MNB minbos resources limited

Ann: Offtake Agreement with Angola's Largest Food Aggregator, page-133

  1. 4,562 Posts.
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    On the subject of Green Ammonia, IMO they need to rename this project Green Hydrogen.

    The Lithium sector has been hot for a while now, many explorers (for gold + other metals) are reporting sniffs of pegmatites without reporting any spodumene and are re-rated by the market.

    Green Hydrogen is also becoming a hot sector.

    We plan to make Green Ammonia from the Hydrogen and then Low-Density Ammonium Nitrate (LDAN) and Calcium Ammonium Nitrate (CAN) from the Ammonia.

    We aren't calling the project LDAN or CAN but the intermediate Green Ammonia, why not go one step further back and call it Green Hydrogen.

    Green Hydrogen gets noticed by the market, it's constantly in the news.
    The fact we intend making CAN & LDAN from the green hydrogen doesn't matter, we'd be far more visible to the market radar.

    They do reasonably well with the Yellow Phosphorus linking it to LFP battery production.
    But even here they could spice it up a bit, call it Battery quality Phosphorus or something similar incorporating green EVs into the project.

    End of the day it's how much money you make or plan to make that the market prices in, however a bit of advertising along the way to get noticed by the market doesn't hurt.
 
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