Australia's largest stock trading and investment forum Australia's #1 stock forum

E25

Click for more information

2.17%

23.5¢ element 25 limited

Still a no go for you?

First 119 Last

Share
Profile

Follow
6151

3,214 Posts.

951

10/06/21

05:22

Post #: 53755753
Share

Originally posted by wombat777: ↑

I like the short runway to production (if they can fund it in that timeline) and naturally the high IRR.

Prices and margin are the thing to watch as prices have been very erratic since 2016. For the scenarios they provided I calculated gross margins of 23% to 48%. Price and AISC figures for the scenarios are from page 17 of the study.

View attachment 2207043

I think the short payback period is very important for them in the context of the erratic prices.

I've seen ore sorters in operation at a demo at the Tomra facility in Castle Hill (NSW). I'm comfortable with the technology and what it can do. It all comes down to configuring the sorters with right mix of sensors to do the job. Whilst not manganese, Newcrest are able to triple the head grade on low grade gold ore using ore sorting.

View attachment 2207112

Expand

Still a no go for you?

E25 Price at posting: $2.30 Sentiment: Buy Disclosure: Held
Upvote

0 Great analysis

Reply

There are more pages in this discussion • 2 more messages in this thread...

First 119 Last

Add E25 (ASX) to my watchlist

(20min delay)
Last 23.5¢		Change 0.005(2.17%)		Mkt cap ! $48.94M

Open	High	Low	Value	Volume
24.0¢	24.0¢	22.5¢	$9.091K	39.38K

Buyers (Bids)

No.	Vol.	Price($)
2	818	22.5¢

Sellers (Offers)

Price($)	Vol.	No.
23.5¢	23816	3

View Market Depth

No.	Vol.	Price($)
2	818	0.225
4	50456	0.220
1	4600	0.215
4	61355	0.210
1	15000	0.205

Price($)	Vol.	No.
0.235	23816	3
0.240	12893	1
0.245	3356	1
0.250	750	1
0.255	20000	1

Last trade - 13.58pm 19/04/2024 (20 minute delay)


Last 22.5¢			Change 0.005 ( 2.17 %)
Open	High		Low	Volume
23.5¢	24.0¢		22.5¢	24021
Last updated 12.43pm 19/04/2024 ?

E25 (ASX) Chart