Mindfree, yes -1.0 Billion for HPA BU alone, and this is at 3 TPD. The production will be ramped up to 5 TPD by 2013E. At 10 TPD it is a 3B business ($ 15 per share). And I would not be surprised they go for 20+ TPD (7000 TPY).
And this is even without any 6N into the equation! @ $300-500 /kg (HPA White Paper conservatively uses $250 /kg) - see below
Add the Red Mud BU, SGA - alumina BU, REE/RM BU, HPSi, HP-hematite, MgO, etc., licenses !
So, hold on to your shares. No selling before double digit starting with a *!
*I will let you draw your own conclusion (but I can tell you: that number is not a 1). Meanwhile: accumulation.
ith high purity of 99.9999%, mainly used in the production of alumina-based high-performance high-power laser crystal
Application:
1.aluminum oxide crystal, single yttrium aluminum garnet (YAG) crystal and single lanthanum aluminates crystal
2.Sapphire crystal
3.Transparent alumina ceramics
Storage: The products should be stored in the shade and dry place, prevent and control pollution by dust.
Packing: 1kg/bag,25kg/barrel. Our products could also be packed as customers' requirements.
Stockhouse.com: Taking
it to the street
