Member Info for faramog

Apologies @Ophidian ...got the wrong end of the stick then

perhaps read what I wrote Ophidian ... "do we know the shorts are closed ... no" .. I am well aware they cannot just close and even more aware that it is sustained investors that will change the dynamic.

That is why I am (at best) cautiously optimistic .... was it not you you pointed out a few days ago (7-14 days I think you used) the trading range the SP needs to break out of before we could start to dream of higher pricing.

I think we are on the same page really

up to 22.00 now... still 1.3p below the 20 day EMA and a little over 6p below the 200 day EMA.

So cautious optimism from me ... could just be the friday rinse & repeat... do we know the shorts are closed ... no... but nice to see a bit of blue on a wet day

Zeb .. yes .. the money is primarily for Renewable's .. but to make them work we know a battery is required .. so only a slice will go that way ... the amount is not that important right now .. just that something integrated occurs

the answer to that is of course 'we will see' .. but logically, the world bank knew at the time how bankrupt Eskom was. This was a way for them to invest cash they had agreed to invest (somewhere) and see if it helps ...

There is no downside for the world bank in this ... I see little reason they will not carry this through

yes.

Vanadium is in deficit. Even if its price fell Bushveld makes a healthy profic.. remember costs are circa $17/kg.

Eskom have 400m+ of funding from the wield bank to invest in renewable supply... they must have batteries so its LiIo or VFRB... which one:
(a) does not catch fire
(b) does not degrade
(c) is scaleable and most important
(d) involves creating SA jobs

The rests must come and barring something very unforeseen I exoect BE to get a large slice

So no... I dont fear a world recession input impacting in a major way

wow .. been travelling and not had a read all day ... somehow, I do not think Ophidian's hunch was to see 19 again !

The only thing for absolute certain, is it will end some day - the fundamentals and cash generation just say present levels are ridiculous ...

Thanks Ophidian .. has FM offered you a site chemists job now ? (joke !!)

I fear not.. but lets hope these short vermin get burned to a crisp

https://www.spglobal.com/platts/en/market-insights/latest-news/electric-power/081219-feature-investors-warm-to-integrated-solar-storage-package

supplier is redt

well put @993... Trade, don't trade.... sell.. hold .. just stop whining peepz ... great advise

we shall see Jagadish ... and by tomorrow as well... furries just can't help themselves

I am confused @pb940 .. I detected nothing of the sort. I thought Pdub's posts were good and sought to be balanced. Yes we all all hold views and have our own pet issues, but to suggest 'no longer assured of BMN success' ... I never read that

got a link or the text ?

excellent posts BBN

'Revolutions: ideas that changed the world. - rather reminds me of that amazing series in the 80's from James Burke: Connections ...

I know what you mean... I would have changed my car last year.. but really dont know what to get... but not going electric

ha ha... I have seen your old banger Alfa... neither old or a banfer he he

fatbanker's house... ha ha ... so funny