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7.55%

24.5¢ element 25 limited

Yep! This is very exciting. E25 is a sleeping tiger at this...

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LivermoreTrade

215 Posts.

25

03/05/21

14:39

Post #: 52897671
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Originally posted by Lockyg101: ↑

I went back and listened to a few bits of the presentation

Just a few key take aways on HPM;
1) Justin expects HPM to be a 10x uplift on Revenue (note he uses the term revenue and not price)
2) Competitors use Mn Carbonate (e.g. EMN) which is slower and more expensive or a roast reduction which is energy intensive i.e. we will be a cost leader due to our unique ore which is highly amenable to leaching (as well as a few other factors such as jurisdiction and access to leaching agents / reagents) - extrapolate our 10x revenue on low cost/high margin
3) We are looking to optimise our flow sheet to lab specifications of the end user - HELLO - this surely means we are already engaged with an end user, so will be a short matter of time (3-6mths) until an offtake is agreed IMO (as soon as we can prove we can produce their stuff / then agree commercials)

This PFS is going to be seriously eye watering - NPV is already measured in billions, revenue with a 10x uplift and high margin as we will be a cost leader - so just think about what that means for NPV and share price.

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Yep! This is very exciting. E25 is a sleeping tiger at this point.....

E25 Price at posting: $2.01 Sentiment: Buy Disclosure: Held
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Last 24.5¢		Change -0.020(7.55%)		Mkt cap ! $53.87M

Open	High	Low	Value	Volume
25.5¢	25.5¢	21.5¢	$18.94K	82.78K

Buyers (Bids)

No.	Vol.	Price($)
1	58372	22.0¢

Sellers (Offers)

Price($)	Vol.	No.
26.0¢	32000	1

View Market Depth

No.	Vol.	Price($)
1	58372	0.220
2	24096	0.215
6	42717	0.210
5	64450	0.205
7	348029	0.200

Price($)	Vol.	No.
0.260	32000	1
0.265	9537	1
0.270	3980	1
0.275	18000	1
0.280	119533	4

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