NMT 4.76% 10.0¢ neometals ltd

Ann: Vanadium Recovery Strategy Update, page-39

  1. 4,554 Posts.
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    HNR is working on a FID scenario.

    https://hotcopper.com.au/data/attachments/5695/5695100-a0dad23a21ee06974449b4c530ce786b.jpg

    HANNANS LTD (ASX:HNR) - Ann: Hannans - 2023 Annual Report, page-1 - HotCopper | ASX Share Prices, Stock Market & Share Trading Forum

    HANNANS LTD (ASX:HNR) - Ann: Hannans - Market Development Agreement for UK, page-1 - HotCopper | ASX Share Prices, Stock Market & Share Trading Forum

    HNR also has multiple opportunities in the pipeline.

    https://hotcopper.com.au/data/attachments/5695/5695105-431b647ed44c0206eb347242adf2c6bc.jpg

    HANNANS LTD (ASX:HNR) - Ann: Hannans - Investor Presentation, page-1 - HotCopper | ASX Share Prices, Stock Market & Share Trading Forum

    Although HNR & NMT both hold the same technology, HNR might end up with a different business model depending on the type of feedstock client they can find. Issuing a sub-licence in Italy for example, instead of building a plant themselves. Plus, I think HNR would contact Primobius for any help, not NMT. Primobius are the ones who can sell the 10tpd plants to HNR.

    https://hotcopper.com.au/data/attachments/5695/5695114-ac659bb2cb4856dc4b2675cda0bb9921.jpg

    NEOMETALS LTD (ASX:NMT) - Ann: Primobius - 50tpd Hub Engineering Cost Study Results, page-1 - HotCopper | ASX Share Prices, Stock Market & Share Trading Forum

    I don't see the VRP issues affecting the battery recycling venture, so I'm hoping the contagion doesn't spread.
 
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