Thanks all, particularly @Kaffetasse for his insights. I find the comparison between FYI, ADN and ATC quite interesting.
It does seem that ATC has fallen into a bit of a hole over the financing of their Malaysian plant - one has to remember there is an unknown, experimental edge to this ground breaking tech. That is why the DSO route taken by ADN seems so attractive (and also apparently by the market with its 5 bag move already)
So why can't FYI do a bit of DSO. According to Andromeda they need $8 mill to get started, then proceed to benefaction for 28 mill in year two, and do the full HPA thing down the track. After all if you have 100 years of mine supply, what's the point of sitting on it.
I do grant you @VMC that the production of 4N ++ HPA is the goal, and if the capital can be found on good terms the hi tech route gets you there first.
A4N is also an interesting (but $90 mill capper) prospect, if only they would disclose their 'industrial feedstock' My theory is it is xxxx cans, collected on the day after Origin.
- Forums
- ASX - By Stock
- CCM
- HPA from Kaolin in WA Massively undervalued...potential multi bagger!
HPA from Kaolin in WA Massively undervalued...potential multi bagger!, page-367
-
- There are more pages in this discussion • 443 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
RNU
Renascor wins a funding boost given it wants to produce a critical mineral – but $5M award pales in comparison to some
SKS
SKS Technologies wins US$90M award to supply power to international hyperscale data centre in Melbourne
Add CCM (ASX) to my watchlist
|
|||||
Last
6.2¢ |
Change
-0.001(1.59%) |
Mkt cap ! $22.99M |
Open | High | Low | Value | Volume |
6.7¢ | 6.7¢ | 6.2¢ | $11.71K | 181.7K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 15468 | 6.4¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
6.5¢ | 3241 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 15468 | 0.064 |
1 | 29065 | 0.062 |
2 | 35000 | 0.060 |
1 | 80000 | 0.059 |
1 | 8000 | 0.058 |
Price($) | Vol. | No. |
---|---|---|
0.065 | 3241 | 1 |
0.068 | 5000 | 1 |
0.069 | 105000 | 3 |
0.070 | 110013 | 4 |
0.071 | 3000 | 1 |
Last trade - 12.19pm 12/07/2024 (20 minute delay) ? |
Featured News
CCM (ASX) Chart |