Yep Giyani plan to build a pilot plant with the main plant FID not until 2025. The main plant has a scale of 80ktpa which as you note would make it one of the largest producers of HPMSM. E25's planned two stage development is to 130ktpa so I guess that also makes E25 one of the largest planned producers in the world.
If they are close to correct on HPMSM pricing as per their PEA, there's a lot of upside in the rates E25 will receive.
If their supply/demand chart is correct, HPMSM is going to be a good market to be in.
The Dawn of EV, page-1765
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Last
22.0¢ |
Change
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Mkt cap ! $47.85M | |||
| Open | High | Low | Value | Volume |
| 22.5¢ | 23.0¢ | 22.0¢ | $35.32K | 156.7K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 20000 | 22.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 23.5¢ | 2127 | 1 |
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| E25 (ASX) Chart |