Member Info for GeneralLevy

You’ve written a dissertation on what modular means, basically fulfilling the role of a human thesaurus. Vanadium is neither a consumable or a perishable, once it’s in steel it can be recycled ad infinitum, once in electrolyte it’s reused and recycled ad infinitum, it is therefore a building stockpile or a timebomb if you want to be more inflammatory, it’s not like oil, the price will face constant downward pressure as it is stockpiled, coupled with it being the 20th most abundant element on the planet, production ramping by the big boys is child’s play, plus bushveld is in Africa, which is well, in Africa, which is not a breeding ground for sustainable or successful mining ventures from my experiences of AIM...

I see some convertible loans are involved with bushveld...

Looks like a fourth down day on the bounce :(

Well modular means they can be any size of course but don’t let that get in the way of a good story or an agenda for that matter... I’d suggest if red fails, bushveld is more likely to fail than succeed, there’s no lithium miners making batteries for some reason

Red will go bust because vrfb is doomed because of high vanadium prices, ramps bushvelds vrfb

£20 a share isn’t impossible though, if funding is secured, liberator reaches production, all the licensing round bids are successful and reach production, there’s your £20...

Hora, goodness me, the market cap of i3e is £23m because there are events that need to happen before oil is produced. These events are subject to something known as risk. The risk decreases as each hurdle is overcome and the share price and MCap increases accordingly to reflect the decrease in risk and likelihood of production becoming a reality. i3e has all the hurdles to overcome hence the tiny MCap. If share price appreciation is your thing, there’s no point investing in a company that has overcome all risks and hurdles as the MCap and share price is pretty much maxed out

67p now :(

Top and bottom of it, the unusual thing about this share is that we’ll know in 3 to 5 weeks whether this is a life changing share or not, got to be in it to win it, don’t gloat if it doesn’t come off and you’re out but no sour grapes either of it does.... anyone know about the cap-ex? Cheeeeeeeers

Me as to the expected cap-ex per barrel at 10k bopd please, morning

We are calm we aren’t talking tomorrow, (maybe a couple of weeks though) lol

I did some quick and dirty sums and took pessimistic views on P/E ratios and dilution and still got to £10 a share in production, from recollection it was in the £20’s when I applied more usual p/e and more optimistic dilution and a view on the license auction outcome, saw someone saying £25 here a few days ago, would you be able to share your working out, as I’m trying to set my ‘out’ strategy - at the moment it’s £10 but don’t want to be setting it unrealistically low (or high for that matter) ;)

I’m lazy and can’t be bothered to re-read the RNS’s so apologies in advance but does anyone know the estimated production life and/or duration of the license of liberator?

Spread has closed to 1p could this be the rubber-cat bounce?

On these boards, lots of ramping of vfrb going on in the Bmn board with largely the same posters appearing on here posting that vfrb is a lame duck :) they should be managing Brexit with such contradictions

Could be, would expect the funding arrangement to be a goer. After all, it is a profitable venture at current oil prices and with the current license, even more so if they did well in the auctions!

Nearly only 3 weeks to go before two bits of news become likely ... both with upside if they are as we hope

Funding is a big derisk so you would have to expect significiant increase of sp once established

33% of the licenses is much better than 33% of the company imo

Anything below £10’s a good price ;)