Forum Archive Index - February 2004

["Cristine Kerr" <criskerr@optusnet.com.au>]

Hi News,

 

 

Sorry if it appeared that way but I wasn't writing-off AUM.

 

I know nothing of their prospects which may be excellent.

 

 

Basically; I was sharing info to counter some incorrect statements I saw on a different forum. (I should have explained this but time was very short yesterday.)

 

 

The comments I saw claimed similarities between the two technologies, misrepresenting the processes and purpose of each technology.

 

 

Knowing little of AUM, I was only able to comment on INL and explain the principle differences, which are as follows:

 

 

INL's technology processes copper through a shorter than standard production path which results in copper dendrites.

 

 

Standard processing of copper employs sulphate (eg AUM). The sulphate process produces copper cathodes. The sulphate process is not capable of producing copper dendrites.

 

Copper cathodes and copper dendrites appeal to totally different production/market segments.

 

Copper cathodes are currently used in most copper production processes, however; due to the sulphate employed, copper cathodes are not suitable for all production processes, eg; Rautomead's upward copper casting technology.

 

Rautomead's upward casting technology utilises copper dendrites to produce a high quality, thin, oxygen-free copper wire rod = less copper required to produce = less cost to produce, + other benefits.

 

So essentially;

. copper cathode produced by sulphate process is suitable for it's intended market segment;

. copper cathode is not suitable for all production technologies, eg; Rautomead's; which requires copper dendrites.

 

INL's technology is the only one I know of that is capable of producing copper dendrites = INL's technology cannot be compared to AUM's technology.

 

 

I apologise for any confusion due to my rush yesterday.

 

Hope this makes sense.

 

Have a great weekend.

 

 

Regards,

Cris

 

 

----- Original Message -----

From: Kerry Dobson

To: sharechat@sharechat.co.nz

Sent: Thursday, February 19, 2004 7:49 PM

Subject: Re: [sharechat] INL - Intec UPDATE

Cris

 

I wouldn't be too quick to writeoff AUM's copper sulphate retrieval process.

 

This from ASX 245087 (24/09/03):

Due to the excellent quality of the copper sulphate pentahydrate crystals being

produced by the new technology, the Company is developing a value adding strategy,

utilizing the AUM SX Column Technology, of converting copper sulphate to a

fungicide for sale into the Australian Domestic Copper Fungicide packaging market.

Product for this market is currently sourced solely from overseas. The total import of

the packaged domestic market is $39 million per year for duty purposes prior to taxes

and retail markup. This does not include the commercial bulk agriculture market,

which is far greater."

Disc: AUMOAs taken out on the recent spike for a 50% profit

 - not bad for a 40 day hold.

Best wishes, Newz.