Yep Giyani plan to build a pilot plant with the main plant FID not until 2025. The main plant has a scale of 80ktpa which as you note would make it one of the largest producers of HPMSM. E25's planned two stage development is to 130ktpa so I guess that also makes E25 one of the largest planned producers in the world.
If they are close to correct on HPMSM pricing as per their PEA, there's a lot of upside in the rates E25 will receive.
If their supply/demand chart is correct, HPMSM is going to be a good market to be in.
The Dawn of EV, page-1765
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20.5¢ |
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Mkt cap ! $45.08M | |||
| Open | High | Low | Value | Volume |
| 21.0¢ | 21.0¢ | 20.5¢ | $3.847K | 18.65K |
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| No. | Vol. | Price($) |
|---|---|---|
| 5 | 47676 | 20.5¢ |
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| Price($) | Vol. | No. |
|---|---|---|
| 22.0¢ | 152276 | 3 |
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