Member Info for HaleSpur

Somebody mentioned the BOD have been buying yesterday? If this is true would there not have to be a holdings RNS, no matter how insignificant the buying?

Unfortunately you won't get a round of applause MEM, if that is what you are posting that for.

Faramog I think the initial rental was with Avalon if you recall.

I think offloading Lemur may come into consideration to help their green credentials. Fortune did say he would not give it away so hopefully a sale in process.

Thanks B.

Waiting for the Crux interview as this is where the real questions are normally asked.

Aye the proof in the pudding will come in the next few months so not long to wait. The main drive for this expansion will be VRFB uptake and large scale contracts.

Been following Bushy for a few years now and knew a greenfield site would cost 300m dollars to set up in Mokopane.
The surprising comment was $700m dollars plus for something producing 8400mtV. If he can pull this off for $200m-$250m dollars or so with even some dilution, you can guess the market cap is going to be well north of this. This is before we consider stakes in ATM, Lemur, Invinity, Enerox bringing additional cash in.
Hopefully Mokopane/Brits will be also bringing in additional revenue as offtake/standalone mines at some point hence I will keep BMN in my SIPP for 20 years even if it is just a small proportion of holdings. We all know what the big hitters can do over a decade or two just as mines never mind vertically integrated energy storage companies....

Now that’s an error day-trading NFX.

Hi Colt45 wanted to say thanks for your response a short time ago.
Been holding long and strong for while and feel the VRFB time is finally coming after nearly a few years of waiting.

A lot of patience needed here still Sanchez as the penny will probably drop early next year. Also we are living in the COVID price range still so still a lot of upside.
Anyhow everyone worrying about the electrolyte plant needs to realise Enerox will be supplying the electrolyte for the time being in all our projects.
'Vametco will supply approximately 25 tons of vanadium in the form of oxide for the VRFB. Enerox GmbH the VRFB developer and manufacturer owned by an investment consortium which includes Bushveld, will supply the VRFB and electrolyte'

In my hopes and dreams I wish BMN would just start to build their own 80-100% mini-grids sooner rather than later, so production cash costs would drop to say $15/kgV. Then we are making serious profit even in the 20's. They wouldn't even need the Eskom tender as all of the other SA miners will be calling, which I am sure will be part of the plan once the mini-grid is advertised to the world.
Exciting times even if doubts of Eskom contracts come to the fore. One has to Ignore the low V prices which cannot be controlled but look at FM ramping up to reduce production costs which not many other suppliers will be able to do with ease.

https://acaciapharma.com/about-us

Soup do you mean that Acacia have a couple of nausea related drugs one being CINV which has perked your interest.

Anyhow the fact they have hired someone that does not seem from the old boys club is a noteworthy addition.
We now have that glimmer of hope things are progressing quietly in the background and that they need another NED.
Feeling positive.

The production cost will fall further, when the mini-grid causes a fall in energy prices and reliability in supply.

Hopefully RNS tomorrow then to talk about with Crux Bassguy.

I've never been keen on HL when I opened an account Faramog lol.
I was thinking AJ Bell as I am biased.

Hey guys don't be hasty jumping ship to different brokers during lockdown/pandemic. Most people are working from home and you have to give them some slack if things are slow.

UNBELIEVABLE that there is only £7m Mcap difference now with IES and we own even more of a similar company.

Lets hope it isn't a 6 month lock-in to help the company and its shareholders during the transition.

Similar length of holding as you Yuyus. No fault of BB, Board or anyone else but really hope something comes off NFX and we gain on our investment.

If we forget anything else, this is what funds will look at once we are off AIM.

2"If a company manages to reduce its energy consumption while maintaining or even increasing production, that directly benefits shareholders," says Andrew Mason, stewardship director at Aberdeen Standard Investments (ASI). "Reducing carbon emissions is not just about saving the planet; it's often a proxy for good management which in turn can bring genuine, value-add insight into the quality of an investment."

https://asi.ft.com/thinking-beyond-greenwashing

Thanks BBN always super informative.