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Everyone has their threshold and their own persona timeframes which I certainly have no right questioning.
From a purely personal point of view, I think we're are still several years away from any potential takeover of BMN, if indeed it were to come.
My current belief is that whatever entity comes out of this JDCA it will look to tie up vanadium off-takes in some shape or form, much along the same lines that large auto companies do deals with the likes of CATL and Ganfeng.
That I believe is what BMN will also ultimately wish to achieve as it would give them the security to continue to expand into their vast resources.
A big entity like Siemens will surely seek such security given the risks associated with mineral supply which are amplified in the vanadium sector. The Chinese are always a risk at any point in time and at any level. Be it competition or as the aggressor. Just look at what Ganfeng just did over at BCN.
However, in my experience, they tend to do their best work from the inside.
The whole VFB/energy storage sector is now very much alive and so things can change very quickly indeed, meaning opinions can change but I believe that is ultimately where BMN want to/should be heading. Otherwise the whole talk about
BMN website once more,
"Low-cost primary producers with significant production capacity are well positioned to address price volatility by potentially providing long-term, stable pricing."
Apologies, I was a tad lazy there. A re-run.
Everyone has their threshold and their own persona timeframes which I certainly have no right questioning.
From a purely personal point of view, I think we're are still several years away from any potential takeover of BMN, if indeed it were to come.
My current belief is that whatever entity comes out of this JDCA it will look to tie up vanadium off-takes in some shape or form, much along the same lines that large auto companies do deals with the likes of CATL and Ganfeng.
That I believe is what BMN will also ultimately wish to achieve as it would give them the security to continue to expand into their vast resources.
A big entity like Siemens will surely seek such security given the risks associated with mineral supply which are amplified in the vanadium sector. The Chinese are always a risk at any point in time and at any level. Be it competition or as the aggressor. Just look at what Ganfeng just did over at BCN.
However, in my experience, they tend to do their best work from the inside.
The whole VFB/energy storage sector is now very much alive and so things can change very quickly indeed, meaning opinions can change but I believe that is ultimately where BMN want to/should be heading because that's what they have been indicating for some time now. They just haven't had the scale or big enough players to achieve it. They perhaps do now.
BMN website once more,
"Low-cost primary producers with significant production capacity are well positioned to address price volatility by potentially providing long-term, stable pricing."
good vid ... as close as he could say to 'we have an agreement in principle (cant be in place or BMN would have to RNS given the scale)
Lets not forget that Enerox could well be larger !!
Gonna need a plant at Mokopane soon maybe !
Yeah, leys get Mokopane going, then we will really rumble.
Maybe another reason why the Chinese business men were over last month- to invest/ partner in new Mokapane plant? I’m sure Fortune has his rabbits and hats all lined up ..
Now the likes of ABB or Schneider etc may see and also want a vfrb partner to get a slice of the pie. I wonder who that may be...
"Maybe another reason why the Chinese business men were over last month- to invest/ partner in new Mokapane plant? I’m sure Fortune has his rabbits and hats all lined up .."
Beware Greeks/Chinese bearing gifts.
Well, that's some reassurance against takeovers for now. Again as long as it's a good price and I profit, I don't really mind, but I really want BMN to remain independent so shareholders (the latecomers too) can capture some massive reward.
Dont overlook the fact that siemens is also one of the biggest leasing companies in the world, able to provide the cash and all the infrastucture that offering a full leasing service demands