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I think the last paragraph is clunky and it does a project with a 100% IRR no favours. Ultimately, unless I have missed something, that IRR still holds
Investment in battery energy storage is hitting new highs and is expected to more than double to reach almost USD 20 billion in 2022. This is led by grid-scale deployment, which represented more than 70% of total spending in 2021. The pipeline of projects is immense, with China targeting around 30 GW of non-hydro energy storage capacity by 2025 and the United States having more than 20 GW of grid-scale projects either planned or under
construction.
Speculation on the ValOre discussion board that Jangada is selling more shares
On the subject of Companies House, we should get Jangada accounts any day
Looks like you did the sp a big favour
It's for a joint venture no?
Worth reading the article tweeted by the company about lithium supply deficits and the implications for vanadium prices
It's at moments like these that good communications matter. Those of us who know the Jan story are already loaded up. But we need people who might be tempted to take advantage of the current sp weakness
Do you want to sell?! Jangada have one of the few recession-proof projects on AIM
I wonder if this is paid for.
I don't actually mind the present situation and the sp drop. As you suggest, they have something to prove. There are no physical impediments to proceeding with production, so yes, let's see what BM is made of
If they are negotiating offtake agreements and the rest, are the directors currently unable to buy shares on the market?
Incredible price now, it's insane when you consider our cash position, project economics and exploration potential
It is pretty incredible. Think you are on to a winner there. Funny, maybe Jangada shareholders make their fortunes before Arc holders. I guess we have the advantage of being closer to production and revenue. Still excited by the company's future and the thought that tens of millions of dollars could be funneled into exploring its other prospects...
Congrats to Arc Minerals holders, let's see if some of their profits end up in Jangada. It could be a good few days for the sp if so
Vox Management Summary: This technical report outlined a post-tax payback period of 13 months, which is extremely short for modern mining projects, further confirming Vox management's positive expectations about the near-term development likelihood of the Pitombeiras project. Despite the titanium-related scope changes, we still expect a construction decision later in 2022 for this rapidly-advancing vanadium project.
We could do with some director buys right now
We need you to top up Obelix! I'm a little stunned by the fall but we all need to remember that there are now no obstacles to going for production.
O&W, I understand your frustration. Clearly, there was someone selling into the rise. Good for them, but I still think the prospects for the company are terrific. A 100% IRR based around three products is great -- we have three babies! Let's see what Brian, Luis and the team are made of. I'm hoping they will communicate better with shareholders and give us some good news soon. I cannot believe that they haven't been in extensive discussions with offtakers for several months. I remember a TMS interview from more than a year ago in which Brian said that Jangada had talked to Largo
Same here. One offtaker agreement is all it will take to fall in love with Jangada again