Member Info for bassguy

Soon find out, where was FM speaking today?

So by your rules perhaps you can respect others views who may be different to your own. The rampers have as much right to be positive about their investment as you do to be negative about your investment... for some reason.

thanks for the effort writing it all up... sobering numbers.

According to Pals shipments:
q3 17 512285
q4 17 439357
q1 18 267858
q2 18 383468
q3 18 383058
q4 18 355705
q1 19 471251

H2 17 951642
H1 18 651326
H2 18 738763
q1 19 471251

looks like after a tough 2018 volume is on the up, assuming USA data is accurate and represents a consistent % of total output proportions of volume sold

gla

Thanks all I guess that affects the run rate a bit to the positive..
I am looking forward to tomorrow somewhat.
gla

The fear is that this is still AIM and delayed news is usually bad. My opinion is we will either have a monster series of news releases or it might hurt a bit. Unlikely but we may have issues with the Eskom trial, further mining production issues, more delays on Mokopane and Brits, or indeed and I hope, the complete opposite.
I am bullish but understand the waning sentiment, which appears to have been taken advantage of this week. Sometimes it is just best to switch off and go do something interesting for a bit.
gla

I have wondered in the past if they have been holding back some production from the figures, ie mined but not sold for either this mini grid or indeed material for the electrolyte plant being built currently, it will need something to start with....

Bed and isa and a sell at 25p I reckon, sp flat so big sell unlikely.

guess we are in for another quiet day. bid and ask falling a little.
calm before the storm... I hope.

cannot get an agreement with parliament though :)

Thanks dryland. Was that from Chika? I am surprised sp has not jumped a bit on this news...buy on rumour 'n all.
Even a crap policy, is a policy, and with the growth potential here many will jump aboard methinks.

So, V price goes up BM does well, V price goes down BE ignites with BM still doing well...
Sounds nicely balanced to me.
Gla

SBK one would think in the event of your scenarios it would be a pleasant day watching the SP.... :)

Yes Ken, I'll take those odds, better odds than being right during marital discussions :)

@bigbench
Re the £1 party, maybe a bit soon but I can wait a few months tbh. :)

Advertised bid dropped by 2% but real price still above 37 from what I can see? Just wondering if someone may have noticed a little RNS being logged... :) who knows gla

Whats on the RSP anyone?

agreed Swansea, but I am still very interested in the customer relationship. Increasing price is fine if things are tight and getting tighter, and you are confident of future pricing levels. You still supply your customers who are long term and loyal. It is others who don't get your product as you have no relationship, so I do not see any particular issue assuming the market is what we think it is, and this is my overall point...is it ? We have had a huge spike and I DO understand why prices did not follow that due to customer loyalty/deals etc , My interest is the future price, I guess everyone is watching and waiting to see if we spike to new permanent levels on real demand or not, if this this is a new dawn then our prices relative to product value have to move ultimately. This year will be interesting. I am not suggesting profiteering at all, but we cannot effectively sell 40% under market value when we hope to have another more profitable outlet for our product, that is just bad business. Of course there may well be technicalities of the product I am not aware of that limit where and how it can be used which negate any efficacy gains?
sorry to harp on but I find this a very interesting topic.

No margin increase at $14, understandable if supply is plentiful. However at $80-$120 and tight supply, as has been touted then I fail to see why prices/margins would not increase within reason as this is just giving it away. If they do not have the ability or confidence to move prices then I suggest that the market price and future expectations are not as strong as many believe here... or they need new sales guys :) I speak as one who regularly negotiates prices of a commodity material to long term customers. You do not want to upset customers but have to back yourself and your product, agreed it must be gradual but if we are in a new world re a structural supply deficit then our product value and pricing dynamic must move surely, especially as we want as much material available for our lucrative new battery ventures...
Just my thoughts, fully aware I am not privy to the plans of the BOD who I am sure have ideas in place going forward.
bassguy

Thanks both. I had read but not digested well enough.
I find this fascinating and wonder what the future holds as if things do go tight re supply then I cannot believe the company will not be able to increase price accordingly. It would be very interesting to get more information on the companies customers, the way the pricing is structured and if they are contract or spot based, probably a mix of both. From memory I recall the q4 numbers highlighted an average way below the spiked price so I suggest we have an element of price control so will not see selling prides necessarily reflected in the spot market price, of course that could change later this year.