Periodic FA / TA Summary., page-33

General FA highlights

• What is ADN's business model?
  • Andromeda Metals - the emerging Halloysite-Kaolin Monster ( includes links to latest quarterlies and investor preso as well as all key announcements )
  • ADN Site Visit Confirms Major Upside Potential
  • ADN Poochera - Potential Cashflow/Revenue Streams
    • Latest Cashflow Scenarios
      • 250 kt to 500 kt of Dry-processed Product per annum
      • (highly speculative) - Scenario of Dry-Processing and 4N HPA JV
      • (highly speculative) - Scenario of Dry-Processing and 4N HPA JV (at USD parity)
  • ADN - Tracking Letters of Intent / Offtakes
    • Speculation on a Ramp-Up Scenario
• Capital Intensity Comparisons

Price targets

• 2 to 6 week target
  • $0.117 - https://hotcopper.com.au/posts/39719311/single
  • Note - Scoping Study is on track for completion by end of quarter
• 18 - 30 month targets
  • $0.388 for 307 kt dry-processing (18-30 month target)
  • For production 250 kt to 500 kt of Dry-processed Product per annum ... (18-30 month target)
    
    At margin $150/t ... share price $0.251 to $0.359
    At margin $200/t ... share price $0.340 to $0.483
    At margin $250/t ... share price $0.402 to $0.607
    

ADNOB Options - $0.012 strike,

• Options newbies must read (via @TerryGI) - https://hotcopper.com.au/posts/27598659/single
• Latest options charts using Black-Scholes - https://hotcopper.com.au/posts/40020879/single
• Read my original post for full explanation - https://hotcopper.com.au/posts/37097168/single

October 2018 video - interview with MD