Member Info for Daisydog

Trying not to start a thread with a negative title, but the recent performance of management has been utterly woeful. Sorry , I cannot see it any other way. I believed in this. I'm sad to have been so wrong.

Well, unlike Pdub, I am still very focussed on the share price. Sorry about that. It's just that my money has been tied up here for 8 years and I'm still under water. So, whilst the other stuff is good of course, it's the share price for me .

The suggested breakout from the chartists hasn't materialised then. Disappointing.

I'm not joining telegram either. Too much risk of confirmation bias and boy oh boy that has cost me dearly here over the years. But whether you are on a board where all views are expressed or one which selects positivity, the share price and fundamentals stay the same.

That's more like it!

No doubt Tando will be up 130% today then.....meanwhile, back at the already-producing BMN.......!

The figures are from BMNs website.

..do people keep saying we own 2 of 4 of the world's primary production sites? Whilst true, its so misleading. 72% of vanadium in 2020 was a coproduct of smelting processes. Ie only 28% was from primary production. The other two production sites ( Largo and Glencore) dwarf ours. So it's a pretty meaningless fact that we own 2 of 4 of them until their capability is ramped up significantly. And that has been taking an awfully long time.

Still nothing on any of the tenders to Eskom for BESS. Anyone got any updates? I thought the results might have come through by now.

Own goal from our management then . Bitterly disappointed but explains why there has been nothing from BE. Presumably there is nothing to actually disclose in an RNS as I cannot imagine that really good news would have been sidelined?

Nvhltd is a long term deramper. But sadly he makes a couple of fair points. As Nivestor said yesterday I'm increasingly worried about management here. Breakeven or thereabouts, delays to everything, missed targets and a CEO of BE who has gone missing. And the V price is still hammering downwards. 360 indices virtually all red. Terry Perles seems to know no more about Vanadium demand than me.

Once again you all reply on his title thread. FFS when will we learn

Mogwhy. Are they really calling them Tesla ships if VRFB are the chosen battery. Would seem odd given Musk being very very pro Li?

Mogwhy. Yes, Fortune did say that. But I assume he meant it to reflect BMN developing both the mining side and vanadium for battery use. As we still seem to have no tangible progress on the latter, we are still just a junior miner. In that scenario higher V prices are better for us I might argue.

Continuing downward. All 180 day indicators red and even 360 now close to going red. This is much more than just the July August slow period. Hope it reverses soon.

How I wish I'd had a tax bill to pay months ago to force me to sell.

Ahfam. One word of cation. HNWI s don't always invest to make huge amounts of money. Sometimes the funding can be a philanthropic gesture. Either way, they would know when they invested that the prospects for SAR and what they were doing were very promising.

Falls accelerating. Now all but one 180 day indicators red.

BA...what? The iron ore sits there in a great big pile already. Very little Capex indeed. Just needs an off take and transport?

WTF are FM and the BOD doing about the iron ore? Link below posted on another board. Coup in Guinea threatening iron ore from Chinese funded Simandou project. And we seem to be doing nothing about ours. Anyone remember MOU with CREC years ago!!
https://www.cnbc.com/2021/09/07/guinea-coup-rattles-iron-ore-and-bauxite-markets-stokes-economic-uncertainty.html

Paludina, I have really valued the information you post . Thanks. Its become a little more difficult to interpret after the graphs hosted on TBP have gone. The figures have to be interpreted with caution as its become clear they could not be correlated to production as we must have been selling down stockpiled reserves at some points and of course we can only guess at the profit after working out a pretty fair estimate of the likely revenue. But a little bit of good news in the continuing information blackout.