One for the HPA side of things
https:// www.google.com/amp/s/unauthorised investment advice/resources/high-purity-alumina-stocks-are-quietly-preparing-for-an-impending-boom/%3famp
"There’s up to ~5kg of HPA in every electric vehicle. Benchmark Mineral Intelligence principal James Clark said the multiplier effect of EV growth “means high purity alumina demand in 5 and 10 years will be very significant”."And that is on top of demand from the established, but still growing, LED market."
Currently HPA is sourced from expensive feedstock, such as refined aluminium metal, which puts current global operating cash costs for 4N at around $US15,000/t.FYI, Alpha and Altech reckon they can do it for $US6,217/t, $US5,940/t and $US9,900/t respectively, which means big profits at current 4N prices of between $US25,000 and $US30,000/t.
Qpms cost should be far lower - larger profits.
However the HPA content has not been released, along with Magnesium. But great by products
Medium Term Target: A$1+ billion market cap, page-300
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