I'm pretty sure they are thinking bigger. Sounds like with the Dry-processed Ore they could push offtakes beyond 200 ktpa as part of say a Stage 2.
That excludes premium products such as wet-processed Kaolin / Halloysite and HPA.
Market for Pure Halloysite is around 20,000 to 30,000 tonnes per year and the existing mines are depleting/depleted. So say 4,000 tonnes - that's an additional USD $12M revenue. Achieved via toll processing overseas.
HPA say 8,000 tonnes @ USD $30,000 = USD $240M revenue ( in practical terms they are working on collaborating for HPA production in China ). Might be a JV of some form and hence revenue sharing.
https://www.asx.com.au/asxpdf/20190528/pdf/445f0rb6ly8l5f.pdf
The Premium Kaolin Product mentioned below is essentially the Letter of Intent just signed (https://www.asx.com.au/asxpdf/20190718/pdf/446q68pqggy08c.pdf ).
General comments/chat, page-1303
-
- There are more pages in this discussion • 43,432 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add ADN (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
0.8¢ |
Change
-0.001(5.88%) |
Mkt cap ! $27.42M | |||
| Open | High | Low | Value | Volume |
| 0.8¢ | 0.8¢ | 0.8¢ | $176.1K | 22.01M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 61 | 21751321 | 0.7¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 0.8¢ | 5295694 | 3 |
View Market Depth
| Last trade - 16.10pm 15/10/2024 (20 minute delay) ? |
| ADN (ASX) Chart |