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.

 

Alumina1

 

 

Xuancheng Jingrui New Material Co., Ltd.

6N high purity alumina/laser crystal-class ultra-high pure alumina powder
6N high purity alumina/laser crystal-class ultra-high pure alumina powder
 
Product Details:
Classification Alumina
CAS No. 1344-28-1
Other Names aluminum oxide
MF Al2O3
Place of Origin Anhui, China (Mainland)
Grade Standard Industrial Grade
Purity 99.99[99]
Appearance white powder
Application crystal growth
Brand Name jing he
Model Number VK-L200G/VK-L200K /VK-L200Q
Payment & Shipping Terms:
Price: FOB USD 300~500 / Kilogram
 
Minimum Order Quantity: 1 Kilogram/Kilograms
Port: shanghai
Packaging Details: 1kg/bag,25kg/barrel
Delivery Time: within 7 days
Payment Terms: L/C,T/T
Supply Ability: 1000 Metric Ton/Metric Tons per Year
Detailed Product Description
ith high purity of 99.9999%, mainly used in the production of alumina-based high-performance high-power laser crystal
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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.