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Neometals FY22 results demonstrate the acceleration of investment in its three core projects: lithium-ion battery recycling, vanadium recovery from steel slag and lithium processing. Commercial lithium-ion battery recycling has now started at the converted Primobius demonstration plant and with a purchase order expected by Mercedes, and Stelco not far off, it look increasingly likely that Primobius will deliver substantially greater revenues in FY23E than we currently forecast. With highly attr
Companies: Neometals Ltd.
Neometals has announced that Primobius GmbH, its 50:50 Joint Venture with SMS group GmbH for battery recycling, has finalised its internal Engineering Cost Study (ECS) at +30%, -10% accuracy for a first-stage shredding Spoke of a potential greenfields lithium-ion battery (LIB) recycling operation in an existing industrial park in Germany. This work builds on the AACE (Association for the Advancement of Cost Engineering) Class 4 ECS (+/-25%) for an integrated LIB recycling operation that was anno
Neometals has announced that Primobius' focus on the continued ramp-up of its commercial disposal facility in Hilchenbach, Germany (a 10tpd shredding Spoke) and its engineering obligations under its commercial agreements, has resulted in delays to completion of the internal Engineering and Cost study (ECS). The original ECS contemplated the construction and operation of a 50tpd integrated LiB recycling plant at a greenfield site in Kaiserslautern, Germany, with the results forming baseline finan
Neometals has announced that the Cooperation Agreement between Primobius GmbH, the incorporated joint venture company owned 50:50 by Neometals and SMS group GmbH, and LICULAR GmbH, a wholly owned subsidiary of Mercedes-Benz AG, is now legally binding. Specifically, Primobius has executed a LICULAR purchase order for LIB recycling plant front-end engineering for the shredding section of LICULAR'S integrated recycling plant. LICULAR's planned 10tpd (2,500tpa) integrated recycling plant timetable c
Neometals has announced the completion of an Association for the Advancement of Cost Engineering (AACE) Class 3 Engineering Cost Study (ECS) on the recovery of high-purity vanadium pentoxide (V2O5) from high-grade vanadium-bearing steel by-product (Slag). The ECS was completed with assistance from leading Nordic engineering group Sweco Industry Oy, refining estimates to a ±15% level of accuracy compared to the previous -20% +25% in the Pre-Feasibility Study.
1 July 2022
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Companies: VTU ADME ARCM LVCG MANO NMT PGH SLE
Dish of the day
GS Chain (GSC) has joined the Main Market (Standard). GS Chain intends to identify opportunities within the technology sector, to conduct the necessary due diligence and subsequently complete an Acquisition. The Company is direct listing 399,985,888 Ordinary Shares on the Official List. Market capitalisation at 1p is £3,999,858.88.
No Leavers Today.
What’s cooking in the IPO kitchen?
According to CITY A.M online marketplace Beauty Bay has recruited bankers to lo
Companies: FPO NMT RBD SNT SOLG HUI FCRM AMRQ
Neometals has announced that Primobius GmbH, its 50:50 joint venture with SMS group GmbH, has executed a conditional binding agreement with LICULAR GmbH, a wholly owned subsidiary of Mercedes-Benz AG founded specifically to develop a sustainable recycling approach for lithium-ion batteries (LiB). The formal Cooperation follows the March press release by Mercedes-Benz regarding its global strategy for recycling automotive battery systems and Primobius' role to support those objectives. The Cooper
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No leavers today.
What’s cooking in the IPO kitchen?
Lift Global Ventures plc to join AQSE Growth Market. The Company's investment strategy is to operate as an enterprise company seeking acquisition or investment opportunities within the financial media and technology industries. Within these broad industries, areas of focus may include: Financial news websites and other forms of “new media”, Investment research providers, Financial PR, IR, design and marketin
Companies: XPF TON SCE NMT ECR MIRI BIRD DCTA
Neometals has announced that Primobius GmbH, its 50:50 joint venture with SMS group GmbH, has received its ‘BlmSchG' operating permit for its 10tpd commercial lithium-ion battery (LIB) recycling facility in Hilchenbach, Germany. Primobius is receiving and storing EV battery modules from its disposal service customer ahead of the commencement of commercial operations in mid-May.
The BImSchG (Federal Immission Control Act) applies to construction and operation of ‘installations' to ensure preven
Neometals is a developer of sustainable material processes and projects focussed on minerals and materials for decarbonisation and clean energy. It has developed one of the world's leading lithium-ion battery recycling processes as well as a unique process to extract vanadium from certain steel slag waste. We believe the battery recycling technology is one of the top four processes developed globally, having recently been chosen by Stelco and Mercedes, and this technology and its prospects alone
Summerway Capital plc, (AIM:SWC) to be renamed Celadon Pharmaceuticals plc following completion of the acquisition of Vertigrow Technology Ltd, has relisted on AIM. Vertigrow is a UK based pharmaceutical Company specialising in the researching, growing and supply of medicinal cannabis. Summerway is an investing company focused on investment and acquisition opportunities across the healthcare and pharmaceutical sectors, particularly within new and emerging therapeutic areas. Capital rais
Companies: AREC BUR CRCL FA/ NMT NFC
Research Tree provides access to ongoing research coverage, media content and regulatory news on Neometals Ltd..
We currently have 14 research reports from 2
Companies: Sylvania Platinum Ltd.
West Newton update
Companies: Union Jack Oil Plc
H1 2022 Results
Companies: IOG PLC
A typically strong operational performance at Kounrad and materially higher realised zinc prices at Sasa versus the year-ago period helped CAML overcome industry-common cost inflation pressure to post a 16% increase in EBITDA and widen its margin to an impressive 63%. This in turn has given the group confidence to declare a record interim dividend of 10p, which annualised puts CAML on a compelling yield of 9%. Despite increasing metals markets volatility and the potential for further inflationar
Companies: Central Asia Metals Plc
Alternative Resource Capital
Companies: Savannah Energy Plc
West Newton CPR assessment
H1 2022 results and farm out update
Companies: Jersey Oil & Gas PLC
Central Asia Metals (CAML LN) reported record H1 results on the back of robust production and higher commodity prices. H1 2022 net revenue of US$114m was up 13% YoY, EBITDA of US$75m was up 16% YoY and the EBITDA margin increased 2pp to 63%. An FX gain of US$7m, combined with the reductions in interest payments from debt reduction and higher profits meant net income was up 72% YoY to US$53m. With capex this year weighted to H2, the company’s free cash flow metric was up 7% YoY to US$52m enabling
Chariot has announced a partnership with Total Eren to jointly develop the Nour Project, a large-scale green hydrogen project to be located in Mauritania. The consortium will benefit from the dedicated expertise of Total Eren's team, holding a wide range of experience and knowledge in solar, wind, hybrid and green hydrogen projects globally. The involvement of Total Eren adds balance sheet strength and credibility to the project, whilst strengthening the existing relationship between Total Eren
Companies: Chariot Limited
Falcon's Beetaloo JV partner, Origin Energy has announced its intention to exit all of its upstream exploration permits as part of a strategic decision to focus on cleaner energy and customer solutions. As part of this strategy, Origin has agreed to divest 100% of its interest in the Beetaloo Basin to a JV of Tamboran Resources and Bryan Sheffield for an upfront consideration of A$60m and a 5.5% royalty on future production from Origin's 77.5% working interest. At US$60m the upfront consideratio
Companies: Falcon Oil & Gas Ltd.
Challenger Energy (CEG LN): Discontinuing coverage - We are discontinuing coverage on Challenger Energy Group.
Longboat Energy (LBE LN)C; Target price of £1.50 per share: 3-5 well programme in 2023. Increased resources estimate at Kveikje – There were no surprises in the 1H22 financials. The gross contingent resources estimates at Kveikje have been increased from 28-48 mmboe to 35-60 mmboe (2C-3C) based on a new CPR following post wel
Companies: HUR CNE CNE I3E CZA CASP DEC IOG PPC SQZ TRIN RBD SAVE SLE ECHO BLOK CEG LBE PTR
H1 was a mixed half for Bushveld, the continuing strong performance of Vametco offset by unexpected challenges associated with the commissioning and subsequent ramp up of Kiln 3 at Vanchem. The latter has prompted the group to reduce full-year group production guidance (with unit cost expectations increased somewhat), though we still expect positive EBITDA for the full-year and H2 capex and debt repayment obligations look adequately covered. The year-exit production rate target of 5,000-5,400t p
Companies: Bushveld Minerals Limited
We believe that an investment in Kistos PLC (Kistos) is an opportunity to invest alongside a proven
and highly incentivised management team, into an acquisition vehicle with an established North
Sea gas production footprint of sufficient size to leverage the current commodity price cycle and
use its stock currency to drive further consolidation in the basin. We see further upside from
current levels (+110%) based on our assessment of intrinsic value.
The value creation credentials of Kistos'
Companies: Kistos PLC