Ann: Vandium Offtake Agreement with Glencore, page-45

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Christian Dyor

7,134 Posts.

572

13/07/23

08:14

Post #: 68759993
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Originally posted by BrucieKibbutz: ↑

Interesting. I’m a little surprised that NMT didn’t lock in say 90% with glencore and save a little for a JV like the one disclosed. Could be a serious value add to the product and there is a way they could have done an optionslity agreement.

At the same also glad and hopefull this means they are on track with the recycling plant agreements etc and not trying to become too broad. I guess there is always the option of a second plant down the line if the first is extremely successful if you can locate the steal slag.

Thanks for posting fin. That’s one of the things I like about owning NMT I can tell anyone with a clear conscience that I have invested heavily in a company that hopefully prevents this planet become a little less f%#ked. A bit easier than saying I own all the petroleum Company’s and I like kicking penguins in my lunch break. No judgement on anyone else, I’m know idiot I’m aware that this phone I’m typing it on wouldn’t exist etc without it. It’s personal reflection about what I deal comfortable with.

good luck holders. Looks like there might be a bit more greenery on the way today.

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100% of Europe

ready for any pull back . I have some of that lithium hard rock paper to spend.

have had NMT on sleeper .especially the Europe end . imo this is a massive ann.. whatever NMT can produce they buy .will be interesting to see if their is a market price premium for recycled products . imagine their will be incentives .

more news to come ?

NMT Price at posting: 52.5¢ Sentiment: Hold Disclosure: Held
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