HNR general discussion, page-377

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ScrambledEggs

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08/10/21

09:58

Post #: 56652660
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Originally posted by rolf2903: ↑

the below info was taken directly from a post on hotcopper NMT thread back in May. It’s interesting to give an idea of the scale of this opportunity that hnr are being afforded by their parent/sister companies.

- Promobius value is between $140m - $1.4b per plant
- A 20ktpa demonstration plant has a $220m usd NPV according to Chris.
- A 200ktpa plant has an implied NPV of over $1.4 b AUD for NMT (Chirs says that there are economies of scale with the larger plant so likely to be more).
- So if they are successful building and operating ONE 200ktpa plant we have a Unicorn company in the making (nmt)”

we know that NMT (major shareholder of hnr) owns 50% of primobius, which was the designated commercialisation arm for the nmt recycling technology. Critical metals (spin out from hnr) had taken the license from primobius to commercialise in the nordics in exchange for a royalty paid back to primobius once in production. Critical metals has then agreed for hnr to take 50% of the profits from this license in exchange for basically funding and running these plants.

so if you take the above hotcopper post as fact (most of it is direct statements made by neometals I believe) then Hannah’s now have a 50% share of the profits from each plant that they build in the nordics (4 planned) less the royalty/license fees that will be paid back to primobius. It’s too hard at this stage to work out what all of this means profit wise as no one knows all of the costs as yet… but if those projections are right then this is a billion dollar opportunity we have been presented.

sometimes when a company with a very small market cap is given such an opportunity you just can’t believe it… and rightfully so. Why would any company afford such a great opp to another small company rather than doing it themselves? Well in this case I believe it is believable. nMT basically own hnr. Critical metals are the same people as hnr. It’s all related party structuring to maximise the opportunity/position the technology in the best vehicle and best way to achieve value for holders. We are the beneficiaries of this. Luck. Right time right place.
and none of this is looking at the UK/Ireland or any other region they subsequently structure in the same way. Which they no doubt will.

over priced at 3c/$65m? I don’t think so. and to anyone worried about the cap raise… it surely won’t be done until the results of the trial plant are announced in November. Which will be a big price catalyst. Plus with 700m shares already and their technology on the line… don’t you think nmt will be taking most of all of the cap raise shares?

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Good post mate. Good info & findings, looks like Greenhouse Investments was also on the primobius bandwagon with HNR prior to the last announcement.

http://greenhouse-investments.com/uploads/document/attachment/9/Greenhouse_UKIE_MOU_Lithium-ion_Battery_Recycling_Announcement_v1.01_08082021.pdf

HNR Price at posting: 2.3¢ Sentiment: Buy Disclosure: Held
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HNR general discussion, page-377

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HNR general discussion, page-377

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