Member Info for HaleSpur

Take it that it was a false closing price with the uncrossed trade so we aren't down more than 1p really.
Shorters and MM's will want to take advantage of SA miners losing electricity supply no doubt.
Thankfully in the short to medium term we can get 80% of the supply through the mini-grid we are developing if we get maximum 10MWh signed off.

There's a 50MW PV IPP in Brits. Hopefully BMN have had a word about storage.
Thanks Bella for the link.

Is getting a solar partner easy for BMN and is there one in SA to partner with?

Hopefully Bushy find some sort of investment initiative with PV manufacturers once they have a large contract.

In November there was still 0.27% of the company shorted so hopefully something to help the SP tick up a penny.
(according the euro clear link Gkb47 posted)

Surely he can't be expert enough to go from 16p to 46p with SolG and sell at the top.

Terrible news for South African people.
Hopefully they can accelerate their timelines and get on with the BESS program with it now being a crisis.
They can start storing some of the energy generated off-peak at the least. BMN are ready and waiting, along with the World Bank with the funding.
Just hoping big decisions aren't being delayed until Mid-January when the new CEO for Eskom takes office.

Think all the newish traders are all out from the Times article. Back to boring old us for the next month or two.
Wonder if it will go any lower than 7 but I think there will be some minor news before the new year.

No doubt there is a delay in one payment but hardly a catastrophic event in the long term business of this share. I'm sure Dan has learnt from this.

You're probably hoping for this for a low ball buy in.
Ebers payments potentially more than the Mcap so there is only so much it can drift.

iPhone has it ar 22p and up today.

It's a good point you make Alfa. There are so many companies that make no profit or plenty of losses but people dive in with investing. Uber, Tesla, Spotify, etc
When somebody (James I think) mentioned only £10m profit at these low prices of V, It almost made me feel negative but then you realise we are a growth story and more will come with dividends.
Tesla and Uber would love 10m profit at this stage!

It's pretty unexciting once you have built your position Daisydog but good if you have money coming in and fancy building.
The investing part that requires patience is hardest part.
We need VRFB news now as the V price may not spike as it did last year and this is the hedge against lower V prices.

I suppose they used the ARC and website presentations as they give well researched information on China and Vanadium Diatom. Would not worry about the footnotes.

Excellent read and uncomfortable in places as China could start holding many countries under ransom including SA and this is where corruption wins. Hopefully BMN is the objection to the rule with much of the ownership outside of China's hands.
It would obviously take a multi-billion takeover otherwise to change things in a few years time when the story is close to completion. I would prefer a US or multi-national company doing this as spreading the wealth/metals for all is best. Sharing is caring!

'China is also expanding its dominant market position in vanadium and graphite, securing additional supplies and building integrated supply chains. Vanadium is a transition metal that is used in flow batteries, superconducting magnets, and high-strength alloys for jet engines and high-speed aircraft. Chinese firms already produce 56 percent of the world’s vanadium domestically, and China is home to 48 percent of the world’s reserves.15 Now, they are targeting South Africa - ranked third in vanadium production and reserves behind China and Russia16 - and tapping into local companies’ plans to develop an integrated platform to produce vanadium redox flow batteries for distributed energy across South Africa.17 The vanadium resources will also flow toward China, feeding its battery industry and the National Development and Reform Commission’s planned rollout of 100-megawatt stationary energy storage stations to manage its wind and solar energy.'

https://www.theguardian.com/environment/2019/dec/02/coal-power-becoming-uninsurable-as-firms-refuse-cover

The trickle down effect of Coal plants closing won't just effect the UK but the world. Although some won't want to close in the future, insurance may force their hand and the governments need to look at renewables and battery storage in response.

PS there is a lot of green on my screen I cannot read, so assume somebody is getting agitated with the positivity on here.

Need some in stock for the Electrolyte production for our own battery and to help the companies BMN has invested in. Now they have first refusal on 2 VRFB manufacturers , that is a lot of vanadium they will need to supply. I'm sure with 5-6 avenues of income when V is used for VRFB's as MN alluded to, then there is very little need to sell more than is required for the steel sector.
Hoping to hear from the merger in the next couple of months as whatever contracts are in the pipeline will help BMN a lot of money.
Although it is not great being at the bottom of V price and SP for me, I invested for the long term which is VRFB's and big contracts.
In the next two month's I expect a massive improvement in SP as we hear more news on this front.
Don't let swing traders influence you on V prices as this company isn't isn't just about being a miner.

Albi you will be way out unless you actually spend some time doing trade analysis individually for each trade. Some Red looking days will be days where the buys outweighs the sells.
This is one way MM's are able to manipulate simple investors and when we see delayed trades.

Impressive shipment for November considering there might be some held back for electrolyte production.

I'm not ramping but you cannot rule out another RNS with an update if he is doing another interview.
Reason being the last interview seemed pretty comprehensive and cannot see what more he can add without getting close to the bone of notifying market information. Maybe it is just more information on NXP004 so let us see as he did mention news coming.