Member Info for faramog

it is ... can really only mean Mokopane .... recent Chinese Visitors ?

116 entries ... no wonder my stream is relatively quiet .... ahhhh !

"Your parents must be proud"

looking back at your posts @jelly you are a patronising SOB .... with nothing to contribute beyond barbs and snipes .. green bin for you !

it is .. and MUST is setup to do/handle this sort of thing ...

Looking at other RTO's, the shares get suspended for 3-6 months though while it all happens .. is that quicker than issuing a prospectus and applying ?

A bit of a non-rns really .... nice big carrot and a couple of nods & winks ..... roll on the end of July.

But later this year and into next year is when the real value of the aquisitions will start to shine through

does beg the question of who was giving advice when JSE was muted .. did they not know the basic rules ?

That means there is no possibility of BMN becoming a secondary listed company on the main JSE exchange anytime soon!

Rules are rules .. but when the President (et al) are backing it as a 'sunrise industry' .. I bet that goes out the window..... we shall see !

surely @audio, you are not suggesting JSE is all in lieu of the traditional brown paper bags !

Before saying 'decent volume' people should consider the following:

The most heavily traded stock on FTSE (usually) is Lloyds. In comparison to BMN:
LLOY BMN
Vol traded over year 58.36B 1.65B
Vol as % of shares in issue 82.3% 139%
Average daily Vol 0.32% 0.55%

There is nothing wrong with BMN liquidity !

why do you think that @Libero.... I vaguely recall that a move to main board would need a shareholder vote (but my be a fuzzy old thought)

As for myself, I have long thought any move to JSE/Main board might well be a January as that would be clean for FY and since 2021 is clearly a 'putting the final blocks in place' year and 2022 'the big year of delivery'

a temporary blip as repeatedly explained caused by the maintenance shutdown - the fixed costs remain so the marginal cost per KG goes up (as production falls).

Costs will fall way back now and as the rate of production increases

been 2.5 weeks since I looked on Telegram ... only 7556 messages unread ....

There are times this BB looked fully of drivel and ra-ra .. naff all actual analysis... a few glances and every hour dozens of messages mostly the same ... good luck. I read this BB but not every day, mostly now on Twitter

So 1g is 175 mm3... Tosh... 9 grams is minuscule and that rod it not small

Made in china !!

eccles ... a grasp of numbers and you don't mix .... the SP relative to a few years ago is a rubbish measure due to the dilutive effects of the fund raises. The best way is to review Market Capitalisation.

6 years ago the Mcap was £22.9m. Today it is £180m .... so Bushy is worth 8x more

but @LB21 - this will be incorrect becuase you are factoring the higher costs due to shutdown over the year which will not be the case. The costs are a blend of fixed costs and operational ones. The share of fixed costs per KG comes down with scale.

So at current Vanadium prices we will (I expect) make rather more than $26M just because the relative costs come down

looking at the lack of reaction ... all already baked in .... or of course, the traders are waiting to sniff a big Vanadium re-rate here !

Another day... Another drop..... Must be giving these 2m tests a week away.

I did buy as a bit of a punt, but now a touch red... Not amused

I am not sure we understood either ... but such a close link to a government quango and being identified as one of the 30 key areas ....

Lots about to happen ...

https://solarpowerafrica.za.messefrankfurt.com/content/dam/messefrankfurt-southafrica/solar-power-africa/webinars/webinars-2021/20-may-2021/SAESA_IDC_SPA%20webinar%20presentation.pdf

https://www.youtube.com/watch?v=cRPxv6LM7vQ

It is very positive isnt it @Pdub ?

"When you take loans from IDC pay it back. Profits from the project are yours! (Edit: does BE simply pay back the equity when up and running, thus becoming 100% owners of the electrolyte plant? That is what I understand from this presentation)"

That is why I asked the question the other day ....

The strong sense was that a lot of developments are in play and expected to be public soon - the guy just seemed itching to speak more ...