Member Info for kevkan

That was the week that was

Vanchem
Cyril now firmly in the driving seat
The big short uncovered

All it needs now is Vanadium to turn on Monday or Fortune to deliver a positive Rns and to coin a phrase its Game on

Now Cyril is cemented in the driving seat who knows what might happen what's good for Eskom is good for us could bode quite well“

There is a unique opportunity to bring some climate-related money into Eskom, because we are sitting with the most carbon-intensive electricity sector in the world and the rest of the world wants us to be reducing our greenhouse gas emissions.
“If we committed to even a modest acceleration of carbon reduction below what we have already promised, there could be, in exchange, the opportunity for concessionary climate-related money, blended with development finance and even some institutional money.”

https://www.miningweekly.com/article/eskom-task-team-mulling-new-debt-relief-options-as-it-comes-to-terms-with-depth-of-crisis-2019-05-10

Remarkable that so many here are totally relaxed about their holdings dropping on sweet FA bears testament to the fact that whatever shenanigans are being played out will not make a jot of difference to the eventual outcome. Amen

Pdub
Although I fully agree with your sentiment it's boots on the ground that matter having read quite a few articles recently I think the 60% is viewed quite important. He needs that to have enough sway to continue the clean up, however I'm no expert on SA politics so we will see what happens

No access for me

When you look at what the US is proposing to legislate on here then add to that,

China re-bar adherence
Flow batteries
India growth
China belt and road
Multitude of other uses

It starts to become a bit scary where all the material is going to come from even BMN @ 10,000 tpa doesn't even come close to closing the demand gap. When it's as plain to see as it is I find it incredible that the investment world still haven't woken up yet to what's going down here. At some point the penny is going to drop and when it does !!!

SA Elections
According to Coronation Fund Managers, the way in which government manages the Eskom crisis will give some insight into government’s broader capacity for reform, said Gouws.

This could be one of, if not the most important ‘flag’ to watch out for in the Goldilocks scenario.

Well we can help out all you want on that front

https://businesstech.co.za/news/government/314688/3-scenarios-for-south-africa-after-the-elections/

Bit like the weather "calm before the storm" you know it's coming just got to wait it out

Well it's all about balance on the one hand do I want to invest my hard earned in a company that can purchase outright the most advanced product diversified vanadium plant in the world utilizing cash reserves and some borrowing or invest in a company about to be on the hook for $3.8 billion for a non productive facility Hmm I think i need to go away and think on that

Wow this guy is super exicited about vanadium interesting he mentions a vehicle application it's been quiet on that front for a while

Global vanadium wrap
Good all round summary of what's going on points to a steadying market although I notice a drop in China overnight apologies if already posted

https://www.metalbulletin.com/Article/3871282/GLOBAL-VANADIUM-WRAP-Sharp-ferro-vanadium-price-falls-in-Europe-halt-Chinese-export-market-stabilizes.html

Amxdd
I was in the self same position a few years ago. I bailed out put what i had left in here added when I could and have never looked back. Fast forward to today based on what I see now would I do the same again, you bet your cotton socks I would nothing in life is guaranteed but this investment runs pretty close to it. Good luck with your new venture

Assuming Mokopane is in the bag will this include all minerals. I say this thinking with iron ore flying atm whats stopping CREC or a n other opening up that avenue with Bmn just taking a royalty/silent partner role just seems a waste to leave all that value just sat in the ground. I'm not going to mention the free poly fertiliser, O just did
If the road rail network is in place why not

MR TRUMP I if you get my meaning
"You can’t build half a million electric vehicle battery packs without a secure supply of several critical raw materials," said Chris Berry, a battery-metals analyst at House Mountain Partners. "If the US lags in the build out of lithium or cathode capacity, its supply chain dynamism and competitiveness around the new energy theme is put at risk."

https://www.miningweekly.com/article/us-has-bbattery-problem-in-race-for-electric-car-supremacy-2019-05-01

Wassat
Really curious what is it in the Bushveld RNS you don't like you can obviously see something I cant be interesting and educational for me if you could point it out.

Thanks in advance Kev

No way would they be talking about Mokopane as they are if it was not dare I say imminent, absolute corker of an RNS so much to get one's teeth into all sorts of production capability permutations, love it

Can anyone help here, I'm struggling to understand why vanadium isn't ticking up alongside the increase in steel production one should drive the other. I know they still need to fully enforce the re- bar standard but that in itself doesn't square the circle not to me any at least

On sxx today puts our financials into perspective

Numty
I just ignored the guy I had one respond saying "Hmm might do might not" what a riveting piece of analysis that is

By the way we are now on 138 combined ticks thanks guys hope it helps to open a few eyes

We now have 91 ticks just nine more to go to the magic 100 lot of casual investors check out Sunday Money Mail keep banging the drum.

Keeeeep ticking

https://www.dailymail.co.uk/money/investing/article-6790367/MIDAS-SHARE-TIPS-UPDATE-Solar-plants-shine-income-seekers.html