Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
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Something must be in the air ... the furry scrotes are back ... a veritable sea of green filter lines ... very artistic it is
Knuttie my collection was that Capa was somewhat of a mathematical genius: I don’t think he would (sorry I don’t think I know) he would ever make such a basic arithmetical mistake like that clown 🤡 AIM Wolf.
March certainly wasn't a good month for HarCrap:
""We're very, very close to a turning point here and once the dam bursts it's no exaggeration to expect a share price multiples of where we are now by the end of the year, maybe even with a 0 after the 4."
"We can be as close to certain that BMN are generating significant cash so far through 2023 so between that and selling a portion of the inventory we should reach the amount to be repaid."
"BMN is in a great position to flourish over the next 12 months when others will be finding themselves in all sorts of trouble."
They bin anyone that doesn't think this is the best thing since sliced bread because it doesn't fit their agenda.
Another in the bin to clear the bb
Yes someone sold a fivers worth at that price, but you know this alf back on the shelf
Another 6-year low! 1.68p The lack of vision, dismal Vanadium prices and the loss of the most valueable assets play out here. Pubs and dubs, don't let that get in the way of a good ramp!
From USVanadium, who they (IES) signed a supply agreement with for electrolyte. USVanadium signed a supply agreement with an Indian steel co for a supply of concentrated s l a g. on top of their usual suppliers to cover this. Its on their web site.
And where will they get the vanadium ?
Aim wolf is Capa reincarnate with many others in between. Somehow he has admin in his pocket.
For what you claim to stack up it would mean you silently viewed this forum for years without an account only to finally bite the bullet 11 days ago… and after signing up you immediately went from a silent observer to posting nearly 70 times.
Sure, very believable.
£53k which was worth £530k slightly over two years ago. Also been selling lots of in the millions of shares before, and that's every day.
Though it ought to be said that the total value of trades today is only £53k. Any one of use doing a full bed & ISA would show as £40k worth of trades so its not exactly a Warren Buffet liquidating his entire portfolio level of trading going on here.
If you want to add weight to any digs in future do it via one of your other accounts.
That's total bollo***. I caveated every post and made no such claims, just that if V stays where it was (~$41/kgV) and BMN hit production targets (which we were told were conservative) then they'd be sitting on $35m+ cash by maturity date and (theoretically) could pay off Orion in cash. Since V has plummeted and production targets have been downgraded.
Of course you wouldn't know this because you weren't around in March when I was highlighting the positive outook at the time, wait you weren't even around a fortnight ago...
If you think it’s down 90% since Craig took over then you must think the share price was 17p in June. That or you don’t understand percentages.
I would say its still the overhang from whats left of the 270 million dilution. So by default its the company selling, although no doubt some PI's are selling down at the same time.
It's not down "more than 90% since Craig took the reigns".
Rarely ever seen a new entering CEO buying in as soon as they got the job. Would very likely raise red flags to the FCA.
I am giving him the benefit of the doubt and will judge him on results.
Who ever the seller is, I have to appreciate that they haven't dumped everything in one go and are selling in an orderly manner. First lots of 1 millions now 100's of thousands.
Market: 'IES is worth a fortune, VFB vendors to the moon - best pile in'.
Also market: 'Primary producers with a sizable investment in other leading global VFB vendors - nah, worthless mate.'
SPR are the key factor here. As Fortune did (MUST), Craig has chosen a partner whose future performance will have a significant impact upon BMNs success.
If Craig’s judgement is sound and SPR deliver on all aspects of the deal, including as you say the marketing, then the future for BMN looks very good. Key will be the Highveld Vanchem Mokopane link.
I am supporting Craig but also will be watching what he delivers from Orion, SPR and MUST.
Get real folks. There wont be much left for current shareholders when all this mess is put right
We also await the switching of Vametco minigrid, contracts and electrolyte production at BELCO and hopefully strong production numbers and reduced costs at Vanchem in Q3 Update.
AimWolf that is exactly why the Orion and SPR deals are being done. To ensure the survival and future profitability of Bushveld. It is always difficult to talk of guarantees into the future. However there is a high probability that these deals, whilst being painful, will be successful in helping to deliver a leaner and profitable BMN.
Short term I am not particularly happy about the valuation of Mokopane and 50% of Vanchem. However if SPR deliver on the longer term commitments in the deal (Highveld, Kiln 1,etc) then at that point the deal will be very good for BMN.
Meanwhile we just have to wait for the final outcomes of Orion, SPR and MUST.