Member Info for Bellers

I reckon myth Tenantry. I’m a Yorkshireman and when I retired I took all my work colleagues out on a bender and picked up the tab. I’ll not be doing it again mind.:-) They didn’t hold back.

Walked around the new factory site this morning. Nothing there yet just a few drill holes from where it was core sampled for foundations. I would think they won’t be long now before the construction starts if they plan to be completed by the end of 2023?

https://www.bloomberg.com/news/articles/2022-01-30/ambani-s-75-billion-plan-aims-to-make-india-a-hydrogen-hub

Share bug, 15.45. Still adding monthly so it will drop for now.

Forgot to mention. Still keep seeing taxis at the hydrogen pump at the Orgreave site filling at the wind powered hydrogen pump.

Been by this morning on my walk around the golf course. Seems busier than usual. More people scurrying about and seem to be more cars in the car park. IMO it looks a step up on activity.

RKB, stocks will be replenished at associated cbd whilst other things happen in the background. Meanwhile I’ll continue to purchase direct. All moving along quite nicely.

This is my favourite part for reasons of pgm price fluctuations and dollar volatility. Hold the ore.
. “We took the decision to stockpile ore from West Kytlim at the beginning of the mining season due to our strong cash position, volatility in the market currently, and in anticipation of higher realisable sales revenue in the future. As such, despite producing 167 kg of PGM concentrate (113kg for full year 2021), we have made no commercial sales of platinum in the period, instead opting to retain this PGM concentrate, which has a net realisable value of c.£3 million for refining at a later date. The value ascribed to this concentrate is for the platinum content only and does not include any other PGMs or gold.“

RKB, thanks for that. Had a look. Maybe we’re on the right track at last. :-)

Cool. Now we watch it grow as the drills come in. I may be able to understand this.:-)

I’m a bit wary of this sp rise. Shorts appearing after the 12th will now be underwater unless hedging against long. If they were hedging a long buy they may dump on the rise and drop it back to clear the short. Win win for them.

MrEMC2, my thoughts too. He isn’t coming primarily to see pis imo.

Jiffybag, The point about first dibs on Hav is the start of a discussion. I bet SB was feeling grim when he saw Twiggy coming into the mix. That’s one person that could afford to take the lot and not bat an eyelid. I don’t for one minute think that Newcrest would stop and pull out, but what a thought for Sandeep to have in the back of his mind.

https://twitter.com/itmpowerplc/status/1573067269651189760?s=21&t=LYPiTJMYHQht90GeBOOPUw

Well, it’s certainly done nothing for the sp!

Is it time to try to catch the falling knife? I may just have a grab at it.

My guess Sandgrounded…….RNS at 7a.m on the 28th. Something good.

I asked them that on twitter Jeffmills. Only to be sarcastic. They need to stop watching what others are doing and produce something meaningful themselves.

Cph2 once again showing by RNS what has happened throughout the year to date and their steady progress selling and franchising.Come on itm. Only RNS we get is director freebies.

I keep thinking of parking myself close by and watching if anything ever comes out of that factory. I would love to know. I’ve seen deliveries asI pass but never anything going out. I wonder if they deliver at night.

Morning Ben. Agree. Maybe they only deployed the number required to keep it at their required level. With 31 million maybe they can manage it sufficiently.