AFR reporting Cap Raise, page-87

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RJayz

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06/02/21

14:33

Post #: 50762374
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Originally posted by mondrian: ↑

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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The hurt won’t go away when you Leo picking at the wounds... look after yourself Mondy, negativity can even lead to cancer - it’s no joke! You need some fresh air mate. It’s Australia, go for a bike ride, a swim, a surf, anything to release you from your obsession - it’s just not healthy for you.

MNS Price at posting: 33.0¢ Sentiment: Buy Disclosure: Held
13 Upvote

0 Great analysis

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