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australian potash - Initiation Report

9 Videos - Aug 2017


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Summary - Initiation Report

Australian Potash is developing the Lake Wells Sulphate of Potash (SOP) project in Western Australia. This analysis includes:

  •  Investment, risk & valuation assessment;
  • Virtual site trip;
  • Commodity analysis; and
  • Management interviews.

TSI Analysis - Valuation Analysis

We determined a valuation for Australian Potash of $0.37/ share.  This analysis explains our key assumptions and highlights a number of sensitivities.

 

 

TSI Analysis - Peer Analysis

Little was known about potash in Australia until around 5 years ago.   Since then a number of potash projects have been identified and progressed through early stages development.  This analysis identify’s and compares key factors investors should be aware of in the industry.

TSI Analysis - Risk – Converting MOP to SOP

A third of APC production will be produced via converting MOP into SOP due to excess sulphate in the brine.  We analysis how this process will be undertaken and where it is already used.

TSI Analysis - Risk – Processing & potash experience in Australia

Brines extraction is a proven method used successfully throughout the world.  However there is only limited experience within Australia, particularly in the potash sector.   We discuss how the company plans to overcome this.

Operations - Lake Wells Project – Virtual site trip

Virtual site trip to the Lake Wells Sulphate of Potash (SOP) project in Western Australia.

Operations - Non-binding MOU – China

APC has signed two non-binding MOU’s with Chinese parties. We examine who these groups are and discuss why APC has taken this approach.

Operations - Native Title

Australian Potash is in a unique position, as there is no current native title claim over their Lake Wells project.  We discuss what this means with management in further detail.

Technology, Product & Market - What is Potash

Through this analysis we will review the fundamentals for potash, including the types, supply and demand factors as well as pricing.

All Videos for australian potash - Initiation Report

Summary

Initiation Report

Australian Potash is developing the Lake Wells Sulphate of Potash (SOP) project in Western Australia. This analysis includes:

  •  Investment, risk & valuation assessment;
  • Virtual site trip;
  • Commodity analysis; and
  • Management interviews.

TSI Analysis

Valuation Analysis

We determined a valuation for Australian Potash of $0.37/ share.  This analysis explains our key assumptions and highlights a number of sensitivities.

 

 

Peer Analysis

Little was known about potash in Australia until around 5 years ago.   Since then a number of potash projects have been identified and progressed through early stages development.  This analysis identify’s and compares key factors investors should be aware of in the industry.

Risk – Converting MOP to SOP

A third of APC production will be produced via converting MOP into SOP due to excess sulphate in the brine.  We analysis how this process will be undertaken and where it is already used.

Risk – Processing & potash experience in Australia

Brines extraction is a proven method used successfully throughout the world.  However there is only limited experience within Australia, particularly in the potash sector.   We discuss how the company plans to overcome this.

Operations

Lake Wells Project – Virtual site trip

Virtual site trip to the Lake Wells Sulphate of Potash (SOP) project in Western Australia.

Non-binding MOU – China

APC has signed two non-binding MOU’s with Chinese parties. We examine who these groups are and discuss why APC has taken this approach.

Native Title

Australian Potash is in a unique position, as there is no current native title claim over their Lake Wells project.  We discuss what this means with management in further detail.

Technology, Product & Market

What is Potash

Through this analysis we will review the fundamentals for potash, including the types, supply and demand factors as well as pricing.

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