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To: Cal Gary who wrote (201247)7/21/2011 9:52:07 AM
From: ogi1 Recommendation  Respond to of 313223
 
Their current strategy is multi faceted as far as I can see. :
mine their deposit for alumina, rare earths and iron ore
produce high purity alumina for the specialty markets
and license their technology throughout the world.

I see this as a fantastic development for the licensing part of the business plan, which would have been substantial anyway as it would open up alumina sands deposits never previously capable of production. Now the implications become far greater for others paying Ort to use their process.

I will leave a separate thread to others, have been many good discussions here and on Beat The Street and I like threads that act as consolidators of many ideas.

Cheers



To: Cal Gary who wrote (201247)7/21/2011 10:00:01 AM
From: Boolish  Respond to of 313223
 
Mackie put a value in their last report on 'potential' licensing revenues... a more environmentally friendly and possibly cheaper alternative to the Bayer process now may be in the cards.... It would all be licensing revenue. Ort could still supply the quebec smelters with their clay deposit...and possibly get a piece of all the action elsewhere...