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NEO Battery Materials Ltd V.NBM

Alternate Symbol(s):  NBMFF

NEO Battery Materials Ltd. is a Canadian battery materials technology company. It is focused on developing silicon anode materials for lithium-ion batteries in electric vehicles, electronics, and energy storage systems. With a patent-protected, low-cost manufacturing process, it enables longer-running and ultra-fast charging batteries compared to existing technologies. It is a producer of silicon anode materials for the electric vehicle and energy storage industries. It is developing and optimizing its silicon anode materials, NBMSiDE, through its all-in-one manufacturing process. Its three types of products, NBMSiDE-P100, NBMSiDE-P200, and NBMSiDE-C100 are manufactured through its nanocoating technology and are based on metallurgical-grade silicon with purities of at least 99.95%. It has developed a nanocoating process to manufacture silicon anodes. Its material provides improvements in capacity and efficiency over lithium-ion batteries using graphite in their anode materials.


TSXV:NBM - Post by User

Bullboard Posts
Comment by yukoninvestoron May 13, 2012 4:13pm
227 Views
Post# 19904051

RE: RE: RE: Junior miner powers higher on gold roy

RE: RE: RE: Junior miner powers higher on gold roy

The Magellan deal is a sale of a NSR (net smelter royalty). NSR's are almost always 1-3 percent in size and are calculated on the total amount of metals mined less a few small deductions. If I am reading your stuff properly it appears you are proposing that BCG get involved in the forward selling of gold. Although it sounds good in theory, it is actually a risky transaction that is difficult to pull off on small scale mines where the production is generally quite variable.

BCG would have to find an investor who believes there will be production in 2012. That investor would assess the operation and buy a set amount of gold at a fixed price (generally a decent discount to the market price). BCG would then be obligated to supply said amount of gold to the investor by the agreed upon time. Given the small amount of gold produced in 2011, the typical nuggety and erratic nature of these deposit types, and the general downtrend in gold prices I would guess that BCG would be hard-pressed to find anyone willing to forward purchase more than a couple hundred ounces and it would need to be done at a good discount to market.

To keep things simple I would either mine if it is profitable or shut down if it isn't. Although I am not exactly certain what the costs and nets were last year, I would assume that it wasn't profitable. Given that, the logical course of action would be to shut down.

Bullboard Posts