MNB 1.52% 6.5¢ minbos resources limited

Ann: Offtake Agreement with Angola's Largest Food Aggregator, page-103

  1. 14,070 Posts.
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    I find it surprising that this company isn't close to fully valued on its phosphate fertiliser project considering the big upside potential from the green ammonia and yellow phosphorus projects. 11% month on month growth in LFP in China. Unbelievable growth.

    https://www.fastmarkets.com/insights/lfp-batteries-extend-dominance-over-ncm-batteries-china

    China’s preference for lithium iron phosphate (LFP) batteries continued to grow in June, with the country’s output of such batteries rising by 11.64% month on month to 42.2 gigawatt hours (GWh), according to data from China Automotive Battery Innovation Alliance (CABIA)

 
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