EMH 3.03% 17.0¢ european metals holdings limited

The Germans Are Coming, page-39

  1. 1,591 Posts.
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    Think its more realistically 1% and only then for stable commodities. No one knows the techical adoption of Li batteries in.EVs beyond 15 years LOM and any attempt at NPV will be detrimental post this timeframe. Start to model 15 year cashflow and eps + capex/opex and credits, and we start to form a view....
 
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