Member Info for eatstocks

This is getting extremely frustrating. Diesel prices have also increased adding further pressure. Tried to look for a positive spin and only found this article which is rather pathetic (recruiting a couple of engineers, hoping for the private sector to appear with a magical power source and a police squad for sabotage...) :
https://www.google.com/amp/s/www.news24.com/amp/news24/southafrica/news/work-under-way-to-stop-power-cuts-says-presidency-after-stage-5-load-shedding-announced-20221120
Only solution I can see is privatising ESKOM asap

Capita TI has doubled its profits last year. So we'll see.

Best is just not to look at trades at all. What is the point of looking at trades?

Got the exact same quote on IG

Passmore CPI's auditors are KPMG (from memory) or one of the other big 5. Do you think they'd sign off on our accounts and lie for the BoD?

Adjusted results are a standard for most listed companies of not all. Clearly you are just bored and want to come and spread your vomit online as usual.

Roger65 you can go in there too for a moronic question

Larry and Trusttheprocess welcome to the green box.

Cannot stand wombats on this stock with their "is it the bottom" nonesense". Dog a hole till you reach the bottom.

I'm not into SA politics but my guess is with what is happening there right now from what I read.

Check south African papers.

Thank you.

The issue is actually the opposite, if it is too "pure" the commercial competitiveness goes out the window. One might think that going for the highest purity is a good thing, but the price of it becomes absolutely ridiculous, it is striking the right balance. I am sure Fortune and co. are on top of this. Would be interesting to know what grade they are aiming for to estimate the value of it and how it compares to the competition.

For example: https://www.researchgate.net/figure/The-Effect-of-Vanadium-Electrolyte-Cost-on-a-VRB_fig2_274506950

Interesting thanks Lindon.

There is a wide array of electrolyte purity and therefore price from what is saw. Do we know the average quality needed for VRFB and what BMN is hoping to achieve. I wish I had asked that during the investors meet.

Far from "all sold" on the "discord party" over 60 confirmed holders. Moon can your constant attacks about the Discord end it is rather pathetic.

Talking about trolls.

I know he did that's what got me interested in this stock. As much as my post looked as if I was pointing only at him, I'm talking about all LTHs who seem to have a vandetta to have an argument with every rubbish poster on LSE. Every LSE BB is riddled with trolls who gives a damn about them. There also a big load of silent readers screening these boards for some info

I have found FM to be a lot more humble. I do agree with a few, he did not give a flying wombat about the SP... until now.

I think the current situation has brought old Fortune a reality check. A lot of the focus every quarter has been on IIs who clearly are not ready to put a penny in AIM unless it's for some nice juicy CLNs and debt.

I was pleasantly surprised that he came onto investors meet and I also hope his next interviews will also be PI focused.

It would be great to have some of the LTH here to also come off their high horses. I know they are hiding on telegram echo chambers, but their research and knowledge would do better being shared online, maybe not here but the Reddit post which was shared not long ago could have done with a good long post from alpha and the likes.

Posted before I had the time to finish.
Bear:
- Vanadium is insanely volatile
- South Africa is a **** hole: Power cuts; strikes; unstable political landscape; floods; corruption
- Delays in delivery and failed targets
- Local currency very volatile (currently in favour of BMN)
- Orion debt / CLNs
- Very annoying and divided PIs

Bull:
- Primary producer of multiple V products
- Vertically integrated
- Strong USD vs Rand
- Smart CEO who knows the political system and has managed to handle some very difficult situations.
- Increased interest in VRFB worldwide
- Great resources
- Potential for growth
- Can survive even when V prices reaches lows
- Vanadium critical metal
- Kills time having arguments with other BMN PIs

Missed a lot

Bear:
- Vanadium is insanely volatile
- South Africa is a **** hole:
- Power cuts

To be fair it is very probable currently due to the BE carve out. However they had ample opportunities in the past

Last one
Reason for share price collapse in Fortune's opinion:
https://streamable.com/a5puos

Belco:
https://streamable.com/0lscpe
Eskom tender process:
https://streamable.com/yzi85e
BE carve out:
https://streamable.com/xw39gp
Directors buying:
https://streamable.com/tdiu2w
Orion debt:
https://streamable.com/9ffm0c