RE: Upcoming News Flow17 May 2021 18:30
Your spot on pruss imo, there may not be a more knowledgeable board here on LSE and the case for VRFBs is compelling. Even with that though people have to get into BMN as a long term hold, they may turn into a battery company but until they do they're just a miner (that in itself isn't a terrible outcome and I'd expect them to be profitable and paying divis in a couple of years if VRFBs were forgotten about).
Ultimately there are no guarantees the battery side takes off; but the news in that space is picking up led of course by Invinity.
For me and I'm sure many others getting a nice slice of the Eskom tender would be a great start. I doubt we see 6 bags by year end too but I'd like to think clearing the recent 24p ish highs is an easy jump in that scenario. Risk reward here for me at 15p is the best of all my holdings imo. Blue sky predictions are huge and even a pessimistic assumption should see strong profits in the years to come.