Mira Madboy, lo que comentábamos.
Tal y como indicabas tu, el valor ha ido hacia abajo desde que comentamos
Ayer sacó resultados, aparentemente son buenos (14 millones de caja, 22 de inversiones y Sin deuda) y parece que siguen avanzando en su Timeline.
Pero mira si cotización !!
El día antes cerró en 31, ese día abrió en 28 y cayó hasta 23. Muy buena ostia, si señor
Igual se me escapa algo en ese tocho de datos en inglés, que reconozco no me lo he leído entero. O tal vez esté muy adornado al ser escrito por la empresa.
Pero algo tiene que haber para que el mercado les castigue tanto. Y no es cosa solo de esta vez, ya lleva una buena temporada con un gráfico muy triste
Voy a leer algún foro australiano, a ver qué se cuentan por allí
Pero yo creo que la empresa, o al menos su modalidad de negocio, si tiene futuro. Y que quién acierte en entrar en su momento ideal, puede tener buenos frutos.
Técnicamente, que franjas le ves tú?
Aquí el HR ---------
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Neometals Quarterly Activities Report
(For the quarter ended 30 September 2023)
HIGHLIGHTS
CORPORATE
Cash balance A$14.2 million, investments of A$22.7 million and no debt.
CORE BATTERY MATERIALS BUSINESS UNITS
Lithium-ion Battery (“LIB”) Recycling (50% NMT via Primobius GmbH, an incorporated JV with SMS group GmbH)
Awarded purchase order from Mercedes-Benz for 2,500tpa LIB shredding ‘Spoke’ plant, SMS mobilised subsequent to quarter end and award of matching refinery ‘Hub’ expected DecQ 2023;
Engineering Cost Study results for 21,000tpa integrated Spoke and Hub indicate potential for the main product, lithium, to be in the lowest cost position globally; and
First national phase patent granted in Australia,16 other national phase patents are at various stages of prosecution globally.
Lithium Chemicals (Co-funding Pilot Plant with Bondalti Chemicals SA (and related entity) via Reed Advanced Materials Pty Ltd (“RAM”) (70% NMT, 30% Mineral Resources Ltd)
Completion of purification stage of pilot test work program at SGS in Canada. Commencement of electrolysis and product crystallisation stage expected in November 2023; and
Pilot activities being co-funded by Bondalti Chemicals SA with future works to fall under new co-operation agreement covering planned demonstration and commercial plant activities.
Vanadium Recovery (“VRP”) (72.5% NMT via Recycling Industries Scandinavia AB (“RISAB”), an incorporated JV with Critical Metals Ltd), Technology 100% NMT via Avanti Materials Ltd)
Progressed project financing activities and secured ‘take or pay’ offtake agreement with Glencore International AG for 100% of vanadium production at market linked pricing without forward sales.
Subsequent to the end of the quarter Neometals providing notice to its partner in the Finnish Vanadium Recovery Project (“VRP1”) of its wish not to proceed with construction; and
Commercialisation of the VRP technology will now be conducted under a technology licensing business model.
UPSTREAM – MINERAL EXTRACTION
Barrambie Titanium and Vanadium (“Barrambie”) (100% NMT)
Metallurgical test-work, regional exploration, native title, environmental and water activities advanced;
Offtake negotiations discontinued with Jiuxing given inability to agree mutually acceptable terms in relation to offtake and equity funding; and
Ongoing engagement with third-party titanium producers and mining services companies in relation to offtake, equity investment and contract mine-to-port solution.
To read the full ASX announcement, please click here.
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