Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Remember that there is a heck of a lot in the pipeline and things take a bit of time to sort out. And thats a good thing.
Tend to agree. Love the positivity on here though. Actually don’t mind waiting a while for BMN to deliver. Not sure the wider world is yet attuned to the potential of VRFB technology. But that will come in time.
Strong as an ox, to have made it to 71 after what he put his body through and only now get Parkinson’s. He will probably go on to a tonne :)
Apparently there are special edition detachable headed bat stuffed toys on the website to celebrate infamous the event...:)
All aboard...
Metal on!
Sad news about Ozzy
GLA
Great post Ninvestor
Patience is and always will be the key.
.... “metal”
Cheers :-) There will be many more in due course
Two that are known are:
Eskom - Battery Test Facility - Installed and running
Bushveld Vametco - Minigrid - ordered not supplied or installed
Anything else will be new!
Sorry to add to this conversation ;-)
Cheers RK
thx for your well thought out response Kev...loving the Doh at the end of your message too...so what existing VRFB contracts do we have again?
Oh for goodness sake every company looking for business are looking to grow like contracts with Eskom or many other contracts that come along who said anything about there being any new ones Doh
what contracts Kev...unless I've missed something (and that is possible) i havent seen an RNS detailing them?
Contracts with projected revenue of course
Dryland:
BE:
Its near term strategy is to deploy several VRFB systems as part of its longer term vision to become a significant electricity storage provider in Africa by 2020, meeting the demand for utility scale energy storage in Africa by leveraging South Africa-mined and beneficiated vanadium.
So, if 'by 2020' was at the foot of a November '19 RNS...……………...
how can they give BE revenue details when we haven't sold anything yet?
Yes your right it was never going to last at those prices otherwise it would affect take up on batteries, hopefully some good news from battery side can give some revenue streams to look forward too and boost sp a bit.
Agree on the BE side, need to see some numbers! These things will take time though, and anyone investing in renewables now knows their time will come.
What the company can be doing though, is improving their image this year. If they want to be considered with the big boys they need a financial calendar on the website, with results and operational updates to be released at pre-arranged dates. Other big companies on AIM do, so that can't be used as an excuse and 'should be due' or 'RNS after hours to catch out the shorters' etc should be phrases of yesteryear on this board.
The website looks fairly similar to when I first visited it in June '17 - the company has moved on but I don't think the site has.
I've mentioned before that with BMN's acquisitions and Energy storage plans, they could consider dropping 'Minerals' - it screams 'exploration' and things ending in 'minerals' or 'OG' just wont be bought by some investors. I agree with other PI's here about dealing with Lemur too, I would personally prefer it sold than follow the AfriTin route.
I'm not to worried about the SP, there's plenty of good companies out there who suffer the same stagnation. I'm still in the accumulation phase with Bushveld so my previous sentence is perhaps a little selfish though!
All the above are just a few thoughts, confidence in BMN's future as strong as ever :)
Kev the Spangles were last year forcasting $75 per kg as an average FeV price for 2020.
We all strongly disagreed that it would fall that low, as did some top vanadium analysts.
We were wrong,but had it been that number we were a cash Elephant and I'm sure a dividend of sorts would have been paid.
$100 per kg drop in product price in just 12 months would have thrown a spanner in the works of the best laid plans.
We need to get some sort of news out on the BE side. We have not heard anything for quite a long time now, and it’s overdue. The stagnation in the share price reflects what is happening in the wider vanadium market. There may be signs that this is due to recover, but this is going to be a more long-term timeline.
The dividend was always just a tease to get buyers on board we all know eventually Bushveld is going to be big but I believe it was just a carrot it'll be few years before dividends on offer
Hi all have arrived home and it looks the same as when I left 2 month ago.
After the last company purchase I was expecting to see this one in the mid 30s
So am staggered not to see any real gains with this co.
I still think a divided would draw a line under the supressed SP