ETM 4.17% 2.5¢ energy transition minerals ltd

broker reports, page-23

  1. 198 Posts.
    so the profit margin on the project goes from an assumed $44/lb to only $9/lb a drop of over 80%

    that is disastrous because the NPV becomes a joke it was already marginal assuming a very charitable $70/lb and gave a poor IRR of 32%

    It will be game over for GGG getting this project financed in the current environment
 
watchlist Created with Sketch. Add ETM (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.