GREY:EORBF - Post by User
Post by
taylor1988on Jan 24, 2012 10:12pm
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Link to interview with John McMahon
Link to interview with John McMahonhttps://bit.ly/wPbdVC
James West interviews Mackie Research' John McMahon on ORT - Orbite Aluminae.
The interview certainly helps to put ORT's competitive advantage in the aluminum market in perspective.
Main Points:
1. Canada produces 12% of the world's aluminum supply.
2. Canada imports $6 billion dollars worth of alumina from Brazil/Australia in order to manufacture aluminum for roughly $150 / tonne.
3. Orbite is able to ship this same alumina to the smelters for $10 / tonne or 7-8% of the cost.