Member Info for faramog

good slides ...

Timescales do fit likely order needs. If BE secured a large battery order now it would be 6 months before they could start groundwork with surveys, permits, consultation, civil design etc etc... a plant at East London capable of production by the end of Q4 this year would fit a first Electrolyte supply most probably.... all on plan really

careful SotRR .... a bit too negative there...

Good points ... originally the East London was due to have completed last December remember. As for Mokopane, I read it about plant development, not sure what is needed just to run offtake arrangements when China is back to work

A few quid lying about so bought a little over 20k earlier as well

No LS.. it was not.. enough... Filtered

Not in any way true Loudspeaker.

After the 30p comp there was discussion... I just administered it. You are wholey wrong to suggest it was all down to me and I ignored 'advice'....

My preference was a 'guess the end of year price'.... But let's not let facts get in the way

When you reach for the personal insults... You have lost

Oh my LS... What a hero...

You just lost the discussion....

We can numpty but hope that is true.... It would be a disaster for the whole continent....

I do hope rather more is going on quietly in the background

Best read what I actually wrote LS.... I never said that... I said that if Ramaphosa is forced out (over an Eskom collapse) then the factions in the ANC rather preventing him being decisive (a bunch of marxists) may well get the keys to the castle.... The red beret types are growing in strength over the failure of the ANC to actually deliver.

Don't go putting words in my mouth just because you don't like a perspective I offer for discussion

No LS.. ridiculous is not considering factors that affect risk... There is endless ra-ra on this BB, and don't get me wrong I agree the potential having been invested here since 1.6p....

We cannot do anything about it, except consider our own risk tolerance.... So a bit of balance for new BB followers is no bad thing.

If you don't like it.. filter me

No vauch... Just keeping a sense of perspective. It is easy to get carried away with the numbers that should be but are not... ...lots of reasons but I think we don't give enough thought to the political risk.

Just a bit of balance for thought

It is not his business sense I question, but the fact that after 2 years he is still not fully in command as demonstrated by the inability to decisively act, and having to appoint as he has recently.

We have to agree to differ then... If Eskom falls, IMO, Ramaphosa falls... If he goes, the man marxists get the keys....

If anyone thinks they will not do some Zimbabwe type actions they need to open their eyes.....

Each to their own view

No spbhoy... The point is that if Eskom falls, so does Ramaphosa... If the mad Marxists take the keys and start implementing some red beret land and asset redistribution, then businesses (especially ones making money) are at risk.... The vanadium is in SA ground. Being on a UK exchange gives no protection

Basically the risks in SA are increasing from an external investor view and that is why Ramaphosa is no where near the razmataz investment goals of 12-18 months ago.

They just seem paralysed an unable to decisively act... No idea where this will end up

Yes Ludeck... I agree I see a great long term... But my increasing concern is the SA governments fate being tied to Eskom.... The mad Marxists just will not allow what needs to be done to happen right now....

Anyone's guess where this ends up

Good point Sanchez.... Remember 18 months ago there was a great deal of positivity around Ramaphosa, bit international investment conference etc etc.. but since then the mad Marxists in the ANC seem not to have loosened or lost much power or influence. The Eskom death spiral is a case in point where the really radical actions can't be taken

I have long pointed out that SA is only a marginally investable case holding a lot of SP progress back. JSE listing may help but I am not at all sure how. Long term BE and leasing deals will very much help.

But above all, Ramaphosa is running out of time.... If not him (and he seems competent), then who .. worse than Zuma...

Whatever way you look at this, it seems both Ramaphosa and the success of SA are tied up in Eskom.... And we do know a company that can help.... But will it be in time with all the dithering ?

Providing the mad Marxists don't get the keys to the castle and do a Zimbabwe asset grab then Bushy will flourish with wide global orders

I don't know much about joint listing but @uksteveg surely if they have no linking the is surely the opportunity to play arbitrage games... Dunno... But I can't see anything other than a link.

Whether additional shares are created and transferred, friendly holders sell down or some other means s brief look at other dual listing shows clear links.

Is there anyone with actual JSE dual listing experience & knowledge

When China announced a massive 110b stimulus package post virus it seemed clear the economic impact will be significant and lengthy ... The west may be about to find out it's dependence on Chinese manufacture.

On the radio yesterday an 'expert' was saying the horse has bolted and just shutting down travel & movement would have limited be benefit.

Also the backlash of Chinese people to the death of the doctor who first tried to raise the alarm saying it's because of senatorship.... There is a wiff of Revolution in the air.

I fear a lot more people will die before this is done.

Thought that is what you meant numpty

Interesting Numpty... A SA story yes.... But are you suggesting a move from London to JSX ... After all, you seem to think that share holders don't matter so long as the 'right shareholders' get rich in SA...

I know I am being a bit provocative (for discussion purposes)... But if held back deliberately for announced SA folk to enrich then hardly a model of new non-zuma corruption.

The SP is not rising as the buy pressure is not there right now.... Personally I see BE action changing that especially if leading revenue becomes clear