SER 4.17% 2.5¢ strategic energy resources limited

My understanding is they can concentrate at the plant to 94/97%...

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    My understanding is they can concentrate at the plant to 94/97% and did so previously. There's a little bit in one of the older reports that says previous production earned a reputation for high quality.

    According to the Focus CEO they can add another stage to the onsite processing for $10m that will take the purity to 99%.

    I thought I heard him put a value of $45K a tonne on this 99% product but I haven't been able to verify that anywhere as the high end stuff only trades on a spot market.

    As I understand it most of the new high tech apps require high purity, coarse flake (partly to reduce wastage) and Uley has both in spades.

    Interestly 40% of China's production is low value fines and they import coarse from N Korea.
 
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