NMT 4.88% 7.8¢ neometals ltd

Thanks Loop for pointing out to some what should have been an...

  1. 1,359 Posts.
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    Thanks Loop for pointing out to some what should have been an obvious connection to NMT, being any positive for V makes the Slag project an attractive proposition for a potential licencee of the VRP technology, providing NMT with their preferred technology licence royalty approach.

    Other notable points from the presentation
    • slide @12.13 mark showing a rebound in titanium consumption between 2021-2023 a positive trend that supports the potential of finding a buyer for Barrambie
    • V pricing slides from 14:53 mark where presenter states @15:18 mark "prices below US$6/lb are extremely rare" that supports the attractiveness of NMT lowest cost quartile of production cost of US$4.19/lb

    These projects though disappointingly "dormant" are still valuable assets pending a change in market sentiment which this presentation suggests is emerging

    https://hotcopper.com.au/data/attachments/6312/6312692-e3cb5eefb0ca9984bc6fb8885433a1a2.jpg

    https://hotcopper.com.au/data/attachments/6312/6312645-29432703c19c5904ec74500bb618ff5b.jpg
    https://hotcopper.com.au/data/attachments/6312/6312680-c6d26ce0b3b0fe980a8d7fbc13b64922.jpg
 
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