Member Info for mitchoftheday

Brilliant Sanchez!

https://www.griproom.com/fun/why-your-stock-is-always-red

FXPO.
De nada.

I think you can claim 'institution' status Alfa - on here anyway!

It's normally monthly DBB. Should see an update in the next few days I think.

@hypermarlin
I'm not sure where that actual quote comes from, but AN more than hinted at that Idea when he stated the size of the addressble market for liquid biopses in the US in a previous interview. Would you care to guess and we'll see if you are also underestimating the size of the opportunity. Others are free to join in of course!

So in the last month Acacia Resources sold c5.5m shares and Orange Trust c4.2m. In that time the share price went from 19.5 to 19.2p.

There are quite a lot of us from 2013 when BMN hit the (AIM) headlines as the share price crashed as two big shareholders sold out (for reasons not related to BMN seem to recall) and a very clever opportunistic takeover of an Australian coal developer (with assets in Madagascar that we still hold) called Lemur, for less the the cash they had in the bank. BMN was an Iron play at the time, with the full extent of the Vanadium goodies unconfirmed.

That's what i remember anyhoo. Did I get that right guys/gals?

They're called crapsules, by the way. Seriously.

I'm in Kent and I've just been offered a 'symptom-free' covid test. I am symptom-free but I'll be taking it in the morning. We've gotta use up all those Innova ones somehow...

Mogwhy you need to update your "facts". The BE pipeline stands at 250MWh today (source: BE website). Also I'm not sure you understand how pipeline value is calculated. Normally each stage in the sales process (from initial enquiry to closure) is given a weighting based on probability of it resulting in a sale, with the probability rising as you go further along the pipeline. The value of the pipeline is the product of the potential sales opportunties at each stage times the potential value of the opportunity. Thus a qualified lead might be valued as 10% of its expected sales value, but by the time the client has a contract and you are waiting for them to sign it it might be valued at 90%. If you are a public company it makes sense to be pretty conservative with your weightings, in order not to disappoint the market. On this basis I'd estimate the full value of BE's pipeline to be well over 500MWh.

In general, it's really hard to predict.

Julian, welcome to the board and thanks for that insightful contribution to the collective knowledge here. I'm not an expert in this area but on the basis of the energy density differences you quote, an onboard VRFB would not only reduce efficiency (a lot of its energy would be spent on moving itself) but would also take up a significant amount of the cargo space. Reminds me of Elon Musk's conceptual electric jet, which would have to be 70% Li-Ion battery to get off the ground. I have no doubt VRFBs have plenty of applications for which they are far better suited.

This is not a bad place to look either:
http://www.bushveldminerals.com/analyst-research/
I found the most recent ARC one especially interesting.

...are the result of poll among Stockopedia users of whom 3000 responded, myself included. BMN appears as number 3 on the list, although that's not actually a rank as they select 2 or 3 from all the main sectors. Word is getting out, and this will help. Looking forward to Monday!

Ah - but I didn't scroll down.

Ah - but I didn't scroll down. Doh!

The 30 and 60 day columns are all positive for me...

...from BigBiteNow and Ophidian on twitter: https://twitter.com/BigBiteNow/status/1338767807761313792

This doesn't look too promising. In a very rudimentary comparison of lead acid and 'solid state' batteries the problems listed against solid batteries (meaning Li ion unless I'm mistaken) are not problems at all but strengths, so no sign of bias there. One such strength was 'low occurrence of short circuits' for example. The section on VRFBs makes no comparitive assessment and appears to have been copy and pasted from wikipedia. Later ( p99) in a section on risks they state "Should Redox Flow Batteries be used on site, a Major Hazards Risk Assessment must be undertaken, where relevant to the specific battery technology used, prior to storage and operation on site, and the recommendations of the assessment be implemented." There is no mention of the risks associated with Li ion.