Member Info for faramog

Well put SotRR .... "I think the importance of V prices, whilst of course they do matter, is being overstated"

I do think the sensitivity has more historical tones. Vanchem makes a number of Vanadium products all of which have uses. The immediate increase on overall Bushveld production will rather mask what is the critical point .... site diversification !

I think the VFRB site will come but given East London will not be producing until at least next summer, I think real VFRB penetration in sales volume is a year away. Remember that even if we got a bit battery order today, it will likely be 6 months before site construction and at least 9 months to commissioning - nothing happens fast.... so those revenue streams are two accounting years away

be a bit late then ..... are you a trader or long term investor... do you believe in the integrated VFRB story or do you just think its a small miner?

Sorry @querty ..... but your comment either shows you have limited faith, limited understanding, or are really an opportunist trader. If that seems harsh, then sorry, but you invest for the long term and FM is most definitely long term. I doubt he would even consider moving on or retiring short of a multi-billion, global operation... why would you ?

more than 5% down ... mmmhhh ... shake, rattle 'n roll !

Newsflash BobbA... It's not just Boris.. they are all a bunch of fibbers

This popped into my inbox (spam) ... had to laugh ... I almost want to sign up and see, but have some paint to watch dry first ..

Tom Winnifrith says: We are not overpromising but we have something special for you tomorrow!
https://newsletters.advfn.com/hotstockrockets/subscribe-1

If anyone is in need of amusement !

so at 75p... what do you think the MCAP will be F100 ?

well F100 ... "To get back to 48p thats a 135% increase, what increase is that on our Mcap?"

I would say the MCap increase would be 135% ... what is the point of your daft question ?

If memory serves when this question was raised before, SETs is a minimum requirement for JSE listing, so we are free to stay on AIM, but must move from the open sewer manipulation system, to a more confined sewer manipulation system.

I do wonder whether with aspiration to be a world integrated energy player a direct move to the FTSE would not be better... but just don't know enough of the costs/pitfalls etc... after all... Fever Tree is a 4B Global company that sits on AIM and see's no reason to move

Jwobblin ... what is the point of a 3.5 year old news post ?

Did you just use google and forgot to actually read it ?

Beat me to it... Waite is risk advers

EBITDA is net profit

Dilution of circa 3.3% and 26.6% of next years net profit ..... What I don't get is how printing more shares and handing them over takes YD out of the balance sheet .. but really, not bothered. They have been a useful and stable capital partner

No Bella.. vanchem not completed.. just the terms agreed... 31 Oct completion

I am pretty astonished by the market reaction... Our nomad was clear in his last box that we were buying vanchem very cheaply... And now even more so

Recce to 29 and back to 28 for tea & medals... Then onwards and upwards... Blue blue day... 30p+ close ?

28.3. +12%

There is if you go short

Nothing wrong with optimism ... but lets remember that Vametco output growth has been slow (lots of upgrades), Vanchem is an initial step upgrade but again, there is likely to be a fair path of plant infrastructure investment , Est London is a few months from pilot production and any increase in mining for offtake will take some ramping.

Next financial year will be great and I would be delighted to see 2,3,400M profit, but I feel it may be a bit longer... It is the year after next (ie 2021) that looks a lot more interesting as any Eskom orders will be in full swing, plant upgrades done, offtake and shipment in bulk a steady pipeline, not to mention all the other bits and pieces.

love the optimism .. but at a fiver, this is a 5B company with the forward PE you speak of a net profit of perhaps 250M .... perhaps .. maybe down the road.

But SA has a rating of almost junk status and that will act as a depressor irrespective of anything else.

Lets just get to 70-80p (which on past market ignorance could easily be a year away) and take a breather

@Jagadish ... ha ha ........ 2nd best post of the day (hard to been the RNS)