Member Info for faramog

class @YTSS .. as LS said, the little twerp got caught short and is flapping about like a simpering fool ...... 'Oh I assesed the risk but just ignored it .... its not fair'

Why I have filtered

Anyone not listened to the Crux interview on Thur/Friday should .... taking longer than anyone thought (hence the electrolyte plant construction was put back over 2 years), but all coming together ....

Just takes the right early news a bit of the spotlight coming round and as I have been saying since March this is 35-45 by year end.... other views are available

and the guy calling for it works at BMW !!

A sea of green tonight .. the ferrets are back

really @Macanman ... so if that became a prevalent view in the investment world, why would anyone do business with them again. And also, if demonstrable then rather substantial consequential fines and possible prison time for fraud could easily happen.

There is a general view of malevolence when in fact Duferco are an investment company. I don't doubt buys and sells but this tiresome view of malevolence is just boring

... and of course why so many are on Telgram now. It is not (as suggested) a non stop ra-ra arm, but the generally idiotic conspiracy theory crap just is not there. It is about wider research and market information so we can make our own decisions better

I really come on here now more for a laugh than anything useful

As for you @Mogwhy, I have decided you are a worthless worm and so am filtering your crap

no @Mogwhy .. "Duferco started selling down on the same day that they were issued the shares ie 24th December.". Not true. There was a 6 month clause preventing that and then an 'orderly market' clause

But then you do seem to have switched form fan to spreader of crap

@Macbev .... message me on Telegram @faramog

I actually dont know - I will enquire

that is because this place has an infestation problem .. nothing worth reading here any more ... I only glance every now and again - all the real talk is on Telegram

a good question, as I believe revenue is only recognised on delivery

Leasing will be for Electrolyte, not straight Vanadium. There is a premium to be paid for the electrolyte. As for payment, the vehicle is a separate Leasing company. I would expect sale of vanadium to BE, then sale of Electrolyte to the Leasing company who then handle it - otherwise, vast amounts would build up on the balance sheet when there is no futures market so subject to all the fun and games available to manipulators.

In the end... we shall start to see in H2 next year I think what the roll-out plan is

V05 is 56% vanadium, so the equivalent for required vanadium is $39.3 per KG ... nice price for essentially a raw product

Really ?... Just looked on the stock exchange website and last RNs was 11th Oct

a kiss of death .... a bit like Lehman Bros ... buy these junk rubbish trailor-trash mortgages

Then you are worrying about short term.cash flow and not focusing on the 50% greater production rate in little over a year. That aligned to an electrolyte plant selling 'vanadium' at a decent premium

great post @Hinza

so you are saying VFRB is better .. and a capacity decay of 0.3% per cycle ... so after 1,000 cycles decaying 0.3% per cycle there would be 5% left. At 2 cycles per day that is about 16 months

What am I missing here .. I thought there was negligible loss of capacity over 25 years and 1,000';s of cycles.

maybe .. but we are trading right now at below NAV !

double .. so less than the price of a curly wurly !

I agree with a possible market correction next year .... lot of reasons economics point to it

I am not sure FM gives two figs about PI shareholders ....

so basically he claims to have a decent sized long term SIPP position .. the rest/recent stuff is all trading !

Good luck to him ... I rather feel he is wrong .... unless of course there is no great BE announcement around CP26 and Ramaposa does not use it a vehicle to put a spotlight on SA..... there is of course that old dinosaur running a coal rear-guard action