Member Info for JP8891

Will the LME ban russian metals?.

Putin seems to be ramping up, sanctions seem to be increasing. Surely it is a matter of time before Russian Vanadium is off the table.

If the US brand Russia a terrorist state, will Asia cut ties???

I am not sure this post is balanced.

Could it not be we were suppling Europe over China due to getting a high price in Europe. Now that looks to have changed I struggle to see why we would not be exporting to China unless there a prohibitive tariffs in place.

Calamari please highlight the 6.3m - I cannot see it - your posts are bordering reportable for mis-representation of information.

Also using your own logic, Amazon should be worth a dime??!!?!?!

The trend toward profitability is positive.

After such large CAPEX you would expect a period of reduced profitability whilst the accounts eat up the assets depreciation figures alongside the production capabilities hitting target and representing an expected sales uplift.

Once we have long term guidance on debt management. I hope we gain some investor confidence.

Not sure I see 6.3m?

I see 3.2m - but not 6.3m.

What I do see, is a nice EBITDA of 15 Million!

Well at 6 pence the VIP door is very much open!!!

Cannot see them getting government permissions. Governments will look to control supply to keep orderly markets. It is in the interests of the SA gov to keep vanadium prices positive.

Lets hope this was invoiced in June ;-)

Cinder - nice to see you contributing with interesting and insightful information. Maybe the tide is about to turn.

All depends how much went to the US, as to how successful H1 has been.

They have got to get all in cash cost down, and quick!

What do you mean - 'the haven't delivered, increased production is key'

That is all they have done increase production!!!!!!!!

We have also manged to roughly double production as a result of increasing that net debt from 38.7m - 66.7m.

Not a bad use of debt!

That there aren't that many shares being sold at this price. So the actual percentage of shares that are now available at a potential profit is extremely low (also balance alot of the purchases will be existing shareholders who are averaging down). Assuming the fundamentals stay I see no reason to panic. If anything don't look a gift horse in the mouth.

Have us at;
2022 - EBITDA 34 Million
2023 - EBITDA 52 Million.

Nice

Please Fortune if you read this board. Take out some Foward contracts at this price. Start locking in the profits.

I appreciate this is probably one for Alfa, however does anyone have any verifiable calculations on.

Energy cost / generation from traditional generators vs solar PV VRFB?.

It sounds like ESKOM is going to stuggle in the future and the viability of our mini grid is very important. It also stands to reason that if successful scaling up with be required swiftly.

I think I am more shocked cindercone - that your summary is half positive & fairly accurate...

If so do you know if they will be publishing it?.

'In addition, we identified captive opportunities within the Group of up to 120 MW of solar and 180 MWh of VRFB storage. These projects will also reduce the Group's reliance on Eskom, help control electricity cost increases and reduce the carbon footprint of our vanadium production, as part of a broader sustainability strategy.'

Interested to know how many other SA operations are looking at becoming less reliant on Eskom.

https://www.news24.com/fin24/economy/sa-nears-record-year-of-load-shedding-just-6-months-in-20220701