Member Info for faramog

a few notes made ... not just by FM

ESG conviction of exceeding compliance. Emphasised the point of social inclusion and doing something 'local' to be of benefit. Made the point Vametco was got at low cost so felt obliged and able to 'do more' locally

Makes the point of 0.2% Vanadium in steel halves the amount of steel you use which reduces its carbon footprint

How Green is a EV when its electricity comes from fossil fuels

What is important for the industry is to articulate the green cycle and what it means for de-carbonisation

Increasing role of Institutional Investors into the market is key (especially the debt market)

how do we maximise the benefits of African Minerals for Africa ?

- Africa needs to increase their share of battery minerals

- EV has 4-5 more copper than a normal car .. it is not just about Lithium

- $600B in capital investments to reach the world expectation in coming years

- Vanadium supply will need to double just to meet basic requirements

- HUGE numbers .. Africa's ambition must be a lot hight - it has the raw materias, it has the primary processing capability and it has the markets

- Everything is there to create a massive industry that can look outward to the world

Has the pandemic created opportunities and what is the number one priority innitiative in public private sector in next 12 months
- SA gov needs to move with a a bit more urgency
- a concerted collaborative effort - how collectively can we as a whole build an industry and be unappologetic about local content
- $3.3B in zero emission regulatory credits made by Tesla ...

- where investors see a stable regulatory environment, investment will follow

ESG conviction of exceeding compliance. Emphasised the point of social inclusion and doing something 'local' to be of benefit. Made the point Vametco was got at low cost so felt obliged and able to 'do more' locally

Makes the point of 0.2% Vanadium in steel halves the amount of steel you use which reduces its carbon footprint

How Green is a EV when its electricity comes from fossil fuels ? ... a great point !

What is important for the industry is to articulate the green cycle and what it means for de-carbonisation

yes .. it aint bedtime reading !

I dont think so .. I just filled in the application and had a link 5 minutes later

yup .. I caught that too ... along with the following comment of 2GW of renewable projects (just in SA)

given the pipeline and potential a low ball TO offer just won't fly !

thanks @willdo

First webenar is 1200 and according to my countdown that is noon today .. so to schedule FM is on at 1405 UK time

Note - I take no responsibility if this is wrong :-)

just note the comment in the Valuation section "..less than 200,000 individuals in the U.S.."

This $8 (about £2.92 UK) valuation reads that is based on US only sales projections and subsequent enterprise value.

Unless I am wrong, there is the RoW !!

https://scr.zacks.com/News/Press-Releases/Press-Release-Details/2021/TLSA-COVID-19-Brazilian-Study-Topline-Data-Released/default.aspx

well SIPPmeister ... as the Electrolyte plan is nowhere near completion and indeed the published plan does not suggest commissioning until 2022, all Bushveld could contribute to a wider Eskom deal is vanadium to be processed into electrolyte elsewhere.

I have been of the opinion for some time that the early part of Eskom was more about VFRB market momentum and our bit would be small - lots of spin off areas as distributed generation and storage is spun off is where the money is at.

So I agree - Eskom will be great in a wider sense, but I don't expect a massive re-rate on it ... of course I would be delighted if this was not the case, but fundamentally, Bushveld is going to do getting on for 5,000 mtv this year and heading for 6,400 mtv in 2022/23.

We sell Vanadium .... the element put into Electrolyte (I think BBN argued earlier possibly 1,900 mtv) will get a value add and then there is the growing lease revenue when that starts to flow.

Big re-rate is on selling the expansion story into multiple revenue streams on the back of both growing vanadium pricing and greater hedge into electrolyte sales.. and a future and growing dividend

So I rather agree with St0ski

Aquis stock exchange ? .... debts & securities ?

I assume you know the answer Alfa

Whilst Duferco selling some holding down has possibly had an effect, the past few months volumes are:

Sep 20 - 160.78m (daily av 7.3m)
Oct 20 - 177.27m (daily av 8.0m)
Nov 20 - 83.01m (daily av 3.9m)
Dec 20 - 190.37m (daily av 9.0m)
Jan 21 - 177.54m (daily av 8.8m)

So nothing obvious in Jan that is out of kilter with volumes

I doubt it @firex ... yet ! ... but certainly going to be a target on the back of a rapid rise

whilst I agree - the general market does not ....

Nope .. we don't know for example if they are allowed to buy at this time (and I suspect not) with such large and imminent news awaited (successful or not - a material impact could be construed by a purchase)

Not a short squeeze AllTorque .. there is no futures market for Vanadium .. just plain and simple supply & demand... a lot more demand and not enough supply !

Well will have a read when the docs come out, but my gut tells me this is hogwash. Many of the solar companies are struggling a bit as the costs of solar are going down and a 9-11% yield just looks plain unrealistic

When I read the VH Global Sustainable Energy IPO docs, it had similar fanfare but looked decidedly iffy for the first 18 months so did not bnother.

Now of course, if they happen to include VFRB, then their supply proposition does look more attractive to grid level suppliers

Bushmeister....
I think you are full of s**t ... Anyone who has run 3 businesses, made 16m... Does not rant and fly off on one.... But sits above in the knowledge they 'made it'.

I just conclude you are bulling up more than a bit... Maybe the euphoria if the weed (or whatever legal variant you claim)

ha ha .... rose between the thorns eh ... at home gardening is her ladyships domain - only thing I have delegated is mowing the lawn and chopping big bushed down in the autumn