Member Info for cindercone

TBH couldn't give a monkeys what team commissions the battery technology, but maybe it's a good idea to get the players involved. Perhaps some vanadium can be crushed to a fine dust and sprinkled on their meals - might toughen them up a bit.

It's not VRFB, but shows the way things are heading.

The future: https://www.arsenal.com/news/3mw-battery-power-emirates-stadium

Having a local presence could open up new markets though.

BBN, have you entertained the thought that, rather than being a takeover target itself, BMN might be the acquirer of some of these companies?

I agree, appalling that someone should report my posts for criticising shorting activity.

You forgot to mention BBN, that if in the unlikely event prices drop to $44, VRFBs suddenly become an infinitely more attractive prospect than they already are. That means BMN's completely hedged itself from the impact of vanadium commodity swings.

I too would have though Vanadium's fairly important to BMN's business model.

An interpretation is not a prediction. Can't you tell the difference?

"At this stage, the price could rise or fall significantly in the short to medium term."

Wow, that's insightful.

Oh, and a word about those 'plebs'. You can bet they bought on the back end of the massive recent rise. Probably put a few grand in and were 10% up, now they've jumped when it's 10% down - made nothing. Precisely why amateur day traders make no money.

"I'm in this for the long-term but there has to be a cut-off point" 🤣

Do yourself and us a favour and sell then. Give your shares to someone that will hold long-term and understands the fundamentals. I've been invested for 18 months, some months I had heavy losses. Didn't like it, but didn't bat an eyelid.

My decision was vindicated and will be again. This selling is nothing but manipulated plebs who jumped on the bandwagon and are jumping off to pay for their day trip to Bournemouth at the weekend. That's AIM for you - accept it or don't invest.

Why would anyone regret buying in the morning. It's absurd. Ask yourself, do you believe in BMN's fundamentals or not? Do you really understand where this company is heading, the staggering potential?

If you did, you wouldn't make such a daft statement. If you don't, you shouldn't be an investor here or anywhere.

@ JP8891

I was under the impression the direction of travel was to make BMN a pure vanadium play. In BMN's own words "Whilst continuing to support Lemur Coal with its power and mine BFSs and its funding discussions ahead of construction, Bushveld sees its long-term relationship with Lemur Coal as non-core.” Perhaps Lemur will be sold off to bring Mokopane into production or acquire brownfield.

As much as a policy change in commodities might see Bushveld become an attractive target, a policy change from China on steel rebar would make it equally less attractive. Either way, VRFBs is where the juice is. I don't think you can deny that aspect of the business model is what gives those who fear a takeover sleepless nights.

Chillout and stick to the topic JP8891, I'm specifically looking at this through lens of BMN being a prospective takeover target.

From that perspective, Lemur is irrelevant. BE is the only reason to have that discussion.

The way I see it, until VRFBs prove themselves to be a fixed state, long-term solution for the renewable energy sector, BMN's cash generation is limited to a volatile commodity that's able to generate serious cash in the short-to-medium term (3-5 years?), but little else.

Only when BMN has proved itself in the uptake and adoption of VRFB technology will it become an attractive enough target, and by that point you would like to think it would already be part of a scaled-up, multi-billion dollar industry and making insane profits.

Ask yourself what the SP would be by that point, and what sort of offer would be needed to buy it out? Also think about why, with that sort of cash generation, it's unreasonable to ascertain that the shoe might not be on the other foot and BMN starts acquiring its competitors instead.

I've no idea how this will play out, but I don't think the above is an unreasonable proposition.

SP approaching 2008 crash levels. Been a holder for over 20 years, sent my share certificate off today to cash it in. Fed up with this cr*p. SP's done nothing for a decade and divis no longer worth it.

Whilst it's almost impossible for a first time poster to get up to any shorting tricks here without being spotted, ironically, it also makes it difficult to promote the stock as a first time poster elsewhere.

I had this problem when I signed up to an investment forum to spread the BMN message. Because it was my first post I was immediately treated with suspicion and accused of being a ramper, so much so that nobody would take anything I published seriously (not that they do anyway).

In fact, the higher the SP climbed, the more suspicious people became, eventually labeling BMN a "pump and dump" 🤣

However, it was still worth it, as that thread now has 745 views.

Shorters never cease to amaze me. I understand they do it because they're too thick to do the research, but I'm surprised they haven't even got the brains to follow other people's research. Think of all the time and money shorters have wasted on BMN when all that money making potential was right there staring them in the face - and still is.

Anyway, got the popcorn out ready for the webinar.

If we get these sorts of rises on warrants clearing, imagine what we'll get on divi/JSE float/Mokopane/Brits? Coming to an RNS near you soon. That's without even touching BE and the VRFB solar system, which has the earnings potential to make BM look like baby feed.

Anyway, musn't carried away, my head might explode. much to the delight of some on here.