[Blockierte Grafik: https://i1.wp.com/hwhills.com/…ster.jpg?resize=480%2C711]
http://www.danakali.com.au/images/stories/corporate-presentations-and-company-infromation/2021/20210430_Danakali_Investor_Presentation_ASX.pdf
http://www.danakali.com.au/images/stories/research-report/20170816_Bell_Potter_DNK_Initiation.pdf
@Mineghunter,
Wenn Du Düngemittel "noch Eine Firma suchst",
hör Dir Das MAL GUT AN...................
Empfehle Das auch für ALLE ANDEREN "Potash Entwickler Interessierten".........................
[Blockierte Grafik: https://i.gifer.com/7P33.gif]
http://www.youtube.com/watch?v=fKrlbuy_oDs
- Danakali (DNK) - Funding Niche High Margin Potash
2.637 Aufrufe
09.08.2021
Crux Investor
42.000 AbonnentenABONNIEREN
Interview with Seamus Cornelius, Exec. Chairman of Danakali Ltd. (ASX:DNK)
Danakali is a resource company focused on the Colluli SOP Project in Eritrea, East Africa. The company strategy targets development of a world class potash project that will become pivotal for Global and African agriculture. Colluli is expected to provide an outstanding economic, social and community dividend through positive impact on infrastructure, job creation and sustainability in Eritrea.
Danakali is developing the Colluli potash project in Eritrea in a joint venture with the Eritrea National Mining Corporation. It is a massive deposit in the Danakil depression, about 80km from the Red Sea coast and Danakali thinks that the project is the largest underdeveloped SOP project in the world and it is going to be the dominant SOP project in the world within 2 years.
Eritrea is a fantastic proven mining jurisdiction but it is not a well known jurisdiction. This project has taken much longer than the company anticipated which is because it was much harder to get debt financing than they expected but they completed this at the end of 2019 and signed up USD$200M worth of senior project debt.
Danakali has $27M in the bank and aims to get the project up and running quickly, keep the Capex low and expand as quickly as possible, not stopping at module 1 or 2 and the business plan is to undercut the synthetic SOP producers in the long term.
The critical value driver is now to get the balance of the funding to start development. Danakali has done most of the engineering and all the test work required to move forward and de-risk the project further towards development and production.
0:00 – Company Overview
0:42 – Risk, Reward, Jurisdiction & Partners
3:52 – Problem: Why it took so long?
6:05 – Share Price Crash, Lost Year & Further Testing
7:44 – Definition: MOP, SOP, Artificial Manufacturing & Profit Margins
10:24 – Usage: MOP & SOP
11:55 – SOP Market Influence: Working, Influence, Potential & Distribution
15:01 – Market Size, Dollar terms, Previous Study & Testing Results
19:54 – Production, Time Frame, Market Segmentation
22:28 – Challenges & Difficulties faced by Competitors
25:42 – Market Prioritization: Southern Europe, China, Africa
27:22 – Established Market Entry: Distribution, Logistics & Relationships
29:17 – Sales: Distribution Partners, Incentives, Strategy
31:19 – Priority Components, Exploration of Minerals & Future Revenue Streams
33:52 – Valuation, Raising Equity, Convincing Shareholders & Lenders
36:45 – Critical Value Drivers & Balance of Funding
38: 27 – Outro
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