No wonder why Orbite is already planning to build additional HPA Plants...   

 

I've made a quick Sensitivity Analysis and Net Present Value (NPV) calculation for one SGA Plant @ 5 TPD, using $ 50 M (starting from zero, plus including Capex for higher purity levels of silica / processing & packaging), and the numbers are just mind blowing, with or without HP-silica. Neglecting hematite, Mg oxides, mixed oxides, assuming 1.0 M revenues from REE/RM (could be neglected without noticeable effect) & using 20% Opex.

This is for one HPA Plant only.

 

See page 5 of the Corporate Presentation ("Additional HPA Plants..."):

http://www.orbitealuminae.com/media/upload/whitepapers/Orbite_Corporate_Presentation_2.pdf

 

Alumina1

 

Combine this with the NPV for one SGA Plant (see first link of this post, towards the end):

Merry Christmas to all Longs. Shorts, you'd better turn Long asap b
 
| posted on 12/24/2012 8:06:51 AM | reads: 331 | overall quality: 5

 

 

 

 

I believe the right numbers were $30-35 M after the tax credits.