NEO Battery Materials Ltd V.NBM

Plant capacity in terms of revenue

[lscfa]

Damn co. will not disclose any revenues forecasts so here's a guess.


The $25 million plant will have a capacity of 240 tons /yr or 160,000 EVs. (Slide presentation).

Average battery size 100 kWh x avg cost of $100/kwh = $10,000

anode component is 12% of costs => $1200

Tesla says it's silicon anodes tech will reduce costs to $1.20/kWh x 100 kWh = $120

NBM plant $120 x160,000 = $19.2 million

 

https://www.mining.com/web/breaking-down-the-cost-of-an-ev-battery-cell/#:~:text=As%20electric%20vehicle%20(EV)%20battery,just%20%24132%2FkWh%20in%202021.
 

https://pvbuzz.com/automakers-silicon-li-ion-battery/:~:text=Tesla's%20new%20silicon%20anode%20method,other%20methods%20used%20to%20date.

[eldreco]

lscfa, Thank you for this.  It was either very brave...or wishful thinking.  I'd be happy to go with the former! el d

[Bdlight]

Iscfa's calculation is for a year, $25 million plant cost may get IRR in couples year if operational cost or other cost maintained low! not bad in my view!

[lscfa]

Plant at capacity is only worth $0.40/sh.....      Revenue 20,000,000 50% Gross Margin 10,000,000 60% JV share 6,000,000 Corp overhead (3,000,000) Ebt 3,000,000