Replies to post #1494 on Recyclico Battery Materials Inc. (AMYZF)

[value1008]

Hi Ed,

Thanks for this link and article....

There are a number of producers of basic Mn ore, usually with impurities, but AMY plans on becoming a vertically integrated "mine to market" producer and create its big profit potential primarily via that set of processes invented by Kemetco Research to create the value-added products EMM and EMD.

As you know, China controls around 98% of the EMM output, and according to www.Metal-Pages.com sources in China have announced coming 35%-50% radical cutbacks in EMM output.

So EMM's (and EMD's?) market price is most likely going to continue decoupling from the mkt price for the basic Mn ore.... CEO Larry has even mentioned the possibility of AMY creating ferro-manganese for domestic markets.

AMY looks to have several formidable cost advantages in gaining marketshare on their planned EMM and EMD/LMD output-- due to friable nature of their ore, easy and rapid recovery rates with the Kemetco Process (for which AMY has submitted patent claims at Kemetco's behest), low water usage, low electricity costs, no toxic tailing ponds, superior local infrastructure, etc.. All of which should make it very easy for them to become the #1 supplier for North America and likely Europe and Asia, too, even perhaps eventually becoming #1 supplier of China's import needs....

Let's see how it all plays out. Should be quite exciting, if we have the patience and stomach for it.... :-)

[gharma]

Thx PR Ed

So that xs supply of Mn for Fe implies that if AMY doesn't go after the entire value chain it will only realistically have a buyer for concentrate to the US strategic stockpile, ey?

I liked the 83 million lb/acre giant high grade rock story better, more grins. (someone should introduce those guys to geophysics :-)