Member Info for Sanchez599

The V price whilst having notable falls this week,still only equates to a few dollars and remains very profitable. We however are now down to 21.6 from touching 29p.

The two drops are completely out of sync.

Vanchem hasn't even completed yet.

GKB, this is clearly not PI driven.

He's just a swinger (trader), last week he was calling 30p.

Bottom feeder.

Was just looking at that also Compass. So we have producers closing down and buying increasing unsurprisingly as a result of lower prices. They will be restocking to make a profit... Quote below..

Sales of final vanadium products rose by 9.8% QoQ, mainly due to increased demand in China. This was a result of robust infrastructure sector development, as well as ferrovanadium re-stocking in the rest of the world due to lower prices.

Was it a buy? Lol

It's not about singular news items - it is about the whole vertically integrated business model coming to fruition.

Look at Asos and how many PI's sold out when there was a big warehouse fire fairly early in their story. It was a pivotal moment and meant lots missed the huge gains that followed.

This is a period of lower V prices and development that is similarly testing the patience of PI's but is absolutely necessary to unlock BE and our vertically integrated business, and create the sustained demand for 10000mtv.

It isn't going to be a smooth ride, when is it ever in life? But surely the journey and result here is worth the rollercoaster.

Does anyone really think a refurbished Vanchem, Mokopane online, BE and VRFB in full flight and Vametco running at capacity won't deliver a much higher SP? That's the target and that's what is being delivered. Many of the biggest hurdles for all of those items are now already behind us.

Totally agree. Obviously the vanadium price will rise again and when it does it will be against the backdrop of a scaled up business with a diverse geography and product portfolio. The SP is down but clearly this disgruntled feeling amongst shareholders is exactly the intended result. Telegraphing your disappointment is like giftwrapping an opportunity for the MM's.

Just imagine what this business will.be in 12-18 months with BE selling electrolyte - potentially to Eskom and Vanchem increasing production and Mokopane finally coming to life. In the grand scheme of things, that is no time at all for another phenomenal amount of ROI.

If this hadn't dipped so much, these conversations wouldn't even be happening. Which demonstrates it isn't the business that is frustrating, it is the market. Don't play into their hands.

Each to their own, but I would hate to look back and see this story play out and not be here for the rewards.

I imagine they helped pull the tender together.

You also have to have a relatively developed design in order to provide a turnkey price for this type of tender. This is not a traditional contract, it's more like a design and build. No contractor would commit to a price that is turnkey without a fully agreed spec at tender stage.

It is still on test and open to visitors.

The RNS doesn't read like its cash partially designated for BE to me. It suggests that the cash allows general financial flexibility whilst monies are being outlayed on initiatives at for BMN and BE. It's a general facility to support the variety of CapEx that is looming across the portfolio.

Has someone tried turning AIM on and off again...

Interesting how a day after all those letters to the FCA, it has gone deathly quiet.

Maybe he's the high roller shorting 5-9000 shares at a time.

Terrifying.

He isn't worth this protracted discussion. He's an internet troll and proven moron being given far too much airtime for his vague ramblings.

Guess my joke was too subtle for 745am..

7/11...

Fortune thought it more convenient.

Sorry.

"The Company is committed to maintaining a conservative balance sheet and believes shareholders will benefit from the improved capital structure."

The master of understatement. Fortune is telling you all you need to know.

Some desperate late trades being thrown in to try and make people think this isn't anything but amazing news.

Oh dear.

Good luck. You are going to need it.