Member Info for faramog

and dont forget Leafie... he looses his train set later this year

jolly nice Nick... enjoy the sun

Ending the week with blue is good .. what happened at 10:30 - all started to go up after that

Very positive and conservative report. Love the Vanadium cumulative deficit graph ... can only support higher prices.

Interesting that Vanchem value is ascribed even though the deal is not final. It is not that I am expecting it to fall down, but there was no caveat.

I see Squirty raised a great comment ..."Not sure I understand the Vanadium sales line in the table on page 1. This lists sales in kg, but think this is a typo and should be mtV. More significantly it projects 2019 sales as being 3096 mtV for Vametco and Vanchem. This seem too low given Vanchem is 960 mtV"

I wonder if this is because half of year 1 production will not be essentially Bushvelds but will effectively be ascribed to current owners and the numbers reflect Bushvelds share ... The numbers then sort of add up... just a thought

well the ANC% is steadily going up and the beeb reporting from SA that they expect to end up with over 60% by final count.

Rather better than I had expected I must say .... onward the much needed reforms. Been quite the wake up call. I suspect if Zuma had still been in they would have lost or been very marginally over the line

if some bought an early high growth stock on AIM based around currently one product in a volatile part of the world for a small dividend they want their head examining and deserve any loss they make for bailing out... this is a buy and hold stock with a 2-3 horizon for being several times bigger as a company.

As for div policy with results in June, correct me if wrong someone, but was there not a note about being 'this year' or 'by year end' ... happy if its out, but frankly no div will be paid until summer next year anyway in my opinion - far too much capital needed for solid growth.

Quiet or down tomorrow as well I reckon... looking to next week after the formal count released and Ramaphosa makes some rousing 'we will sweep all the pen pushers away and grant Mokopane license' speech :-) .. if only !!

yes @Querty .. you would think a long position would be a no brainer.

But lets not forget SA is currently high risk... latest track after almost 38% of vote counted is almost 56% ANC .. not a done deal by any means but looking positive for Ramaphosa to have a decent majority and be able to crack on with reforms (and hopefully banking up some of the corrupt past tyrants) ... then perhaps the real inward investment will start in earnest and a de-risk take place.

Is SA not classed as a junk investment right now ?

blimey... I gave up at 2-0.... never say die

yes... no fan of the ANC... have lied, cheated, stolen and mismanaged and now faced with an even more dangerous bunch of marxist zealots have started a long overdue pricess of clean up and reform.... I was originally not a fan of Ramaphosa just seeing 'the next king' .. but have been much impressed with how he has conducted matters... right now he is what SA need.... for my own investment I hope he wins a decent majority.. but I also see him as tge only vuable hope SA has at this election....

@BobbyAxe … what is this from … 'If Carlsberg did RNS's ?'

interesting, but not sure about the audience ... there was no killer-answer to anything .. just general really... my ears really pricked up when Mikhail spoke of risks around battery failure and 'death' ... not great use of language.

An hour I won't get back .... now .. roadtrip to Wales !!!

but if asked a year ago I bet it would be 90% Li-Io

Mikhail is on now ...
https://goto.webcasts.com/viewer/event.jsp?ei=1242694

so do I MassiveRay ... just on past outcomes it is only actual numbers that seem to wake up the lazy II's.... just temper expectations ... I am so I don't get hopping mad or disapointed

there is one positive from the audited figures (june /july is it).... a clear positive profit will be shown for the first time.... Does not look like much will happen now for a couple of months that influences the MM's to up the price .... and please ... no more 'news news news' ... the market only care about actual figures

I agree Pdub... normal business... just the JSE announcement speculated... mining is strategic to SA... just speculating anything seen as election tied might not be great... but what do I know

Might get the numbers but I doubt there will be any significant announcement this week. the SA election count should finalise by Saturday and I would suspect just keeping quiet might be a decent thing to do this week.

Just my thought

Nothing on VFRB ... but was reading some e-bike reports (just thinking about one) and came across this site ..... just general interest.. not VFRB so don't bike my head off.

Not sure how accurate it all is, but quite interesting reading .... https://batteryuniversity.com/

why .. it is an opinion (given with no actual backup) ... if a PI is so easily swayed by that then they are an idiot

Caveat Emptor !! .... and DYOR

Was a thought last year and someone (can't remember who) who had shipping experience gave some reasoning why it would not be viable (at least not yet).

There is, however a Norwegian support ship that converted one of its engines to an electric drivetrain and runs the oil-based engines at optimum and applies variability using the electric set. Overall fuel efficiency is a lot better (apparently)