RE: Takeover Target31 Jan 2020 09:43
Mikinaman - there are significant holders both amongst us here and in the rest of the shareholder base that now fully understand the long term potential for this company and none of us will be interested in losing out on that.
It is very rare that a technology comes along that has such a strong requirement for vertical integration as the Vanadium+VRFB technology. I am no doubt repeating myself but it is important to bear in mind that VRFB build costs are something like 50% the cost of the Vanadium in the first place.
It is even rarer that vertical integration actually happens. This is down to the crazy Vanadium price fluctuations that speculators and traders have managed to apply to the Vanadium price each time the Chinese upgrade their rebar regulations (three price spikes since 2000).
It is even rarer that private investors would get to participate in such a verticalisation project - these are usually only within the gift of very large multinationals who have the deep pockets to fund such strategic alignments. This is happy coincidence between Fortune and Anthony's decision to list on AIM and the careful research of a dedicated nexus of private investors. Those looking in here right now are a remarkably blessed.
It is even rarer that this verticalisation be accessible to PIs in a market that is potentially so massive. Energy Storage is going to be one of the Mega industries of the next 20 years.
Now is not the time to act like Chicken Little when loose talk of takeover is mooted, now is the time to say bring it on and then 'no thanks not just yet'. That will raise our profile hugely and will bring other suitors out of the closet. Maybe this will happen before the JSE listing, maybe not, but I fully expect it to happen at some point, there is just too much going on here for it to be ignored forever.
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