Member Info for Schoolboyknows

If anyone finds any info re increase Mn use, by the battery market etc, can you share here, we can do the PR for our company!

Agreed, but to realise a full valuation by the market, great PR would be helpful.

We talk to steel makers and battery makers in Korea, Japan, North America and Europe. They're all exceptionally keen to see supply from outside of China, to offset some of the risks that go with that trade, and they're welcoming us with open arms.
We think the product, if we can make it, will be easily sold to bankable off-take counterparties, and I think it's a growth market.
So for investors that are looking for something a little bit different with sound fundamentals and exposure to the battery sector, then I reckon you should take a closer look.

Not sure why Russell isn’t doing this level of PR.

https://www.new-energy.com.au/post/take-a-butcher-s-at-butcherbird

https://twitter.com/element25ltd/status/1228607464934756352?s=21

Check out Bryah resources on Twitter highlighting the positive outlook for manganese.

https://www.forbes.com/sites/annapowers/2020/01/31/your-next-battery-could-be-made-from-salt-scientists-make-greener-advances/amp/?__twitter_impression=true

They only have a £7.6m Mcap but doesn’t sound like they’ve done a bulk sample or pfs, or are anywhere near as far forward as we are..

https://www.proactiveinvestors.co.uk/companies/news/911207/element-25-confident-pfs-will-confirm-commercial-potential-of-butcherbird-911207.html

From looking into Australian manganese producers, micro cap like us such as Element 25, funnily enough in the Pilbra... the development case is put forward as thus

“ Offtake discussions are well advanced with several potential Japanese, Korean, US and European consumers of electrolytic manganese metal (EMM).

In discussions to date, the company has received strong indications that demand for non-Chinese production of high purity manganese products is robust which bodes well for the company’s efforts to lock in bankable offtake arrangements with credible counterparties to underpin project financing discussions.

The company views these productive offtake meetings as highlighting the appetite for long-term stable supply in well-regulated jurisdiction, the demand for supply chain transparency, environmentally sustainable production methods and carbon intensity reduction”

These discussions are ongoing with the aim of entering into bankable offtake agreements with strategic end users.

Yeah that would be a right ****ter. However I got the impression the end user was from Europe... fingers crossed anyway :0

Just been reading more about how companies are valued using EBIDTA... woah.. it’s not uncommon for the companies value to be 20 x the profit of the business, from early discussions with Russell at an investor event, 2m profit was mentioned, at the lower end of production levels 6500 tpm... that gives us a valuation of 40m.. 0.016p per share.. HOLY SH*T!!!! That would make my... LIFE!! If we then ramp up to 20,000 tmp by year end.. that’s 0.048p per share!!!!! Probably getting a bit ahead of myself.. but surely there will be investors waiting in the wings just standing by until the permit is signed sealed and delivered who will then start piling in instigating the long awaited re rate? If they don’t go crazy when it does land.. why not??!

:(

What I’m hoping

Hoping so

That’s what I’m talking about!!! Positivity baby!!!

Screw that mate! This is the time to get excited!!

Price predictions on full permit signed sealed and delivered?

For me!

2nd one same amount just went through

At full price... news incoming??

What’s your valuation of this business?