Member Info for Macanman

Sounds like the surgical removal of one’s dich to me. ??

Well within the next 4 weeks we shall be reading the 2023 Q1 operational update and I am expecting it to contain a lot of good news about production forecasts, lowered production costs, encouraging movement in the vanadium market, commissioning of the BELCO electrolyte factory, news about customers for electrolyte and positive news about the repayment of the Orion loan in full. Anything more than that I shall view as a plus.

We got tired of the trolls and retreated to Telegram where trolls can be easily removed. Still plenty of chat and plenty of research being discussed there.

GLA

Just filled my boots at this giveaway price.

Grab that cash with both hands and make a stash….

What happened to your rendition of Comfortably Numb, Goat?

Share prices are fallen across the board today but BMN is holding firm. Currently the only investment in my portfolio not being contaminated by world events.

*couldnt.

All I know is that I tried to top up this morning and I could buy a thing on HL. Then when I finally got a quote it was above the asking price. ??

Hyenas! Is there more than one on today or is it a single person talking to him/herself?

Sammy, this may be of little use to you but I live in Lincoln and although wet and sleety, we have no snow and the roads are quite clear. East Riding is 40 miles north of me.

Didn’t we establish some time ago that Capa / HMHG / Alfredh are in fact one and the same troll?

Halfmadhalftroll, Pdub wasn’t being rude in expressing his opinion that you are ignorant. He was simply stating a fact. Neither is what he has to say “mindless drivel” when what he posts is backed up by facts that most of the LTIs know full well. Calling it “mindless drivel” however IS rude and you should exclude yourself from this BB until you have considered what a silly comment you have just made and apologise to everyone for wasting their time with your constant trolling. Everyone understands the opportunity costs that the long wait has entailed but no LTE with any sense is going to pull out at a time when BMN is showing all the signs of becoming a good investment for them and for new investors alike.

Capa/HMHG we have listed to you banging on for years. Nobody takes any notice of you any more. Most have put you in the green room while the rest of us tune in just for amusement. Cut out the abuse. It ain’t funny.

I was invited to complete a,questionnaire by my energy supplier (Shell Energy) today. One of the questions in the section asking if I was intending adding solar panels etc to my house asked if I had considered battery storage. Answers were collected using tick boxes only so there was no opportunity to advance the VRFB cause but it was interesting to know that people are being asked these questions.

LSE trade figures point to more buyers than sellers today.

And for those new to BMN, the new electrolyte plant isn’t some pre-existing plant that has been newly refurbished, it is a brand new plant, built to manufacture electrolyte for Vanadium Redox Flow Batteries, a massive new income stream for BMN and something which will provide a natural hedge against the possibility of future falls in the price of Vanadium. This, by the way, is the largest VRFB electrolyte plant in the world outside of China.

I notice that everyone in our sector gets a mention in this article except BMN. Disappointing to say the least. Why is that? Rhetorical question for many.

BTW, you haven’t perhaps any connection with Faun cycles have you?

https://www.fawnbikes.com/

HMHG, I take no comfort in the fall of any other company. However, since Largo is closely aligned to BMN in terms of its mining operation as well as its aspirations to be vertically integrated in the same way as BMN I would suggest that making comparisons across the world with such a company is highly relevant and to argue against this marks you out as having a bit of an agenda.

A lot of the discussion on this bb is focussed on the share price of BMN. But I would be interested in other people’s views on why the Largo Share Chart so closely resembles our own. It can have nothing to do with the management of BMN, whether targets have been met or failed, what loans are outstanding or even the difficulties to do with South Africa in general or Eskom in particular.

The shape of the two share charts is so similar I would suggest that the rise and fall of the share price has a lot more to do with world affairs, including V demand, pandemics, global economy, wars etc.

Obviously the health of BMN should be of concern to us but I believe that we are good shape to face the future, thanks largely to FM and his considerable team. I feel that a lot of work has been achieved in getting BMN into this position which can be compared and contrasted with the lack of maintenance and investment that has led to the load shedding in South Africa.

Those who base their decision on the historical share chart may well be expected to have no appetite for BWM, but those who understand what the company has been doing throughout the past 4 years, which includes rebuilding and increasing its production during a global pandemic know that we are about to enter the most profitable year since 2018.