Ann: Investor Presentation - Emefcy Wastewater Treatment, page-12

First 12 Last

Share
Profile

Follow
Inferno31

3,251 Posts.

71

28/10/15

17:37

Post #: 16275405
Share

Originally posted by tukebay ↑

I just read in the Gordon Capital report about the Monaghan deal and a total investment requirement exceeding $200m and that was enough to leave me seeing red.

Anyhow, back to Emefcy, as you can see there is a wide variability in possible plant size depending on customer requirements. Companies will need more than one module, and that plus the other infrastructure needs will bring the cost up to the $140K-$550K range.

The real upside for Emefcy is the scalability of the SABRE technology – SABRE2 and SUBRE; as they make bigger modules, Emefcy’s marginal costs decrease but they can charge clients proportionally more, resulting in greater returns.

As for EBR, they are talking about z 2018 deployment, however if more money is thrown at it, I believe it can be fast tracked. Consequently, if SABRE’s commercial deployment exceeds their conservative estimates or the stock goes bananas and they do a secondary placing at a much higher price, I reckon they could easily bring EBR to fruition sooner. And EBR seems to almost be the Holy Grail of wastewater treatment.

Inferno, this offer is open to retail investors and not just existing holders. After the 100:1 consolidation, I think many of the old shareholders will be reticent about topping up, but you never know. As I mentioned in a previous post, I believe the way in is by applying for $2000 lots to help them get spread.

Expand

Thanks for the info. How does their revenue model work? Upfront set up and periodic servicing ? Do they have any annuity revenue stream say some fee collected on per say - 1000 litres of water treated etc ? Thanks in advance

SAV Price at posting: 30.0¢ Sentiment: None Disclosure: Not Held
Upvote

0 Great analysis

Reply

Top Stories

HotCopper Highlights: Your most watched stocks for Week 47, 2024

BTH

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

GRL

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

MIN

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

SIG

Dale Gillham's weekly wrap: Sigma-Chemist Warehouse merger creates pharma powerhouse

LPE

Sales growth pushes Lovisa's fortunes (and shares) upwards

PYC

Scientific conference spotlights PYC's work on blindness disease treatment

DUI

Panic, paranoia, and gangland politics: HotCopper users react to Dubber's missing $26M

WC8

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

Week 47 Wrap: HotCopper users' most watched; Brent lifts on Putin's scary letter; RFK dents CSL

There are more pages in this discussion • 7 more messages in this thread...

First 12 Last

Add SAV (ASX) to my watchlist

Ann: Investor Presentation - Emefcy Wastewater Treatment, page-12

Top Stories

HotCopper Highlights: Your most watched stocks for Week 47, 2024

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

Dale Gillham's weekly wrap: Sigma-Chemist Warehouse merger creates pharma powerhouse

Sales growth pushes Lovisa's fortunes (and shares) upwards

Scientific conference spotlights PYC's work on blindness disease treatment

Panic, paranoia, and gangland politics: HotCopper users react to Dubber's missing $26M

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

Week 47 Wrap: HotCopper users' most watched; Brent lifts on Putin's scary letter; RFK dents CSL