VUL offtake with VW is for c7ktpa. So this is equivalent to something like 30% of the lithium need for ONLY 1 of their gigafactories on Europe. Remember they are planning 6 gigafactories in Europe.
I actually read this as a POSITIVE for EMH; since it shows there is PLENTY of scope for more offtake agreements by VW - and shows too that 1) VW os is finally feeling a sense of urgency and getting active in securing their lithium requirements and 2) Plenty scope for more, 3) they have yet to take a direct stake in lithium mining - something which their management recently reiterated is a probability.
At $30k hydroxide… EMH trades at a ridiculous 12% NPV.
BUY.
Not Gunna Be Enough Lithium, page-382
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17.0¢ |
Change
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Mkt cap ! $35.26M | |||
| Open | High | Low | Value | Volume |
| 17.5¢ | 17.5¢ | 17.0¢ | $39.89K | 230.6K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 50000 | 16.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 20.0¢ | 33664 | 2 |
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| Last trade - 15.56pm 13/09/2024 (20 minute delay) ? |
| EMH (ASX) Chart |