The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
RichKen you are here as I post. welcome, is the local circus missing 1 I their clowns this morning.
So, the £1 by end Q2 2020, is that going to be linear growth.......or a brisk rerate?
Your numbers below look great....EXCEPT... you use average 2020 FeV price of $45/kg. ........ currently FeV is $26/kg. so your figures are way inaccurate already....
RK... you are deluded, to put it politely. £1 by end Q2 2020...... now it's £9.02
this is old news. David Attenborough been talking this stuff some time.
This article June 2019
https://www.renewableenergymagazine.com/storage/big-budgets-needed-for-battery-innovation-to-20190603
"Storage will be crucial to remove greenhouse gases and limit pollution from energy production and transport, according to Ian Ellerington, Head of Technology Transfer at The Faraday Institution, which supports innovation in energy storage. But success could be years away."
no he's here still. he's waiting for RichKens "£1 by June 2020 " party invite
As a pragmatist, i thought it useful to remind anyone looking in, that Vanadium is not the only solution dor Flow Battery technology. Lockheed Martin are developing Flow Batteries for mini grid / large storage solutions, which do not utilise Vanadium chemistry. Pdub , RK take off your tunnel vision spectacles and widen your vision
Johnstone Strait ....if being pedantic
Mini Man..... nothing to discuss. V prices down, hence SP still down,, BE not creating income streams yet. This is,not a fast multibagging share anymore ...that was 2017 2018. Now its sit back, relax and wait for V demand to pick up 1 of these years. been 3 V spikes since 2000 including spike last year. they don't happen every year.....wait for the cycle...
milkman ...if you read any of my.posts this year regards little V demand and historic V price volatility and the fact VRFB provides no income to BMN via BE you would understand. the Rampers here followed Terry Perles analysis that V price spike would resume mid summer.....it didn't. SP is clearly tightly correlated to V price..... but the "Gang" here tell you low V prices are great for VRFBs.....even though they know V will be leased and not sold with VRFBs so V price is not a dependant factor to market. fact is,low V prices sink the SP...but the gang here think V prices have nothing to do with the SP
typos.....Merlot.... be careful. there is a gang culture of Rampers here who are uni-directional. they do not assess the negative alongside the positive. Many people Got sucked in here during the spike due to ramping. VRFB mass takeup could yet be several years away, and until then BMN makes its money on the back of V demand for the steel sector.. .....and this demand is now low...contrary to what the LTHs here have been saying.all year. The LTH ramping gang have humiliated themselves the past 12 months with wasted effort analysis
Knutter..... you told me you had me on filter so what does my opinion matter to you ? i was responding to someone who aired an opinion of the SP quadrupling in the next 7 months. That is quite an opinion and was wondering where the basis is for such a rerate. As per minding my own business.. .....thus is a BB forum and I am entitled as anyone who obeys the house rules to share my opinion. And whether I hold, trade, sell tranches and buy back is my own personal business
Rich ken.. ..last night you posted that you expect the SP to be at £1 by end of Q2 2020. That is 7 months from now. Where is your analysis to back this up? Especially since considering the SP has fallen 46p to 23p since December last year ? And during a period of successive positive RNS ? i dont get it. Yes £1....... but now 7 months from now. 2 or 3 years is my guess
£1.23 in 17 years from now. i would be very happy...... but I'd be late 60s.......... i would sell out before then to enjoy. Don't want to be the richest man in the grave yard etc
RK.....i watched SOLG move from AIM to Canada TSX and FTSE250..... the SP has fallen to 19p today from 46p when it was on AIM.
this is very significant news for any investor.
"SA's junk spiral may deepen as S&P likely to cut outlook Nov 18 2019 07:00
South Africa could move deeper into junk territory as the nation looks set to lose the only stable outlook on its credit ratings this week."
Has to be taken on board
Halespur you invested octv2018. Sanchez 2017. You both arrived to the party late, all the best fun had already happened early 2017 with the subsequent rerate. and you are now here with your paper losses, pretending the party is still in full swing.
Lindon, the gang culture are blinkered. they only want to read what they want to read. any negative news flows (which will always happen in any investment over long time scales) they turn the blind eye to. I'm any investment, way up the positives and negatives..... but here they only want to asses the positives. I am a pragmatist, i assess both sides
sharesaplenty...... and if we want to know more about ferrocene, you'd have to.look it up
Bella, i made money, a lot, in SOLG from 2014 to 2016. the SP rise 2p to 46p. The SP is now very long term 19p....23p.... up and down. nowhere near the peak of 2016. Most of the private investors there in the spike days did not sell at the peak..... but they have since all gone from the LSE BB forum. it will be the same here. people will move on at some point. that is the nature of the Pi
knuttie. total agree. 1 day this will rise. But at the moment Market Makers only price in the 1 trick pony mining side and supply into a low demand V sector. Large scale VRFB take up which will affect worldwide V demand could be 5 - 10 years away. Fortune and Mikhail are both very very young, so they have time. The average investor on rhis BB is about 75 years old. How long are you prepared to wait?
what's this got to do with current lack of V shortage?