RE: Undervalued18 Jun 2020 11:37
Genuinely Gambit where do you get that sort of revenue idea from? This for me is the big issue here in that BMN is very hard to value, beyond a miner where we are already undervalued... I have not found any detail on what sort if margins we can make as an electrolyte producer/ lender etc which is where I guess we are heading rather than actually making the batteries. Until we are advised of this the market will not attribute any value I don't think, this is not knocking anyone but I think explains the lack of value attributed for BE.
My big concern is there will not be enough V available for mass market adoption even with mokopane, if Musk sorts long life (and maybe solid state/less fire risk) lithium, V batteries may have an issue. But all we need is a few goodies to kickstart and hopefully we are off with enough demand worldwide to justify many technologies. Hydrogen seems to be making more news at the moment, just an awareness thing for me as I am not looking at anything hydrogen but am picking stuff up on news feeds etc, unlike V... other than from the usual sources.
I guess there is a lot going on behind the scenes and I hope for a really good update this month to tell us what has been and will he happening.
Gla