Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
It was bizarre! Justin tried to press him a little bit and John was having none of it. Very monosyllabic at the end.
In my opinion the PR for BMN is good post RNS releases (such as the two recent ones). I think the wider point is more around there needs to be more constant PR in general and this would most likely help gain traction with new investors and leave less need for some of the excellent posters on here (Alfacomp, Pdub, Sanchez, BigBiteNow) to piece things together.
Either way I think the fact energy storage is being spoken about in more and more places is a massive positive and I am excited for the future!
Thanks Mogwhy,
Appreciate the response.
Hi Mogwhy,
Did you end up writing to the board? I cannot remember if your post met the required number of likes?
It all comes down to your personal risk profile. Maybe the share price may fall lower than this in the coming days / weeks - I have no idea. But do I think in the future I will look back at this period of time (sub 11p to buy) and wish I had more capital to have bought even more - in my opinion yes.
BBN also adding to his holding.
https://twitter.com/BigBiteNow/status/1309093030234935297
Its such a shame that confidence has been allowed to erode over such a long period of time. I do believe Alfa, Sanchez etc are correct and the share price is being played in a nefarious way.
Having said that though the communications coming from the company have been poor and this has played into the hands of anyone looking to manipulate the share price. They do not spend the time celebrating the successes and I feel piling updates together is taking away from any form of share price momentum. Not to mention perceived delays / miscommunications in mentioning a dividend policy (I am glad we purchased Vanchem) and the JSE listing (Covid will have played a part in the delay).
The interviews where Fortune talks about being grateful to shareholders who have come on the journey and he know what can be done in the share price feel very hollow with their approach to comms.
I am and will remain a long term holder, but it does sadden me to see respected LTHs potentially having to diversify outside of this share due to what is currently happening.
Hi,
Unsure if this has posted already but BBN has been active on twitter today.
https://mobile.twitter.com/BigBiteNow/status/1305523524967292930
Very interesting read
Hi Alfacomp,
Any chance you could please point me in the direction of where you found the information? Am struggling to find it and would appreciate a steer.
I have no idea of the history behind that poster on ADVFN but whoever it is does appear to harbour a real grudge.
It is crazy to me they have seen Alfa saying that he believes we may get 1/3 of the tenderand he would be disappointed with less than 25% as him being negative! Being delighted with over 40% is most likely shared by all investors in this company.
I too would be interested to know if there is any truth in the claims surrounding the companies involved in the site visits.
Sublime interview. Its interviews like that which reaffirm why there are so many LTH here.
Good to know we will be getting an update on the electrolyte facility at some point. Was an expected target completion date for the facility ever mentioned?
Thanks
Thanks pb940.
The new broker note puts our target valuation at 54p down from previously mainly based on revised expectations of ferro-vanadium prices.
"We are cautiously pulling our forecasts for ferro-vanadium to $29/mtV from $40/mtV
for thus year as we still expect ferro-vanadium prices to rise significantly from here.
We have also reduced our longer term Ferro-vanadium price to $40/mtV from
$45.mtV"
There is clearly no doubt that the prices are expected to increase as the year continues and albeit while the broker is being cautious I personally like the note.
Looking forward to smashing through 54p and beyond in the future!
Hi PROP5,
He is active on twitter (has posted on there today). Fingers crossed he is well.
https://cube.investments/vanadium-wars-with-the-price-at-multi-year-lows-bmn-lgo/
Unsure if shared already but an interesting read.
The article dated 25/02 appears to have been slightly updated since the original post:
The Oxford superhub scheme was originally set to include 48MW battery and 2MW of flow storage. It is now progressing with 50MW of lithium ion, though flow storage provider Red T said it “will still provide the flow battery element of the project”.
So even though the decision has been made to switch to a 50MW Lithium Ion - RedT will still use this as an opportunity to showcase a 2MW flow battery? Is that what others make of it?
I am quite confused as to what REDTs involvement in the project will be if the decision has been made to go fully with Lithium Ion?
Would have been great if a small scale VRFB had been part of this superhub scheme - hopefully there will be other opportunities.
Much appreciated - thank you Knuttie and Uksteveg.
What is the latest date that the Q4 update could be released? Or is before February a hard deadline?
Interesting snippet:
“The company believes that vanadium prices are unsustainably low and expects sentiment and prices to improve as evidenced by the recent price increase for ferrovanadium in Europe. "
https://www.miningweekly.com/article/largo-board-approves-ferrovanadium-conversion-plant-2019-11-14
https://stockhead.com.au/resources/quietly-building-in-2019-vanadium-is-on-the-cusp-of-a-new-boom/
Clearly a bit of a plug for VR8 but nonetheless interesting read - apologies if already posted.