Member Info for faramog

DD... Read again... Alfa talks about 'tenders' coming out

There is a previous post last week giving contract award dates (between 30 Dec and 21 Jan )

So long as Bushveld stays on AIM or the FTSE then yes.

To leave all together and just be on HSE needs (correct me if wrong) 75% of votes in an AGM to do that.

Personally can't see FM even trying .. a global energy business needs to be on an international board

yes Jog ...

"...Most of AIM is momemtum and hype based ...." Which is why we need to be off it with such a strong actual balance sheet and cash flows

The vast majority of junior market companies are huff & bluster and there is a clear tassit allowing of large scale manipulation

If only the wider market saw just what a truely strong position we are in....no matter what happens we will increase production and make ever larger net free cash

well clearly Alfa. I know the Chinese have a long record of welching on trade deals, but I would have thought some level of agreement protection backed by the national governments would be reached.

Just consider the Capex required to build and commission a 50K MTV+ plant and then a year later a new energy breakthrough occurs. Large debt and liability and diminished places to sell. Alternatively, circa 10K+ core production feeding sell will always be required.

We will see what FM has in mind, but since he offloaded Afritin for a pittance as it was a distraction, has BMN really got the capacity to build on such a large scale ? There is chasing maximum return vs a decent return with much reduced long term risk.

As I said, may well be talking absolute tosh ..... I shall retire to 'Church' and watch the F1, then Pests vs Sinners

Begs the question where both all the ore will come from and more particularly where it will (or indeed can) be processed into pure vanadium ?

I had the notion a while back that Mokopane was a key to this, with a level of crushing and some concentration then shipped to China for final processing. The really big plant expense is the final purification surely. Get the Chinese to pay for the crushing and concentration plant, then fee per tonne of ore..... I cannot see how (or indeed why) Bushveld could build a plant capable of 50MTV short of 3 years and $0.5B+ capex.... and why take the risk or liability.

Just wild musing so may well be total tosh...

Electrolyte production is not really a problem - its a box factory so just build more and bigger - The chinese could probably build one 50 times the capacity of East London in 6 months if they really wanted to

One of the SA selection criteria is about 'Local Content' which the World Bank support. The WB is making this money available as no one wants SA to fail economically as that would be catastrophic for much of Africa. Eskom is clearly the biggest single economic risk as it has been so badly run over 27 years by the ANC. If Eskom can be turned around, a new sunrise market in renewable's generated and developed then the WB achieves all its goals: stabilise SA, increase employment, develop electrical infrastructure (enabling wider education: a key way of reducing poverty) and reducing outside dependence.

It has seemed perfectly obvious over the past 18 months that BE has been lined and positioned to be a strong part of this rollout. After all, an outside SA company coming in and then leaving does nothing for the SA economy, unemployment or wider social development.

I find it inconceivable that BE will not be a strong part of the Eskom systems bid for - there is a lot more at stake than just storage into Eskom, not least keeping Ramaphosa in office and the mad marxist elements at bay. That can only be done if real delivery of infrastructure and jobs accurs

Gambit... I believe the nitrovan premium is a paltry 5%

Go have a look in the published account details.... Answers should be there. The bottom line number is just that and it is how that is arrived at.

Another treading water day it seems.... Will check in tonight most likely after another fun day at the airfield

amen to that @Reteps.

Wasted on the woke me me me entitled twats of today

Flew a beechcraft musketeer over the Boston Bay to Provincetown in the 80s... Landed next to the dc3 with the highest flying hours of any aircraft (was almost 100,000).... Lovely old lady.... Best almost flight was in the mid upper turret of Just Jane on a fast run as the UK & Canadian lancs flew over

I flew the 750 Stol last year... Nice, but it's not like we have tine strips and sandbars in the uk... Cruzer is pretty stol anyway....

This particular type is a Zenith Ch750 Cruzer @ reteps

Well day 1 of 3 building an aircraft wing helping someone on a kit build.... A lot more fidley than Lego but a lot of fun.... By the time we got a quid I might have enough to.punt a build of the whole plane

A stretched reliant robin..... Rodders... We made it

Fair point.... I am very bullish and feel a strong change is coming.... Imminantly...

I only hope the furries and mm's get hammered when it happens

No Pdub I don't want it to drop, but once a week for weeks we have a strong blue day followed by a reverse....

In my view, nothing is going to change this until BE news comes... I thought in the past endless ra-ra was viewed with suspicion. We all know how many ducks are in a row. We all know what it should be worth... Just gonna take however longer it takes for the market to change... A day, a week or months

exactly @paulM .... rinse & repeat

Might start getting excited when the SP rises and keeps rising over 15p (a solid breakout)

I wonder if popping could wait a couple more weeks....

Dusseldorf in Jan.... Good for a few beers