Salt Lake Potash / SO4 (ASX)

hallo, ich möchte euch einen meiner lieblingswerte im agrarsektor/düngemittel vorstellen.
den australischer developer im Kalibereich - SOP

zur aufklärung der unterschiede sop - mop
https://investingnews.com/dail…/types-of-potash-sop-mop/

abnahmeverträge sind bereits abgeschlossen und zwar einmal mit mitsubushi und weiterhin mit sinofert holdings für die nächsten 8 jahre ab dem
01.01.2020 für 50% der produktion.
https://www.proactiveinvestors…ake-agreement-206149.html

seit der letzten presentation, ich glaube das war die für die diggers and dealers 2018 08/2018
https://www.investi.com.au/api…ents/so4/7514e16e-99e.pdf

hat sich allerdings viel getan. diese ist in der form, so finde zumindest ich, nicht mehr aktuell.

das management/staff hat erheblich rotiert, es kam ua. als ceo tony swiericzuk den ich persönlich seit fortescue metals schätze.
https://www.businessnews.com.au/Person/Tony-Swiericzuk

die letzten news:
CONSTRUCTION BEGINS ON AUSTRALIA’S FIRSTCOMMERCIAL SCALE SOP EVAPORATION PONDS
https://www.investi.com.au/api…ents/so4/e792916f-cde.pdf

http://www.saltlakepotash.com.au

viel spass beim reinstöbern.

ps. wie üblich, ich bin investiert und für fehlinvestitionen anderer hafte ich nicht

@cadafi ich heisse zwar nicht huster aber den wert verfolge ich schon ewig, incl. investition.
finde die story wirklich gut. auf alle fälle besser als k+s . nein im ernst bei den potash juniors gibt es nicht so viele die ich interresant finde... western potash(nun western minerals), danalkali(hallo herr huster again ), potash one, ahthabasca minerals... da ist salt lake potash für mich persönlich die schönste braut .

vg bh

versteh zwar nicht wofür, aber gerne ein pauschales gern geschehen.

vg bh

ahso, gern

bei den big playern hat man ja, zumindest bei potash auch nicht sooo viel auswahl. k+s würde ich persönlich wirklich nicht kaufen. bliebe bei den pure plays nur nutriens & uralkali
mischkonzerne: rio tinto, bhp(jansen), israel chemicals, sociedad quimica y minera

gerne offen für weitere vorschläge, wenn jemanden was an börsennotierten small/mid/big cap unternehmen bekannt ist!

Salt Lake Potash Ltd (ASX:SO4) (LON:SO4) substantial shareholder Lombard Odier Asset Management (Europe) Limited (LOAME) has increased its holding to 11.55% from 8.73%.

https://www.proactiveinvestors…stake-to-1155-215963.html

SIGNIFICANT HIGH-GRADE SOP RESOURCE DELINEATED AT LAKE WAYHighlights:Initial Mineral ResourceEstimate for the whole of Lake Way contains 73million tonnes of SOP, including:oMeasured Resource –Lake Way Playa 6.9Mt @ 15.4kg/m3oMeasured Resource –Williamson Pit 32Kt @ 25.5kg/m3oIndicated Resource –Paleochannel 3.7Mt @ 13.6kg/m3oInferred Resource –Lake Way Playa &Paleovalley Sediment 62Mt @ 15.2kg/m3Lake Way confirmed as very high-grade with consistentbrine chemistry both laterally andat depth, with an average grade of 14.5kgof SOPpercubic metre of brineacross the Lake Way tenements(Measured and Indicated)The Company has successfully delineatedaPaleochannel in excess of30km in length along the eastern boundary of Lake Way, which supportsthe ability and optionality toproduce brine from two separate sources(lake playa and paleochannel)Test pumping of historical bores at Lake Way has provided important data that supports efficient production by pumping from the paleochannelresourceThe Mineral Resource Estimate for the ‘whole of lake’ will enable the Company to finalise technical studies for a larger production scenario with an anticipated release date towardsthe end of Q2 2019

https://www.asx.com.au/asxpdf/…18/pdf/443kst0wm0nnp3.pdf

neue präsentation
https://www.asx.com.au/asxpdf/…25/pdf/443r3jgs9pd3rt.pdf

seite 23

mal sehen überlege schon ob ich nochmal aufstocke

Cannacord hat das kursziel für salt lake potash nun auf 1,19 aussie $ erhöht

Salt Lake Potash Ltd. (SO4:AU) (WHELF) PT Raised to AUD1.19 at Canaccord Genuity

https://www.streetinsider.com/…ord+Genuity/15296037.html

momentan bei 0,595 a$, 50% des kursziels. abgesehen davon das ich auf analysten meistens nicht so viel gebe
sehe ich das ausserst positiv.
https://www.asx.com.au/asx/share-price-research/company/SO4

SALT LAKE POTASH AND BLACKHAM RESOURCES EXECUTE BINDING ACCESSAGREEMENT
https://www.asx.com.au/asxpdf/…08/pdf/44449slh5w4df7.pdf

danke, mosaic war mir bei der auflistung entgangen. die haben doch 2017/18 die düngemittelsparte von vale übernommen(daher auch die stärke in brasilien).

bg bh

https://www.asx.com.au/asxpdf/…30/pdf/444nl3c8sy0vw2.pdf

30 APRIL 2019ASX ANNOUNCEMENTSalt Lake Potash Limited|ASX/AIMSO4|Ground Floor, 239 Adelaide Terrace, Perth WA 6000, AustraliaTel. +61 8 6559 5800 |Email: info@so4.com.au | so4.com.au| ABN 98 117 085 748MARCH 2019QUARTERLY REPORTThe Board of Salt Lake PotashLimited (the Companyor Salt Lake Potash) is pleased to present its Quarterly Report for the period ending 31 March 2019.
The Company is focussed on rapidly progressing the development ofits Lake WayProject, intended to be the first salt-lake brine Sulphate of Potash (SOP)production operation in Australia. Highlights for the quarter and subsequently include:
Significant Increase in the high-grade SOP resource at Lake Way
Mineral Resource Estimate for the whole of Lake Way contains 73million tonnes (Mt) of SOP using Total Porosity and 8.2Mtof SOPcalculated using DrainablePorosity, including:oMeasured–Lake Way Playa–6.9Mt (total porosity)&1.8Mt(drainable porosity)@ 15.4kg/m3oMeasured–Williamson Pit 32Kt (drainable porosity) @ 25.5kg/m3oIndicated–Paleochannel 3.7Mt (total porosity) & 1.4Mt (drainable porosity) @ 13.6kg/m3oInferred –Lake Way Playa & Paleovalley Sediment 62.2Mt (total porosity) & 5.0Mt (drainable porosity) @ 15.2kg/m3Lake Way confirmed as very high-grade with consistent brine chemistry both laterally and at depth, with an average grade of 14.5kg of SOP per cubic metre of brine across the LakeWay tenements (Measured and Indicated)The Company has successfully delineated a Paleochannel in excess of 30km in length along the eastern boundary of Lake Way, which supports the ability and optionality to produce brine from two separate sources (lake playa and paleochannel) The Mineral Resource Estimate for the ‘whole of lake’ will enable the Company to progress technical studies for a larger production scenario with an anticipated release date towards the end of Q2 2019

Salt Lake Potash in trading halt ahead of capital raising news

Salt Lake Potash Ltd (ASX:SO4) has capital raising news imminent and has been granted a trading halt by the ASX.
The halt will remain in place until the beginning of trade on Friday, June 7, 2019, or when an announcement is released to the market, whichever occurs earliest.
Salt Lake Potash shares last traded at 54 cents.

https://www.proactiveinvestors…-raising-news-221510.html

STRATEGIC PLACEMENT OF A$20.25MTO FUND LAKE WAY CONSTRUCTION
https://www.asx.com.au/asxpdf/…06/pdf/445ndmnzbs13d8.pdf

finanzierung durch "alte bekannte" - lionore

bg bh

schöne news,

EXCEPTIONALECONOMICSOF COMMERCIAL SCALE DEVELOPMENTAT LAKE WAYSalt Lake Potash Limited(Salt Lake Potashor Company) is pleased to report the results of the Company’sScoping Study fora commercialscale Sulphate of Potash (SOP) development at Lake Way (Lake Way ProjectorProject)in Western Australia.Based on the Scoping Study results, the Project generates exceptional economic returns due to its low capital intensity, bottom quartile operating costs and sustainable operating life.

ASX ANNOUNCEMENT | 13 June 2019 2EXECUTIVE SUMMARYSalt Lake Potashis pleased to report the results of the Scoping Study for the commercial scale development of its SOPproject at Lake Way.The Scoping Study demonstrates the potential for the Lake Way Project to support a low capital and operating cost operation with annual production of approximately200,000tonne ofpremium gradeSOP.The Scoping Study demonstrates the compelling economics of the commercialscale development of Lake Way with the ability to support a long mine life:Lake Way Project to produce an estimated200,000tonnes per year of premium grade SOP(>52% K2O)High-grade SOPresource underpinslong Mine Life of 20 years Lowest operating cost for global SOP producers with an FOB operating cost estimate of $264/t (US$185/t)Low development capitalrequirements of approximatelyA$237m (US$166m) including a growth allowance of~13% ($32m)supported by the close proximity to infrastructureExceptional economics with estimated projectpost-tax NPV8of A$381m (pre-tax NPV8of A$580m) andpost-tax IRR of 27%(pre-tax IRR 33%)Steady stateEBITDA of A$90m annually and average annual after tax cashflow of A$64mStrong cashflow and low capital cost result in earlypayback period of3.2years Construction underway on the first phase of Evaporation Ponds (the Williamson Ponds) which will support the dewatering of the Williamson Pit’s super saturated brine with an SOP grade of 25kg/m3Plant commissioning expected Q4 2020 utilising salts from the Williamson Pit brineBFS currently underway with completion expected in Q3 2019to support project financing

https://www.asx.com.au/asxpdf/…13/pdf/445t2vsbznnn31.pdf

hallo lucky, ich kaufe eigentlich nur an der asx.

Salt Lake is positioning its Lake Way project to be the lowest-cost producer

https://www.so4.com.au/investor-dashboard/