Member Info for loudspeaker

alfredh how long have you been researching BMN?
Some of your post's are just FUD.

Interesting comment from the Asian Metals Web site this morning
" Chinese Vanadium Nitride producers stop quoting to sell".

When BE was launched 6 years ago I spoke to FM about all the different technologies at length with him.
The numbers on his projections for VRFBs to take just 10 to 15% of the energy storage market were mind blowing back then and that was before China declared for long duration VFFB`s.

The Spangles are the worst guide ever for promoting their own company.
European Fev is $52.75 per kg from Asian Metals this morning.
I wish they would get with the program or just stfu.

Ferroalloynet reporting European FeV prices running at $59 per kg and US FeV not far behind at $57.20 per kg.

Roll them VRFB'S out.

Conclusion 293 no material breach of jv

No breach

FeV making the what's hot chart on Asian Metals.

https://twitter.com/firekat123/status/1500737887490486274?t=lqbF99lDxAAEutIIFTt8ww&s=19

With Germany starting the ball rolling by acknowledging the fact that they need to stockpile critical minerals like Vanadium.
This really could put FeV back into all time highs very quickly.
Vanadium traders as we witnessed in 2018 aren't shy in taking advantage of these opportunities.

Well on Friday all metal exchanges were differing a lot as users desperately tried to secure supplies.
Asian Metals had European FeV at $49 75 per kg and US FeV at $49 25.
Argus metals had Chinese FeV at $57 per kg.
Fastmarkets didn't report to the unsubcribed.
So take it as a given that the price of FeV will be substantially over $50 per kg on Monday.

With an SP of 13 3p and a FeV price at nearly $60 per kg.
Mr Micawber is not a happy man.

Comparing it to 2018

The SP really is joke and is not responding to the V price increases.
Just at current prices the Spangles working model results in an EBITDA of well over $100m for the year and that cannot be ignored.

Probably, hoping for Fastmarkets to give us some guidance on European Fev later today.

https://twitter.com/firekat123/status/1499703851389267968?t=jMHMOY4WfGyIeGNNZi1JwQ&s=19

https://twitter.com/firekat123/status/1499649719970287620?t=UCmSVbm6bPajTykW44BSAQ&s=19

He obviously means import.

Absolute trading genius.
A legend in his own bathwater.

https://twitter.com/firekat123/status/1499287685541900289?t=ZfgpI1py2whaParNKUDeaw&s=19