Member Info for HaleSpur

You don't need to trust anyone on here to support your investment just some recent factual comments. Fortune made it clear that the two plants would cost in excess of $600m to build in the current climate. I'm sure after expansion they will be worth a lot more and thats without the other bits and bobs with BE, Mokopane, Brits etc.
It's bit like when you do the house extension for £30k which adds £60k to the house value so we will hopefully see additional value with how the orion funds/profits are spent over the next 2-3 years on upgrades.
We are currently have an M-Cap less than half this estimated $600m value so the only way is up to reach fair value based on major assets alone. BMN has lost some big followers after COVID, but with the age of VRFBs and a lot of western media coverage for BMN, things will change when we least expect it.

Well website says they are aiming to start work on OXL001 later this year. SO they must be pretty confident negotiations will be fine.

Who is going to tell him?

Share price does not always follow news, especially after a big rise and a seller in the mix.. Maybe the leak was on the Oxillo end so don't be quick to judge.
This validates NFX technology to the western world (not China), which is more important than the initial funds received. I thank Chris Blackwell for this deal and hopefully Anne can get a lot of cash for it.
I feel a lot more comfortable with the business now and share price can do what it likes for the next few weeks. Placing shares will likely be sold off by some.

It wouldn't be a negative about BMN if there was a delay, just the usual sh*t-show from the Government and Eskom. Thanks for your analysis guys.
Vanadium prices remain profitable and we need some news on Enerox, JSE, self-generation, expansion progress, electrolyte plant etc to keep the news flowing and keep investors interested.
Even just disposing of Lemur would probably cause a re-rate, so there is plenty of news before Eskom BESS that FM could deploy before the end of the month. I'm just hoping for a RNS offensive starting next week as it has been a little too quiet considering how active they would have been.
Chinese prices still above $35 even after a slight dip so hoping the surge continues next week.
https://www.argusmedia.com/metals-platform/price/assessment/ferro-vanadium-80-v-fob-china-PA00144230000

Hopefully the other smaller ones are viable contracts for BMN if they don't have a strong enough hand for this one.
What a Sh*t-show regardless, especially if everything is delayed.

Autocorrect SV82 but yes.

I wouldn't want another spin-off. BE will get value when MN works some magic and gets some big deals over the line. Hopefully starting next week with Eskom. I think BMN put all their eggs in the Eskom basket so have do deals on their terms at snails pace.

Thought it would be Enerox as BMN (or its complex subsidiary) seems to be a majority holder at the moment. The strategy is to be a minority investor after all.

Have you been on the saturday night drinks like me Goup?Listening to Jazz - the only way is up?

All that matters for me is that Alan and David have sold another 30m shares over those high volume days so we start seeing some healthy share price behaviour in the next month.
Next week will be pivotal for sentiment short term no doubt.

'The business has not even tweeted about the self-generation cap being removed. That's really a Ronnie Rosenthal standard miss of an open goal. (Sorry Halespur).'

Haha those were the days Sanchez, at least things were more unpredictable and exciting.

Good Luck JV thankfully only 10% as thought you got in a lot higher and its an incredible amount of money. If you get 10% next week then a risk well taken.
I have been holding and adding for 3 years now as any day now the penny might drop to get in the blue again, maybe the FAR ramping will help get V investment interest. Even so FM said the plants to build would cost in excess of $600m in the recent interview so all I am waiting for is the asset value to be matched to be in profit.

Take it BMN wasn't't the best trade you ever did?

I think half of the problem is that a lot of people had an expectation that BMN would have been involved in yesterdays tender hence the frustration. They may still be, but the prized target has always been the Eskom BESS. BBN wrote about this with great analysis on the Bushveld Perspective a while back and thats what we should wait for.
BMN will probably rise 30-40% on no news just like one of my other shares did recently and it has done last year. I'm very relaxed even while 20% down. Had 4 days of Cheltenham festival sweepstake fun and punting with friends to distract me from LSE which is useful on down days. I think many of us just need to get away from the screens at times to reset the negative thinking.
I fancy an RNS next week as Fortune often pulls one out of the bag when there is blood on streets (LSE BB lol).

All the best Pdub.

I said recently, BMN doesn't even need government contracts if it could concentrate on the African mines for self generation.
As others have said Mikhail your time is now.

Bassguy I was feeling the same about Mastermines and his paid lithium contacts giving him fake news on VRFB's.

I had a friend called Capa who fell off his bike after the first Covid jab. Luckily he has stabilisers now so ready for the second jab.

Forgot to add I had a few beers that night as a GP friend said I’d be fine drinking after.
Will avoid after the second jab.

Great factual post Alfa and shows how undervalued we are in comparison to FAR and the other wannabe miners elsewhere just on resource. A lot of other miners claim to have a great resource but BMN’s is world class in comparison.

I had AZ vaccine couple of months ago and had man flu for 24 hours. My wife thought it was so I could watch super Sunday football all day.
I speak to older people (no offence intended) daily and they seem to get no reaction whereas those below 60-70 seem to get a bit more than a sore arm. Suppose the stronger the immune reaction the greater the symptoms.
I also had a 3 week persistent cough last year before lockdown and think I had CV before the first lock down.