E25 2.38% 21.5¢ element 25 limited

Next train station: "$3-City", page-657

  1. 2,688 Posts.
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    Justin "the postman" Brown.

    Gentle PFS imminent. July / August. DFS early next year. Also remember these boys went from PFS to construction skipping DFS. Not saying they will do it again, but they are Speedy Gonzalez if market is there. They are timing the HPMS market demand perfectly.

    Cash Flow Positive already. Zero Debt.

    Another interesting bit is approximate idea of HPMS plant cost, i.e. $150M to $200M..... I can see this baby be at least >50% IRR project !

    EMM price up another notch, US$3,700/tn... HPMS in China up 3% in June, currently at RMB$7,550/tn (AU$1,550/tn).


    PS: a new Stage.... Stage 4... what is it ? get bigger.... Stage 5... be BIG.....



 
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