E25 3.64% 26.5¢ element 25 limited

Hi Livermore. Indeed EMM trading at USD 2,700/mt. And High...

  1. 2,688 Posts.
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    Hi Livermore.

    Indeed EMM trading at USD 2,700/mt.

    And High Purity Manganese Sulphate (HPMS) at USD 1,100/mt.

    Wondering how stretched is Euro Manganese (EMN) PFS (NPV $590M, NPAT $100M), with pricing based at $4,000 and $2,600 respectively.

    Their tailing is even less than 10% Mn content. We have 3x more concentrated ore to start with. Plus we will patent no roasting/atmospheric leaching...


    Has anyone has done any rough estimation on E25 Stage 3 (EMM/HPMS production) NPV? Would like to assume that it should hit over the EMN figures, even at realistic finish product prices....

    PS: It looks like EMN halt is not a CE but a placement (Tesla, VW ?)



 
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Last trade - 16.10pm 08/11/2024 (20 minute delay) ?
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