George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
This is based on Planet Coaster sales/success. Planet Zoo looks like it will have a much broader appeal than Planet Coaster and across a larger age range. It also has a campaign mode that Planet Coaster lacked, and which put a few off. Time will tell of course but I expect that Planet Zoo will take forecasts by suprise.
This is based on Planet Coaster sales/success. Planet Zoo looks like it will have a much broader appeal than Planet Coaster and across a larger age range. It also has a campaign mode that Planet Coaster lacked, and which put a few off. Time will tell of course but I expect that Planet Zoo will take forecasts by suprise.
Good to bear in mind a few things.
HL are significantly up on their investment with Fdev.
On the last spike, due to the size of their investment here, their portfolio was likely overexposed in regards to Fdev.
They have most likely reduced their holding to its original value and taken the profit, in case the share price rises rapidly again, to reduce over exposure.
They would have had to have begun selling months ago to dispose of circa 3.8m shares. It may explain some of the downward pressure on the sp the past couple of months despite the positive trading updates. The notification date is simply when they had either finished selling, or crossed a notifiable threshold.
I wouldnt worry about the size of the discount. Almost every game goes through periods of similar sales.
Great to see Berenberg up their revenue target for Planet Zoo quite substantially. Its really looking like its going to be a fantastic game! People are buying whole new computer rigs just to play it!
You'd rather damage the growth and future success of the company in order to receive an early windfall? A special divi is not what is in investors best interest. What is in investors best interest is using the capital to be successful in an emerging amd future multi billion dollar market. That is what will bring investors the greatest returns. There are plenty of rainbows out in the aim market if you want quick cash. Id suggest you go chase one.
Its industry standard for games companies to only announce upcoming games at most a year in advance. You cant expect a 2 year road map of games or anything like that. And regarding the five years, that is my own strategy, it is up to others to decide on theirs and if thats not yours then fair enough. We should see a decent eps with the coming FY report, and will likely show this to be undervalued.
The vanadium market is notoriously opaque and what is or isnt possible within the production space is not easily understood. Remember that traders have their own self interests, and their own agendas, so not all reports can be taken at face value. Alsp remember that rebar production is increasing by large amounts in many countries, China and India in particular, alongside vrfb uptake this will ensure a constantly growing and string demand for Vanadium. The notion that Expert insinuated, that BMN would not even be able to sell all that it produces, is frankly absurd.
They have been discussed yes. The world bank is turning the screws on Eskom however and are not letting them off the hook, this is a good thing. If the tender process is delayed until next year then that works even better for BE. There were some who were concerned that their production may not be up to the task of supplying to the tenders, if they are only to be released later on, the they have much more opportunity to ramp up and prove themselves before hand.
That’s three times so far you’ve posted £1 by Christmas in about five minutes. I’d suggest toning it down or you may be accused of ramping. Unless of course you have some fundamental analysis to go with your prediction and time frame?
Saying that not many people have heard about it, when no-one is talking about it, is a bit of a reduntant statment. Did anyone here struggle to remember VRFB when they first read it? I certainly didn't. I read it, I remembered it, I moved on. It's not really the acronym that is used that is the issue, it how much people hear it. I guarantee you, if mass media picked up on VRFB story lines and shared them, and continued to do so, this whole acronym nonsense would vanish. Do people here know how hard it is to get a room full of companies (who potentially see the others as competition within the market) to agree on marketing strategies and names for products? Alfa has been to Vanitec and seen the struggle Mikhail and others have gone through just to get us this far. It's all very well pointing fingers and claiming to know better about how marketing should be handled. Well, if you do, go to Vanitec next time and tell them.
You might want check out James Ellsmoor on twitter. He shares a lot of information regarding minigrids on islands. I think you may be suprised at how cost effective and useful they can be.
It will be restructured. Of that I have little doubt. Eskom really is too big to fail, and western powers know that they need SA and it's mineral resources so they won't allow it to fail either. It's not the best reason for it to keep surviving, but its what will happen.
Zebediah, BE is soon to build an electrolyte plant and has already created an electrolyte rental product. And eskom certainly isnt the only basket they are putting their eggs in. Its just the home market thats all.
Well the vanadium supply is still in defecit, and both the rebar and energy storage market are growing exponentialy. If there were such a thing as a safe bet in a global recession, you'd be hard pressed to find a better one than this. Remember BMN is a low cost producer and can be profitable at low levels of V prices.