Seems high purity alumina plays are coming into vogue. FYI...

  1. Jezzy
    1,672 Posts.
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    09/05/17
    10:51
    Post #: 24563541
    Seems high purity alumina plays are coming into vogue.
    FYI announced their deal yesterday (110% up at close), and HEG announced its acquisition today.
    Thesis is that demand for hi purity alumina (Al2O3) is increasing due its use in electronics and Lithium batteries.
    also heat conduction and electrical insulation.
    HPA prices doing well up to USD30/kg with expected 20%yoy increase
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    lightbulb Created with Sketch.  Great analysis
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