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Not my forte at all so wanted to lean on some people here please...
Assuming in 5 years we have 50 rental agreements in place. Does that vanadium sit on our books as an asset?
Once it is mined, it is our property - at the end of a battery's life, it's recycled (presumably at a cost cheaper than mining it) and away it goes again to earn even more money in another battery.
I'm curious how this works in figures in as simplified a way as possible!
Thanks to anyone that can assist and also congratulations on your results Pdub - very encouraging.
In March I posted... 'When the RNS' consist of 'Contract Win' / 'Contract Win' / 'Contract Win' I think we'll see some sizeable moves from any level the SP is at at that time.'
I believe this mornings RNS is the precursor to that - it's getting closer and closer. We know about IES' connection to Pivot Power for multiple sites (40+) similar to the Oxford Super Hub.
Don't underestimate this mornings news.
Sorry Fekir, but we'll have to agree to disagree. I'm not disappointed with BE - I'm uber confident in it's future and the management.
The SP - of course I'd love to see it higher, but I don't judge the business on where the share price is - not right now anyway. The SP does not make me feel MN is not the right person for the job.
Regarding Alfa's post - you'd need to address that with Alfa.
I've got a road trip to go on - play nice all. Make sure it's blue when I get home!
I appreciate this is an old interview, but it's a very interesting listen now that 10 months of water have passed under the Bushveld Energy bridge. I thought it might be useful for some of our newer investors or those considering taking a position.
https://batterymaterialsreview.podbean.com/e/recharge-august-2019/
Listen to how Mikhail so eloquently articulates the general market, what BE are doing, what they are going to do and compare it to the investments made within Invinty etc.
Fekir, your suggestion that Mikhail should be replaced and that IES is a 'disappointment' shows staggeringly terrible judgement in my view.
I really enjoyed re-listening to the podcast but just my opinion.
Thanks all. Gotcha Cowboy.
I’d be worried about that level of loss if we were a lithium battery co. mind you. We know what happens when you don’t fully discharge and charge those up.
Good news this week hopefully (fingers crossed emoji).
Sorry if I am missing something - why would it matter if a vrfb lost circa 2.5% of charge when doing nothing? Surely that is the point of the solar array or similar that it is attached to... to keep it topped up / full. And importantly, charging even when it is in use which cannot be done with lithium. Under what circumstance(s) would a vrfb be left sat idle without being connected to an array or similar?
Merlot, being in the red as you are with bushveld, it is easy to find perceived negatives no matter how small. The use of vanadium in the airline industry will pale into complete insignificance when the electrolyte contracts start rolling in. Patience and positivity IMO.
ColonelDrake - the 'deserting' to twitter has nothing at all to do with BMN. It's frustrations with LSE as platform and their inability to stop a certain someone setting up multiple accounts to obsessively target individuals/shareholders here.
BMN have not had weeks to get ready... there is much that needs to happen for the mine to open safely - unions and workforce to be reassured it's a safe environment not least.
I can't say as I blame shareholders venting their frustrations here with lack of info from the co. but my own feeling is there is a lot of info coming over that hill shortly.
I have every faith in Fortune.