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The slip about eskom wanting vrfbs Enrico?

If I am coming across as overly negative I apologise to all. I will not apologise for attempting to challenge the situation and dissect what is said to gain a better understanding. I will admit I struggle with "faith" particularly when so underwater and not knowing much about key parts of the business.
Will keep quieter for a bit, I am currently struggling badly with elements of mental health which is probably a factor in my view but I personally am not sure what the point of the crux interview was with so little new said, best wait for something to talk about?
Anyway Gla
Bg

er no Gambit, I'm not into swinging, not sold any and I actually bought 10% more this week BUT I am not happy with many aspects re the story and advising the company owners and market where it has developed, neither is BBN it seems. I just do not understand the lack of clarity and or refusal to recognise it. I am not alone as the SP highlights and I find this really annoying as a "constant" shareholder of two years.

MATT also liked BBNs query on detail and info lacking 're Electrolyte production

Sharesahoy, the only thing we are clear on is that they want to expand production, but the Vametco plan has changed once already, and at 4 years our this could change again. We know next to nothing about BE, it's projected revenues/costs and pipeline etc
There is uncertainty about listing and intention, it is clear to me this is an SA story and I am less and less convinced London has a place in this. This links in with the electrolyte plant size and timing seeming being eskom specific only.
Too many uncertainties, perhaps they blew the trumpet too soon but I have been here two years and feel things have been slowed significantly or are not going to plan, and uncertainty does not help counter this view.
I hope I am wrong and there is a big news drop soon, (perhaps hinted at) but why are we having to guess? Twitter highlights I am not the only one with this view presently

Then Why not just make it clear Gambit, uncertainties kill share prices? Maybe JSE listing is actually dragging the sp as some fear what might happen...it's so frustrating

More questions than answers, uncertainty around key details which allows the market to play it's games and avoid discovering fair value. I do not see how they cannot look in the mirror and recognise where the issue lies. I felt even Matt wanted more out of Fortune on certain key points!
Great business, great future but the comms are not attuned to what markets expect and they do not seem to have learned this yet for some reason...or are not really concerned.

My big q there Paul. We seem to be waiting on eskom, not opportunity in rest of world, this is very much an SA story and will remain do I am increasingly thinking. As such the rest of the world may not get so interested and is not going to take the story on "faith"

Not till they are ready jogj, not till they are ready... Matt was excellent as usual!
Nothing really of substance that we did not know other than trust us until the undetermined future rewards. The secrecy around BE is infuriating, we have a "pipeline" but will not say anything about it, even a hint of the volume here, even proposed would help a lot I think as it would make it real to the market...
I may have missed something as little one tugging at my arm during this but I will watch again when quiet

basically keep waiting ... a few hints re pipeline and JSE but my impression of wait until we are ready still applies.
I thought FM looked a bit frustrated at times, Matt nailed it re qs on market expectation and managing this I feel.
GLA

asking tough q's...fair play

Check twitter

Imminent release of Interview and someone dumps £20k. Ok yes, maybe market does get BMN bit no one will invest while the sp is clearly under someone thumb... the smart o es will wait assuming price will go lower or hold. Getting tedious

Market does not get BMN yet...

Cannot have market sensitive info in then if already available to Crux subscribers, shame as I still want to know what BE are doing?

Interesting thought jogj99, I presume interviewers are not allowed to trade or have to sign an NDA etc if that were the case?
I assumed there should be something new otherwise why do the interview in the first place following several others saying just the same thing?

Have I missed It?

Get busy
I have Can with Charles Stanley.
Still telephone only but not sure the fees are so high.
There is 30 quid yearly holding few I recall and selling will involve stumping up a bit but I have had no issues with CS this far. Think I may have been the first to have correct CAI allocation
Gl

Yes aisee but that also says they are only looking at SA and not anywhere else, this also ties in with the electrolyte plant size, why...?

thanks Enrico,
I felt the electrolyte plant was slowed up well before covid hit to be honest and I am still puzzled by the size they are starting with. Either way I think klong term the prospects are great but we have been slowed down I am convinced.
I am not in GGP, CAI on ASX, was in GGP having 2million at 2p, sold out after the crash down to 0.50p once it recovered and got my money back. If I had held then my life would be very different now haha, and I would have a bunch more BMN shares... Funny how I have done the same here... not selling this time :) gl

by the way I am claiming credit for the increase in the ask after posting the below :)