Ann: Barrambie Titanium - Robust PFS Results, page-45

First 45 Last

Share
Profile

Follow
TruckinJase

1,299 Posts.

195

18/11/22

21:00

Post #: 64865197
Share

Originally posted by acwbagnall: ↑

Yep - like I said this needs a 5+ year timeframe to pan out, but when it does I don't see this being a 1-2bn market cap company. Think along the lines of PLS but instead of riding a short-term price spike due to a temporary supply/demand issue, battery recycling will be a long-term sustainable money-making process. With much higher barriers to entry than mining, much lower (possibly negative) cost of feedstock, and high margins due to the IP of the refining tech.
As others have said there are a number of recycling hopefuls and new names popping up regularly, but the vast majority of these are just conceptual, and playing with tiny samples on a lab bench. Primobius has an operating plant, working at commercial scale, and a purchase order from Mercedes Benz to engineer their own plant using the same tech. This places us years ahead of the bulk of the competition.
Timing is everything with this, and Chris Reed has been in the right place at the right time pretty much every step of this journey, spinning an investment into Mount Marion into a substantial profit, and laying out the foundations for a much longer term sustainable urban mining operation.
We have some challenges ahead with funding and execution for sure, but we are in the right place at the right time, with cash in the bank and a number of other strings to the bow which can assist, if necessary, with the funding equation.
I agree it will be a holding pattern for some time share price wise, but one I am happy to be in. When we start seeing announcements about multiple 200ktpa integrated plants, and finance studies showing possible EBITDA per 200ktpa plant in excess of $1bn per site - it won't take long for the share price to rerate accordingly...

Expand

Chris Reed has been giving half his business away with merger after merger.

Great concept here guys - it's noble and practical; however, this company is takeover bait.

I agree. It will take time for this to evolve because the EV batteries aren't ready to recycle en mass as yet etc etc. They will be....with a but.......

NMT will get eaten up by the big boys thus leaving shareholders holding the bag while Chris pops champagne corks with his mates in Dalkeith.

I'm entitled to my opinion. There are safer investments than this one.

GLTAH

NMT Price at posting: $1.08 Sentiment: Sell Disclosure: Not Held
3 Upvote

0 Great analysis

Reply

Top Stories

MKT

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

3DA

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Trump is President Again: What Does This Mean for Crypto?

CPV

ClearVue inks deal with UK heated glass player to combine solar tech with its offering

AR3

Overland drilling proves promising for Australian Rare Earths' uranium hopes

There are more pages in this discussion • 9 more messages in this thread...

First 45 Last

Add NMT (ASX) to my watchlist

(20min delay)
Last 8.9¢		Change -0.005(5.32%)		Mkt cap ! $68.47M

Open	High	Low	Value	Volume
9.2¢	9.2¢	8.9¢	$138.0K	1.534M

Buyers (Bids)

No.	Vol.	Price($)
2	354581	8.9¢

Sellers (Offers)

Price($)	Vol.	No.
9.1¢	100000	1

View Market Depth

No.	Vol.	Price($)
2	354581	0.089
6	341381	0.088
3	221482	0.087
2	103000	0.086
12	264575	0.085

Price($)	Vol.	No.
0.091	100000	1
0.093	57000	1
0.094	315000	3
0.095	173629	1
0.096	210514	2

Last trade - 16.10pm 13/11/2024 (20 minute delay)

NMT (ASX) Chart

Ann: Barrambie Titanium - Robust PFS Results, page-45

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Trump is President Again: What Does This Mean for Crypto?

ClearVue inks deal with UK heated glass player to combine solar tech with its offering

Overland drilling proves promising for Australian Rare Earths' uranium hopes

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Barrambie Titanium - Robust PFS Results, page-45

Top Stories

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Trump is President Again: What Does This Mean for Crypto?

ClearVue inks deal with UK heated glass player to combine solar tech with its offering

Overland drilling proves promising for Australian Rare Earths' uranium hopes

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News