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Someone posted earlier " if all these doom and gloom merchants are even invested here"
Well they are but not long.
Posting history doesn't lie and you will find that most of them post on shares that are having the s#ite shorted out of them.
Coincidence?
Talk is cheap "I don't short shares" yeah yeah yeah
Trashing your own long investment is akin to having a sh#t in your own bed every morning.
These posters are short but don't have the ba#ls to admit it.and a declaration is not in their best interests.
The City makes more money shorting than any other platform.
That's right Pdub here's a bit more info on the specialist BMN have engaged with to bring Vanchem kiln 3 up to speed.
News from Vanchem:
Management changes at Vanchem. GM has been replaced and Les Ford, a V technical specialist (86 years old) but still considered a world expert has been brought in to get kiln 3 stabilised.
Les was the technical director for Largo and built Maracas.
Plus a planned 26 day maintenance stoppage at Vametco and the shut down of kiln 1 at Vanchem and slow commissioning of kiln 3
Revenue will be a lot more in H2 as because of the 6 to 12 weeks delayed payments. H1 interims will have probably included Nov, Dec 21 shipments when the price Fev was a lot weaker,coupled with Dollar v Rand around 16. now 17.66
Impossible to buy large numbers
It's actually the mcap that value's a company not the SP, ie SP x number of shares in issue equal mcap.
Yes it's all in the RNS
I don't know what interim RNS some posters have been reading and interperating.
But this is from the website
https://webcasting.brrmedia.co.uk/broadcast/62fa6825b629a70556525629/632252c08be9e26f5e3bed5f
Good solid RNS for a difficult H1 period.
With payments being delayed for 6 to 8 weeks BMN is going to be generating significant revenues for the rest of the year with the US FeV price averaging $48 per kg
On one is calling BBN names, just pointing out on twitter that he has missed things concerning the development of the electrolyte plant and he has held his hand up to this but still blamed the BOD for not shouting it from the rooftops.
https://twitter.com/BigBiteNow/status/1566717957593600001?t=uS7fnxD_wgKYn8sL8ahtBQ&s=19
https://www.emobility-engineering.com/redox-flow-battery-has-ships-in-sight/
https://twitter.com/AndreaHotter/status/1560628851553845248?t=Z7oWKonNNO5TyBOanUpRLQ&s=19
I think that the point of Pdub's post was to counter the ridiculous post that BMN have not been agile or fast enough in the energy storage space.
Nobody has done more than BMN to enhance the VRFB market by Investing and putting together VRFB companies, despite being held up by a court case for over 12 months.
People seem to forget or even don't know that Invinity only exist because of BMN.
Extra vanadium demand can only come from primary sources.
You can't have the vanadium tail wagging the steel dog.
All of US vanadium products are sourced from a secondary source.
Would like to see some numbers of the yearly produce and where it is sourced from and at what cost.
We had a mou with UET in America once, they went bust, they're not worth the paper they're written.
IES up 20% today on that RNS is baffling, it's not even jam tomorrow.
https://www.news24.com/fin24/opinion/jp-landman-electricity-green-is-the-new-gold-20220809
Solutions and services
https://www.cellcube.com/industrial-microgrids/
Nice to here from Tanya that 45% of sales so far this year have gone to the US were the year to date FeV price has averaged $58 per kg.