Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
but there could be multiple shorts ....this just 1 of them
Alfa....yes, a certain degree of stability.....markets like stability
the intrinsic value of BMN is growing. 1 day the SP has to catch up when games are over
will listen later. on way to Barcelona F1 this weekend.come on Lewis
Clark.. .... I prefer the 1st link lol
aiseee ...you suggest there is a big seller in the BB ?
CharlieR123....yes £1 tokens for 48p.....noe it's £1 tokens for 28p. But, at the end of the day, THEY WILL be £1 tokens worth £1. BMN, no debt.... expanding production at minimal cost.....wait for V prices to rally (which they will), and wait for BE battery contracts to arrive next 3 years........£1 will be cheap if you can get them in 2023
very clear the SP shows no relation to the true fundamental value of the company. Patience will produce Q1 showing increase production, 2018 results, BE contract with ESKOM later in the year, ..... BE and BMN will be at the forefront of renewable energy technology. everywhere I look i read renewable energy. Patience needed
if the V price today, was as it was last November (i.e.it had not fallen 60%), I believe BMN current SP would be up above 50p now. Others are free to disagree with this.
typo, my mistake....china $50 per kg. not 30 as I wrote. https://www.vanadiumprice.com
so, we are producing 4000 MTV Vanadium at $30 per kg, not $75 per kg. And as a result profits of Q2, Q3...will be lower and SP(mcap) will reflect this. This is the lifecycle of commodities, and yes, if we were still at $125 per kg, the SP could be at 60p now. But patience will prevail, when demand picks up, the SP will rise with V prices again.
Vanadium...... no demand right now. simple market forces, prices driven by demand (or lack of). One day, demand will be there, commodity prices go in cycles
Ethiopian coffee beans, dark roasted using the spare kilns, and sold to Starbucks. FM has missed a trick here.....or wait for the next RNS....lol
Alfa, very interesting article in TBP. "Thus our take from this is that by 2050 we can expect between 11.8GWh and 29 GWh of energy storage to be required by the UK." Amazing, to think 1GWh battery requires 5000mtv (am i correct here) Vanadium alone
https://www.theguardian.com/environment/2019/may/02/this-report-will-change-your-life-what-zero-emissions-means-for-uk today's Guardian. UK energy, battery storage mentioned
"The schedule will be accelerated too, as the first Mokopane concentrate may be feeding the Vanchem plant within 12 months of the completion of the deal" So, it is safe to safe Mokopane licence has been approved ?
1) Q1 production figures due any day 2) 2018 full financials due mid June (6 weeks away) 3) Mokopane licence??
1st May 2019 ... 9:45am ?
nice that whilst waiting for Mokopane licence, BMN can proceed with Vanchem refurbishment and when licence granted, be ready to process. I agree with others, BMN would not have risked this purchase if Mokopane was not already a certainty
when the Mokopane licence is granted, the SP should re-rate past previous highs. Anyone any realistic idea when Mokopane should be granted ?