The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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It shouldn't be too hard for folks to join the dots here. Just consider which organisation stands to benefit the most from a sustained period of low pricing in 2019 despite demand and because they have supply to sell they can do so at whatever price suits their current agenda.
Not so fast (Mr Bond.)
Well done Pdub, so pleased, enjoy. Ophidian are you suggesting that we get the world hooked on V to see off Niobium? Not so fast, off to stroke my pussy now, I wish.
that was Baron Samedi - actually, I was more interested in Solitaire (Jane Seymour)…… third best Bond girl too.
Ophidian
Ffs Ophidian, not going to get a good night's sleep tonight.
First adult (as in not a cartoon) film in a cinema I ever saw, I was about 7. Had nightmares for days about the voodoo guy with the skull paint. Can't remember much about the rest.
...by controlling supply...
first off - go watch the movie. Second, how do you control a market or more importantly, the price of a commodity in a market ?
Ophidian
Never saw the movie. Very cryptic. Any clues you may share
the interesting reveal will be when the Vanadium "Mr big" pulls his rubber nose off to reveal which CEO he is.
Ophidian
I know it's a long time ago.... but think of the plot construct of the third best Bond movie of all time...…...Live and let die. Substitute Vanadium for Heroine and there is your answer.
Ophidian
Chinese steel production jumped to a record high in May, per Reuters https://www.reuters.com/article/china-economy-output-steel/update-1-china-steel-output-hits-record-in-may-despite-tumbling-profit-margins-idUSL4N23L1TR,
Yet vanadium prices have sunk to opposing lows.
I am struggling to reconcile this. Might the Chinese just have decided not to bother with incorporating V into the steel they produce to counter high iron ore prices.
The supposed implementation of the new bar codes due last November but not enforceable until this July earliest is farcical.
It's a simple money making formula,if you believe in your research buy when everyone else is selling.
LTH's here believed and bought millions under 1.5p when even our own previous bucket shop broker was shorting us, making millions in the process.
The same opportunity is presenting itself now with significantly less risk.
Before the end of the year we will know if we have been awarded the contract to electrify Africa
It's not a gimme but we're in pole position with the IDC and world Bank on board.
PI's getting spooked by the Vanadium price drop are not looking at the bigger picture.
It's a win win situation for BMN with BE stepping up to the table
Energy storage is the next multi billion dollar industry.
Making money on supplying the steel industry with Vanadium is just a safe bet.
Actually V prices are rising quite nicely in China. So much so that there are reports that european traders are now selling their stock to the Chinese rather than the domestic market.
The price disparity does raise some questions. Its clearly not the Chinese who are driving down EU prices, given the prices in their own market, so what is the cause? Surely must be an entity selling in the EU market in a way to drive the price down. Either way this disparity of prices cannot continue for long.
V prices are still in the doldrums. I’m waited enough but now accept there is plentiful supply of V to the market to balance the demand. I don’t expect another price spike and hopefully we can stabilise around $45 towards year end to help the battery business grow. Still expect this to be a £1b company one day but that day is much further away than I originally expected as the market has found a V source no one was expecting...even the almighty Perles has missed a little info here. Not sure how any of the other V projects around the world are going to find any funding at these prices but at least Bushveld doesn’t have that concern.