ATC
- New age materials sector.
- High purity alumina (HPA) product will see growing demand from LED, semiconductor and lithium ion battery separator markets.
- Offtake agreement with Mitsubishi for first 10 years of production (@ 4,000 tpa)
- Low capital cost, high margin, pre-tax NPV of +$350M on a base case production scenario, IRR of 33%.
- Innovative export credit facility currently being negotiated with German bank, KwF IPEX bank.
- Last CR, $10m @ 14c
Copied from Hera @Anton Chigurh
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- DT January 4 afternoon
DT January 4 afternoon, page-49
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