Whilst we have talked about the upside potential of the US plants and the global opportunities, we recently haven't really talked about the NMP (Non-Metallic Product) technology.
I have been thinking (as you do at 3am), that the NMP tech alone is worth many times the current share price.
A quote from the OZEquities report....
"Exclusive rights to technology for conversion of aluminium oxide residue MHM has also acquired the exclusive rights to a technology under development for the conversion of the aluminium oxide residue from the Salt Slag technology into aluminium metal.
In Australia over 50,000 tonnes per annum of NMP is produced, which would produce nearly 25,000 tonnes of aluminium metal with a value of $50 million at today's prices.
The US produces ten times that volume."
We don't know the profit margins of a NMP Project, but it would probably be fair to assume a margin of about 50%. An additional $25M profit coming out of the Victorian Plant would see the Vic Plants fair value jump to over $3 a share alone. Add in the 10 times volume out of the US, and you can see the huge upside in the tech.
Whilst we have talked about this is the past, has anyone had anymore recent conversation with MHM when we might expect the NMP tech to be implemented at the Vic Plant?
- Forums
- ASX - By Stock
- massive upside in the nmp technology
Whilst we have talked about the upside potential of the US...
-
-
- There are more pages in this discussion • 24 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
KAI
Pilbara Minerals buys land off Kairos part of its York gold project for $20M – and a 2% royalty on any PLS gold sales
TG1
TechGen Metals kicks off airborne geophys survey at Sally Downs copper play – a first for the permit
Add VYS (ASX) to my watchlist
(20min delay)
|
|||||
Last
41.5¢ |
Change
0.030(7.79%) |
Mkt cap ! $173.7M |
Open | High | Low | Value | Volume |
37.0¢ | 42.0¢ | 34.0¢ | $711.4K | 1.805M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 6188 | 41.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
41.5¢ | 62879 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
5 | 166950 | 0.400 |
1 | 1290 | 0.390 |
1 | 1300 | 0.385 |
1 | 5888 | 0.380 |
1 | 20000 | 0.375 |
Price($) | Vol. | No. |
---|---|---|
0.415 | 62879 | 1 |
0.420 | 233643 | 2 |
0.425 | 100000 | 1 |
0.430 | 21750 | 2 |
0.435 | 25000 | 1 |
Last trade - 16.10pm 02/08/2024 (20 minute delay) ? |
Featured News
MND
Albemarle lithium downsize burns $200M hole in Monadelphous's pocket as latter's contracts terminated
STX
Strike hands $48.5M contract to Clarke Energy to produce 20x 4.5MW gas engines for Sth Erregulla
TG1
TechGen Metals kicks off airborne geophys survey at Sally Downs copper play – a first for the permit
VYS (ASX) Chart |