Member Info for HaleSpur

Nice to know the company is still open for business

Whatever the prices think FM can’t play mr nice guy anymore and sell to the highest bidder. He should have plenty of contacts and has to realise that debt needs to be repaid this year and shareholders need pleasing after years of disappointment with KPI’s he sets every year.

HMHG seems to only become active after school hours..

Hopefully Steel producers use more Vanadium so they have to use less energy/steel to get the required rebar strength fr industry. Economics of steel production now matter more than ever.

§ 12M 2022: London Metal Bulletin ("LMB") ferrovanadium price of US$39.2/kgV (12M 2021: US$38.2/kgV); CRU Ryan's Note of US$52.7/kgV (12M 2021: US$37.7/kgV); and Asian Metals of US$34.3/kgV (12M 2021: US$36.5/kgV).

Let us hope 90% of V went to USA and 10% Europe and then it would have been quite a profitable year. Obviously won't be that mix but the more to US at those prices and things would look rosy. I doubt this if it hasn't been mentioned in the report.

Yes Viper he tried to slip that one out of the report like a Viper let’s say.
Hopefully somebody gets it out of him on the conference call.

They don’t have any expenditure expanding and refurbing so will make a profit. It’s all about loans and sustaining capital going forward so hopefully can concentrate on profits.

https://twitter.com/bpoppenheimer/status/1616911135784976384?s=46&t=UUgTAnsMrxGql2HQ411iog

I’m thinking VRFB’s are taking off like many things in technology now. Many of us have been here 5-10 years but it can still take longer just as other household things we take for granted.

Any chance Fortune could get Cellcube to lend him some VRFB’s at Vanchem. High production costs with diesel generators is not helping profits.
In hindsight we would be more like SLP if we concentrated on just upgrading Vametco and probably dividends.

FM has a difficult task making the company profitable unless we get another mini spike in V price. There is always hope though after a few years of being in the doldrums.

Needs to announce -
1. BE carve out
2. Mini-grid operational
3. electrolyte plant operational
4. guidance hit

All these hitting this quarter will see us get back to 10p at least.
Then its about V price and contracts with the electrolyte plant/Cellcube/IES

Confidentiality agreement for the negotiation period only
I assume from the wording. Can’t see how they can hide the final figure from all the shareholders who have stuck by them and funded raises etc.

Lombard might continue to de-risk so reward will come when all is signed and sealed.

Stop cross-ramping. INX haven’t released anything in decades

News we were waiting for NFT and not for Lanstead fluff.

Problem with majority of traders they think the share price is a fair reflection of the business.
Doubt Warren Buffet would be a billionaire if he had thought that.
The end game could be unexpected

Bmn needs just worry about self- generation and private VRFBs sales in SA if it wants to have positive momentum away from load shedding and politics.

Larry is still down from the heady days of £2 plus similar to BMN from the 20p’s when I started my investments here.

The main thing that grinds my gears is that BMN are very slow with getting things done, which Larry and other CEO’s seem faster at.
Look at this BE carve out for instance, which will go right to the wire of the last trading days of the year if not overshoot. I’d just love to see FM deliver things early or way above expectations once in a while and believe me I don’t ask a lot having waited more than 4 years for some return.

That’s from the poster session right? Good to have it published.

We are all waiting for the BE carve out and Mustang information which will help the SP.

I’ll wait to see what the yanks get up to later.
Mistral is the big ticket here for holders and seems like it’s progressing well from the video link posted here.