Chris Heminway, Exec-Chair at Time To ACT, explains why now is the right time for the Group to IPO. Watch the video here.
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Cowboy Here you are https://pbs.twimg.com/media/EZsq9HVXkAEJqv2?format=jpg&name=large
gambitxjs, pictures??
Well after lengthy research I made an executive decision Tonight!!! I’ve decided to put my money where my mouth is and my Bentley racecar chassis is to be built out of 15CDV6 also known as Chromium Molybdenum Vanadium Steel Tube. That should spike vanadium prices for 10 minutes:-)
Powered by Bushveld!!!
Well by all accounts the Gigha project was very badly handled but that was before the point I really started paying much interest in VRFB's - I've heard about it though from other people in the Energy Storage industry and at the IFBF.
The killer for me was that they paid so little attention to their source of Vanadium that they didn't even bother coming to the Vanitec meetings on the subject of VRFB's - that made a deep impression on me.
never met Alfa .. wow .... does not surprise me at all.
I do agree that the Vanadium price will have had a big impact, but they failed to ven get a few demo systems really going
faramog - with respect they were done over by the Vanadium price. I witnessed the previous RedT CEO meeting with Fortune and Mikhail at one of the Vanitec meetings and it was evident that they had never met before. That was about 2 years after Mikhail took over the chairmanship of the Vanitec Energy Storage Committee. I made a mental note at precisely that point to make sure that I did not accidentally buy any shares in RedT at any point.
The situation is completely different and I have bought some IES shares precisely because of this. Note I did not have to sell any BMN shares to do this as I was able to cash in other investments.
Exactly @Linden .... "..walking all the talking of the hundreds of enquires they have been talking about.." That is ultimately what did for RED (along with a useless CEO)... they just never really sold any/gave away any to make the story work and in the end the 3 years of pipeline, pipeline, pipeline was just not believed any more.
Now in Bushy's case, We have an electrolyte plant in construction, a large and growing supply of vanadium for the electrolyte, a link up to a decent stack and box system.... and some momentum growing with the likes of Dalian (etc) progressing their build.
An order tomorrow for SA systems will not be rolled out until the Spring-Summer of next year. Just because we get a bunch of orders will only change the paradigm a bit (in the context Lindon talks about)... but in a years time, as the pipeline starts chuntering out systems, medium and long term rentals start materialising and mine expansion grows larger ... now that becomes a rather more compelling story.
Remember every gram of Vanadium processed can be sold more than once at a profit. However long the story takes we have a profitable and growing investment. Rather than the fanfare-rara growth of many companies, FM has put the building blocks in place for much of a Lighthouse ... incredibly strong foundation.
So whilst I am as fed up as everyone else on the SP and would be delighted by a 500%+ re-rate, I don't see that happening any time soon. Rather I hope a steady rise coupled with a move off AIM all together and just watch the counter tick up as the profits rise.
In the short term the price of V consolidating up to $35 and on towards $40 would do it!
On the battery front attracting insti’s in the shape of ‘big tech’ investment would also cause a rerate!
The difficulty on that, is fund managers reviewing the possibilities of investing their millions are not ‘bottom fishers’... the dynamics of long term fund management are far more important than that, time not timing is more important... so the current low level of the sp is irrelevant... but they WILL want to see conclusive proof that the specific BE VRFB story has the long term legs to stand on in the stored energy space before jumping in.
Conclusive proof by way of signed contracts that BE have now started walking all the talking of the hundreds of enquires they have been talking about and apparently fielding for the last 12 months and that their much vaunted electrolyte leasing deals are what the global renewable energy planners/designers will plump for instead of the ‘opposition’... is the question that is still awaiting an answer imo.
As was recently pointed out, major tech insti’s considering investment in the stored energy market won’t tolerate trading on a good story no- matter how exciting, they’ll say “prove it or get out of the way”. I expect much the same applies to anyone interested in acquiring them.
Is it just me going through an angry/frustrating period? That report says they need to start thinking.....
What the hell have they been doing these last umpteen blooming years?!
https://www.theguardian.com/business/2020/jun/04/coronavirus-crisis-collapse-fossil-fuels-demand
Looks like Largo on the rise again ah maybe because they've vanadium. Ah so have we :-)
And most are selling or holding at the moment with the only MM with money are shorting short term rather than looking long term which this investment is.
Decent sized institution buy from a couple of the big ones would be welcomed as only a small holding for them here - 70% shareholding is held via individuals
maybe if we stop making money the SP will go up.
As the V Prices go up and we make more money seems to have the opposite effect.
So what will move this price? We are down again today
A friend pay's £250 annually for Stockopedia. I Only own a few companies so not for me..
Good to know some people pay for this rubbish, doesn't exactly give confidence in stockapedia, when basics are totally incorrect.
....groans.....!
yep it is really great to find out what stockopedia thinks
"Bushveld Minerals is a player in the Uranium sector "