The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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.
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!
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
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.
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.