RE: Noob questions.22 Apr 2023 15:38
- increased production costs
- maturation of debt this year
- load shedding in South Africa
- 2 floods
- poor PR from the company
-previously missed targets
Yes
- targets now being reached and the company seems to have learned their lesson
- multiple strategies in place to mitigate load shedding including VRFB on site and negotiation with local councils
- need debt renegotiated which is being done and hopefully partly paid.
- vague about the BE standalone/carve out but with interest in VRFB increasing could result in a very handsome cash in or continuous cash flow from shares. However the company is vague
- BELCO electrolyte plant will be online this H of the year.
- need to see prod cost falling and they slowly have.
Ill Let you do your research this is just very short and not detailed points.