The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Production cash costs are high at Vanchem due to flogging the old kiln 1 to death before teething troubles commissioning the kiln 3 ramp up, coupled with being hit by load shedding, but production is weighted towards H2.
Vanchem is produces a diversity of vanadium products that have much higher margins.
Great news Pdub, hang on in there, quitters never win, winners never quit
https://twitter.com/BigBiteNow/status/1552620735113449473?t=dj8kLT4ygKIRcY9D3Fuw3Q&s=19
"The vanadium price is based on the FeV mid average price for the period, published by LMB for sales to Europe, CRU Ryan's Note ("CRU RN") for sales to the United States and Asian Metals for sales to Asia. Vametco".
Β· Year to date average LMB price of US$44.3/kgV, CRU Ryan's Note of US$58.3/kgV and Asian Metals of US$42.1/kgV as at 22 July 2022.
That makes H1 a very profitable 6 months.
Is still being met and our 850 mtv inventory with increasing sales to the US at well over $50 per kg means any production problems are well covered.
Still being met and our 850 mtv inventory with increasing sales to the US at well over $50 per kg ,any production blips are well covered.
https://twitter.com/firekat123/status/1552367600054767617?t=HztTCzzGBeuPj42NfAYwLw&s=19
An email from Chika confirms that they plan to release a Q2 update before the end of this month.
https://twitter.com/BigBiteNow/status/1551646282271363072?t=2dt-Ls76Evjh2vnlJkXFJw&s=19
CC really? I know you from old ,you were just the TECA crews gimp,now foxtrot Oscar back to CASP.
Yours has been several time's but you keep on sneeking back in.
You've been worked out by the whole bb as a multi account fraudster.end of
I actually bought Β£14 k at 49p trying to push the Sp through the 50p barrier.
Work that one out.
Beginnerman you are troll , end of.
Well I worked for Alfacom for many years putting the TBP together so PIs had the research on tap to counter the trolls.
I have engaged troll bs for many years, you snowflakes really need to man up and not shy away from confrontation or you will lose the shirt of back back.
I am a good guy really.
@begginerman just to set your mind at rest.
Just because I only post on BMN, don't think that I don't have a well balanced portfolio and don't trade the AIM market.
I've being doing it for 22 years.i bought millions of shares in BMN under 1,5p .and sold 1.3 million for 41p.
Completed de risked here with millions running for free.
Sorrow to p#ss on your trolling parade .
https://twitter.com/somtam67/status/1549793087123243010?t=kPusLA80W6VNHGHpSd0Zdw&s=19
With the current exchange rate of 17.25 zar that capex over the next 3 to 4 years is reduced to well under $ 130 million .
Peanuts with the expected cash flows.