ELEMENTOS LTD (ELT) - How Elementos is Transforming Critical Mineral Supply Chains in Europe and Australia

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Critical minerals lie at the heart of the green energy transition, yet many remain under-appreciated by investors. Tin - essential for electronics, solar panels, and batteries - stands out as particularly vulnerable with looming supply shortages and concentrated production far from end users.
Joe David, Managing Director of Elementos Limited, reveals how their company is positioning to address this critical gap through two strategic projects. Their flagship Oropesa project in Spain's Andalusia region recently completed a Definitive Feasibility Study showing remarkable economics: $270 million NPV and 26% IRR using conservative pricing assumptions. For a company valued at just $20 million, this represents substantial potential upside.
What makes Oropesa truly strategic is its position as Europe's only vertically integrated tin mine and smelter. David explains the startling reality that neither Europe nor North America currently have any domestic tin mines, despite being major consumers. By establishing a complete mine-to-metal operation within European borders, Elementos not only addresses geopolitical supply risks but also captures the $1,000 premium that tin commands in European markets compared to standard prices.

Chapters

1. Introduction to Elementos Limited (00:00:00)

2. DFS Milestone & Economic Potential (00:01:16)

3. Europe's Only Integrated Tin Mine (00:02:31)

4. Cleveland Project's Critical Minerals (00:04:48)

5. Global Tin Supply & ESG Credentials (00:07:22)

6. Future Catalysts & Conclusion (00:09:08)