for wet processed 'blend' as per ADN preso has always been $1000
- nothing to be scared of capex wise / degree of difficulty wise with wet processing here and perhaps this is where the $1200 per tonne comes from, he may be referring to the potential price achievable for SA processed Kaolin / Hallosyte
- James clearly outlined why he is not really focussed on HPA and it is compelling information..
- They are forging ahead with this project and I have no doubt timelines will be met
- The scope of the project is massive and the market hasn't picked it yet
Ezi
- Forums
- ASX - By Stock
- ADN
- Coffee with Samso
Coffee with Samso, page-6
-
- There are more pages in this discussion • 121 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add ADN (ASX) to my watchlist
(20min delay)
|
|||||
Last
2.1¢ |
Change
-0.002(8.70%) |
Mkt cap ! $65.31M |
Open | High | Low | Value | Volume |
2.3¢ | 2.4¢ | 2.1¢ | $163.8K | 7.481M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 584999 | 2.1¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
2.3¢ | 938291 | 4 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 584999 | 0.021 |
15 | 2268740 | 0.020 |
9 | 2775000 | 0.019 |
7 | 1246038 | 0.018 |
8 | 4717726 | 0.017 |
Price($) | Vol. | No. |
---|---|---|
0.023 | 938291 | 4 |
0.024 | 753611 | 10 |
0.025 | 3631756 | 14 |
0.026 | 2632323 | 12 |
0.027 | 435000 | 5 |
Last trade - 16.10pm 19/07/2024 (20 minute delay) ? |
Featured News
ADN (ASX) Chart |