Geez Rob, read this page from AZR one more time and note the reference to 60% recovered zinc oxide which is then used as a feedstock to Zinc production. That's where I got it.
http://azr.com/american-zinc/eaf-dust-recycling/products/waelz-oxide/
The performance of the zinc oxide recovery is the issue and APG may well in the future decide to utilise the feedstock in it's own Zinc production as vs being sold to market. The APG zinc oxide recovery is around 90%, confirmed in discussion with Mike today. Make a call yourself, as others have found they are very willing to field questions.
I'm also pretty sure AZR under it's previous name was in administration for a time. They are obviously a large outfit and servicing a significant demand but have suffered financially. If APG can enter the same market with a superior product the potential upside is huge.
- Forums
- ASX - By Stock
- APG
- Plant
Plant, page-5
-
- There are more pages in this discussion • 6 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)