E25 element 25 limited
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Agreed however the discount for execution risk is way to large...

  1. Iknowyysh
    3,533 Posts.
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    22/01/25
    13:36
    Post #: 77512870
    Agreed however the discount for execution risk is way to large here imo.

    Still need about $350m AUD to complete the second train and butcherbird however they already have $420m secured for stage one in non dilutive funds.

    total NPV across both $AUD $3.04b so we are trading at 2.3% of NPV with offtakes for 72.5kt in place as well... stage one only 65kt.

    Given the offtakes and funding already in place this should be comfortably trading at 10% of NPV = $300m = $1.30 (approx)


    E25 Price at posting: 33.0¢ Sentiment: Hold Disclosure: Held
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19.0¢ 		Change
-0.005(2.56%) 		Mkt cap ! $43.43M
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Last trade - 15.22pm 13/06/2025 (20 minute delay) ?
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