Member Info for faramog

tell them you are interested Numpty and ask for a quote ?

see @Pickler's post below .. he posted the email details he got on here as well

I suspect the time to take out BMN cheaply is over...

Happy to entertain 100+ offers right now though

agree @Numpty5 (except I am not underwater luckily) .. bought another chunk today ...... all coming very soon !

Now @LB21 ... at a basic level what you say is correct. But that is not what you inferred when you rubbished HS's comment "I don't care about the VRFB market being affected at the moment as the leasing model should take care of that"

Really HS ... it is the words in the same sentence "Chinese partners friends" I fear misses an essential point. China is no friend of anyone, and partnerships are predominantly one-way !

@LB21 .. no .. your comment means you dont understand how leasing would work .. HS is right, Leasing will allow for a smoothing of cost and keep VFRB cost ranges at a point that makes market sense

I see that the wet-wipes are out banging on about cash raise & dilution again

Maybe you should take a look at BBNs Twitter posts a day or so agai. If his analysis is right then knocking 900mtv of vanadium sits in inventory with costs applied.... So about $30m in ready convertible 'cash'

Been quite for a day or two but I guess there are some shorts to close.... Bunch of clowns

18-20 tones each ?

another reason getting off AIM next year is so important - many funds have rules preventing holdings on AIM

Confirmed where

In WW2 Mogwhy would have been shot as a traitor ... utter c&&nt

I pay for 'real' research .. get stuffed ... not even smart enough to be in top Cat's gang

Filtered

Not sure you got your pic wrong - in hindsight we all got the timing wrong. But then that has more to do with a short term view and any investment less than 2 or 3 years is short term (IMO - other views are available).

The better reflections over the past few months have rather pointed out that the aspirations of FM kept not being met at least in the eyes of many investors. This created a negative atmosphere that can be readily exploited by shorters: ever notice that short furries rarely infest momentum, upbeat, can do companies that keep on delivering !

So when FM changed the message tack to one of guidance based on firm demonstrated, embedded and solid operation, he has finally grasped one of the key factors in long term market mood - believable delivery.

The fact that Vanadium is a relatively volatile commodity also does not help, but as BE and Rental activities grow the sustained stable cash flow will come.

We are languishing over 50% down on the year exactly because of poor market delivery wrt the guidance numbers as much as Vanadium pricing squeezed with higher costs due in no small part to the long shutdown and high corporate packages given on the back of the exceptional margin year of 2018.

But costs are falling, production is rising and margins into the black. There is every reason to be positive and look forward to a 50%+ increase in production rate by around this time next year: just in time to deliver into Electrolyte manufacture - what a coincidence !

@prussel1963

As a LTH holding from 1.6p I am 'yeh yeh .. whatever', but then even in the very early days I could see the changing energy landscape. I must admit, I did rather expect a more rapid expansion and 5/6 years ago there was active talk of expansion to 25k mtv. Frankly 8k mtv+ is 3 years away IMO at least . Proved a lot harder and the plants in need of a lot more investment.

That said, I do see 2022/3 as being transformative so whilst late, I still believe it is all coming.

But for those (probably) like you who invested in the past 3 years, I can very much sympathise with your frustration. Over 2 years I invested very heavily and although well down from the peak I still have a notional 45% profit (8%+ pa on a crude calculation aggregate), so whilst very frustrated, am not really in the same boat.

If I had done this down from the 40's (say) I would be feeling pretty bad and exactly as you are. But if I did not see it all coming (on the slow boat) I would sell and go elsewhere. All I can suggest is to keep the faith - will be bumpy for the next 18 months or so, but as vertical integration really shows itself, a move off AIM happens and VFRB's start becoming more mainstream in the Western world, I personally feel the mood music will change considerably

Sure Allycat1.... But aside from.a statement you have zero numbers to back it up

So where is your working that more cash from a fund raise will be needed soon ?

Look foreward to reading it

I think duferco are needing a lot of dish for an ironworks plant in Italy.... Now they may well be selling sooner rather than later but must have concluded the SP must rise with the cleared overhang

Which is what happened a year ago .. 13p to 24 p

@aisee... Not on aim... The MMS control the price

Might well work on main board although I would rather say unethical and probably illegal.

But nothing to stop some coordinated buying pressure

ooohhh .... harsh .. but fair ... and why I filtered pdub - sick of the ones sided aggressive responses

Other views are of course available !

@Halespur.... I think it is this FB link.

https://m.facebook.com/story.php?story_fbid=2955009471427865&id=100007565220838