Member Info for bassguy

We just don't know and nothing would surprise me. Option A) We could be a shoe in and everything has been building to this with a rigged "tender" process, keeping the world bank happy, or B) we could get nowt and neither would surprise me. Option A would explain quite a lot to be honest

Plenty of targets missed before covid... mini grid, e electrolyte plant, Vametco output, Eskom test battery, the fact they don't talk and explain what is going on erodes trust.
I just want to see some positivity and clarity from the company, especially around BE. Great things have been achieved and Vanchem has probably been a quick decision which affected plans to a degree but the lacking commentary the fickle AIM market has hurt the share price and sentiment dramatically.

Interesting thought HaleSpur, and probably correct. I think many feel a lot has been bitten off and profits from 2018 have resulted in debt and dilution.
However I believe there is a grand plan and it is bigger than many of us realise, BMN is about SA and African power equality in my view and the company is doing what it can to develop this opportunity. The share price is not a concern as it reality listing was a means to an end. Many will disagree with this thought but it explains many things in my mind at least. This is a long term hold, there have been challenges and not just covid. Operations need getting hold of as the production target have been missed well before covid struck. But I added more today as I think the plan is good but taking longer than anticipated but it is such a frustrating hold.
Where is Mikhail????

https://www.reuters.com/business/environment/africas-top-emitter-seeks-10-bln-shift-coal-2021-06-30/?taid=60dc837bbcdfda0001431613&utm_campaign=trueAnthem:+Trending+Content&utm_medium=trueAnthem&utm_source=twitter

Just a tad

Haha LS, unfortunately many have been taking them for so long due to being a BMN holder, that their bodies have become acclimatised and the pills no longer work, hence the sale :)

The good news is that if we stay below 15p then the big seller may hold off as this seems to have been their floor. Of course loads of others are now selling.

Ha ha where would we be without gallows humour.. at least England won last night :)
Hopeful thatvis the bad news out of the way but they H2 skew for the year looks less positive now unless the reduced guidance is down to the first half hut I doubt it because of the Vanchem delays.
Will reread again layering depth.

This is BMN James you should be used to it by now no matter what the cheerleaders say. I bought more but it is still depressing, again.

Oh... was not expecting that 're guidance

Assuming everyone is waiting to buy today assuming forward guidance is what we hope.

Now do BMN?

I believe a lot of the Niobium substitution did not change back to Vanadium, certainly for a while anyway I think I read from Roskill somewhere, plus the tests are being more vigorously enforced by China now so where v is needed it must be used. Coupled with suspicions that coproduction is at full capacity China we are unlikely to see the price tamed by factors other than demand and or China price setting somehow.

Until BE actually sees some action the price rises are very welcome as there is nothing BE related o affect high prices yet. This is the great hedge of the concept and if VRFB do take off then the leasing model should help.

This has always puzzled me re Nitrovan?
From the q4 ....where is the premium as our average selling price was below the indexes???

Average selling price

US$/kgV

22.2

23.4

-

-52.0%

-

Average LMB vanadium price4

US$/kgV

24.4

25.0

0.9%

-39.9%

5.8%

Average CRU RN vanadium price4

US$/kgV

23.2

23.8

6.2%

-60.0%

-17.0%

Uncertainty around the Eskom tender
The constant seller and so many false dawns.
The silent BOD
Fear of further sellers
The "what if there is something to the silly valuation thought" what don't we know and why, this is AIM after all.
The results for last year being due soon
The fear targets won't be met again
The clarity around Largos message and what they expect VRFB sales to bring to the party, when they have only just started.
So many pieces to the BMN story and they are still being manoeuvred, the AIM crowd does not see this as an enticing opportunity yet only us true believers.
Its bonkers but the situation is as it is and we can only wait. This is not what I think but it is what I think the market thinks.
I am very much looking forward to the Crux interview and investor meet as it feels like there may be some positive news by then.

Take a two week pause, let the sentiment return along with increasing V prices, wait for lift off then sell in to the rise??! They will obviously blunt a rise if there are significant shares still to shift but it would net them more than this constant bottom level soak away.
It's just nuts and as such still makes me wonder if it is on purpose to irritate BMN. Or its not a seller and something complex is going on with someone probably lining their pockets.
#patience

??

So Sorry for your loss Mikinaman.
Atb
Bg

https://www.metalbulletin.com/Article/3994253/Chinese-stainless-steel-prices-rise-again-but-participants-see-near-term-pause.html

https://www.miningweekly.com/article/white-house-highlights-manganese-as-potential-preferred-battery-element-contender-2021-06-14