Member Info for faramog

Now if both Largo & BMN suspend at the same time ... that is 12-13% of 'the wests' Vanadium supply ... that would be a fair shock

There will be an incoming RNS saying it has extending into March .... Orion will be happy - they get extra interest and don't want this to unravel any more than SPR do

Jan & feb production have always been planned & guided a lot lower ... so wont have planned 190mtv a week... be surprised if it was more than 120mtv for much of jan and a bit more for feb

Over 60% of annual production is in H2

I expect an RNS next week on the Orion part .. That will clearly roll over into March now .. but I suspect they will be happy

Just remember they were going to suspend some operations in Jan anyway for planned maintenance ...

When they said the cash would be paid by the end of the week ... someone should have asked 'which week'

Yeah right !!!

Good post coffecups ... Clearly an investment strategist and not just trading....

Where is the blue .. opened at 1.55, closed at 1.46 ?

7:55 - Begs the question that is SA naff off for 2 or 3 weeks why did no-one see it coming that 28th Dec might be a problem !

https://www.voxmarkets.co.uk/articles/will-house-price-recovery-kick-start-the-economy--701894a/

Remember they were planning a shutdown in Jan anyway for kiln lining .... may have just brought some of that forward

Margin call ... interesting possibility

They will be Marc001... its not as if big funders can drop out at the last minute.

Last year the company confirmed to me specifically on Orion (but will be the same) that when the vote is called, all parties are agreed and bound. the vote is the gate. They would not be able to pull out without being sued.

And don't forget, they have already poneyed up millions in working capital (that they would loose) ..... it is a terrible look for SPR and any future companies looking to partner with them

Yes Squirty .. lets get back to the amateur investing instead

Colonies of Israel .. what garbage

Cinders .. no.. you are wrong here (IMO DYOR) ... US aggression all but stopped when basketball-man took the white house. For the past 15 years it has been fairly clear that the US is not anywhere near as aggressive as it once was and looks to both Russia & China as an 'ally ' that will be reluctant to engage. This, above any other regional reason, is a key factor in them stepping up their incursions and belligerent rhetoric.

Biden is a dithering geriatric and Trump an isolationist. Both Russia & China probably feel the USA will do naff all for at least the next 5 years

Can only go another quarter before they run out of cash I think .... the BoD must be having a discussion about suspending operations

RNS basically said the same as last week ... paid this week (gulp .. we hope) !

Not a good look for SPR and could have been avoided in the Vote results RNS if they had come clean they needed a couple of weeks

It is .. but 3 years too late ... that old fossil should have been dumped ages ago.... but this article is from May last year !

Seems to spend a lot of time looking at various stocks and posting about his thoughts .. looks like he is developing a fanbase (I guess some form of subscription like BBN did is in the future) ... has written some interesting stuff on BMN over the past few months

https://substack.com/@theoakbloke