FYI TTR - Just for "fun" I started looking into the LDK Solar filings that mentioned Komex you posted and the more you read into the filings and research, the more interesting it gets.
Speaking just purely off the top of my head (I am very tired), so keep that in mind. Their biz call for processed sand (polysilicon) and they have as of now Komex has an 8 year contract with LDK and is listed as a "materials trading company" in the filings. Polysilicon is anywhere around $55 to $140 or more per kilogram from what I have read and in very short supply. If some of the sand Phoenix owns meets the specs needed to manufacture polysilicon from common sand, it all makes sense on the surface. 1 ton is 900 or so kilograms, so IF 1 ton of the right sand at $44 a ton can make a couple of hundred kilograms of polysilicon, it fits. AGAIN this is all off the top of my head and I ran out of searching time for the actual process of making polyslcon from common sand, yeilds etc. I was searching, just for the sake of searching, so take it all with a grain of ummmmm sand. lol Oh yea...and LDK is in China, but incorporated in the Caymans?
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