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Stock Stories: NMT, RFX

Stock Stories: NMT, RFX

股票故事:NMT、RFX
sharecafe ·  2023/06/01 06:03

Big gains in Thursday's ASX trading session for two companies not commonly seen as being in the lithium / renewables game.

在周四的澳大利亚证券交易所交易时段,两家通常不被视为参与锂/可再生能源交易的公司大幅上涨。

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Shares in Neometals (ASX: NMT) jumped more than 21% on Thursday to close at 58 cents after investors liked the update on its German battery joint venture Primobius.

的股份 Neometals (澳大利亚证券交易所:NMT) 在投资者喜欢其德国电池合资企业Primobius的最新消息之后,周四上涨了21%以上,收于58美分。

According to the update, the demonstration plant trialling process improvements to the hydrometallurgical refining flowsheet have yielded outstanding results. This has seen nickel, cobalt and copper recoveries of around 95%.

根据最新消息,试用湿法冶金精炼流程的工艺改进的示范工厂取得了优异的成果。这使得镍、钴和铜的回收率约为95%。

Neometals said the latest test work results will be incorporated into the hydrometallurgical refinery ("Hub") Engineering Cost Study for a proposed 50 tonnes per day (tpd) commercial-scale integrated recycling plant which is expected to be completed next month.

Neometals表示,最新的测试工作结果将纳入湿法冶金炼油厂(“中心”)的工程成本研究,该工厂的拟议每天50吨(tpd)的商业规模综合回收厂预计将于下个月完工。

The company also said that "Front-End-Engineering (FEED) and mechanical package supply contracts for 10tpd Mercedes Benz Spoke are in concluding stages. Mercedes Benz hub activities are substantially advanced.

该公司还表示:“每天10吨梅赛德斯奔驰Spoke的前端工程(FEED)和机械包供应合同已进入最后阶段。梅赛德斯奔驰枢纽活动已取得长足进展。

Primobius Gmb is the joint venture company owned 50-50 by Neometals and German group, SMS group GmbH, that is commercialising its lithium-ion battery (LiB) recycling technology.

Primobius Gmb是一家合资公司,由Neometals和德国SMS集团GmbH共同拥有,该公司正在将其锂离子电池(LiB)回收技术商业化。

"Primobius completed three LiB recycling Hub demonstration trials of its process improvements during the period December 2022 to March 2023 on electric vehicle battery modules that were shredded in the Hilchenbach LiB disposal facility.

“在2022年12月至2023年3月期间,Primobius在希尔兴巴赫锂离子处置设施中被切碎的电动汽车电池模块完成了三项LiB回收中心工艺改进的演示试验。

"The success of the latest trials support Primobius' goal of being the first to achieve the proposed recycling recovery requirements in the pending EU Battery Regulations.

“最新试验的成功支持了Primobius的目标,即率先实现待批准的欧盟电池法规中拟议的回收要求。

"These regulations will mandate recycling of all batteries placed on the EU market. Once legislated, authorised recyclers will be required to recover at least 90% of contained nickel, cobalt, and copper by 2026 increasing to 95% in 2030; 35% for lithium in 2026 increasing to 75% by 2030.

“这些法规将要求回收欧盟市场上的所有电池。一旦立法,授权回收商将被要求在2026年之前回收至少90%的含镍、钴和铜,到2030年将增加到95%;到2026年,锂的回收率将增加到35%,到2030年将增加到75%。

"The process improvements including the overall recoveries referred to above now enable Primobius to offer mechanical package supply contracts for the 10tpd integrated (Spoke and Hub) recycling plants to existing partners, licensees and new customers in a growing Primobius business development pipeline."

“包括上述总体回收率在内的流程改进使Primobius能够在不断增长的Primobius业务发展渠道中向现有的合作伙伴、被许可方和新客户提供每天10吨综合型(Spoke和Hub)回收厂的机械包装供应合同。”

Neometals said product readiness for the larger proposed Stelco 50tpd Spoke is expected to be achieved in the second half of 2023 following the finalisation of more detailed engineering studies in the September quarter.

Neometals表示,在9月季度完成更详细的工程研究之后,预计将在2023年下半年实现更大规模的拟议Stelco 50tpd Spoke的产品准备就绪。

"Future demonstration trials are planned for the second half of 2023 for existing and new carmakers and cell-makers in Primobius' business development pipeline.

“计划在2023年下半年对Primobius业务发展中的现有和新汽车制造商和电池制造商进行未来的演示试验。

"All plants supplied by Primobius will be built under mechanical package supply contracts by SMS group GmbH, a 150-year-old German plant builder with over 14,000 employees and manufacturing workshops in Europe, North America, India, and China.

“Primobius提供的所有工厂都将根据SMS Group GmbH的机械成套供应合同建造。SMS集团是一家拥有150年历史的德国工厂制造商,拥有超过14,000名员工,在欧洲、北美、印度和中国设有制造车间。

Primobius is a leading LIB recycler that can provide disposal services and offer the supply of fully integrated LIB recycling plants under joint venture or technology licensing business models.

Primobius是一家领先的锂离子回收商,可以提供处置服务,并以合资或技术许可业务模式提供完全集成的锂离子回收厂的供应。

Recycling will end up as important as new battery making using freshly mined metals like lithium.

回收最终将与使用锂等新开采的金属制造新电池一样重要。

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Meanwhile, shares in Redflow (ASX: RFX) surged 49% at one stage yesterday on news of a new battery contract in the US.

同时,股价为 Redflow (澳大利亚证券交易所:RFX) 由于有消息称美国签订了新的电池合同,昨天一度飙升了49%。

RedFlow shares closed up 35% at 25 cents after revealing it will get $12 million in revenue from the new contract.

RedFlow透露将从新合同中获得1200万美元的收入后,股价收盘上涨35%,至25美分。

The company told the ASX in an update that its scalable and sustainable flow batteries had been greenlit for use in a large-scale solar and storage project in the California.

该公司在最新消息中告诉澳大利亚证券交易所,其可扩展和可持续的液流电池已获准用于加利福尼亚的大型太阳能和储能项目。

The project will provide power for the Paskenta Band of Nomlaki Indians, located in California. The California Energy Commission (CEC) is providing the funding from part of its $US140 million long-duration energy storage grant program.

该项目将为位于加利福尼亚的诺姆拉基印第安人帕斯肯塔乐队提供电力。加州能源委员会(CEC)正在从其1.4亿美元的长期储能补助计划中提供资金。

The US$12 million in revenue is expected to be paid progressively on commencement, delivery of batteries and completion of various milestones.

预计1200万美元的收入将在电池的启动、交付和各个里程碑的完成后逐步支付。

Under the Project, Redflow will supply, supervise installation and assist with the commissioning and maintenance of 2,000 ZBM3 batteries in its 200 kWh modular energy pods. Shipping of pods is anticipated in late 2023 and the first half of 2024.

根据该项目,Redflow将为其200千瓦时模块化能源舱中的2,000节ZBM3电池供应、监督安装并协助调试和维护。预计吊舱将在2023年底和2024年上半年发货。

According to RedFlow, the 20 MWh long-duration energy storage system will be one of the largest zinc-based battery projects in the world. It's also the largest single sale and deployment of batteries globally RedFlow has achieved to date.

根据RedFlow的说法,20 MWh的长续航时间储能系统将是世界上最大的锌基电池项目之一。这也是RedFlow迄今为止在全球范围内实现的最大规模的电池销售和部署。

RedFlow CEO Tim Harris said: "This 20 MWh project is one of several large-scale opportunities in our pipeline and represents the start of the next phase of our growth strategy, validating our focus on large-scale systems in the US and Australia."

RedFlow首席执行官蒂姆·哈里斯说:“这个20 MWh的项目是我们筹划的几个大规模机会之一,也是我们下一阶段增长战略的开始,这证实了我们对美国和澳大利亚大型系统的关注。”

The Project follows the 2 MWh system in California that Redflow successfully installed for Anaergia in 2022 and has now been operational for over 12 months.

该项目遵循了Redflow在2022年为Anaergia成功安装的加利福尼亚2兆瓦时系统,现已运行超过12个月。

"The batteries will be manufactured in Redflow's factory in Thailand.

“电池将在泰国Redflow的工厂生产。

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