Member Info for Daisydog

Tend to agree. I've tried to keep my negative thoughts to myself . But the continued lack of news about anything is, in my view, now a major problem. If the next big news is the contract awards in Dec 20 and Jan 21 then that would facilitate the SP being sold down further/ shorted / manipulated for months yet.

Outsider club predicting V demand sky rocketing even if some of their data is a little old.

https://secure.outsiderclub.com/181189?device=m&gclid=CjwKCAjwkJj6BRA-EiwA0ZVPVmZohqpoPfca0hm8_5yhHarxXq_7UxdXb-UISMqwOtuEJus_V02qtBoCn-EQAvD_BwE

I had hoped the round number sells had finished but seems not - look like a few today.

Could add a few BG

What is the definitive timetable now for JSE listing given this was first announced in May 2019
When and how are we to divest Imaloto - sits very badly with our green credentials and must give mixed messages to anyone in the green sector wanting to invest.

Ta Libero. I'm confused why you keep saying October? The timecourse that I've seen says 1st contract announced Dec with rest in January 2021. What have you noted poibting to Oct? Thanks.

so...after an encouraging start to the week, still rangebound by MMs. And another week with no news. Driving me nuts.

Really do hope one of the boys is wearing brown underpants and reflecting gloomily on the 911 on lease having to go back .........

Buys massively more than sells around minimum of 25:1

...and all those who bought at 48p are only 70% down.....careful Faramog.

Gambit, isn't it about time you were struck by lightning again? We could do with these to keep the momentum going! ;-)

Don't know about anyone else, but the idea of BMN paying off the CLNs to Duferco early in full or in part was really exciting. That is JUST the sort of unexpected masterstroke FM would play. The idea they then bought BMN shares with this is mouthwatering.......

Alfa, where does it say contract awards this month. Libero and Floyd posted this summary of the dates from pages 35-37:

From the Terms of Reference Document Pages 35-37

https://tenderbulletin.eskom.co.za/Tenders/Docs?TENDERID=44761

Package 1
Skaapvlei 80MW/320 MWh
Contract Award 30th Dec 20

Package 2
Melkhout 35MW/140MWh
Bid to the Market 26th Aug 20
Contract Award 25th Jan 21

Pongola 40MW/160MWh
Bid to the Market 26th Aug 20
Contract Award 25th Jan 21

Elandskop 8MW/32MWh
Bid to the Market 26th Aug 20
Contract Award 25th Jan 21

Package 3
Hex 20MW/100MWh
Bid to the Market 26th Aug 20
Contract Award 25th Jan 21

Graafwater 4.5MW/25MWh
Bid to the Market 26th Aug 20
Contract Award 25th Jan 21

Paleisheuwel 10MW/40MWh
Bid to the Market 26th Aug 20
Contract Award 25th Jan 21

Alfa, are you able to say why have you changed your position on the identity of the seller? Its not that long ago we were clubbing together to offer a reward if wrongdoing was confirmed. I know the shareholdings of the IIs have not changed, but that was the case then too. If this is uncovered shorting, it must be a massive ( and I mean massive) hole now. Its been going on for months and thre have been regular 500000 sells. I'd like to think you are right but if you are this could be another massive scandal!

Libero. Are you sure you have dates right. My reading is that EOI close 25.August 2020 and I believed contract awards are Jan 2021. Have I got that wrong?

Unfortunately Stodgy, I don't think we can rely on proposed dates given that there has been so much slippage in the timetable already. The first announcements proposed the initial stage of 200 MW would be complete by December 2020.

Kevin. Its now entirely predictable. That 500k sell at 10.30 tells the story.

Struck by lightning again then Gambit?

Alfa; can I ask if you've come across Exergy 3? Ultra high temperature gas energy storage. 900 C. Full charge 30 mins? I've been telling about VRFB advantages but this looks a serious competitor.

Looking increasingly likely that all that electricity simply made you over excitable.

Libero , I confess I may have this wrong - but when you say tenders on the go - I had thought the date was for submission of tenders not the actual award / outcome of the bidding process ? If the date is actual AWARD , then that is very exciting .