Member Info for faramog

Not complaining... But Ruddy quiet all of a sudden

It may of course be that JM has privileged info and perhaps significant privileged info.

Got the feeling their pre-recording discussion of questions put Bushy out of the frame and JW just threw it in

snippet brasi .... 'surely they wont test 8p again' one work from meyer ... 'yeh'

Thanks DD .. looks like a 'lets change the goalposts so Musky is still in the game

As for the Mobility Scooter Lithium-fire death - so very sad

edited to the relevant bit thanks to @Paludina

https://chirb.it/3hqgDr

Anyone doing this should maybe take some care to be utterly demonstrably factual .. Musk has an army or voracious lawyers who like all big bullies use their financial and legal muscle to threaten and sue.

I'm not emotionally attached.... I can see the facts and work out numbers

... Eventually, the bolly-swillers will catch up

Cant see much electrolyte being needed until at least the summer of next years, and most of it over the following 6 months .... rollout will involve local planning, construction etc ... be lucky if even half is in commission in a year from now ... so I see no reason why we cannot supply the electrolyte.

As for the wider consortium, maybe a couple of factors changed. Firstly, BE had rolled slower and 20-24 months ago when this was muted there was an expectation several installations (with whatever partner existed) had happened, and secondly, perhaps the World Bank laid some conditions down ... Either way, I just find it impossible for us not to get a decent slice - we have the highest local content and most job creation possibility

The wider consortium is not new news .. I thought there was something about this a few weeks ago

Which fits a sell rate to zero before the 10-day average rate period that determines the Dufur CLN .... neat if so !

I rather agree the more moderate part of the ANC is not making sufficient impact.. and the possible rise of the red beret's marxist is not far behind. SA may be a junk status country, but really only the marxist elements wanting to steal (sorry .. nationalise for free) large elements of business is a real threat in SA.

I do agree, that threat is real though

must be a quiet day .. the Takeover tattle has come round again !

Ain't gonna happen any time soon ... this is far too strategic a business for Ramaphosa to allow private ownership .. and no need to accept anything now we have the funds to get to 6-7k annual production and fully commission the Electrolyte plant.

The time for someone to get in pretty cheap is over !

How much are they Vauch ?

Great summary for newbies Lionel... Well done chap

absolutely "uksteveg .. just Eskom would seem to be first not least because for the fixed tender timeframe and size ... but will happily take orders from anywhere.

I await to doom-mongers then banging on about delivery timeframes (6-12 months I would expect due to plannig and site construction), but they can foxtrot oscar.... an order is a guaranteed future revenue and cash flow, so does materially affect valuation

A transfer would not really be on the open market

Oh dear Oh dear .. what with those Californicans do .... Maybe they need some storage !

https://wattsupwiththat.com/2020/10/02/californias-looming-green-new-car-wreck/

There is plenty of 'substantive' material on this BB. One problem right now is that it is all really in place and what we await are two things. First, the large buyer to stop or finish, and second BE orders into Eskom (as that is the most likely first BE set of orders).

When both of these conditions are met, then the brakes will release and you watch the flurry of analytical reasoning. Those of us who have been here more than 4 years have seen this pattern several times.

Meanwhile, I rather think personally, the influence of a few bashers on this BB is rather overstated. The overwhelming majority of investors in Bushveld do not (I believe) follow this board at all)

An ISA will be theirs to spend from 18 if they want.... They cannot touch a SIPP until 57 (going up from 55 soon).

So tax or not, if you want the purpose to be about long term financial provision, then a SIPP seems better.... But you could split between the two

Ffs... Just ignore or filter.... There is a sea of green on my phone this morning.

All the best for a tough day Pdub...