Member Info for bassguy

...who knows but hopefully that we are operating in SA we should not be affected unless people in UK set themselves and withdraw funds.
GLA and I hope everyone copes with the situation, be positive!!!

Dilutive funds received for expansion would have less effect on LTHs if the share price was higher to start with, possibly the cost of funds may be reduced as well/ other options available?

I agree we should not attempt to lecture the board as we are just PIs in a different country doing nothing but expecting those actually doing all the work in the business to listen to us as we know best??? That won't go down well. However I have long been critical of the comms and have found it immensely frustrating and there must be a reason for how they have presented the story and communicated the oft changing plans.
Improvements would be welcome and I suspect we are about to see a lot of news, choreographed accordingly, we just had to, and did, wait.

I don't do spread betting, does that mean they are trying to encourage people to sell or close out so the shares become available again?

Yeah hopefully the recent traders are now out, we are nicely consolidated and there is no chance anyone holding (or Hodling) through the last 18 months is going to sell now!!

that 7% daily barrier that is entirely in my head...

Lib, what will next weeks lottery numbers be please? You are getting good at this prediction thing...25p Friday wasn't it?

"South Africa – Land Bank looks unsustainable as losses rise to ZAR2.8bn vs ZAR902m yoy

Land Bank is the major lender to the agricultural sector providing some 28% of debt to the agricultural sector.

If the state-owned bank collapses it will have a major disruptive impact on South African agriculture and this is likely to have a significant impact on state of the nation and the economy as a whole."

If there is risk to certain sectors, might the SA Govt not wish to aid a developing industry with a nice big contract to help with employment, whilst maximising use of natural resources.

jinx :)

.moving

What part of the current market cap do you think is attributed to the Eskom tenders, or in fact any Energy project?
What is the Bushveld asset value relative to Market cap?
What is happening to vanadium pricing and demand?

Were we not paying off Nedbank with the latest round of funding?
Loving the quiet movement today.

No need to sell when we get there...
:)

..

Bushagra Ltd
"makes it harder, keeps it up longer and powers you through the night"
:)

It's a lovely idea Libero but there must be a reason why they are so reluctant to advise on developments. We may or may not ever know but I am convinced they story is being told at their pace and they do not want a complete understanding for what ever reason, there can be no other reason as BE is a black hole as far as the market is concerned and that simply has to be by design, yet if that were the case it is very odd how much they have talked it up in interviews with no official progress (contracts) in such a long time???

Then again if the whole thing is tied in with Eskom then delays make sense as the Battery project has slipped so much and I still struggle with how much the elecrolyte plant has slipped for no apparent advised reason...ho hum, but they could not come out and say we are delaying BE developments as Eskom cannot announce us as the winner yet now can they?? :)

Aahhhh don't mention GGP... I had 2m shares 18 months ago, then sold.
:)
Hopefully Bushy will do the business next year for us all. In the end I am even vs purchase price if you ignore rounding and I will take that gladly considering the pasting we have had as shareholders.
Onwards and upwards and Happy New year everyone.
Bg

It is funny how such different volumes can produce similar movements. 21m saw a 7% rise 1.6m a 3.4% fall so far today, gravity always weighs in here haha.
I enjoyed being back in the black for a day, oh well wait a bit longer I guess.
Gla

Us supplying Vanadium is fine in itself but hardly gives massive value over supplying the steel market. However it would be a start and put VRFB and BMN on the battery storage map.
If we get no involvement then I would be very surprised, but I don't see us making batteries based on What we have been told, which admittedly ain't much.
8400t will do nicely however and w are growing nicely at the right time as far as I see it so BMN future is good whatever happens.

Oops Pressed post by accident
....Someone like Rongke (calle range by mistake somewhere) supplying the batteries with US supplying the Vanadium for electrolyte for conversion by someone else?

How would we supply diatom? What proportions, just elecrolyte, full batteries, project management? Unless there is a huge something in 're background the best I can see it someone like Dongle (range.. haha