The latest Investing Matters Podcast episode with London Stock Exchange Group's Chris Mayo has just been released. Listen here.
Also I recall Mikhail mentioning battery manufature in SA as one of the possibilities in an interview a while back. To be honest when Enerox was announced I thought this was the first stage of that but it seems not now.
As said I am patient and am happy to hold as I really believe in this despite my many many questions, which if so have I am sure many others do...All will be made clear but Im itching to know now :)
Not knocking the plan, but still think battery manufacturing ownership would make the market sit up and notice, as we have seen elsewhere! I still argue as it stands BMN is very hard to value without trying to work out all the different ownership percentages plus the big holes. Without a clear proposition that you can attribute value to I feel we will struggle until the profits are eventually seen, so there may be some wait yet for the fruits of the endeavour to be seen in the SP.
Re VERL this is with Infinity "for Invinity customers" as per the RNS, presumably any deals BMN will do for leased V will be via another leasing entity as why would we give profits to Infinity if they part own VERL?
Jimbo, why can we not do both, do you think samsung only sell what they make in their own products, no they don't and have fingers in many pies. LG make and sell oled tvs, they also sell the oled screens to Sony and Panasonic to allow them to make Oled tvs. Can anyone name a component manufacturer who supply the big brands, off the top of their heads? Having the final product is important my view if at all possible. We will still do very well off theback of the V battery market cone what may, all will be revealed time ,but as we don't know yet we can speculate, ehichbis all these discussions are.
Once we know the price will react accordingly.
Gla
Not sure it would help BMN?
Unless we get of aim but the proposition is still a big ol' mixture of this and that in various proportions, steel market dominating and I think the market needs something concrete to gets it teeth into, hence why we only move with Vanadium price
I agree with him, he has eloquently worded the crux of some of my concerns. If BMN are actually to make VRFB then this will be much easier for the market to understand (see Largo reaction). I get the idea behind promoting the industry from the sidelines and this will be profitable BUT only those looking will see unitially. If we own the whole shebang we have so many options and there is a clear investing argument into a market that is hot now..? Rather than having to wait until the numbers appear in the yearly report if we are relying on supplying others with Vanadium.
Obviously all this takes time and the progress from zero has been very fast in reality, I would just like more clarity to the market in how BMN intend to be involved, lots of its buts and maybes at present, which untime will be clarified I have no doubt.
daisy's comment earlier about excitement sums it all up we should be rocketing with anticipation of Eskom but we are not...why, perhaps Mr McNulty has a point.
I'd buy the conspiracy and incompetence arguments if it was just one country affected. But it is not, the whole world is struggling with different regimes taking similar action as it is ultimately the only thing to do, unless we just let it run riot, which may see little difference - but what if it was 10 x worse. Again, those who are complaining would still expect to be treated in hospital by the exhausted nurses.
Lockdown will shaft many financially but they still have their lives and loved ones, let it rip and both or either may be lost, I know which I would prefer and it's not for ever but will have to be as long as necessary, the more who isolate properly and don't risk it, the quicker the recovery will be.
Plenty of stories on social media about people who have seen the light after they got sick, not believing the severity.
The mask and spacing actions are about reducing the chance of passing infection only an idiot things a little surgical mask would make you totally safe, but if it reduces the chances by collecting at least some of the virus particles then it is better than not using it surely. But plenty of people are being selfish and hiding behind freedom arguments just to be balshy and sanctimonious about "their" freedoms and screw everyone else.
I actually think there is a psychological element to the debate, I think some cannot accept thatvthos could be real so their brain sets them against it no matter what they are told, same thing seen in flat earthers and conspiracy theorists, I may be wrong but the modern world eco chambers certainly do not help.
As someone said, it is an emotive issue..
650k global influenza pa
1.9m covid this year (reported this far...like anyone believes the figures from some countries).
This despite lockdowns globally, imagine what would have happened without them. Some may argue the result would be the same, this is possible and is a bit like the global warming argument, no harm in taking the action just in case. If healthcare systems failed we would be in for such a world shaking nightmare all the entitled snowflakes would have some kind of wake up..
Yes numpty, this is about keeping the hospitals from keeling over, they're on a knife edge and some people seem to think it is ok to selfishly spread the virus around yet I suspect still expect a bed to be available to them and members of their family if they get sick.? Maybe those who are unhappy should sign away their and their families right to NHS care so they can then go around merily spreading the virus.
Freedom has been hard fought yes but there has to be a balance and the nhs is at breaking point despite the lockdown as people cannot hole up for a bit as see this as a big conspiracy (every country the same by the way, but the bigger travel centres affected more as to he expected)
What happened to people who broke light curfew in the blitz... "It's my right to have a party, I'm not putting blackout blinds up as it ruins my decor, I dont believe in the Luftwaffe...." selfish arguments did not work then and should not now.
Personally I see this as our generations big test, like WW1/2, we all have to make sacrifices for the greater good, for some it will be harder than others but this is what a society is.
Sorry for the rant but I feel strongly about this and know several people and family who have died, some from being infected when looking after those who were ill, it spreads like a bastard. I also know people who work in the nhs...
I also know people seriously affected financially by this.
Gla and stay safe.
Basically it sucks everywhere and no one is free of this terrible virus. I am convinced the reporting of cases will be very different in different countries but even so France , Italy, Russia and UK are very similar.
The death rate in Belgium is awful...
China not on the list as zero cases there of course...
Basically it sucks everywhere and no one is free of this terrible virus. I am convinced the reporting of cases will be very different in different countries but even so France , Italy, Russia and UK are very similar.
The death rate in Belgium is awful...
China not on the list as zero cases of course...
Hopefully we are not seen as UK risk.
We have not been slammed down this am, like we would have been just a few weeks ago, this shows sentiment in now much stronger. I guess we will see a small dip and then hopefully pick up again later today, although ftse seems be saying LD is priced in anyway.
Gla