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Giyani Metals Corp. (EMM.V)

TSXV - TSXV Real Time Price. Currency in CAD
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0.3650+0.0150 (+4.29%)
At close: 12:51PM EDT
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  • C
    Christopher2010
    CEO said $3000/t in EU market, so my Chinese amount from Fastmarkets is very low. Comment was in YouTube interview on "Investing News". Also says 60% investors Canadian, so needs to attract others. In December they will have investors visiting on site.
  • C
    Christopher2010
    -- Using April's China market price for HPM, I estimate (full production) of 150,000 tpa at $1470/tonne to be $220 Million. (Note current market cap only $77 Mil and old PEA was based on K.Hill site alone).
    -- Otse site even higher grade than K.Hill with good widths. (In mining, "grade is King and width is Queen"). Resource estimate could double value of company.
    -- Mineral Resource Estimate by Q4 2022.
    -- Definitive Feasibility Study in Aug 2022! Many companies waiting for DFS to make offers.
    -- Demo Plant complete end of 2022, producing early 2023. Many companies including LG Chem and VW asking for samples. This allows buyers to have enough HPM to not only test purity etc, or make coin cells, but eventually to make full scale batteries tested in real vehicles
    -- Buyers are willing to pay premium (above Chinese price) for the ESG and higher purity. However CEO said Feasibility Study will use lower China market prices
    -- pricing strategy is to give lower Offtake prices for first quarter to early supporters then everyone after pays higher prices, with portion going to spot market auction (fetching much higher prices).
    -- HPM market to grow 14X by 2030 in general, so lots of room for the handful of HPM producers
    -- Only 1 other listed company (likely Euro Manganese) has progressed as much as Giyani. Only 2 private companies outside of China produce HPM currently.
  • C
    Christopher2010
    Sedar filing..."Giyani believes it has access to sufficient funds to complete its near-term work programs
    including the FS for the K.Hill Project which is currently forecast to be completed by the end of Q3, 2022 and the
    construction of the Demo Plant which is expected to commence in the second half of 2022.
    The Company’s objectives for 2022 are centered on the following activities:
    • Completion of the FS on the K.Hill Project, following finalisation of the process flowsheet and operating and
    capital expenditure forecasts;
    • Commence the engineering and construction of the Demo Plant to be able to ship HPMSM samples to
    prospective buyers in 2023; and
    • Completion of the ESIA required for the Company’s environmental authorisation; as part of the mining licence
    application; and other permits/ authorisations (e.g., change of land use)."
  • C
    Christopher2010
    Long anticipated Crux interview up and it's fascinating. Almost as informative as an episode of The Limiting Factor. https://youtu.be/ZfMjcpaESV0
  • C
    Christopher2010
    Giyani latest presentation. Details of
    Demonstration Plant starts about 10 min in. https://youtu.be/toQiihkNUIE
  • C
    Christopher2010
    "VW, which is working on establishing six battery factories in Europe alone, discussed how to secure critical supplies of raw materials at its most recent board meeting, including possible direct contracts with mines in Africa, Diess said.

    “Why do we have to do all this? Because there aren’t existing supplier structures,” said Diess"
  • C
    Christopher2010
    -- FS to be completed in Q3 2022
    -- PEA from 2021 (with NPV $332M USD) based only on K.Hill Main at 1.7Mt, but since then grown to 2Mt of indicated and 3Mt of Inferred.
    -- PEA does not include 2 other resources at K.Hill and 2 other sites . (Drill results soon).
    -- first product samples from Demo Plant 2023

    Even at the low end PEA valuation, " K.Hill is the highest valued project in its peer group on an NPV/t Mn
    resources basis but Giyani trades at the lowest P/NAV"
  • C
    Christopher2010
    first shipments expected in 2023, will be HPMSM samples for potential customers to evaluate. Ongoing discussions with various EV and Battery manufacturers "...as well as strategic international marketing groups with regard to future offtake and potential financing options."
  • C
    Christopher2010
    April 2022 Presentation uploaded to Giyani site. I'll read it over on weekend.
  • C
    Christopher2010
    Met with Botswana's Minister for Mining & Energy today, and attended African mining investors conference.
  • C
    Christopher2010
    Giyani will be in Crux investor soon. Should get some good details and updates.
  • M
    Michael
    Nice volume today. I’m new to this stock and was nervous after a couple of near zero volume days but perhaps this is the beginning of something.
  • K
    Kokut
    Beacon Securities full report on EMM after site visit August 5-9th. Link on CEO.ca Don't let them get your shares with $1.70 12 month target.glta
  • I
    Igor
    Its getting close to my entry point. Hopefully this company in nearly future will be shining. Good luck everyone
  • C
    Christopher2010
    great presentation updating on all aspects if Giyani. https://youtu.be/Zs6KvIOoABs
  • J
    Justin
    All of yahoo finance sleeping on this? See you here in 6mths when this is trading at 1.25-1.60
  • K
    Kokut
    Take a look at 3 year chart.....Cup&Handle setting up perfectly.EOY NR's is going to be quite enjoyable.
  • K
    Kokut
  • C
    Christopher2010
    This is even better than I expected and we still have the other areas drill results to come! "121% increase in Inferred Resources to 3.1Mt at an average grade of 16.9% MnO"
  • K
    Kokut
    Emm is nearing several important milestones after support establishes this .40 cents range,all imho just take time for DD.