Suvo Strategic Minerals Ltd (ASX:SUV) is one of only three players in the kaolin sector and is also the only one with a processing plant. Listed on the ASX in 2020, the kaolin and silica small cap resource company is now a producer.
This sector is really about the simple business of mining and exporting high-grade quality clay.
According to Robert Martin, the executive chair of Suvo, the value adding is just starting. In December 2020, Suvo added the Imery processing plant and the Pittong project in Victoria which effectively moved the company into the producer stage.
However, something the company has and not valued, is their silica project in WA. The Nova Silica Sand Project in the Gingin region of Western Australia could create value that the market has missed.
There are four revenue streams from the Silica project. Listen to the video to understand what they are.
Chapters:
00:00 Intro
01:08 Robert Martin tells us about Suvo.
05:29 What is the Kaolin Market? What is significant about Suvo's projects?
09:29 What does Halloysite mean for Suvo?
11:14 Suvo can produce different types of Kaolin products.
14:52 Suvo has 30 years of Kaolin experience.
16:32 The Silica Story.
18:51The Silica Flower Story.
20:49 Why Silica projects can work.
24:13 Environmental hurdles for silica projects.
25:47 Why ESG may make silica projects more feasible.
27:09 Silica is all about physical waste as opposed to chemical waste.
27:47 Robert Martin shares his thoughts on the journey of Suvo.
30:15 The virtues of the silica market.
31:32 The Kaolin market is very big.
32:38 Samso's thoughts
33:58 We are in the New World.
34:47 Conclusion
PODCAST
About Robert Martin
Mr Martin has over 20 years’ experience across the mining services, supply chain and capital market sectors. Mr Martin has owned and operated a highly successful mining services company which became a leading provider of products and services to the mining industry and operated globally with offices across Australia and internationally.
After seven years of revenue and profitability growth and expansion into multiple countries, Mr Martin’s company was acquired by a prominent Perth business for an undisclosed multi-million dollar sum.
Mr Martin runs a family office in Western Australia with a focus on investing and supporting emerging private and public businesses, and currently holds the position of non-executive director at PARKD Limited and was the former non-executive chairman of publicly listed JV GLOBAL LIMITED (ASX:JVG).
About Suvo Strategic Minerals
Suvo Strategic Minerals is a dual commodity Australian mining company listed on the Australian Stock Exchange (ASX:SUV) focused on the development of the 100%-owned White Knight Kaolin Project in the Yilgarn Craton in the central wheat belt and the 100%-owned Nova Silica Project in the Gin Gin Scarp near Eneabba all situated within Western Australia.
Nova Silica Sand Project
The Nova Silica Sand Project is a 100%-owned potential large-scale silica sand resource located in the Gin Gin scarp near the township of Eneabba and the project has existing rail cart transport solutions direct from the tenements to Geraldton port.
Suvo's ESG strategy
Robert highlighted that Suvo has engaged an ESG team to help Suvo look at sustainable ways to rejuvenate what they have mined and further reduce carbon footprint for example using solar powered resources. The ESG strategy will see a long term intent to add value to shareholders as well as to communities and the environment.
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The information contained in this article is the writer’s personal opinion and is provided for information only and is not intended to or nor will it create/induce the creation of any binding legal relations. Read full disclaimer.