Member Info for Sanchez599

Thanks Pdub, I think I am 5th on the new system that doesnt include TECA's like factory.

Yep Ray, it's always amazing how they just vanish. I guess 1onic and co being proven they are demonstrably clueless probably doesnt feel that great.

Fortune literally spelt out that this year would be the year of 10000mtv plans being unveiled. Some of us, just took him at his word.

It is absolutely clear that could not be released before this news because guess what, it's just gone up by 960mtv.

The Vanchem Business provides immediate production growth, adding an estimated 80 mtV per month (approx. 960 mtV on an annualised basis) using one of the three kilns on site (20-25% of available kiln capacity).

Anyone else expecting this to be compounded later this week by a great Q1 update and then perhaps some news on Brits / Vametco resources...

And a certain license.

Well done to those who didnt turn on the company and saw the news blackout for what it was. How many times do the rest of you need to see this happen to know BMN do big things properly.

Starts here. Mokopane to provide feedstock.

And what is a contrived move like this designed to do....

Cause panic and selling at lows.

It's pretty obvious.

The stage is well and truly set for 10000mtv plans and a JSE listing. What an opportunity those SA investors will have if we launch at anything near this price.

I think it's important some remember that Fortune will be as cogniscent of the share price movements as anyone here. They aren't just sat around thinking, oh well there's 50% off the value of our business.

This will end. The best time to buy is when the market is screaming sell.

The disparity between what BMN are achieving and the movements of the share price are becoming as stark as it gets. This is one hell of a time to be accumulating.

And I guess you could argue that the only one of the 3 main producers outside of Russia and China who could have any serious influence on pricing would be...

The 400k looks like another questionable trade to balance the books by the MM's, from the seller to keep us perfectly suppressed in this ever tightening range.

I think he was being tongue in cheek Faaramog.

To reference a recently mentioned share - SolG - Mcap £700m.

Profit. £0.

There is loads of info out there. Including how much electrolyte we intend to produce, to what size projects, the intended ramp up of the electrolyte plant and how much vanadium that will require. I'd say these were fairly fundamental to establishing what the business looks like.

If BE was a separate company as Gambit says, it wouldn't be listed for £0. If markets really worked like that most companies on AIM would have Mcaps of £0.

As BBN mentioned, it is archaic to view BMN as a vanadium miner these days. Yet, that is EXACTLY what the market is valuing us on the basis of.

Spinning off BE would be the death of the vertically integrated company and would diminish the USP. As you say Faramog it's about unleashing the dormant millions of value locked within BE.

The fact it accounts for nothing in our share price is borderline fraudulent.

What happened to a market being forward looking...

This one has only ever looked backwards or sideways.

I imagine that behind closed doors, the lifting of the cap is a pre-requisite for the investments being made. As well as levers being pulled politically, money is talking in the loud and clear way only it can.

And all spelt out in black and white by The World Bank in their presentation last night.

The cap has to be lifted because it's one of the single biggest obstacles to achieving all of the objectives of South Africa's energy transition and the objectives of their funding partners to actually deliver deep rooted change and rapid transformation of each emerging market they invest in.

It's a shambles.

If only we wanted to buy poor quality clothes made by children for pennies from a currently in-fashion website, we could have a growth PE ratio of 58.

Damn us and our desire to help power the growth of emerging nations with exciting battery storage technologies, help a global energy revolution and being a key part of one of the fastest growing sectors in the world today with some of the best assets available to monetise.

There's no growth potential there...