Far East Capital Newsletter
Suvo Strategic Minerals - an expanding kaolin producer with advanced technology visions
26 Nov 2022

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Suvo Strategic Minerals - an expanding kaolin producer with advanced technology visions

Suvo is a kaolin mining company with an existing, long life operating mine in Victoria with a well-established customer base. From that credible platform the new management is planning to become more creative on the technology front to go beyond being just an operating mining company. It is through these innovations that it is seeking to achieve a premium rating for its shares in the market.
In considering the future of Suvo we need to focus on three business angles;

i) the existing hydrous kaolin product lines and mix,
ii) future metakaolin production for concrete and
iii) high purity alumina (HPA) from a recycled feedstock.

A number of junior companies are investigating ii) and iii) above, the more speculative aspects of the business, but only Suvo has an operating kaolin mine. At a share price of 4.7¢ and a market capitalisation of only $32m, the market is yet to factor these elements into the share price. There is plenty of upside potential from these levels. 

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