Member Info for Sanchez599

Are obviously going to be up again tomorrow...

BMNfan, my comment was not directed at you.

But thanks for that. Classy.

Says the guy who shared his trade target earlier and has no interest in melodrama as a result...

Anyone else want to shoot their own foot?

Only temporary restrictions on travel whilst they investigate further. Probably glad to use it to take the heat off themselves.

https://roskill.com/news/vanadium-niobium-markets-in-2020-a-china-story/

'In 2021, the niobium market should also benefit from higher demand, primarily from the world ex-China, but CBMM will expand its capacity by 50% in Q1 2021, making supply adequate for the years to come. Niobium prices should also increase next year but, most likely, more moderately than those for vanadium.'

Good shout. 20p by Christmas.

Sounds like that's your trade planned lol

There's quite a few related and recent articles on this thread.

https://twitter.com/Sanch3z599/status/1341283738156711936?s=20

Looking at how purposeful this rise is looking, who'd bet against it continuing over the Xmas period, into New Year. What a great platform to be heading into 2021 with, Eskom looming and profits accelerating.

Don't forget Goldman Sachs have called a commodities boom the like of which hasn't been seen in over ten years, for 2021.

Fancy selling before that really gets going? Easy to get carried away by a 20% rise,but in the grand scheme of things this is nothing more than just the beginning. And we aren't even back at pre-covid levels, despite the V price rises.

Much respect to those of you hitting profitability and those still to make that milestone. Well held. It takes courage and research.

It's great to see us start rising again, but really this is a fraction of where we should and will be. I look forward to hearing when some of you in that position are 100% up and beyond.

Simply achieving parity with Largo and FAR, companies 3 and 103 years behind us respectively, puts us into the 30's.

There's a couple of very interesting articles relating to to the Chinese doubling down on their renewables push (as recently announced as last week) on the thread in this link, and the race it is creating with the US.

And obviously we are seeing the results in V prices.

https://twitter.com/Sanch3z599/status/1341283738156711936?s=20

AIM and BMN both having strong afternoons. A finish above 15p would be quite the signal given the market today.

https://www.hl.co.uk/shares/stock-market-summary/ftse-aim-100/heat-map

Also, it was a joke...

Fortune must be enormously worried about Vanadium not being able to reach Dover.

If you are selling now, you are basically gambling on a sub 14p share price to buy back when Vanadium prices are rising every day. That's when investing becomes a casino, rather than a considered decision based on fundamentals. I'd rather have a relaxing Christmas looking forward to Eskom adn enjoying the price rises.

Whatever machinations are going on, the inescapable facts are that the core price of our commodity is rising as part of a much bigger macro move in commodities and an acceleration in the uptake of energy storage. The SP can only swim against the tide for so long. Pressure on sterling today only increases the upward pressure on share prices.

Goldman Sachs Group Inc., the bellwether of Wall Street, is predicting a new commodity bull market to rival the China-driven boom of the 2000s and the oil price spikes of the 1970s

https://www.bloomberg.com/amp/news/articles/2020-12-20/commodities-are-back-in-fashion-as-investors-get-ready-for-boom

The time for positioning is now. The time for taking profits has not even started. As our resident tepid latte from the weekend well knows.

Libero, it won't take 'a few years' to see multiples of this SP. It will be next year.