Servotronics Inc V.SVT

RE:Good Timing on the PP - ZINC LME just shot up 100K Tons

[brodeur]

while the macro economics will have impact on revenue for the resource, what will differentiate any miner in current environment is not just the resource. between a miner to another miner and metals to another property's metals, it's just cost sold to a refiner, and therefore revenue to the company. 

the key is 3 fold in my opinion and is all based on differentiation:
1) what's the grade of the metal for top tier application: i.e. EV and energy storage? these applications will pay top dollars vs. just an industrial metal. as such, does the metal perform to these application specs?
2) cost of the mine as indicated by the pre/feasibility studies. how efficient and therefore how low a cost vs. combined with 1) above, that's the margin difference between one company to another
3) alliances/partners who likely based the combo of 1) and 2) above, will designate offtake agreements specifically using the company's metals

All are linked together and i think blue will need to think about these differentiation points. Based on the closing PP PR, they are talking about their metals use in the electric markets. It's a good start. Lots to do but if the strategy plays out, would make MOON a differentiator vs. just a miner selling it's product based on spot market/contracted pricing. It can instead garner a much higher margin.