MNS 0.00% 4.2¢ magnis energy technologies ltd

Why I would not make a long term investment in MNS.You cant...

  1. 1,793 Posts.
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    Why I would not make a long term investment in MNS.
    You cant generalise between industries or companies.
    State of the art, profitable Lithium ion battery manufacture.....

    Industry analysis, I'll put imo after them....

    At the moment net profit margins on Lithium ion battery making are around the 3-5% or less imo
    Economies of scale are needed to extract that profit (big factories). imo
    The science is moving quickly, graphene, solid state, xfc, other chemistries so the lifespan of equipment and assembly lines is relatively short imo.
    An on-tap available well funded line of credit is needed to design and build these factories, deep deep pockets imo
    There are a large number of smaller players attempting to get into the market. Many with associated manufacturing experience. imo

    Company analysis MNS/c4v
    Strengths
    c4v IP, though there is no detail on raw material costs (bio mineralised) or on current performance. imo

    Weaknesses
    Finite and relatively small cash resource, run out of money? imo
    Small scale factory equals higher costs equals less profit. Is it profitable? imo
    New Player no industry connections imo
    No previous experience in building commissioning and running a factory imo

    Opportunities
    Sign on a Marquee partner imo
    License c4v IP to other manufacturers imo
    Battery shortage? but for how long? imo

    Threats
    Fast moving competitors, build, re-configure imo
    Makers with deep pockets imo
    Technology advancements, get left behind imo
    Vertically integrated industries eg make battery and build car etc imo
 
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