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The Markets
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The Markets
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Mining

Neometals keeping leveraged to energy storage revolution

The company is debt free with cash and investments of circa A$70 million.

Neometals (ASX:NMT) plans to keep itself exposed to energy storage given global lithium-ion battery capacity is expected to increase by 6x from 2016 to 2020.

The company’s core focus commodities are lithium and titanium.

Neometals has three lithium exposures – 1) a 13.8% interest in the Mount Marion Lithium Project which is currently in a sale process; 2) a 70% interest in the ELi® lithium hydroxide processing technology; and 3) a 50% ownership in the lithium battery recycling technology.

The company has two titanium exposures being the 100% owned Barrambie Titanium Project and the Neomet titanium processing technology.

The focus for FY17 includes:

- Sale process for 13.8% stake at Mount Marion;

- Advancing ELi® lithium hydroxide processing plant project;

- Fast-tracking evaluation of recycling process to recover lithium/cobalt/nickel from lithium-ion batteries; and

- Building royalty portfolio from commercialisation of Neomet process with Sedgman and Andritz.

Most recently, Neometals resolved build a pilot plant in Canada to accelerate the commercialisation of its technology to recycle lithium ion batteries.

The scoping study estimated operating cost of US$4.45 per pound contained cobalt, leaving a significant margin compared with the current spot prices of circaUS$24.50 per pound.

Agreements have been executed to construct the pilot-scale hydrometallurgical plant in Montreal with the plant expected to be operational in July.

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