Member Info for OilyChan

starting to inch towards the big pyschological 1000 level.. would be great to see it break that and then hold above..

Bolgas, any thoughts on the Li effect for the hybrid machines.. . i.e. would the flow power effectively run the cooling system for the LI side of the unit

Re CLLN .. I looked at CLLN about a year ago as it was a Buy with IC and had great dividend.. Bulletin board was the same.. i..e many thought it was undervalued ... however as it was one of the most shorted stocks on the exchange and debt was a concern i left it alone (luckily).. the warning signs were there though... most of my best performing stocks over last 12 months are small caps with good dividends so maybe size doesnt matter. Re Redt .. am with most other posters on the utility storage sector i.e. it set to grow massively over next 10 years so am in for the long haul .. as with similar growth industries there will be amalgamations and casualties along the way but Redt seem well placed currently .. since the Chinese announced changes to tensile strength of rebar products Vanadium price has been a bit frothy though as China demand just for this set to rise by about 30%

Sorry.. Thanks Xulu yep read NPV for NAV

When we had the placing with Blackrock the stock rallied 5 percent.. because it was Blackrock Most mining ventures are valued on the NAV which also accounts for the initial expenditure - as long as the capex is on good terms it should be bullish.

Yep but the placing has been expected and will be the final de risking of the project .. . if this is not a third parrty building a position then guess the financing outlook is going to be on good terms..

Yep .. and it has been so successful Tesla has won second contract for Victoria in South East Australia .. again working win Neoen

Yep great range.. for me i'm still unsure re fuel cell market as although charging is fast i would still have to go to fuel station to top up andn pay for it.. whereas i can just do it with Li from my rooftop and effectively no cost (solar panels now paid for from feed-in- tariff ) most new EV's still seem to be Li but fuel cells seem to be making small comeback

Some great y..tube posts from the fullychargedshow recently from the Tokyo motor show. Amazing number of new concept cars/trucks/bikes etc from the mainstream and new auto manufacturers. pretty clear which way the market is moving.. and fast.

Wow.. BCN pretty much doubled over last 12 months.

board members.. i wasnt referring to the KDNC board or directors.... but the KDNC bulletin board .. but whilst you bring it up.. the statement that the KDNC were prevented from buying for years due to insider info is absolute tosh .. i own several stocks that are effectively similar holding companies and the directors members buy all the time.. i know what you are saying re number of shares in issue .i.e. you could do a reverse share split and the shares would be less but the price higher so net net the outcome the same.. but think the point addy was making is that due to the extremely high number of oustanding shares is that it would take a very large capital increase in the underlying to make a serious impact on the share price... good luck anyway..

Cheers for posting this Ld ... Thought the comments re hybrid options near the end sounded positive and opens up the potential market

Obs.. i get the non publicly held assets side of KDNC but for the life of me dont get why anyone would want to add another layer of management if you like traded stocks such as BCN and EMH.. just buy the underlying stock.. makes far more sense.. get direct control.. you dont have to worry about management selling stock you may like.. example KDNC selling a large percentage at 70p just a few months back... since the reverse 'merger' offer Sep 2016 BCN is up about 45% and KDNC is down about 50% .. fact is that even if KDNC rallies for a quick 20% in next week or so you going to have a lot of LT investors still underwater.. all the way down you saw the same statements from boardmembers advising they were 'topping up'.. or in reality 'averaging down' the longer it takes for assets to mature the more management fees will hit shareholders and you can probably expect more dilution - the number of shares does matter.. also after capital raise what % will be KDNC holding I get that for smaller investors it provides a holding company of diversified assets but its deffo a retail stock.. you are unlikely to get any large II's investing.. this is KDNC's real issue currently .. if EMH starts to move then likely there will be sustained rally .. this could then encourage new investment..

Yeah Addy.. go and stand in the corner .... the lone ramper corner

Hi Bobf.. stick me down for .24p

15 December in IC tip update section... Two days after publishing its defined feasibility study for its Sonora lithium project, Bacanora Minerals (BCN) has taken its first step to funding the project. NextView Capital, a Chinese technology fund, has agreed to pay £31.2m for a 19.9 per cent stake in the group, by way of a non-dilutive placement of 33m shares at 94.5p a pop. The strategic investment (and further de-risking of the project) has been warmly received by the market, which has pushed the stock 9 per cent higher today to 105p. In return, NextView gets a seat on Bacanora’s board and a guaranteed initial offtake of 5,000 tonnes of lithium carbonate per year. Buy. Also mentioned in the commodities section briefly when mentioned under junior miners who might have good 2018

Im pretty bullish on this industry.. Im not saying there wont be moves in the short term, just that for me am happy to take a long term view and trying to not get too caught up with short term volatility...

Think if you are short term trader there may be better industries/stocks to look at.. this industry is barely out of the starting blocks. There is an interesting recent podcast (can be found on itunes) by the ' The Energy Gang' which whilst U.S. based gives an interesting perspective on the market and potential growth.. what is also interesting are the comments regarding the amalgamation/takeovers in this sector in the U.S. where larger companies have started a bit of a scramble to pick up the limited number of smaller grid storage companies.. Ive got this as a 7-10 year play with a high percentage chance of being taken out before that time.

re supply .. this is the six million dollar question.. .given higher than expected capex and operating costs then the forward Li price will become a large factor for any investor.. on the one hand as Lori says there will be a lot of junior mining co's appearing in next 10 years.. on the other EV take up may well be faster than anyone currently expecting.. for example Chinese take up.. it took 10 years for EVs to reach 1% of China's vehicle sales. That was in 2016. A year later they crossed 2%. Now 3% looks likely for December. This is massive exponential growth .. Tesla semi truck orders have already reached 250 and this is for 2019 production... Was hoping for SP over 1.00 at least from BFS and so that is slightly disappointing..

Bolgas.. Thought this was the first year of active sales building. not sure how you can refer to the P/E currently.. what is the expected cash burn thru to 2019 to the contracts you are referring to? Is it likely there will be another cash raise prior to then? These type of stocks tend to rally on bullish RNS then market makers mark down on quiet periods thereafter. seems par for the course to me.. grid storage market hardly begun yet and SM has been conservative in his timing in the past ... think this is one of those stocks you have a 5 year view on...