justify that 100%...NPV of Kwinana is $321MUSD based on...

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Natos

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29/07/21

19:55

Post #: 54882296
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Originally posted by unicrumba: ↑

Greetings Semi,

I can sense the desperation in your and your Walkabout Comrades Posts...you are hoping for a pullback...but you are coming across more confused as days go by

Do you actually read the stuff you write b4 posting?

...Wrong , The Australian export agency export credit agency have conducted their DD on the 20,000 TPA plant not a 5,000 ton experimental pilot plant, the market will find out about it and won't like it...

It's not too late... easy 100%++ from here to be had before 31.12.2021

* Kwinana Engineering Design due any day
* Kwinana offtake due any day
* Epanko Engineering Study due any day
* Epanko KFW finance due any day
* Epanko remaining offtake due any day
* Recycling Pilot Plant Engineering works due any day
* SunGeel partnership announcement due any day
* Location of Plant # 2 in Germany due any day

$2 is coming, ready or not, how much higher than $ 2 will depend on two things:

1 - The name of the major EU EV Manufacture, once it is released
2 - Will we be in the next sector wide upswing within the next 5 months - to me it looks like the swell is building nicely and it's almost a certainty.
and EGR will be amongst the top picks out there for investors looking to participate in what is coming, two fully funded independent projects and recycling business as a bonus.

All IMO

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justify that 100%...

NPV of Kwinana is $321MUSD based on 20,000ktpa

current MC of $240MUSD would be reasonable if the 5000ktpa was dialled in and 15,000 commercial plant was in construction.

To suggest it would be double, I.e. 480M is baseless.

Epanko funding any day now, you lot have been saying that for 6 years uni.

EGR Price at posting: 74.0¢ Sentiment: None Disclosure: Not Held
6 Upvote

0 Great analysis

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