Hi Livermore.
Indeed EMM trading at USD 2,700/mt.
And High Purity Manganese Sulphate (HPMS) at USD 1,100/mt.
Wondering how stretched is Euro Manganese (EMN) PFS (NPV $590M, NPAT $100M), with pricing based at $4,000 and $2,600 respectively.
Their tailing is even less than 10% Mn content. We have 3x more concentrated ore to start with. Plus we will patent no roasting/atmospheric leaching...
Has anyone has done any rough estimation on E25 Stage 3 (EMM/HPMS production) NPV? Would like to assume that it should hit over the EMN figures, even at realistic finish product prices....
PS: It looks like EMN halt is not a CE but a placement (Tesla, VW ?)
Next train station: "$3-City", page-134
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