Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
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Just read back 3 days
the LTH'S are polite,informative,level headed,ok,they may get a bit rattled at times,when under constant attack
dont see any LTH'S being abusive,intimidating,insulting,like some of your gang,repeatedly imply.
unless there is some kinda alternative parrallel universe,thet i cant see.
anyway,if LTH'S choose to be LTH'S,then great,its a free country/board
GL to um,
I refer anybody interested to my post on this board on 28 April 2023, nothing has changed.....
Operative word was 'want' squirty. I want him to stop posting, I'm not telling him he has to. Pdub is good with his words, and knows exactly what he is doing.
Trojan, I've commented on this board plenty of times before. Check if you like. I pretty much gave up on it partly due to the obnoxiousness of people like pdub, mostly due to the fact that BMN not being amazing was rarely accepted as a comment here without being hounded out. It turns those 'trolls' were right. It turns out those 'trolls' were the good guys.
#Samval.. I was pleased to hear you are finishing up here today..
Unbelievable, samval. In your first sentence you literally said to Pdub that you wanted him to stop posting on here and all other BMN boards. How is this not telling him what he can or can't do?
Orchestrated bullying against some LTH'S
that's all it is
they'll be another new poster,turning up,spouting the same,no doubt
Somval I do what everyone does on LSE bbs. I express my opinions. Unlike most people I clearly attach a health warning “just my opinion” and more recently for emphasis “DYOR”.
What gives you the right to start telling me where I can and cannot post. How dare you. Such arrogance. You are not the bb police. I suggest you stop berating other posters and in this case focus on BMN and Vanadium.
Another bb bully to add to the filter list.
Not a personal attack, I do want you to leave this board and all boards relating to BMN but don't take it personally. I'm finishing up here after today, maybe we can do it together?
Fist thing I want to say back is they are not trolls, trolls comment online just to set other people off. Many of the people that have had disagreements with you; over quite frankly way too long period of time you not to have eaten a bite of humble pie about your comments, were trying to stop other people making the mistake of following you into this company that have done nothing but let its shareholders down since 2020.
You were the face of the VRFB revolution, the BMN's market value is going to soar as they capitalise on this once in a generation opportunity, the Fortune is doing an amazing job and we're all so supremely lucky to be invested in this wonderful wonderful company.
You encouraged people to take a chunk of these every single step of the way down from 24P just from what I read. Whilst you in particular are the biggest unfounded dream talker here there are others that did it too. They just weren't as obnoxious as you were, furthermore at least a few of the other commentators are willing to point out the good with the bad. You just kept and keep on spouting the sunshines and rainbows, at like someone before said 97% down from the top and over 90% down from 2021 high.
This debt is going to be a millstone on this company. The company likely won't die, the mines almost for sure won't die, but the value of many people shareholdings here definitely can significantly decrease, even from here. $28k Vanadium in an environment where debt costs much as it does right now! I don't see how anybody can be buying this unless something amazing happens or the debt is finalised, things change in the macro environment and the clear picture is available. I'm sure a few of the footsoldiers will chip in.
Good luck to anyone that manages to catch the bottom. The pure miner future play to me; which as I said a few times was what I thought the attractive part of the business was, seems to be high risk. There will be VRFB sold in the future, but how many of them? Let's be honest with ourselves, it's not a sure thing that becomes a big market and it's not sure thing that BMN manage to be a good part of it either. It's going to take some sort of combination of a medium term price consistency as well as that magical price point in vanadium for VRFB to really really work, and the rebar market is too big of a beast to give a care for it. BMN is not a company that will ever be able to be in control of its own fate, and as a result you end up with owning it being a massive gamble that has gotten them to the position that they're in today. Also Good Luck Chris H if you are still checking in here, it was always a pleasure interacting with you.
If I could recommend your post snakes 50 times and then never recommend another post again I would. Clap clap clap!
Samval give your poisonous personal attacks a rest mate. You are being very tiresome and saying nothing that trolls haven’t already said.
Like most people I use this bb to express my opinions about BMN and Vanadium and to read the opinions of others on the same. You can agree or disagree with them, that is up to you, but cut out the personal cr*p.
Today's Next Africa column [A Nation That’s Making It Really Hard for Business: Next Africa] from Bloomberg makes difficult reading if you want to export from ZA:
https://www.bloomberg.com/news/newsletters/2023-09-19/south-africa-is-making-it-really-hard-to-do-business
I bought in initially around 10p and got spooked, so sold at 21p right at the end of 2020. I then held out, watching developments unfold.
After the Orion deal came out and people on here were ramping the S H I T out of it, I tried saying on here how it wasn't a great deal. That being in that position was bad. That if Orion had confidence then they would be investing, not issuing debt. They obviously valued the debt more.
I was told that perhaps I should invest in BMN's debt. Well whoever you were, thanks for the advice. I shorted the FK out of this POS and it's turned into a good trade. I will be closing all positions tomorrow and waiting for any developments, for a reason to buy in. However unlikely at this stage.
There was a positive RNS recently and even that has done nothing for this POS share. It'll be a sad day when BMN closes its doors. This board has been a trip. It'll be like your favourite soap getting cancelled. The likes of Pubby will be missed for his incessant ramping of this whole pile.
A real shame, given a good idea and potential. The 'trolls' turned out to be right all along.
Where will they get their money from? they are broke, and suspended
The inextricable decline to 1 pence.
Mustang have stated in 2 RNS's that they are negotiating a revived deal with BMN and Acacia, does the lack of any denial by BMN signify that they are indeed in negotiations?
CNA to invest £600-800 million a year until 2028 in renewablesToday 12:21
September 19, 2023.
Centrica announces new £4 billion ‘green-focused’ investment strategy:
Centrica, the parent company of British Gas, has announced a new investment strategy which will see the company invest £600-800 million a year until 2028 in renewables.
Centrica hopes to invest “up to £4 billion over the next five years” in renewables, flexibility and customer decarbonisation measures like smart meters.
The company says it hopes to deliver “around £800 million of sustainable adjusted operating profit on average each year from our Retail and Optimisation activities”.
The company will invest in its own projects like the recently operational 18MW Codford Solar project, or joint projects with partners.
On security of supply and flexibility, Centrica says they: ”have experience in batteries and gas-peaking plants, and we already own a range of sites with valuable grid connections.” The company completed the construction of the 49MW Roosecote battery storage site in Cumbria in 2018.
Investment will also go towards “customer activities to cement our leading market positions and unique workforce. We will invest in our own Smart Meter Asset provision and we will consider further opportunities such as financing or leasing heat systems to households.”
Chris O’Shea, group chief executive at Centrica said: “The new green investment strategy we’ve announced will see us invest several billion pounds in the energy transition, creating thousands of new well-paid jobs. Our robust balance sheet has allowed us to invest heavily in the UK and Ireland’s energy security and will make sure that our customers have cleaner energy at the right price.”
Centrica recorded profits of almost £1 billion in the first half of 2023. Profits before tax and interest reached over £3.3 billion in 2022. Centrica remains the largest electricity and gas supplier in the UK, covering about 25% of households, though Octopus Energy has grown rapidly in recent years and currently sits just behind Centrica.
Aimwolf. For someone who supposedly had to have two jobs to keep the lights on, you seem to spend the little spare you have time here. As a Bmn holder I’m really touched, but investing in Boohoo shares may suit your personality better.
Codejunkie, I'm not blaming my losses on Pdub. I actually profited on my June buy overall as I cut profits in the 3s. While he's an eloquent and well researched contributor I never bought BMN based on what he said. In 2021 I originally bought it for what I thought would turn out to be a good mining business as I didn't see a building slowdown so thought rebar demand and V demand would keep the V prices at levels BMN could make work. I also didn't believe; certainly back in 2021, that the mining performance would have been so bad.
There are a lot of accounts on these bulletin boards that you can tell hung on every word he said. The delivery of everything he said to hasn't changed from 24P all the way down to 2p, he should take some responsibility for that. The continued used by pdub of multiple platforms to amplify his opinions on BMN is something that he should just stop doing.
Also codejunkie maybe see someone about that anger issue. Oooff!
Sentiment can change overnight given the right circumstances. if for example our govt made an announcement to say they were going to primarily use VRFB's it would change instantly. Getting the basics right is of course something that needs done anyway.
Share price is driven by sentiment, if VRFB's became newsworthy by becoming the gridscale battery of choice here, then the share price would rise.
I wasn't aware of it, thanks. Am listening to the debate now.
My point being that if just some of you spent half the amount of time you comment on here, in research on who your local MP, Planning chief, and HSEx representatives were and wrote to them instead, explaining the advantages of VRFB's, perhaps we would see the end of Lithium batteries and the start of VRFB's in the UK.
See latest comment "Matt Harper Before Parliament Today" on IES board
It's not dead until there is a clear winner. As I pointed out the West is seemingly going the route of Lithium despite all the obvious problems as highlighted by that fire, other countries have seen sense. The problem seems to be that the people who influence the decisions about battery farms and either make or audit the rules are largely unaware of VRFB's.
So I'm curious, am I the only one on this board who has done anything positive to try and further the cause of VRFB's in the UK, or is just sitting back and whinging about the share price the way forward?
Thought this debate was dead a long time ago. See BBC article: https://www.bbc.co.uk/news/uk-england-essex-66838370
How many more does it take?