Member Info for ESSEXDOG

Given everything does anybody think that Tesla or Ford might make takeover bid to secure Nickel for their EVs

telegram is russian messaging service

Can somebody explain why people keep posting the current price of Nickel? HZM is not currently selling Nickel so the only relevant price is that when HZM starts shipping. Nobody here can say with certainty what the price will be, if Russian exports only go to China or if new battery technology negates some demand for Nickel. WHEN WILL HZM MAKE FIRST SALES?
I am a holder here and beleive is good investment

Does anybody have any views on how Largo's plan to lease Vanadium in a separate company to offset high capital costs of metal might affect IES. Will this make them a strong competitor or will it help sell IES IP

21.16%
Delta Air Lines, Inc. 52,000,995 $188.2m 0% no data
6.52%
FMR LLC 16,017,378 $58.0m -0.77% no data
5.7%
Kenneth Dichter 14,018,050 $50.7m 0% no data
4.73%
T. Rowe Price Group, Inc. 11,633,936 $42.1m 0% no data
3.66%
HG Vora Capital Management, LLC 9,000,000 $32.6m 0% 1.14%
3.16%
Franklin Resources, Inc. 7,762,117 $28.1m 0% 0.01%
1.26%
The Vanguard Group, Inc. 3,087,861 $11.2m 0% no data
1.12%
TimesSquare Capital Management, LLC 2,740,150 $9.9m 0% 0.09%
1.02%
Third Point LLC 2,500,000 $9.1m 0% 0.06%
1.02%
Durable Capital Partners, LP 2,500,000 $9.1m 0% 0.08%
0.94%
BlackRock, Inc. 2,307,262 $8.4m 0% no data

Invested here last autumn so happy with gain. However many on board feel price to low but surely that means opportunity to invest in UP. If they got good bargain will enhance their future a lot. Hopefully the good mgt from AIR will be able to utilise skills over bigger arena. Seems plenty of upside in UP share price over next few years. If you believe in growth potential of market surely this represents opportunity. Dollar dealing costs are low and dollar much lower than 2 years ago. what do others think

I want to invest in VRFB and have been following IES for some time. With a market cap of over £100m and effectively zero sales what is so special about IES that makes them a better bet than BMN or Largo who actually mine the Vanadium. If VRFB takes off surely miners can easily use some readily available technology to produce batteries themselves. Can somebody convince me that IES is the best bet in what will be a significant future market.

Can somebody explain in simple terms why mining stocks generally are going up specifically near competitor Largo has risen 10% in last week and BMN has stayed static?

Why does afc go counter to cwr and itm? they are all in the same sector

You still hanging in there Lucy?

Any chance that Largo could bid for IES? save them trouble of developing tech themselves. Or is it easy to create your own tech?

Thanks Richard. what do you feel are the key points of superiority in IES technology over the miners? is it easy to construct Vanadium storage facilities? Seems miners ant to go this route and be less dependent on steel prices.

ALSO HE TIPPED IOMART AT 2.80, CURRENTY 1.40

HI GUYS
I'm quite new investor and want to invest in Vanadium storage. Am considering Largo Inc, Bushveld and IES. Would appreciate comments from you guys and your views on relative merits. I notice all three are trending down currently. Thanks

So are you saying CSH is flawed or the whole sector. For example Triple point, are they tinted with same issues?

Isn't that good. Maybe now CSH will play more of a straight game for a few years using the system to shreholders advantage more. There is so much money to be made in this sector that it would be stupid to screw that up. Hopefully CSH directors will spend next year on best behaviour and we will benefit.

Does anybody think Triple point is also a bad egg?

As I see it the problem of valuations is not CSH. Its the fact that ultimately local authorities are obliged to pay a ridiculous high rent for properties that are adapted for vulnerable people. The system is the problem and we are seeing how its taken advantage of here. The only thing that would bring prices down would be for lots of competition and I don't see that happening anytime soon. The market needs a 'premier inn' style player to create system built properties and take over the market. If I was younger I'd give it a try. CSH directors friends/cousins may have profited but it seems they are following this governments MPs example. The issue I believe is moral not legal and as a result shareholders can get good yield now share price has rerated.

when is ex date due?
Lucy will you have to pay dividend to person you borrowed shares from? or will you buy them back?
curious to see your play unfold as part of my learning curve

The following are the breakdown of shareholders by type.
us private investors are meaningless in the equation and if Institutions piled out the share price would go through the floor
Individual Insiders 0.04%
218,261 shares
Private Companies 0.2%
1,206,481 shares
General Public 3.3%
20,517,556 shares
State or Government 4.9%
30,191,224 shares
Institutions 91.6%
564,977,858 shares