KRR 0.00% 0.9¢ king river resources limited

Figures, page-13

  1. 4,002 Posts.
    lightbulb Created with Sketch. 1311
    Lots of relevant information from Altech (I don't own any of their stock and have no plans to do so - KRR a much better investment IMO DYOR) including HPA supply/demand figures and estimated shortfall from 2021 onwards. Their plant is quite small - 4,500t - no credits from other metals like we have.

    HPA demand quoted by CRU as follows:

    - 272,000 tpa by 2028
    - LIB separators 68%
    - LEDs demand 32%

    CRU also quoted estimated deficit:

    - Supply deficit of 20,000 tpa by 2021
    - Peaking in 2028 at 50,000 tpa
    - New entrants 3-4 years behind

    Preso also contains financial estimates such as costs, IRR etc.

    https://www.altechchemicals.com/sites/altechchemicals.com/files/asx-announcements/6947456.pdf
 
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