Member Info for faramog

Yes .. my thought too .... I suspect mow the SGM for the Orion/SPR deal will be called as soon as the vote on 27th takes place .. can't see the SA Reserve bank holding it up .... after all.. their BEE mates will have signed away ownership rights for worthless shares if they crashed it all

All OEM's are doing it .... they all seek to get a better product .. problem the 'industry' has is it needs some standards to be able to apply and get/sell electrolyte .. you buy from Company A and it goes bust or is taken over by Company B and what happens to your 'qualified' supply ?

The vested interests are not really working together to develop a market .. all just fighting like rats in a sack ... is that not what Vanitec was supposed to get round ....

VRFB's dead ... mmmhhh .... tell that to the Chinese !!

A good point ....

I wonder if SPR will now review Nitrovan pricing ... that 5% premium to buy 50% less vanadium (for the same strength) looks an unsustainably tiny premium .. I wonder if some harder price holding will occur .. pay of pay more for non-nitrovan

A question for the next IM I think !

The irony is that these vanadium prices should make electrolyte even cheaper

I took Q1 with a pinch of salt ... but certainly by Q2 if no life then it would be pulled

@bandyace

If we end up with 2.6B shares in issue, 16p would give an mcap of £416 (77% of the peak). On a PE of 10, that equates to an ebitda of 1.6p a share. At the peak we had 5.4p (on a massive vandium spike and 40% of next years volume

So not at all an outlandish prospect.. but a good couple of years away I suspect (depending on Vanadium price recovery)

Bankrupt is the answer

Says it all really "I have never written anything about BMN that I did not believe to be true at the time nor will I."

In your deluded FM-worshiping world eh

Well its a near 90 mile drive this afternoon .. but a fun charity concert .... except listening to the Chief Constable rabbit on

Phew ... at least being filtered will have its benefits ... no more school-teacher scolding and no more 'I am offended you bully' cr&p

oh well .. gotta pack .. nice concert at Lincoln Cathedral later ... a wonderful place

@BMNFan ... no

That was one of the questions I asked .. he read every one of my 7 out !

Continuing to show no self awareness .. bullying .. me .. dick !

I shall not filter you as I intend on calling out any FM love in ra-ra ..... don't worry folks .. normal service will be resumed soon with some medical update

I would not trust that snake with a dead mouse on a wire

I had to read that a couple of times ... really misread it ... Yes ... KS can't loose really ... mmmmhhh

Looks like our old friend is back .. his company just bought £1.34m at 3p ... so the total subscription is $20.2m now !

Dont get me wrong Marc ... if the finances and operations were in a lot better state, then CC might well be looking at the energy side a bit .. but he is absolutely spot on that this is the cycle bottom and a focus on core is essential.

Just think ... a Vanadium price of $40 and will be making over $50m+ in profit ... wonder how much of that might end up as a dividend !

The old adage of take your profits comes to mind .. did that with IES selling at around 186 !!

It is the likes of Pdub with his petter holier than though put downs of any alternate view that have wrecked any real discord and discussion. Several people raised significant concerns and instead of exploring that were shot down