Member Info for Sanchez599

That's a really great write up Alfa. The demand analysis is very striking indeed and clearly bodes well for maintenance and robustness of the current pricing environment. TP's note on Vanchem adding to production seems very deliberately worded. I wanted to ask, do you think a deal has already been done for BMN to purchase it? Its easy to suspect from a distance...

Alfa's £3 from Siemens is more where I am at than worrying about what month it is when we are 50p. We need to aim high! If we keep talking about retraces at 30p, that's exactly what we will get.

Petropavlovsk 2017 $45m post tax profits ($29m of which was a tax deferral / $31m 2016) with $585m debt.

3.3bn shares, pe 9, £234m mCap and riddled with problems by the looks of things. Shareholders recently removed founding CEO.

Interesting comparison. Not a patch on our margins, debt position or profitability.

Different sector obvs.

The word is spreading... This is going to fly next week. Bigger than 2nd largest listed gold producer maybe, but remarkably undervalued nonetheless.

24.3 paid

24p hello again...

23.75 then 23.9..

Lol, there was no typo the whole list was prefixed with 'if' suggesting when each item happened in the future... Apologies if that was not clear enough. And yes, it's a great presentation - apart from the actual presentation document, RF needs a better graphic designer. :) Surprised he can't afford one.

At that point it will become widely known...

It's not widely known Faramog, that wasn't what I was saying. FM and MN have both suggested BMN will be presenting a valuation model in H2 to help the market and investors start to prescribe a valuation to BE.

Imagine being listed on the JSX when that news hits...

If it looks like an Eskom deal is happening, that too will have a huge impact because of not only what value it brings in real terms, but of what it signifies in terms of SA and Africa. As data will be available 'in months' and our electrolyte factory is aiming to produce next year, it's not an impossibility we will know the next steps this year.

Maybe you won't be if you know the V price is $100 and we are nearing 5000mtv, BE has a widely known valuation model, Mokopane gets a license and we have announced Vanchem. :-) Fortune will have moved the horizon line much further by Xmas.

Also look at trades near to - it's a buy, sorry cut my message short.

That's Jay's buy. See below. A

Q2 update next week. H1 interims end of Sept.

I like the way he hammers home the benefit of leasing to vertically integrated producers. They have the option to basically sell the same V205, once, twice or multiple times whilst derisking price exposure to steel demand and converting a V commodity into an asset with guaranteed residual value.

His latest presentation available via the Tweet below.

'A renewable energy future driven by Vanadium' WMF 2018

Interesting last slide on electrolyte leasing and some sub $200/kWh projections as a result. He is definitely leasing focused. $5bn dollar leasing market suggested.

https://twitter.com/ThinkVRB/status/1019996878245515264?s=19

You too, relax. We are all on the same team.

Pdub, you are entitled to your view positively or negatively on any shares as is anyone else. I don't even have an opinion on GEO, merely highlighting the fact JM called them out asthe next SolG - his words - and that they share similar traits at this moment in time. You don't have to police every post.