Member Info for faramog

well @Dody ... last few days to load up cheap hopefully !

now that Alfa is big news ... all those dreaming of a future deck of connected car batteries in China .. think again

We will certainly get an RNs with results by 7th as there is a dialin and investor briefing on the 8th.

I am not expecting much (although let's hope Tania is more on top of he brief this time).

What is of real interest is any foreward guidance - this year is really all about H2

40, 44, 46 ,50 ... irrelevant .... seems to have zero SP impact !

sage advice in investing !

and also waiting for the 8th July figures (and perhaps more relevant), any foreword guidance update - after all, no one is really expecting H1 to be much more than either break even or small loss. Real movement will only come with the uprating feeding in, Eskom news and BE news.

We could still very well be in this pretty static trading area until Sep/Oct and real figures (as opposed to planned aspiration) happen.

Just sit back and load up

Ha ha.... Beat me to it @knuttie

Be more that 15%

I kind of expect all in costs circa $30-$32 is more probable... But we shall see.

In any case, be in the top 10 of AIM earners and likely top third of FTSE earners....

A dividend (even a small one) would light it up from 2023 (earliest I see one)

HC... That $102m would be Gross Profit.... (Ignoring we only have 74% of Vamet o production).

PE is Price - Earnings.... Earnings come after the other internal costs and taxes

Just to clarify

I wonder if here spangel in chief still has his bushy shares ?

I bought ..
I doubled
I'm out

What a pr**k... Good riddance

And quite why Bushveld should take a hit when it could sell elsewhere for full price ... cant see that carrying on - why would you ?

=====
Vanadium prices continue to rise in China with prices rising another 0.5% to $37/kgV according to prices on Asianmetal.com.

This translates into a price of $32.3/kgV for companies selling into China due to 13% import duties applied to vanadium which serve to protect local vanadium producer.

https://roskill.com/news/batteries-interview-with-sir-mick-davis/

lets hope that old windbag has been well and truely sidelined

@johnp ... the other bb's you are on are what .. full of pussy-cats ?

get a grip

ahhh ... I thought there might be a wheeze somewhere (after all, sunrise industry, El Presidente's mate and all that)

Does beg the question of what $1m was spent on when seemingly the advice seems rather confused - unless there is a good RTO opportunity then JSE is a long way off and Main board 6 months off as a min

Been commented in the past few days about over promising etc , well this and dividends were all muted 3 years ago and at best the progress has been limited and worse rather naive ..... and before anyone has a go, that has to be a clear perception.... and as perception drives sentiment, we wonder why the depressed price

I remain very positive and see a strong re-rate coming on the back of (if nothing else) good H2 figures and vanadium pricing .... add in the other goodies and who knows

Gupta's may be closer to trial in SA ...

https://www.iol.co.za/news/politics/uae-signs-extradition-to-allow-sa-to-get-guptas-16fa42ea-67f4-4044-a89a-e131245fe304

ahhh ....

makes no sense .... nothing wrong with Cellcube .... maybe they should have picked 'VFRBCube'

A salty steak cut seems odd