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Electra Battery Materials Corp V.ELBM

Alternate Symbol(s):  ELBM

Electra Battery Materials Corporation is a Canada-based processor of low-carbon, ethically sourced battery materials. The Company is focused on building a supply of cobalt, nickel and recycled battery materials. It is engaged in the business of battery materials refining, including refining material from mining operations and from the recycling of battery scrap and end of life batteries. It owns two main assets: the refinery located in Ontario, Canada and the Iron Creek cobalt-copper project located in Idaho, United States. Its projects include Ontario Refinery, Recycling, Becancour, North American Nickel and Iron Creek. It is in the process of constructing its expanded hydrometallurgical cobalt refinery, assessing the various optimizations and modular growth scenarios for a recycled battery material (known as black mass) program, and exploring and developing its mineral properties. The Iron Creek Project consists of mining patents and exploration claims over an area of 3,300 hectares.


TSXV:ELBM - Post by User

Comment by Starkickeron Aug 18, 2023 2:55pm
258 Views
Post# 35595366

RE:RE:RE:Conference call

RE:RE:RE:Conference call Another comment that caught my attention is that margins in refining are increased over time as the process is dialled in and made more efficient with a better product. If the refinery isn't going to be ready for at least another 18 months, when demand for the cobalt sulfate will be ramping up, they will have missed out on the opportunity to dial in the process and increase margins. This means that the initial product being shipped to clients won't be ideal and margins will be left on the table. For those of you who think the delay in starting up the refinery is insignificant, you might want to consider that as well as the extra $80M the delay has cost.
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