The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Agreed, while it is good news and is another box ticked. BMN were talking about restricting operations based on the delay of SPR funding. Where they will find $7m by June is anyone’s guess. V needs to rocket and fast.
*electrolyte
SPR have their work cut out trying to find someone to throw money at this….. wonder what happened to the electorate results as well? Maybe found out FM was just making special brew and brushed that one under the carpet.
BMN will struggle to make it though the next 10 months if V prices don’t move up. Sub 1p this week is on the cards, inevitably will come shortly either way.
Sub 1p is inevitable, primary V plays will get gobbled up by larger multi commodity companies in the next 12 months.
Persistent selling which could go on for months. sub 1p likely.
I think this can definitely hit 5p by end of 2024, easy gains from around this price, although it could go a little lower. Absolute perfect punt!
Mines 1.6, massively de-risked, has long term potential. V prices entering into the 20s and could be a long recovery, vrfbs should help stabilise things over the next year or so if predictions are even half of what’s being touted. Could it hit 5-6p over the next 18-24 months, yes. The deal this week was necessary evil, will be interesting to see what Craig does next,
Certainly not a ground breaking deal, but will help to keep the lights on until V prices turn. Super long on this one, bottom draw. Good potential if you are willing to hold 4-5 years.
Very sensible Ben, could be waiting some years.
Support at 1.6p, hold on tight.
I think a good question to ponder is how much BMN could sell their mines, Mokopane, stake in BE, electrolyte plant and stock in the event of a wind up?
The next RNS is stick or bust, no 2 ways about it. After all debts are paid, would there be anything left for shareholders? I think so. How much is a different question. Thoughts?
SB2023 You’ve got a better chance of knitting fog than seeing 5p on Orion news. It will come one day, but will take a whole imo.
Bushveld need to get the Orion deal over the line and focus on getting through the next 12-18 months.
VRFBs are already having and impact on V Prices imo. V would be much lower based on the slowdown of the Chinese economy. Someone said the other day, it’s race against time.
Are the telegram lads still rowing?
That and primary vanadium producers don’t make money, look at largo. Was better off as a multi commodity platform.
Sub 2s tomorrow looking likely. Good support at 1.6p but 270m shares being admitted wont help.
Liverpool and BMN have got one thing in common, there’s always Salah in the mix!
Suppose it has to get worse before it gets better. Has to be one of the worst share on AIM in recent years! Top up in the 1s?
Good luck pal. You have balls of steel!