E25

2.44%

20.0¢ element 25 limited

The Dawn of EV, page-409

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Greegyu

112 Posts.

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09/08/21

10:42

Post #: 55133924
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Originally posted by Lockyg101: ↑

Hi PC,

We are genius sitting on gold, black gold, soon to be light pink gold.
I've done the whole rationalising against EMN thing myself already which simply adds to my levels of confidence.
I saw an interesting post on another company HC page, made by a director who posts regularly on HC. He was talking about how better informed the small guys are v big players - this is how we are ahead of the game and this is how we will make money. https://hotcopper.com.au/threads/rac-charts-price-action.5499241/page-7364?post_id=55105448

Key difference's are (ranked in terms of importance)
1) Feed Grade - EMN starting with a 6% tailings product and I think upgrading it to like 10% Mn before feeding into their battery grade Mn circuit (this is where it gets expensive) while we are starting with a 33% Concentrate (that only costs $120/t to produce)

2) Electrowinning - If i punch 6.5MWh/t @ $40/MWh into my model it literally doubles the cost of production. Maybe this is why the market refuses to give us any value, the CSIRO HPMSM process seems to be a game changer. The reason Feed grade is more important is because you want to reduce the volume going through this expensive processing circuit - even if I apply Electrowinning costs to E25 we would still come out cheaper than EMN because of (primarily) the higher feed grade even though they don't have to mine anything.

If I adjust for these two assumptions in my model (@200ktpa HPMSM production) I come out at $2,328/t of HPMSM produced - almost exactly where you suggested EMN should be... I guess that means the rest of the assumptions are at least in the right ballpark??

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Coincidentally I believe the author of that post is invested in E25

Last edited by Greegyu: 09/08/21

E25 Price at posting: $1.84 Sentiment: Buy Disclosure: Held
3 Upvote

0 Great analysis

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The Dawn of EV, page-409

BHP dips as WA nickel suspended after A$6B hit; losses eased by US CPI and forewarning

Week 27 Wrap: ASX hits all time high; CBA shares' two realities; US inflation hits 3% ahead of China plenum

Nanocap Middle Island Resources kicks off Barkly copper-gold drill run – a potential IOCG-style NT project

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

ASX hits all time high out the gate on Friday trades following bullish US inflation data

Almonty locks in govt agreement for tungsten oxide plant in South Korea

Nimy to raise $1.21M to explore 'newsy' WA targets

Bitcoin investors need to know the risks

SKS Technologies wins US$90M award to supply power to international hyperscale data centre in Melbourne

Immutep reports strong response rate from immunotherapies treating carcinomas

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The Dawn of EV, page-409

Top Stories

BHP dips as WA nickel suspended after A$6B hit; losses eased by US CPI and forewarning

Week 27 Wrap: ASX hits all time high; CBA shares' two realities; US inflation hits 3% ahead of China plenum

Nanocap Middle Island Resources kicks off Barkly copper-gold drill run – a potential IOCG-style NT project

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

ASX hits all time high out the gate on Friday trades following bullish US inflation data

Almonty locks in govt agreement for tungsten oxide plant in South Korea

Nimy to raise $1.21M to explore 'newsy' WA targets

Bitcoin investors need to know the risks

SKS Technologies wins US$90M award to supply power to international hyperscale data centre in Melbourne

Immutep reports strong response rate from immunotherapies treating carcinomas

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