Initiation Research Report by The Sophisticated Investor
Altech - Initiation Research Report
The research report by TSI includes a series of short videos on the Company and its high purity alumina (HPA) project.
The report titled, "Stars align for HPA developer" includes a three part video analysis:
Summary & Analysis
- Initiation Report
- Company valuation analysis
- Investment analysis
- Risk assessment
- Why Malaysia
- Virtual site trip - HPA project
Technology, Product and Marketing
- What is HPA
- Offtake and pricing
- The pitch
To view the research report summary video, please visit:
To view the full video series visit Altech website at:
About Altech Chemicals Ltd
HPA is a high-value, high margin and highly demanded product as it is the critical ingredient required for the production of synthetic sapphire. Synthetic sapphire is used in the manufacture of substrates for LED lights, semiconductor wafers used in the electronics industry, and scratch-resistant sapphire glass used for wristwatch faces, optical windows and smartphone components. There is no substitute for HPA in the manufacture of synthetic sapphire.
Global HPA demand is approximately 25,315tpa (2016) and demand is growing at a compound annual growth rate (CAGR) of 16.7% (2016-2024), primarily driven by the growth in worldwide adoption of LEDs. As an energy efficient, longer lasting and lower operating cost form of lighting, LED lighting is replacing the traditional incandescent bulbs.
The Sophisticated Investor
Altech Chemicals Ltd