Member Info for HaleSpur

I remember the spike with RedX last year and didn't see them doing anything this year.
A lot of upfront payment is to do with the first clinical trial. Hopefully we pre-clinical's and shorter trials we get similar to the £17m upfront and £360m royalties and milestones.

Fairplay Peking you called it well. AV not as polished as he could be.

They might want to test one from Austria now, along with the one made in China.

just need it to go up 400- 500% from here and I might bat an eyelid, like SNG last month.
Going to be many months of holding rather than daily fluctuation to see that IMO.

Good find Sloppy, due to China's 200 million tons per annum vanadium-incorporated rebar production, vanadium demand will be over 100,000 tonnes annually. Considering the impact of COVID on producers and reduction of secondary production that will mean there will be a deficit for sure. This article coming from China's experts means China will be a net importer for a while yet!
This without VRFB's

https://twitter.com/BigBiteNow/status/1290199953394941952

As alway's thank you and hopefully you won't mind me sharing as it is always worth reading your input on BMN.

I thought the same with the RNS, that Enerox completion was linked to the Eskom tender. The future is indeed very bright.

I got my figure from the BMN presentation 2018 so don’t shoot MN and FM for having 5.5!

I feel like a ramper (with facts) but is that $58,000,000 worth of Vanadium if we were to sell it @ $30kg/V to China at current prices.
Happy if my maths is verified so far.

1 MWh requires 5.5 MtV
Therefore 320MWh requires 1760 Metric tonnes of Vanadium!!!
Let that sink in people and TROLLS and think about the market dynamics (never mind the cash from it) if VRFB's take all of this.

SO 11th September onwards is when we find out the winning bidder.
How much Vanadium will be required for that? Lets all keep our fingers and toes crossed and hope the majority of us our rewarded for our patience.

Pdub I noticed the chewed wires and the droppings from the first post.

Article is from May and Bushie was affected by the lockdown closure and Largo was still running at full speed.

Anything 10-14p is just going through the motions and I take no notice of. MM's and traders can play what they like in that range and good buying point if I had money to lose.
I am already over-invested on this share so will just wait on this whatever months or years it takes. A rise for me is when we go back to the 20's and something that might excite me a bit more.

How many 500k sells have we had?
There isn’t an infinite amount of shares to dump so hopefully the end of the month is a good starting point.
Hopefully Eskom news next week now the regulators have approved energy storage plans.

https://www.engineeringnews.co.za/article/could-eskom-be-repurposed-to-become-training-ground-for-the-energy-transition-2020-07-31-1/rep_id:4136

Europe and USA catching up to China is a good start. However increases in China from a 30kg/V base would allow the best profit in the short term.

It's the NERSA meeting tomorrow and we might get Eskom BESS news in the coming days or next week.

Also to add does FM not have access to a share register that they can see who is selling and buying etc. If he was worried about foul play he will act if he has to when the time is right.
If BESS news comes then this won't matter one bit.

Does a tree make a sound when it falls and no one is around to hear?

Does a troll......you know what I mean so stop biting folks.

Libero just so you know BMN own around 57.6% of Mokopane effectively. Think they need to make use what is in the ground to really get value for money, rather than sell a portion.

I watched*