My updated NAV model:
Company: @ElectraBMC
Sector: #Materials #Refining #Mining
Ticker: $ELBM
CEO: @TrentMell
Recycling Peers: $ABML $LICY
Refining Peers: None (domestically)
#Cobalt #Manganese #Graphite #Nickel #Lithium #Aluminum #BlackMass #EV
*I'm Long-Bullish|Not advice*
Company: @ElectraBMC
Sector: #Materials #Refining #Mining
Ticker: $ELBM
CEO: @TrentMell
Recycling Peers: $ABML $LICY
Refining Peers: None (domestically)
#Cobalt #Manganese #Graphite #Nickel #Lithium #Aluminum #BlackMass #EV
*I'm Long-Bullish|Not advice*
Alternative forward looking valuation multiples (EV to EBITDA & Sales)
NAV valuation contribution
My estimated NPV from Refinery Operations
My estimated NPV from recycling operations.
A graphical view on PV of CFs on refinery operations
Refinery Operations (1)
Refinery Operations (2)
Refinery Operations (3)
Recycling Operations (1)
Recycling Operations (2)
-----> $TSLA Model S<<-----
-----> $TSLA Model S<<-----
Recycling Operations (3)
Mining Operations
Projected Capital Structure Pie
#WACC breakdown
Mining Assets NAV Distribution (USD)
Capital Structure
Only results through 2030 have been shown....
Only results through 2030 have been shown....
Only results through 2030 have been shown....
Only results through 2030 have been shown....
Only results through 2030 have been shown....
Only results through 2030 have been shown....
BTW,
🔘I hold a long stock position in $ELBM and i have a bullish outlook on the company.
🔘I’m in no way affiliated with the company’s operations or employees.
🔘I have no access to any MNPI data on the company.
🔘I hold a long stock position in $ELBM and i have a bullish outlook on the company.
🔘I’m in no way affiliated with the company’s operations or employees.
🔘I have no access to any MNPI data on the company.
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