Member Info for Sanchez599

Prophecy has indicated they receive calls weekly from Asia, Turkey, and the Middle East—and even from a reputable billion-dollar steel company in Russia—asking for vanadium. Imagine the 'calls' to Prophecy; 'Hi, we hear you don't have any vanadium for sale?' 'Yes that's true.' 'Ok bye'

Anywhere near Tulum / Yucatan peninsula LS? Love that place.

Brilliant. Listening to Justin Waite kicking himself never gets tired. Then suggesting he was looking at AURA to which JM basically says they won't be a producer... He is desperate to correct his BMN error and rewind time. He should just buy in again!! JM admitting their pricing was highly conservative again. September is going to see a step change. Appreciate the here and now because you won't be able to buy at these levels when we reach H1 interims.

Funny that IC quoted FM as saying 'cash elephant'.... Surely that's from reading the BB, not FM. He wouldn't be as colloquial in the media...

That's the point RL.

Yes - https://newenergynarrative.com/lithium-cobalt-nickel-copper-and-vanadium-all-targeted-in-new-200-billion-in-proposed-u-s-tariffs-against-china/

Got it off those lovely lithium preachers on Twitter.

Sorry if posted twice, didn't show up on my phone just now...

If anything, I would say SP Angel are up and coming and looking to carve a name for themselves. Look how proud they were of assisting with our $22m placing. It was their biggest fundraiser and front page news on their website. Clearly they don't take the business for granted and we definitely, 100% do not know the MO given to them by Fortune. Their caution could be part of the overall strategy to grow incrementally rather than in an erratic manner. If that was the case, pretty good job so far!

I don't think you can say black and white a broker has no effect on the SP. It's all part of the ecosystem and discourse out in the public domain that creates the range of information an investor might find or draw from. I really don't see how SP Angel can be judged a 2 bob broker. Where are these exceptional ones worth so much more? From what I can see SP Angel seem to be one of the better outfits around. They seem to be an improvement for nearly every company that changes to using them. JM is one of our most vocal outlets and he is always positive.

Well said PDub. Keep fighting the good fight. Your posts are appreciated.

And a 25p - sorry missed that. I was too swept up in the contagious joy from NVH.

24.9 paid...

Trumps boat is looking more like a one man life raft with a hole in it every day.

Agreed, it all builds the pressure here as I mentioned.

Speaking of which, I wonder why Fortune is actually in London...

I doubt China are quite in the same boat as the US having domestic supply and the US as a customer. Not quite the same Daisan!

But also another example of his tariffs succeeding in punishing the US as well as his targets.

Exactly. It all adds to the value of non-Chinese V. Where does 50% of ours already go???

Vanadium is now on the China tariff list. The guy is an absolute cretin. The US has no active V mines and wants to help it's failing and already expensive steel industry. Uh Don, perhaps don't increase costs if you want that to actually succeed... Cobalt, nickel also on there. Wont Elon be annoyed....

Great news on the capacity increases being built in. I think we can be sure MN got up to a lot more than is contained within this slightly light-on-content update! Fortune certain isn't in London to be interviewedpurely about that RNS.

Just FYI - I recently asked Hallgarten when they would release a longer term view on BMN and their simple answer was that they need black and white numbers from BMN themselves. So assuming that means September.

Exactly Tyfoon. There is no delay.