ABR american pacific borates limited
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As had been mentioned, with RIO %20 & Turkey %60 present global...

  1. Roar987
    906 Posts.
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    12/08/21
    11:41
    Post #: 55230563
    As had been mentioned, with RIO %20 & Turkey %60 present global market share.

    Just spotted in the last RIO notice which was released today.

    Included in highlights Borates 0.2mt, down -4%. 2021 Guidance for 0.5mt, Robust Demand.

    page 28
    Full ramp up to 2029 ~58kt of Battery Lithium Carbonate

    160kt of Boric Acid & 255kt of Sodium Sulphate.
    25-35% pa demand growth over next ten years.

    No $ numbers given. But it least gives clarity to their likely reserves moving ahead.
    ABR Price at posting: $1.42 Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch. 2  Great analysis
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