Summary of our current LOI/BOA with accompanying announcements for reference.
As of 18th of March 2021.
- BOA for 5,000 tpa of DSO
- LOI for 400,000 tpa of DSO
- LOI for 307,000 tpa of dry processed
- LOI for 208,000 tpa of wet-processed.
As we can see there is plenty of interest in our product, it is just a matter of converting these LOI into BOA agreement now. A question that I am a bit unsure about is the pricing for these different end products.
Can someone also clarify the margins for each of the products: DSO, dry-processed and wet-processed.
References.
Announced on the 19th of August 2019.= 405,000 tpa DSO
- Longyan Koalin China: 200,000 tpa DSO
- Beihai Kaolin China: 200,000 tpa DSO
- Yamada Japan: 5,000 tpa DSO now converted to a BINDING OFF-TAKE AGREEMENT
Announced on the 29th of July 2019:= 307,000 tpa dry processed
- Anpeak China: 120,000 tpa dry processed
- Weifang Engers Ceramics: 50,000 tpa dry processed
- Guangzhou Changying Trade: 30,000 tpa dry processed
- Guanzhou Jinghui Ceramic Material: 5,000 tpa dry processed
- Forshan Mei Zhi Hui Cermaic Material: 2,000 tpa processed
- China Mineral: 100,000 tpa dry processed
Ann: High Chinese demand for Carey's Well halloysite-kaolin 25/06/2018
208,000 tpa wet-processed mineral [updated in a later announcement]
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