Member Info for HaleSpur

Hohoho just checked his beloved EVRH board and seems Big Luv P has disappeared. The last laugh is always loudest and his aggressive agenda driven nonsense is obvious to admin.
At least people can have a civilised chat until he re-appears.

Thanks LS, The V prices aren't as low as I had thought and holding well. Keeps BMN in profit and for most companies, keeping afloat would be fine during this crisis
Now with the Rand getting weaker the profits will become greater in relation to production costs.

wizard sleeves present today?

Paludina that should keep the lights on for a few months while this blows over before the cash reserves are even used ;)

I can see why FM mentions timing as key for the JSE listing. since the last year the outlook has headed towards Junk status. Now this status has been reached will many institutional investors come all guns blazing? or will they await some economic recovery?
Maybe his acumen for numbers and calculated risk, is something we should trust until the storm is weathered.

Good spot Joe, he has grand plans to ramp up, because there is a demand even during this worldwide crisis.

Hi Soup if Newsummit disappear then we can sell the Chinese rights elsewhere to other Pharma's especially as proof of concept is there now.
We had written off the 2.5m here anyhow so we got money from them for nothing.
More importantly there is nothing holding us back for ROW rights and need to crack on with that.

There is a gang of *ankers ramping cringeworthingly. Actually hoping no news end of march now and they sell up losers and leave us open for April news.

Yes Mozax we haven't had 4.6m in the whole month in any given day looking at the chart never mind the first couple of hours.

Also the Vanadium price dropped 80% since highs but you would still expect to be in the mid 20's if there was no disproportionate driving down with so much news.
Today I have seen a share increase 300% so hopefully our time will come.

David owns around 10 percent of the company and for each increment it goes below 10 percent, 9 percent, 8 percent etc he needs to notify the market. i.e. if he sold 4 million shares as he owns 44,000,000 shares.
Plus due to what he knows, it would be deemed an insider trader if he started selling so soon when news is due.
I suspect he knows the plans of the group and will just wait to collect his money when the company is sold in a year or two. He's probably not short of cash.

Those negative trades have just been consolidated into that 80,300 trade no manipulation i assume.

Stone coal production will be a loss making method at current prices. The Chinese producers will have closed long before Covid-19 took hold due to costs.
BMN lowest cost curve so can operate happily and I'm sure somebody has a chart to show rough costs.

https://www.nortonrosefulbright.com/en-za/knowledge/publications/6f8b2bef/energy-storage-updater-march-2019

Just thought I'd share this as there are so many renewable and storage projects and this great as an overview.
Although I suspect most are Lithium based I can see BE having some interest if VRFB's are required.
The UK hybrid one maybe one the first one to advertise why VRFB's are a good idea, especially when people start question why it is not all Lithium.

I'm keeping the faith and managed to keep both my holdings which are <50% atm. Luckily I will get paid normally next week although self-employed and can avoid selling any as we all ride the storm.
Everyone will be over-analysing their holdings and BB's, which leads to panic selling. The world is not going to end and NFX can operate for the year without being affected by COVID-19 downturn.

Now Would be a good time to suspend and reappear on the JSE/main market dual listing with lots of news attached. Then we can play guess the SP for 3 weeks.
I expect some news by the 26th March as it will be required by the markets if there is a temporary shutdown.

Take it being indoors is irritating you Dryland?
Take a chill pill no harm is caused with a bit of light-heart humour.

We do get these occasional rises on bits of strong buying on low volumes.
Regardless the better the starting base for the re-rate on news, the better for us.

Yes Alfa seems any negative sentiment on this BB is pounced upon for short term gain.
Shame I will continue to play the long game even if we hit the depths of hell which will happen on half of the shares if not more.
Hopefully BE deliver the 1000MWh of opportunities by 2020 as they have suggested and it as PI's who are laughing at the end.

Crazy when you think 0.01% of the Mcap of trades can drop the Cap by 11% etc, unproportional is an understatement!