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'Move fast is an understatement watching ukog go from 1.5p to 11p in a matter of days .it happened before. Glh'

Last time that happened there were:

a) about half the shares
b) the French bros (therefore a ii) still building a stake
c) no knowledge of the BB failure
d) the company didn't have a bad rep at that time - like it or not, many wouldn't touch this with a barge pole now
e) 2 and a half years ago climate change and departure from fossil fuels were less in the public eye.

For the record, I'm not saying Ukog can't succeed, but your example is like saying Borg can win another Wimbledon because he's done it before.

All valid comments.
The company grows quickly as we all know, perhaps it is time they broadened their staff team to improve PR.
I also think the official website needs an overhaul.

Indeed Uksteveg. It has also been well documented here that our sales figures lag by a month too.

https://mybroadband.co.za/news/energy/338044-eskom-ceo-wants-private-power-generation.html

“Even before I was approached for a role at Eskom, I was an advocate for this, as it will lead to greater efficiency, better accountability and a reduction in aggregate risk,” De Ruyter told The Sunday Times.

“We have a number of coal-fired units that are reaching end of life, and as these are put into retirement, we will need to supplement generation capacity,” De Ruyter stated.

“I think there is a very nice complementarity between bringing in new generation capacity and the phasing out of older assets.”

https://uk.investing.com/news/stock-market-news/bp-shuts-down-london-hq-on-ceos-first-day-amid-climate-protests-2045369

The likes of BP and Shell will change massively this decade.

https://uk.investing.com/news/commodities-news/launching-climate-summit-uk-plans-to-bring-forward-ban-on-new-petrol-and-diesel-cars-2044152

Marky 5858 was his name.
Merry Oilmas yum yum he used to say.
Him, that awful Heid and others I have forgotten.
Marky disappeared without a trace when they finished at Broadford Bridge with no oil and 3598920938 tonnes of spent completion fluid.

Free-money is bang on.

I'm sure this share, the one that shows a downtrend no matter whether you look at the chart for 1w/1m/3m/6m/1y/2y etc is going to improve 1400% this month without a single person selling, and countless others jumping on the bandwagon.

As somebody with a few shares at 6p ave (from 2017) I shall look forward to this month immensely.

David.
There were 3.5B shares at that point, so at around 9p which was seen a couple of times the MCAP was over 300M.
The company ramped Broadford Bridge massively that year, releasing no less than 10 similar RNS's between May and July to drive the price up. "Oil shows" "further oil shows" - shouting from the rooftops they were.
In two and a half years since then there are double the amount of shares in circulation!!!
I've sold most at a loss but leave a few in my portfolio as a reminder not to buy junk.
Sorry for the rant, just the way it is. GLA

https://blogs.dnvgl.com/energy/can-flow-batteries-compete-with-li-ion

Ha. There's a quick reader comment from somebody called Mikhail at the bottom, wonder if it's the man himself?!

'In Kent, the largest solar power plant ever proposed in the UK is under consideration for approval by the government in the coming few months. The Cleve Hill solar farm will occupy the north coast of Kent and, if built, provide up to 350MW of generating capacity. It is designed to generate the lowest cost of electricity in the UK network without the need for subsidies to stay afloat. The project is a joint venture by Hive Energy Ltd and Wirsol Energy Ltd and will include battery storage capacity, giving operators the option of storing energy when the price of electricity is low and selling when it’s high.'

https://eandt.theiet.org/content/articles/2020/01/corporate-greenwashing-core-beliefs-or-virtue-signalling/

The posts here this weekend underline the impact (for me) that BMN's leasing model could have, and that we could/should be on the doorstep of something vast.
'Where the h3ll do we get vanadium?' - 'How much does it cost?'

It seems that Flow batteries are undeniably better for stationary applications, I'm yet to find any information to the contrary and if I understand this with average intelligence and specialising in unrelating fields, then anyone can.
I know I'm stating the obvious for those reading here; but Bushveld making this cost attractive will take its share of the market.
Cutting corners is only done to save money and time, if the VRFB option is there and the facts properly presented then who in there right mind will go in another direction? We can only hope (as LS said earlier) that the rules are implemented as a pre-emptive measure rather than a regretful one.

Despite living in the SE I had to google Cleve Hill, worrying stuff indeed.

It appears Kent Fire And Rescue think so too:

https://infrastructure.planninginspectorate.gov.uk/wp-content/ipc/uploads/projects/EN010085/EN010085-001751-GREAT%20-%20D7%20-%20Battery%20Storage.pdf

Update on proposed merger with Avalon

redT energy plc (AIM:RED), the energy storage solutions company, announces that, further to its previous announcements dated 25 July, 1 November and 15 November 2019, it continues to make progress with its planned merger with Avalon Battery Corporation ("Avalon"). The AIM admission document relating to the merger is expected to be published by 16 March 2020, at which point the temporary suspension of trading on AIM of redT's shares will be lifted and trading will resume. redT expects the merger and associated fundraising process to complete around the end of March 2020, in line with previous announcements.

Alongside progress with the documentation and due diligence requirements of the merger, cross-functional staff groups from both redT and Avalon have been working together closely on integration plans across commercial, technical and organisational areas in readiness for the expected completion of the merger.

The merger and associated fundraising remain subject inter alia to final due diligence, definitive legal agreements being reached and a successful fundraising to provide the necessary funds for the enlarged business. The merger and associated fundraising will be subject to the approval of redT's shareholders and the merger is also subject to the final approval of Avalon's shareholders.

Further announcements will be made in due course.

Good post Hulla.
About a third for me.

Metal on!
Sad news about Ozzy
GLA

Dryland:
BE:
Its near term strategy is to deploy several VRFB systems as part of its longer term vision to become a significant electricity storage provider in Africa by 2020, meeting the demand for utility scale energy storage in Africa by leveraging South Africa-mined and beneficiated vanadium.
So, if 'by 2020' was at the foot of a November '19 RNS...……………...

Agree on the BE side, need to see some numbers! These things will take time though, and anyone investing in renewables now knows their time will come.

What the company can be doing though, is improving their image this year. If they want to be considered with the big boys they need a financial calendar on the website, with results and operational updates to be released at pre-arranged dates. Other big companies on AIM do, so that can't be used as an excuse and 'should be due' or 'RNS after hours to catch out the shorters' etc should be phrases of yesteryear on this board.

The website looks fairly similar to when I first visited it in June '17 - the company has moved on but I don't think the site has.
I've mentioned before that with BMN's acquisitions and Energy storage plans, they could consider dropping 'Minerals' - it screams 'exploration' and things ending in 'minerals' or 'OG' just wont be bought by some investors. I agree with other PI's here about dealing with Lemur too, I would personally prefer it sold than follow the AfriTin route.

I'm not to worried about the SP, there's plenty of good companies out there who suffer the same stagnation. I'm still in the accumulation phase with Bushveld so my previous sentence is perhaps a little selfish though!

All the above are just a few thoughts, confidence in BMN's future as strong as ever :)

Amxdd.
Many others have said they bought shares higher up, me included. Of all the companies I hold this is the only one where being down on paper doesn't ever worry me at all, which is weird, but like you say it's difficult to find a more compelling option.
Richken and Nick Derby are best for listing, so thanks to them for that and essential reading.

Positives for me personally:
You can't emulate this company, you just can't. It is unique.
They are cash rich and able to reinvest capital in their growth
BMN is brilliantly led and the CEO has a knack for vision and sealing deals at the right time
I believe that production will expand as planned
You can get these shares for the same price as when the company didn't have Vanchem and workers had downed tools

Negatives:
Vanadium price obviously
BE is still in it's infancy and the market does not recognise it yet
I dislike and don't trust Eskom, Knuttie wrote a good post the other day about them
Departure of FM or MN would change the company drastically (doesn't mean I think it'll happen)

That's all for now

I actually did a quick P/E comparison last spring of BMN and the 5 or so AIM companies either side of it on the AIM100 (in mcap terms) - I can't remember fully but I think Bushveld was about 8 at the time and the average of the others was 20 or more. I don't think there were any others in the mining sector though

Pistachio - I assumed they did it in case anything leaked over the coming days, so you could argue it being fairer to PI's.