Member Info for brasi

https://twitter.com/chrisyelland/status/1573240658806149121?s=20&t=oFDLKSKWXvbgm8sBf4hs8g

'Interesting to note: No gas-to-power for the repurposed Komati Power Station. Only solar PV, wind and battery energy storage.'

https://twitter.com/chrisyelland/status/1572939419216134144?s=20&t=Mjd1DZb9c7-E9jMMvkKY_w

BATTERY STORAGE BID WINDOW

Magoro also announced that a battery storage bidding round would be launched on September 30 and that bid submissions under BW6 of the renewables programme, which had been expanded from 2 600 MW to 4 200 MW, were anticipated on October 3

You never know.....

GLA

Agreed, investors need a reason to buy at the minute.

Hopefully by the end of the year more will be clear on the BE carve out and how run rate is with kiln 3 up to speed.

GLA

US prices are up 1.38% in same period.

There were no sales to China in H1 but that can change at anytime. Sales to EU were 29%.

Hopefully EU will follow suit as you say and US will hold firm.

https://www.vanadiumprice.com/new-rebar-facility-in-illinois-planned-to-quell-continued-high-demand/

GL

Any recent shipments Paludina?

Thanks
Gla
B

He must be one of those really lucky investors who’s taken profit on every one of his investments and not made any losses ever…..or he could be just a wind up merchant….

https://www.climatechangenews.com/2022/09/16/south-australia-set-to-become-first-big-grid-to-run-on-100-renewables/

Wasnt cinders the one who logged into one of his/her other accounts and replied as cinders and got called out?.......seems nobody can be trusted...

filter button is good if you need it or just scroll past the noise

wonder if anything will ever happen with lemur!!?

i emailed the company recently about RBC............nothing back

was only quoting the recent RNS......'no sales to China in H1 2022 (H1 2021: 4%)'

No doom and gloom from me. V rises anywhere are a good thing.

GLA

The geographic split of Group sales in H1 2022 was 45% to the United States (H1 2021: 47%), 27% to Europe (H1 2021: 29%), 10% South Africa (H1 2021: 7%), 9% to Asia (H1 2021: 6%), 9% to the rest of the world (H1 2021: 7%), no sales to China in H1 2022 (H1 2021: 4%).

There were no sales to China in H1 2022.

Price rises in China are often followed by other regions so this does bode well going forward.
GLA

The section under the IDC loan has this sentence,

'Its first manufacturing facility is under construction and located in East London, South Africa.'

Is this the first of others to come?

GL

Think he’s referring to this

https://twitter.com/andreahotter/status/1555633096506195969?s=21&t=gK_jAQcHwTFeUUvynv6PAQ

Think it still puts it at around $48/kg if my math is right

https://twitter.com/bushveldmin_ltd/status/1554775835772481536?s=21&t=VjVaAs5Qq3aGgJW0M9MhsQ

You never know…..might just time it right!

I believe a director of communications is starting at the company in next couple of weeks so we may see an increase in comms.
Here's hoping anyway.
GLA

Ninety one premier global have increased by a further 2.8m. Up to 8.9m.

https://www.morningstar.com/stocks/xlon/bmn/ownership

GLA

I hope so!!

Thought we would have heard something by now!
Very strange.
GLA