Member Info for faramog

I know Alfa .. I was merely commenting on what was presented. The point is that joe fund manager looks at snapshot numbers... and the snapshot shows falling production . The facts as to why are not right next to it.

Just an observation ...

I did think it was going to be a rehash of the past presentations last year, but having had a scan over, there is some good updates. Lots to observe, but a few things just caught my eye:

I love the graph on P3 - just shows so clearly how far we have come in 26 months, and how far in the last 12 months.

10,000MTV in medium term; 200MWh electrolyte pa and 1,000MWh opportunities in 2020... just somehow feel nearer..

P7 - very graphic demonstration of falling output over 2 years and real profitability is on the back of vandium price growth rather beyond where anyone thought. Looking cold I would be very concerned ..... I wonder if this is one of the measures the market is really bothered about ?. (Shame there is no mention of the upgrades, extensive maintenance and process control improvements.

P9 - I like the clear Mokopane options: direct ore to china, brown or greenfield ... could easily do (1) to fund a plant !!

The Chinese rebar standards graphic on P16 and the Solar PV graphic on P26 are very eye-catching ...

I see JSE listing is now by the 'end of CY19' .. wonder why the delay... SP should be considerably higher by then ... unless the point is to limit the number of shares co-located.

Anyway .. some good material updates

done MrR .. thanks

Interesting live site (just need to do a refresh to update.

http://gridwatch.co.uk/

Just contrast Today vs Yesterday for Solar & Wind to see how variable it can be .... enter stage left a measure of storage !!

oh course .. but I don't see you name the others ... so I shall respond if I feel like !

and the delusions of democracy continues... not one act of the EU has not be rubber stamped by any member state - there would be chaos .. so it all must be pre-agreed.... and not by voters .... each to their own and we clearly are not going to agree

excellent news RK

point is .. the ERG 'member' are elected MP's .. and can be unelected ...unlike any of the EU legislature

@Ninvester .. that is so funny .... ha ha

Nice uptick this morning .. now at over 4% and climbing .... or is it just another MM game of creating a sudden shake later on ?

no we don't .. there are several thousand tarrifs and restrictions across EU trade. What we have is a measure of friction-free..

As for better .. well... pretty much all world growth is outside the EU (as its a monolith mired in paperwork and debt ... our future long term prosperity is rather more geared to trade outside the 27 (akka 5 who actually spend money on good in any volume).

Anyway ... luckily, we (certainly 'I' will have enough from Bushy to not worry about it ... but future generations ....mmmhh)

them as well ... but the EU is a cabal that has no interest in free trade running highly restricted practices. I fear we will stay and end up with the Euro .. just in time to prop up the falling house of cards.

As for our lot ... bunch of low IQ spineless jellyfish ... what has this country become !

... final hour or the final hour +1... sounds like trying to negotiate with the cretins in the EU !

@BB .. yes .. you have 5th May .

When our year was April, Full results were end of July (ish), ie about 4 months.... so as we are now Dec year end I would expect full results circa end of April/Early May

"that is why we are sitting in the best seats in the house........"

Exactly why I am sitting on more than 600% average profit right now ... 1,600% at the 1 pound party and if RK target top end for this year end is anywhere close, then more than 3,300% (and more than 11,000% for one tranche invested).

This is the problem .. almost no-one looks at current data .. its all 18 months old ... none of these highly paid analysts have the inclination to look at any of the presentations let alone read the RNS's ... Ownership: 24%, 59.1%, 74% .. Vanadium Price $35, $80, $115; costs $25-$30 , Production (approx) 2,500

...and just add up.

Let alone guidance, BE, Lemure, Brits, Mokopane etc etc

Overpaid champagne guzzling loads'a'money barrow boys !!

RIP BO (a bad smell)

Slip inside the eye of your mind
Don't you know you might find
A better place to play ....... akka the Bushveld
You said that you'd never been
But all the things that you've seen
Will slowly fade away ...... a bit like you BO

updated Liion thanks

a good point @Dav3J !!!

Been in Bushy 3 years+ so used to it. Certainly a bit frustrating and the point should not be lost on FM ... Billion pound companies are expected to have a clear reporting time-frame structure and the notoriously fickle AIM market tends to get very twitchy if not met.

I used to feel 100% FM 'delivers' .. but I must admit I have to caveat than now with 'eventually' ...

IQ's that should be ....