Emmerson Share Discussion Threads

[homebrewruss] 08/10/2018 13:29

EML on todays Vox markets podcast here:

[bobby1904] 08/10/2018 13:26

Just a keeps getting better. Great Vox podcast interview again today along side the RNS. Absolutely huge capex savings compared to other peer projects running into $billions! This could end up being only the 3rd Potash mine to be built anywhere in the world in last 50yrs!!

[parob] 08/10/2018 12:22

More news expected late Oct:Khemisset Project Near-Term Newsflow hTTps://mobile.twitter.com/Parob17/status/1048854662282190848These guys are delivering news on schedule!

[parob] 08/10/2018 10:18

Very happy with these daily 3-5% rises.

[bazildonbond] 08/10/2018 09:11

All my buys in these marked as sells!

[adorling] 08/10/2018 09:04

Took a position here today in 3 lots for a 250k share holding at average price of 4.96p. EML makes a compelling investment case and is clearly undervalued on current assets, costs, market potential and market demand and of course under the radar of investor awareness currently. One to tuck away in the SIPP for a few years.

[mad foetus] 08/10/2018 09:01

My trade yet to be reported of course. Looks well under radar here

[cpap man] 08/10/2018 08:55

Welcome aboard the EML express!

[mad foetus] 08/10/2018 08:21

I have bought in, just a toe in the water, but the costs of this project look amazing. Can't help compare it to SXX and be astonished at the difference: low cost, next to roads, ports and clients vs huge infrastructure project.

[cpap man] 08/10/2018 07:42

Emmerson Plc / Ticker: EML / Index: LSE / Sector: Mining

08 October 2018

Emmerson Plc ("Emmerson" or the "Company")

Potential for Very Low Capital Cost Logistics Solution at Khemisset Potash Project



Emmerson Plc, the Moroccan focused potash development company, is pleased to announce that it has completed the preliminary design and cost estimates for the road connection component of the Scoping Study, which is being completed for its 100% owned Khemisset Potash Project, located in northern Morocco ("Khemisset" or "the Project"). These estimates have confirmed the potential for significant capital cost savings for the Project due to its proximity to excellent infrastructure. To view the press release with the illustrative maps and diagrams please use the following link:




Highlights

· Total budgeted cost for construction of access roads to allow product shipment via the A2 toll road is approximately US$1.3m including a 30% contingency

· Estimated capital cost saving for similar work package of approximately 99%, or over US$130m, relative to estimates for average Canadian potash mine development[1]

· Proposed site location requires only 1.2km of paved roads to be constructed to connect the Project to existing high-quality highway (A2 toll road), with an additional 3km of gravel internal roads also included in the design estimate

· No requirement to construct expensive rail spur connections

· Design and estimate completed by independent engineering group, Golder Associates ("Golder"), according to AusIMM guidelines for capital cost estimates

· Further enhances Management's strong belief in potential for Khemisset to be a low capital cost potash mine development, following the announcement of low capex mine access which has the potential to save Emmerson over US$1bn when compared to benchmark projects (refer RNS dated 18 September 2018)

· Scoping Study providing the full Project economics is on track for delivery in Q1 2019

[bazildonbond] 08/10/2018 07:36

released this morning!

[parob] 08/10/2018 07:23

As the project gets de-risked the company broker will no doubt upgrade their target price of 12.05p as outlined here: hTTp://www.alignresearch.co.uk/emmerson/emmerson/

[parob] 08/10/2018 07:15

Very good RNS.Hayden Locke, CEO of Emmerson, commented:"In the development of a potash mine, low capital cost to production is integral in demonstrating economic viability in any commodity price environment. The Khemisset Project benefits from its proximity to outstanding infrastructure including existing, high quality, highways and ports. Access to this infrastructure results in significant capital cost savings in construction, especially when compared to other development stage potash projects globally, which typically require significant investment in roads and rail connections to transport their product to an export port."The design and cost estimates for the access to mineralisation, via decline, highlighted significant cost savings already available to the Khemisset Project. This announcement further enhances our belief that the Scoping Study for Khemisset will present a low capital cost, high margin proposition which should result in compelling economic metrics."We will continue to keep the market informed of the progress of our engineering works and we will release key components of the Scoping Study (as outlined in our 6 September 2018 RNS), which we are confident of delivering to the market by early Q1 2019."

[parob] 07/10/2018 09:38

Khemisset Project Near-Term Newsflow hTTps://mobile.twitter.com/Parob17/status/1048854662282190848

[parob] 07/10/2018 08:33

Africa's hottest emerging potash playerSeptember 26, 2018 hTTps://www.miningreview.com/emmerson-plc-africas-hottest-emerging-potash-player/LSE-listed mining developer Emmerson Plc is ticking all the right boxes as it rapidly moves to develop its 100% owned Khemisset potash project in northern Morocco. Not only is its path to production (as a best case scenario) unusually quick, but the criteria required to develop one of the world's highest margin mines makes the company a smart investment choice.

[parob] 07/10/2018 08:31

Potash Prices Resumed Their Upward MomentumBy Adam JonesSep 24, 2018 hTTps://marketrealist.com/2018/09/potash-prices-resumed-their-upward-momentum

[bazildonbond] 06/10/2018 06:16

Following1

[parob] 05/10/2018 14:59

In that interview Hayden said we can expect lots of newsflow over the next couple of weeks/months and he is confident the results of the scoping study can be delivered EARLY Q1 2019.The lack of posts here shows this is still very much under the radar but the (de-risking) news we can expect over the next few weeks will change that.

[burtond1] 05/10/2018 10:13

We catch up with Hayden Locke CEO of @emmerson_plc and discuss the rationale to why he joined #EML ...The razor-sharp CEO runs the rule over his global peers to help break down the economic advantages which define Emmersons Khemisset asset in Morroco.https://total-market-solutions.com/2018/10/05/emmerson-plc-2/

[parob] 04/10/2018 20:41

Corporate presentation at Momentous Events 22/09

A company targeting low capex, high margin mine, outstanding project location, large JORC resource with significant exploration potential.

FULL PRESENTATION

[parob] 04/10/2018 11:32

Some chunky buys going through including that 490K from earlier.

[cpap man] 04/10/2018 11:30

EML are a STOCK on a BREAK OUT



Once again this morning EML are after an initial very short lived dip performing extremely strongly to the UPSIDE as the stock continues to break out to the UPSIDE

[cpap man] 03/10/2018 09:30

Looks very much like EML are now headed to that initial broker share price target of 11p+

In light of recent positive events this could well get revised upwards in the near term?!?!?

Also remember that the U/R share price target by the same broker is some 60p+

[parob] 02/10/2018 17:11

Cheers will take a look. Highest volume in 3 months as it breaks out, looks good. Much more to come here hopefully.