Ann: Investor Presentation - Emefcy Wastewater Treatment, page-12

First 12 Last

Share
Profile

Follow
Inferno31

3,790 Posts.

218

28/10/15

17:37

Post #: 16275405
Share

Originally posted by tukebay ↑

I just read in the Gordon Capital report about the Monaghan deal and a total investment requirement exceeding $200m and that was enough to leave me seeing red.

Anyhow, back to Emefcy, as you can see there is a wide variability in possible plant size depending on customer requirements. Companies will need more than one module, and that plus the other infrastructure needs will bring the cost up to the $140K-$550K range.

The real upside for Emefcy is the scalability of the SABRE technology – SABRE2 and SUBRE; as they make bigger modules, Emefcy’s marginal costs decrease but they can charge clients proportionally more, resulting in greater returns.

As for EBR, they are talking about z 2018 deployment, however if more money is thrown at it, I believe it can be fast tracked. Consequently, if SABRE’s commercial deployment exceeds their conservative estimates or the stock goes bananas and they do a secondary placing at a much higher price, I reckon they could easily bring EBR to fruition sooner. And EBR seems to almost be the Holy Grail of wastewater treatment.

Inferno, this offer is open to retail investors and not just existing holders. After the 100:1 consolidation, I think many of the old shareholders will be reticent about topping up, but you never know. As I mentioned in a previous post, I believe the way in is by applying for $2000 lots to help them get spread.

Expand

Thanks for the info. How does their revenue model work? Upfront set up and periodic servicing ? Do they have any annuity revenue stream say some fee collected on per say - 1000 litres of water treated etc ? Thanks in advance

SAV Price at posting: 30.0¢ Sentiment: None Disclosure: Not Held
Upvote

0 Great analysis

Reply

Top Stories

MTH

Mithril's drilling in Mexico picks up silver at 997g/t, gold at 28g/t

M4M

Macro, Norden set up transport solutions initiative for West Pilbara

Week 42 Wrap: HotCopper's top picks; new ASX 200 record; world yawns at war

TLG

Talga Group wins key permit for flagship graphite mine in Sweden

MKT

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

NVU

Nanoveu surges 10% after benchmark testing for new AI chip begins

SWP

Swoop lobs $18M offer at microcap telecom Vonex – in which it holds 19.9%

What's causing the cost-of-living crisis, and how to navigate it

SNX

Sierra Nevada raises $2M for silver exploration at Blackhawk

IRX

InhaleRX snags $38.5M in funding from VC biotech funder Clendon