Not many listed players in the bromine space that are competing with ACI. Yes, Neogen is one of their competitors. The silver lining with all its competitors is, Bromine production is correlated to Brine field availability, which is quite limited, and ACI has a huge advantage as it has its own reservoirs which is very cost effective. ACI has a huge land parcel which is very rich in brine, and a lot closer to the ports. Again cost effective. Neogen does not have any such brine fields, and currently they’re running in different circles as their priority right now is to focus on the battery chemistry. It seems as if Neogen could be one of ACI’s clients, as they use bromine to create organic compounds.
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