Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
gkb47... exactly. the Tery Perles deficit and V price rerate never happened. It's the big elephant in the room. there is no shortage of Vanadium otherwise we would see V prices increasing. But never the less, falling V prices are good for the VRFB which will use a V leading model whereby VRFB is not tied to actual real time V Price (hint :sarcasm)..... and large scale VRFB take up may still be 5 years away after 1st Lithion Tesla storage batteries enter the 1st generation of battery storage systems. SP will be up again 1 day...maybe past 40p. but it could be years away not 2 months as Mr Positive (pdub) suggests.
11.38% interest over 5 years....thata a big financial hit
yes larky ...and what do falling profits do to company valuations ....mcap...... share prices ? don't think too hard
https://www.vanadiumprice.com
Overnight FeV 80% China down almost 3% to $34.5/kg.
Lowest it's been since November 2017. Markets forces. Not enough demand /too much supply. The Nov/Dec 2018 V spike was a spike on false expectations that there was a deficit
compass... you talk good common sense. recommended post. V prices plunge is the elephant in the room few people accept. 80% drop and people turn the blind eye, saying it's great for VRFB business. SP is where it is due to plunge in V prices and no sustainable buying pressure. simple market forces at play.
vauch....12 months ago some clown on here was posting daily V price charts during the huge upwards spike. they received plenty of recommends. Now that V prices have plunged those chart postings have dried up. I posted a V chart yesterday shoeing the coninuyed fall in V and you brand it boring. Interesting how 12 months ago everyone loved daily V price charts. sand...buried...heads (rearrange )
beginnerman, Fortune Mojapelo is 43 years old. he has time on his side. softly softly catchy monkey. he's in no hurry. I'd guess hed want to be done, sold the company by the time he is 60. That is 17 years away. i would say many shareholders today will be out and gone by then, and a new shareholder base will be here in 17 years time.
goblesmlthe.... but my post certainly made you think and respond
last week I thought the Vanchem deal would take the SP over the 30p mark........ but now I have doubts. Vanchem deal may still see us under 30p.
This is a long term hold stock. no longer a multi bagging get rich quick stock.
the clever money got out last December
V prices are lower today than have been during the slide in V prices.
https://www.vanadiumprice.com
vauch, I am hoping for a push up to 30p on completion of Vanchem deal this week
typo VRFB coatings = VRFB costings.
In subject of V demand, I think ESKOM is key for us. BE and ESKOM is the key
coffee cups. good post, and I take on board what you say.
2 points - First, the V leasing model renoves real-time V pricing from the VRFB coatings.
Secondly, clearly demand for Vanadium remains low (as reflected in V prices), so, with the extra ore (mokopane) , kilns (vanchem), and the 4500mtv production target due Nov 2020, will all this 4500mtv have a sakes market ? i.e. will we see month on month increase in profits during this low V demand phase?
beginermam...... good post. agree with you on V price. no sign or expectation for V prices to move up. VRFB will be slow take up, need V prices to move up to see SP rise
we are all aware of the plummet in V prices. We know if Mokopane had come 12 months earlier during the V price rising trend, the SP would have gone very very high. Alas, V prices are low, reflecting the reduced demand. as a result , no.matter how much "potential" ore Mokopane beings, currently we are in a low demand phase of a cycle . The much awaited Mokopane has arrived, ....like a damp firework on 5th November
Don't really see a huge re-rate. But 30p should be a good place and fair. V prices have plummetted so we cannot expect the 40p days for some time to come
Paludina, exactly. RichKen and Pdub been relentlessly posting negative info for too long about company .
as we have now passed the August 1st SP of 26.2p, I am happy with my analysis that we can confirm trend reversal
halespur, coffee cups refers to the BB police, who think they are the school prefects who cannot take the alternate opinions
hey Coffee Cups, love your post anout the BB bell ends. made me chuckle. recommended your post .