NMT neometals ltd
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Hi MelenAre from the mining/chemical/lithium business? I know...

  1. theBavarian
    175 Posts.
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    02/09/24
    22:01
    Post #: 75496237
    Hi Melen

    Are from the mining/chemical/lithium business? I know one dosn't have to. Can you write a little more to your points/thesis/claims/ propositions to give them context and substantations? I'm interested in them and in your critique.

    "I've seen all this before, the Unicorn Vanadium idea is ruined by others that are lower CAPEX and OPEX"

    Who are these others with lower capex and opex, the Vandium idea of NMT in Europe is ruined by?
    Can you elaborate on the lower capex and opex, why or which are these projects?

    "Eli is great for converting a 6% solution on paper, but when you factor in the $200-500 mill or so CAPEX for the miners to even get the 6%, this model falls over, so revenue wise I count these as ZERO"

    Can you tell a litte bit more about this? Why is NMT telling their process is 50% cheaper than the existing ones to produce lithiumhydroxide from brine?
    Didn't they factor in your points?

    Thank you.


    Last edited by theBavarian: 02/09/24
    NMT Price at posting: 8.4¢ Sentiment: Hold Disclosure: Held
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