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03-10-2018, 10:33 AM
#151
New video up:
Altech Chemicals - Meeting a sapphire future
https://youtu.be/dfjvTTGKwdU
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03-10-2018, 06:22 PM
#152
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04-10-2018, 03:27 PM
#153
JT that article was from March 2017 so much has changed since then.
Barry FitzGerald: why it’s time to revisit these High Purity Alumina stocks
https://stockhead.com.au/columnists/...lumina-stocks/
HPA pricing used by ATC financial modeling US$27/kg vs current trade price of US$40/kg which could earn ATC's proposed 4500tpa plant US$133m/year. Reminder ATC's MC is a mere A$83m at the moment.
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04-10-2018, 05:05 PM
#154
Originally Posted by silu
JT that article was from March 2017 so much has changed since then.
Barry FitzGerald: why it’s time to revisit these High Purity Alumina stocks
https://stockhead.com.au/columnists/...lumina-stocks/
HPA pricing used by ATC financial modeling US$27/kg vs current trade price of US$40/kg which could earn ATC's proposed 4500tpa plant US$133m/year. Reminder ATC's MC is a mere A$83m at the moment.
Yes great buying ... like so many resource sector companies of late ....just need my biggest holding IRC / NKP to crack on and I'll get me 100k AUD worth of ATC
"With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future." — Carlos Slim Helu
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05-10-2018, 09:58 AM
#155
Originally Posted by JBmurc
Yes great buying ... like so many resource sector companies of late ....just need my biggest holding IRC / NKP to crack on and I'll get me 100k AUD worth of ATC
At the beginning of the year I sat down and wanted to buy some shares that I believe will be my retirement fund with a 10-20 year horizon. ATC is definitely one of them - the first plant is only the start in my view. I can see it happen that over the next 2-3 years other additional plant sites will be identified.
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10-10-2018, 09:48 PM
#156
Member
Scary,
limited funds. limited approval, works have started.
Hopefully just some small kinks an iron will easily fix.
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12-10-2018, 07:03 AM
#157
Originally Posted by Carpenterjoe
Scary,
limited funds. limited approval, works have started.
Hopefully just some small kinks an iron will easily fix.
Care to expand?
Not sure I know about any organisation with access to unlimited funds ... and what exactly is limited about their approvals?
But sure - there is risk ... as in any other business venture.
The industry might find a cheaper replacement for HPA ...
The process might (despite lots of due diligence) not work as well as envisaged on a grand scale
The sky might fall in and nobody needs LED's, smartphone screens or high capacity batteries anymore
But than - there are unlimited opportunities as well : a huge increase of the market for HPA separators in vehicle batteries due to a rapidly increasing electric vehicle mrket, new application for high capacity batteries like e.g. a power bank for electric networks; new generation of smartphones needing more unscratchable glass screens, new applications for saphisglass, LED lighting still only in the beginnings of its reign, ...;
Anything in particular you would want to highlight?
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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16-10-2018, 12:26 PM
#158
patent for ATC's HPA production process granted:
https://www.asx.com.au/asxpdf/201810...1pdhd0qh43.pdf
It took them 4 years, but well worthwhile. This will make life for copycats a bit more difficult and expensive ...
Well done, Iggy & team!
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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17-10-2018, 11:46 PM
#159
Member
Originally Posted by BlackPeter
Care to expand?
Not sure I know about any organisation with access to unlimited funds ... and what exactly is limited about their approvals?
But sure - there is risk ... as in any other business venture.
The industry might find a cheaper replacement for HPA ...
The process might (despite lots of due diligence) not work as well as envisaged on a grand scale
The sky might fall in and nobody needs LED's, smartphone screens or high capacity batteries anymore
But than - there are unlimited opportunities as well : a huge increase of the market for HPA separators in vehicle batteries due to a rapidly increasing electric vehicle mrket, new application for high capacity batteries like e.g. a power bank for electric networks; new generation of smartphones needing more unscratchable glass screens, new applications for saphisglass, LED lighting still only in the beginnings of its reign, ...;
Anything in particular you would want to highlight?
Pretty sure they haven't gained building consent from local authorities.
Stage targets and amounts seem to be changing.
I feel i have been feed information after the fact, regarding exact finance timeline.
I dont hate this investment prospect, but i will be careful digesting future information/timelines the company is going to release.
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18-10-2018, 09:16 AM
#160
Originally Posted by Carpenterjoe
Pretty sure they haven't gained building consent from local authorities.
Stage targets and amounts seem to be changing.
I feel i have been feed information after the fact, regarding exact finance timeline.
I dont hate this investment prospect, but i will be careful digesting future information/timelines the company is going to release.
No building consent with local authorities in Malaysia?
WOW. Clearly - you need detailled building plans (which are a requirement for a building permit and a deliverable for their contract with SMS) to do that.
As they announced in July - this is one of the things they are currently working at togehter with the site preparation
https://www.asx.com.au/asxpdf/201807...hfb7g0psx7.pdf
Sure - this is a process, but where exactly do you see the issues given that the building is in a designated industrial zone (with other compatible chemical industry around) and given that they have already a manufacturing licence? The authorities clearly want this to happen ...
Timelines are changing? True, they have and they might keep doing that. However - haven't yet seen a lot of non-trivial projects where this was not the case on the way from concept to finalisation ...
I do measure management not at their capability to predict the future with absolute accuracy, but at their capability to work with uncertainty and to adapt to changing circumstances.
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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