Member Info for Hintza

Quick question Floyd (or anyone).

Are Portliner going to charge their VRFB batteries in situ or did I read (or perhaps I concluded) that they where going to pump in new charged electrolyte thereby making turn arounds much faster.

I'm not sure where I got this from and it could all be nonsense that I dreamt up?

So the next question is who do Pineapple go after next?

I'm wondering what is going on behind the scenes and did Mustang pull a flanker over Pineapple Energy?

Pineapple on the surface seemed a better fit and |I wondered if they floated with the Enerox deal in mind.

Without checking the dates were Mustang not running out of time (end 2021?) to get a deal done or fold the company as per their prospectus?

Might I suggest that with the current discount to the offer price the market is rather sceptical of this "possible" offer and if you want a quick profit, now is your chance.

Otherwise settle down for the ride, it could get bumpy.

My thoughts on Lemur.

Lemur is important for the government of Madagascar to help expand the grid in the country.

Lemur is a potential drag on the BMN share price as it ruins the company's potential ESG credentials

Not many international companies are interested in investing in coal so the pool of buyers will be significantly smaller than it was even just a couple of years ago and anyone who was interested would drive a very hard bargain.

So where does that leave us?

1. Find a decent buyer?
2. Fire sale?
3. Float the company?
4. Farm in?
5. Royalties sale ?
6. Develop the project alone?

What is the answer?

Have you been to Chile?

Aye in May 1982 :)

"Plus the fact that Bushveld have already banked quite a few £million this year for the Sale of their Invinity stock."

Remember that money from Invinity went straight in to Ennerox.

With a 10% rise in the stock and price monitoring might I suggest their are very few sellers around at these levels and market makers are short of stock.

PJx323

I think Libero has covered this in his post very well.

The one point he has not mentioned is Acacia Resources selling circa 16m shares to fund Ennerox/Mustang. As did Bushveld with its Invinity Goldings turning a 3 x profit in the process. Both these actions have to be seen a positive light as these are shifting some of their investment from the Vanadium producer to the end users in the VFRB markets which will help grow the electrolyte market and the markup of Bushveld's Vanadium products.

Quick question to clarify; Is it "formerly" CellCube or is that the Ennerox trading name?

The way the two names seem to have been mixed and matched has confused me,

This initiative if enacted would be primarily aimed at China.

If you read the article Canada would possibly be exempt, whilst the EU is whining about tariffs re steel etc.

Strange thinking from the US government as they have Vanadium down as a critical metal. So one can only deduce it is to stimulate North American supply.

I tried to be too greedy yesterday (for my sister) at 165p missed that and missed 168p through procrastination. She should have a limit order in at 168p if she did as I told her.

Fyoz - A dividend payment would do it

Have you tried BATs or Imperial they pay a great dividend.

If you want miners exposure try Anglo Pacific.

Production costs will of course be higher as a fair chunk of them will be fixed costs, even though the plant was shut for 35+5 days (maintenance + strike)

Of course not part of John Menzies these days.

Nice vote of confidence by the Directors in today's RNS, just over 400,000 shares over the last couple of days bought by the five directors.

Hopefully work will now start to happen at the Nalunaq having been put on hold by Greenland Government travel restrictions.

Then 2 x Price Monitoring RNS at the end of the day!! Closing at the high of the day something going on.

Ah, right so the don't sell to the smelter. Thanks for that.

Pity it's in Thailand.

Anyone else a little fed up at the way this retail offer was carried out and executed? Didn't have a chance to fart let alone buy any before it was all over.

Has taught me a lesson though.

What is the best way to calculate how much ATM receives for their Tin concentrate taking in to account the concentration of that concentrate.

Will the concentration improve going forward?