Member Info for LB21

Faramog - Everything in the public domain leads me to believe to the leasing model allows for the capital cost of the electrolyte plus interest on the capital (which is paid upfront to BMN) to be spread over term of the VRFB. That's what makes it more affordable.

Show me otherwise please.

Faramog - Everything in the public domain leads me to believe to the leasing model allows for the capital cost of the electrolyte plus interest on the capital (which is paid upfront to BMN) to be spread over term of the VRFB. That's what makes it more affordable.

Show me otherwise please.

Those are fair comments Halespur and maybe BMN could do deals at under market rates if it meant more customers longer term. Your guess is as good as mine.

I'm not aware of any material VRFB projects that are due to come online in China in the next couple of months, thought most are planned for later 2022 and yes $50 could well be achievable in the very near term given the note released today.

Talking nonsense HaleSpur.

You clearly don't understand how the leasing model for VRFB works if you think that.

Also, 6 weeks of reduced V205 production in China isn't going to send FeV to $100.

And before people question my intentions I actually advised on the acquisition of Cult Beauty and got to see first hand how THG conduct their business deal negotiations.

I'll just say it wasn't pretty.

I just want to put this out there as I bought in here at 205 on the chance of a trade and had stopped myself out already but in the meantime I have been observing the conversations and I have seen very little by way of actual genuine research and comments that support an investment in this stock.

I question on what basis investors have bought in here. Comments like THG to the moon does not sound like responsible investing!

This can go to the floor PTBrown1963 if the company has been fraudulent.

Not sure if people have seen this note from ARC released 2 weeks ago.

https://www.bushveldminerals.com/wp-content/uploads/2021/11/ARC-BMN_Net-debt-reduced-on-repayment-of-convertible-notes-271021.pdf

Nevermind Friday it will be 170 by COP today at this rate!

Jackie1 if you think people are shorting the stock at this level you must be mad.

People are cutting their losses £millions has already been lost!

Exciting isn't it.

WHEN they start rolling out 200mwh VRFB's left right and centre with Siemens Gamesa in 18 months time the world is going to be needing a LOT of Vanadium.

Hello BMN and your 5,400 mtv...

A very insightful podcast from Larry at IES by Climate Transformed -

https://fast.wistia.net/embed/channel/t2w19v6lrs?wchannelid=t2w19v6lrs

He mentions BMN quite a few times.

Only other share i've seen fall as fast was Wirecard and we all know what happened there...

How much further can this really fall?

Huh OxfordBull?

Bought in at 205 but there's no floor here so have cut my losses and will buy more Bushveld Minerals instead given they a key founder of the long duration energy storage council which just signed up at COP26. Big things going to happen there I feel.

Monkeytom Alexander Schoenfeldt CEO of CellCube was at Cop26 yesterday who are a founding member of the LDES Council so yes BMN have had very good representation in Glasgow.

Silverfish1 what are those numbers you're quoting?

Ouch.

Looks set for a big leg down again tomorrow.

GLA.

This could go either way in my view. No clear signals...