Member Info for Daisydog

Just looked at Largo link again. Interesting that they show a picture of 200kg steel drums containing "V powder" - are they making electrolyte or not?

BG. My thoughts too. MN said over a year ago that he was fielding "hundreds" of enquiries to BE. But virtually nothing ( excepting Pivot Power) seems to have come of them. If they had resulted in a secure pipeline of orders, then the imperative was to get the electrolyte facility up and running as soon as. Instead, it seems we are tied to just one possible income source: the much-delayed Eskom contract tenders. And that would be disappointing as we would be stuck with South African politics and timescales.

..I think so too, Gambit. 50 -60 is my prediction, but its taking a long time for any of this to feed into a sensible estimate of company value.

Not making me feel any better SG. Largo seem to commercialising this avenue better and faster than BMN. Branding : Largo CLEAN energy while we still own a coal mine.

...makes no sense today. Way more buys than sells but SP flat. Probably see a big delayed sell posted tomorrow?

Whether you follow charts or look at trades or fundamentals one thing is clear. This SP does not react as it would if it was all free fair and transparent. Today being a classic example. Heavily bought. Tiny rise. No doubt a big balancing sell to be declared later. Bar stewards.

Absolute sea of buying (around5:1) but share price dragging its heels upwards reluctantly. Come on, let it go!

Impressive detail F81!

AR. Based on what? Can't be from a company source surely.

Well, SP not responded at all to the news of MUSTs RTO of Enerox. Even after time to digest and BBNs dissection of the deal. I got shot down for saying it was difficult to assess, but in the short term it has done nothing for SP although I accept entirely that long term it should be of benefit.

Pdub. As you have filtered me, I can tell you that I find your unwavering unsubstantiated support of FM " because I met him" ridiculous. As others are saying, MUST now suspended whilst they prepare detail about RTO. No doubt they are able now to make an investment at a snip in the nascent industry BMN have worked hard to create but seem happy to let others snap up. What is the benefit to BMN in this? I would have been happier to see us expand our ownership of Enerox as a VRFB manufacturer.
KS. I'd love to see the SP rise on this news, but it doesn't look as if its going to from the early trading.

Fair point Knuttie. But your last comment rather points up the ridiculous secrecy and uncertainty about all this. The ownership of the whole thing. They were trying to make the structure of BMN more transparent. This part isn't helping. I cant see the market adding much to us for this, but bet mustang will be up!!

Anyone else left completely underwhelmed by this? But have to be honest and say I'm finding it hard to decide if this is good or indifferent news.

Sammy, your response was much as I had expected.

Sammy, if you think that's what being an environmentalist is, then that's rather sad. I'm interested in leaving all of our children and grandchildren along with the other life on this planet a habitable world.

https://chirb.it/3hqgDr
Jeremy Vine on energy storage - a link that might be useful in letters.

Excellent bounce this morning - 1%. And remind me - how much did the MMs initially mark down on the news of the strike.....

L2. Good to see another committed LTH back........ ;-)

L2. Who cares?

Was the Monday RNS the one you had anticipated then Libero?