E25 4.65% 22.5¢ element 25 limited

Yep Giyani plan to build a pilot plant with the main plant FID...

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    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.
    https://hotcopper.com.au/data/attachments/5800/5800399-93b580547edc6e00881d8fc6188fdeab.jpg

    If their supply/demand chart is correct, HPMSM is going to be a good market to be in.

    https://hotcopper.com.au/data/attachments/5800/5800391-adb7bc30adf32f10df62bb5d16670153.jpg
    Last edited by WhatsTheTip: 07/12/23
 
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