NPV is 26x the current market cap... we are at less than 4% of the stated post-tax NPV, and less than 3% of the upside NPV, which is itself conservative given the market conditions, industry adoption of manganese-based battery chemistries, and European sourcing advantages. There are still a lot of questions over the company's ability to execute (energy, permits, finance, offtakes all still unknown), but if they can, the returns could be very sweet indeed.
Figaro
NPV is 26x the current market cap... we are at less than 4% of...
-
- There are more pages in this discussion • 12 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
