Member Info for bassguy

be = VW

Halve the electric mileage if it's cold in my be experience

Bushveld down to 0.2% short on Euroclear for July, was 0.26% June

Truth is they started talking about the storage and VRFB too early, we have heard the same stuff for years now and this market does not like lack of apparent results, yes yes we have a share in this and that and first dibs on V supply etc but until it hits the bottom line or there is a major announcement the market will not take note.
Of course if we move to a forward looking market and this coincides with some tangible volume business from BE including ideas on what we will make, yes we have the Invinity Oxford superhub Electrolyte deal but what will BE make from it. Largo says approx 2X V value, is this the case with BE?
It appears all is hinged on SA and either Eskom or private minigrids.
I just want a target to be hit, project date or production volume will do, many including me have increased holdings during this 'lull' :). when the touch paper is lit it will be huge I think as the pent up tension is palpable.

For all of the wasted money spent by governments you would have thought they could spend $500 million dollars to build a mine if it is a critical material. Is Vanadium not the 4th or 5th most abundant metal behind copper, hard to believe the US has nothing but you never know. How much did we spend in test and trace, wonder what he UK oukdbhave done with that?

Mokopane

Shocking crazy idea, move the price up to find sellers and Create a market. Surely it won't catch on?

14.4 paid

Getting close to the 0.081 sell I spectacularly marked as the Covid bottom back in April 2020, not my finest hour but suffered burn out just after that so I put it down to the early stages of that, not fun, remember to ask your family and friends if they are OK, then do it again! I will admit never suspected we would be here again. Must do some research to catch up as I have not looked at this for a while, assuming Togo is still no-go and Diamond Creek is trundling along?

https://www.reuters.com/business/energy/china-aims-install-over-30-gw-new-energy-storage-by-2025-2021-07-23/?taid=60fa5af0efc0be0001aa0bb0&utm_campaign=trueAnthem:+Trending+Content&utm_medium=trueAnthem&utm_source=twitter

Clarifying BE business model will also help massively NiNvestor. What are they intending with it, battery assembly, component manufacture, project management, advocacy for VRFBs? All have been mentioned but so far we have made a bit of electrolyte for Avalon and are reliant on Invinitys pipeline. Yes qe have partoal ownership of many things but again what us the profit breakdown, how is the cut shared about?
Largo make and sell batteries apparently, easy to understand, contract announced ( even if old news in reality) , margin expectations advised.. simple clear and concise presentation of the business case to the markets. Then look at BE???? Not sure what it is doing, the blind defenders state Mikhail is very busy and it is absolutely fine to give us nothing of substance (sales/pipeline etc) for 5 years while the sp drifts.
Makes it easy for anyone to treat us as a plaything, I am convinced the board know exactly what is going on and their silence speaks volumes.
As Sanchez says some defence of the share price would be nice, some serious commentary to give confidence that the board are at least aware of investors interests.
Some buying of shares to underpin the sp ( don't buy the "we're a growth business so directors cannot buy shares"... nonsense plenty of other directors manage it. Or many years is it since last purchase!!!
Oh well V price ticking up again and we are profitable so just have to wait the games out.

It will come but this is where Largo have told a better story imo, substance or not.
Great rNs, positive language, clear and concise, best for ages so credit where its due.

Maybe we are close to lighting the touch paper as it seems people are attempting to position to maximise their involvement? Or I could be way off.

Blaming PIs ****es me off
Trust is important, mine has wobbled somewhat

Yet they found a time to be able to sell Pdub, sorry the answer does not stack up fo me.
Just my opinion.
Otherwise a very good presentation and I feel the message has gotten through finally. We will see if the follow up on the comms

Personally I feel the director buying excuse was lame. I have others stocks in growth/development phase where the BOD buy regularly.
HOWEVER, much more positive, we will see q2 report this month and FM basically said the run rate is already atvir above the revised forecast, he was very co rodent on that stressing several times. Also said developments with Cellcube but no detail of course.
The wait goes on but I suggest we may see some movement in the near future now

Mik, why not call Fortune to discuss the possibilities. Maybe BMN can make an approach direct?

Mik, why not call Fortune to discuss the possibilities. Maybe BMN can make an approach direct?

Thing is? The additional costs due to the updates are already funded but added into the costvof produ yion figures (I understand ut am not an accountant so haopy to be corrected), would be interesting to know what the actual cost of production is taking the Orion funds and expansion costs out of the question? Obviously the downtime has an effect but surely not the doubling we are seeing from the low point.

or am I wrong
:)