Member Info for Bella6532

Knuttie... And that growth will be on the back of others sales teams out there plus multiple income steams generated by other companies.. That's the beauty of synergies, the virtically integrated investments plus a strong sensible clearly defined corporate strategy. Too many companies work on the principal...'we will open it and they will come'...what a breath of fresh air to have a company like BMN reinvesting their profits not just into their own ventures but into the industry to help drive business along for all concerned.

Alfacomp... Gotchya... My post was based on my personal opinion but as you quite rightly say Vanitec chips have fallen in favour of VRFB which is good but I was just saying VFB flows a tad better...haha..please excuse the terrible pun!!!

Personally I think 'V Battery' is a more marketing friendly wording or VFB... VRFB is just a tad more awkward. However, we are not selling to Jo Blo consumer but as a new B2B industry there Is, it would appear, quite a lot of educating to be done and as the industry grows marketing teams will settle on a common wording/phrase.

Good news... Avalon will be top dog in this merger.

Something wrong with LSE today??? all duplicated??

Could be wishful thinking on their shareholders part.
Mcap around 6m. Could be that BMNs new band of brothers would like to add it to the BMN collection of companies. Guess we might know tomorrow if there's anything in the rumours.
From their Strategic Review RNS:
'Ironveld plc is pleased to announce that it has engaged positively with several parties interested in potentially making an offer to purchase all or part of the Company's assets. The parties with whom Ironveld has entered into confidentiality agreements have held discussions with management and conducted visits to the Company's site. Ironveld expects to advance these discussions in the coming weeks.

In the meantime, the Company has moved to rationalise its cost base in both South Africa and the UK and, further to the announcement of 19 February 2019, now has sufficient cash resources to enable it to operate until the end of January 2020, by which time it hopes to have concluded the strategic review'

https://hackaday.com/2019/11/13/lessons-in-li-ion-safety/

Oh and...
'Since 2005 STEAG Energy Services GmbH has been active in South Africa, providing expert engineering services to customers like Eskom and Saso'
https://www.steag.com/uploads/pics/SES_South-Africa_en.pdf

but as I said, it's just a guess...

https://www.sens-energy.com/en_en/portfolio/krugersdorp-suedafrika/

Brad29...don't think anyone has managed to find that out...yet!!!! But if I was to hazard a guess, I'd probably put my money on STEAG GmbH

BBN... Again many thanks for your extremely detailed and most valuable input...it's simply about the exchanging of good info, research and thoughts on here which hopefully helps us all get a better insight and understanding of what the future may hold and how that might impact on our investments. Teamwork...

BBN.. I think the up front money for Enerox is to support BMN own installation and possibly allow them to get other orders on their books out through the door... Goodwill to existing customer base.

Re Eskom there is potentially room for more than one battery supplier. UET for grid and Enerox for PV or visa versa. The key being tailor made installations.

I agree Enerox is probably best candidate for assembly and/or manufacturing in Africa. We have been told such an operation would be oned by the manufacturer... Ha ha what they didn't tell us was that we would be an owner.

I also think the Enerox/PV installation will be promoted to other mining/producers in SA...I suspect this was the 'our competitors' reference. Miners not V producers.

Expert.. Sorry but you're missing the whole point. This company is morphing into something completely different with huge income potential. The fact BMN have a consortium of investors working with them should tell you that the real long term investor is not in this for just a few years...now if you're talking pi investors well yes they will come and go and BMN has already stated they would like to see a better ii/pi mix.
BMN has had its early days spike... Now going forward we should start to see long and slower SP growth which is a much healthier position to be in for all true investors. This growth should easily surpass any short term spike highs we have seen.
Counter argument is always good but trying to push the negatives for personal reasons/gains is pretty shoddy.

Drat... Bank not back...

Analysts worth their salt should now get the fact that not only will BMN be hedging against Vanadium price fluctuations, they will be able to generate up to 6 if not 7 income steams from a single project which is further hedging and on top of all this those income streams will be a mix of direct sales, indirect sales profit share, commissions, fees, share dividends and best if all asset growth. Most of these will require absolutely no day to day input financially or otherwise on the part of BMN or BE.

Finally if those same analysts really get it they will see that BMN is already a cash generating company and has just grown its sales/income base hugly without the need to mortgage themselves up to the hilt... In fact all this is being done out of current cash in back, a relatively small amount of borrowing which is well covered by current and near term income growth and they will be generating even more cash in the back within a very short time frame which will then allow for more investment and growth.
Coupled with all that is the fact BMN has two other bankable assets which again can raise substantial amounts should they need to.
This train has left the station chaps and there's no holding back as we build up steam...

Now...Lets get some proper company analysis put out there.

Avalon will be top dog and we've been told they are very thrifty...BMN is investing in Avalon not RedT.. They won't be interfering in day to day but they will be looking get one if not two board members appointed.. I thiink we know what these three pieces of info ultimately mean..

Yyyeees!!! Now that's brilliant news.
Assume this means BMNs own installation will be a Cellcube/Enerox battery.

Guys I'm also going to suggest the seller or sellers are friendly fire and our SP decline has perhaps in part also been down to releasing their funds as third party investors to reinvest through the VIP... Its all been a short term work in progress and absolutely nothing to worry about now going forward. I think we got the answer from FM yesterday when he was asked about Shorters
Per Fried Green Tomatoes...the answers are in the sauce...
Way to go BMN...

BBN.. Great analysis..
Re Cellcube.. They say they are in negotiations with several parties...how about UET/Cellcube merger /buy out with some sort of investment from BMN.
If you look at VSuns brochure, from memory, the only battery mentioned is Cellcube. If BMN helped broker a UET/cellcube deal they would by default get VSUN as the existing Australian distributor/agent for UET/Cellcube, Avalon/Redt.

For me the VIP is all about creating SYNERGIES AND ECONOMIES OF SCALE. BMN are setting themselves up as investment brokers in a way.

Re your comment about helping source Vanadium. I think this still refers to BMN vanadium and it could simply mean supply deals to OEM preferred electrolyte mfr.

I think BMN might be looking to work with several OEMs in Africa so they can offer best fit for each project.

Should read UET.. Grrr

BBN.. Great analysis..
Re Cellcube.. They say they are in negotiations with several parties...how about UEH/Cellcube merger /buy out with some sort of investment from BMN.
If you look at VSuns brochure, from memory, the only battery mentioned is Cellcube. If BMN helped broker a UEH/cellcube deal they would by default get VSUN as the existing Australian didtrubutor/agent for UEH/Cellcube, Avalon/Redt.