Member Info for HaleSpur

Yawn

Funny how bullish you were last week Adbon?

We still own a coal project so no chance, as FM cannot dispose of it and does not want to give it away for free either.

Also saw Zar/$ at 15.04 on the bloomberg channel flash up. Things are getting even better for production costs and therefore profits.
You only have to see how Arc see's the value of the SP go up 2p every time there is a 0.5 shift upwards.
https://www.bushveldminerals.com/wp-content/uploads/2021/10/ARC-BMN-Interims-for-the-month-ended-30-June-2021.pdf

https://www.pv-tech.org/to-invinity-and-beyond-exploring-the-vanadium-flow-battery-space/

Mogwhy thankfully I'm not here to trade on short term like some. FM mentioned BE news so hopefully there is a short term surprise instore.

Doubt Duferco care about the SP, they already made a profit on the other share sales and will make more than they are owed at some point.
Nininvestor I think I'm with you this is a longer hold to get Kiln 3 and the electrolyte plant running and the production costs down to the lowest quartile. Once this happens BMN will be making a decent profit but due to COVID/plant set backs past 2 years it is a slowburn to grow to the vision FM sees.
We aren't the only ones and there are far worse companies with lofty valuations and loss making. That is the growing pains investors gamble on in growth companies to eventually get that multi-bagger.

Just as I thought last night Jamie. Freeloaders looking for a bit of cash without doing any graft.

Hmm no RNS this morning, it must not have had any material impact to the company.
Wonder if somebody handed a brown envelope to set this up?

So this isn't workers Mogwhy is it?
Looks like freeloaders wanting cash.

Whatever happens in their trials, add another 10 years to that for large scale adaptation and production and I'll have probably sold BMN at multiples by then. I suspect whatever organic they are developing may not have the longevity, re-usability or degradation qualities anyhow.

Faramog not data of

Cheers, data of. I thought they reached an agreement to stop strikes since the last settlement.

Get lost haha

Mogwhy where is your evidence on 30 people ready for industrial action at Vametco?
I used to think you played with a straight bat and thanks Jamiejojo for the information.

Thanks for the link and very grateful people share things like this,

Fortune showing his intellect on many facets of the Vanadium industry, came across very well.

Im not joining Telegram so this BB is important to me and it is a shame people get driven out by trolls. It's nice to have alternative views from people who aren't in a select group, even if it does mean you have to have a thick skin.
This BB can attract smaller PI's which can be important for sentiment like previously to reach fair value.

Even ignoring the new valuation of Vanchem.
Don't forget the discount FM managed to get a few months after the initial bid which was about $14.5m.
This should compensate for any less attractive deals we have to do now to get over the line. Like Pdub said the dilution from Duferco is paltry compared to past deals and warrants.

As previously notified on 23 October 2019, the total consideration for the acquisition was reduced from US$68 million to US$53.5 million, of which US$30.5 million was payable in cash (US$30 million on closing and US$0.5 million after two years) and the balance (US$23.0 million) would be satisfied through the issue of Bushveld Minerals unsecured convertible loan notes. The Company is pleased to announce that:

Always great to see Atrades once in a while for his/her intellectual contributions.

Can't believe you sold out Bloodninja. That £32 sell must have driven the SP down from blue.