Yes, EMN's NPV is circa AUD 800. However, they use double the current price for EMM and HPMS in their calcs... a bit over-optimistic, isn't it?
All comes down to the cost of the conversion, like in any commodity business, the ops costs are the most crucial thing as the finished product pricing is fix by market. We still should have a good economy of scale, and process flow sheet simplicity advantage.... I cant wait to see the details of our PFS for battery grade manganese !!!
Ann: Investor Presentation - March 2021, page-49
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