EPM eclipse metals limited.

If no lobby, there is no pathway to properly lock in that 200%...

  1. 4,917 Posts.
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    If no lobby, there is no pathway to properly lock in that 200% NPV
    Tony got given the flick back in Oct 2025 by the US Admin.

    CRML yet to be invited by another Lobby Group - that might change but no registrations yet.

    Also GreenMet relations seem to have soured, disengaged - though no official confirmation (GBB quotes from article)

    Tanbreez was transferred in CRML via SPAC whilst having obtained an exploitation license (though missing filings overdue since 31st Dec 2025) - regular punters missed out on pre-PFS, PFS, DFS upswing.
    Current Investors are coming in at 50%-60% NPV capture prices, with a bit more upside, according to Texas Capital back to $20 (USD) soon.

    [12-24 months] could be a long time. (traders will be happy)

    At the minute even if all aspects of the project are progressed, infrastructure built - port, pilot plant. You are about stuck at $28.00-->$30 (USD) per share reaching 120% NPV capture, on a long-time horizon - progressing the build out.

    In other words GBB, Tony/EUR has made a lot of dosh - but not crazy levels yet.

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    EPM is "early stage", and the beauty is we have the benefit of the upswing. ~2-3% NPV Capture ---> 45-65% NPV Capture. (15 to ~30x linear announcement runway) lol

    With existing infrastructure - looks like we will have an Exploitation Licence before the Tanbreez port is even started lol

    EPM shareholders are stubborn but pre-rich stubborn. Normally ASX fundies would be all over Top 20, but they are completely absent. I believe this is a lesson in JORC.

    EPM appears to still have a 'golden ticket' and multiple NPV models to lock (sum of all parts).

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    I am happy for your 24+ months wait for +40%-60% NPV Capture. (Effectively a 2.5x, at current prices levels)

    Please be happy for our +40%-60% NPV Capture in coming days, weeks and months lol (Effectively a mystical upside starting with 10x (and some seemingly unrealistic total 90x figure at current price levels - sum of all parts, linear announcement runway, field season) - all that needs to be done before shareholders die in fiery Lamborghini crashes or old age.
 
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