Member Info for Tex2374

Hahaha... so many truths in that post DCAT...

I know the assays aren't transformational news, but for ****s sake guys, please can you release them? They have been at the lab a looooong time....

Thanks Dave. I will have a listen to that later today.
Tex

Don’t worry about research Wolf, this will be 3p by Christmas.... :-) 1p by Friday. Lots of news coming. The general consensus on the BB supports it.

Happy Days. Get the rockets ready!

(Actually ramping is so much more rewarding than taking a pragmatic approach, encouraging people to stay grounded as we are not even at the starting line yet. )

In all seriousness, hopefully we see another blue day today.

I just read through the messages last night quickly. I am also struggling to see the connection here with SYME. seems a different focus and also the timing of the announcements being quoted are 6 months ago..

Has SYME ever indicated a real estate focus or viability?

Looks like my 7am RBS call was wrong. Oh well.

There are a few vanadium miners who are now diversifying into end product producers.

They can all see the explosion of next generation 'green' metals and usage of vanadium and want to get a stake in the market the fast evolving market. Key will be low cost vanadium extraction as this is a driver at the moment for the emerging market in VRFB energy storage. If Janagada can match this then we are a natural suitor....

Roll on the PEA!!!

0.4 is the 52 week high, let's see if we can get back to that level which makes our 18% holding a nice number to underpin our current MCAP.

Just picking up on this thread. ValOre reposted their video yesterday covering Angilak. Gives a great overview of the district scale potential and high grade.

https://twitter.com/valoremetals/status/1336084213662027778?s=21

Personally, I haven’t factored this play into my thinking so this is pure upside.

Tex

Interesting thread with contributors and perspectives from BMN. Gives a good perspective on current vanadium mining levels at just 15% of total vanadium production.

Clearly incremental demand will drive a huge primary mining requirement. This is why #VRFB growth is transformational for vanadium demand and driving a deficit. It can be assumed that all additional demand will be needed to be satisfied by primary mining. Happy days.

https://twitter.com/bmnperspective/status/1334919398390460417?s=21

“ Actually the situation for #Vanadium is even better than that - of around 100,000 tonnes mined per year, only about 15,000 tonnes comes from primary Vanadium mines - most of the rest comes as a fairly natural co-product of steel smelting...

Put simply the human race has barely even got started on mining #Vanadium yet.

We didn't need to before now as there was basically only one major application for the stuff (steel), and we naturally got almost everything we needed as a by-product of making that selfsame steel.”

Really fascinating discussion on Vanadium and future market / use / Steel / VRFB / Green energy etc. care of Terry Perles - US Vanadium Holding.

This guy knows his stuff...

https://open.spotify.com/episode/6J9TzE6wLq327hmiL8MZmb?si=m5pT26LfQ5qv3WK7DNkR0g

Minor updates on ValOre, Pitombeiras drill results, Mocidade, Fodere will move us up past 6p in a nice steady rise.

When we get either the PEA / Trial mining license / Partner JV news? then we will have 100 people turning up at 8am trying to bag a 100k of shares each :-) .... yep, then we will see a material rerate from where we are..... Bring it on!

The market will catch up at some point in the very near future. 15p is £36m Mcap 20p is £48m.... we should be achieving this sort of value very soon and as the PEA will show, even these Mcap are way below where we will be if the BOD can execute on a production plan for Pitombeiras. .

Echo the below posts, trying to trade this and not get caught out is a car crash waiting to happen.

Time to put my feet firmly back on the ground and not get carried away too much.

Sticky hands will win the day on this share.
Tex

The comnpany's investment strategy is clearly stated on their website, they invest up to £500k at a time. Based on their success why would they change that? £3m provides plenty of investment opportunity.

They are taking their profits from RMS through a divi into their pockets. Selling, RMS shares just moved cash to BRH, they would like some reward in their pocket, issuing a divi is a way of doing it. Nothing wrong with that.

Plus they have major projects still in the portfolio and the financial capacity to make up to 6 more investments (in line with their documented investment strategy.)

I think this is great news. Don't get carried away and make a huge investment which goes wrong, stick to your tried and tested model.

It's called risk and reward. This is the reward.
Tex

Currently, it is a financial no brainer, you have to think that this is still a no brainer up to 77p which would put the value of the company at the close price yesterday....

Sitting on all that cash did not have any positive effect on the SP, so a great move in my eyes.

SP yesterday was 35p and now today you will get 42p back in January for every share.

Buy at 50p and get 42p back. Even if the share price crashes after the divi you are still in the money if it settles above 8p, which of course it will!

Plus there is a lot of news flow and and a very busy start to Jan with major news....

50p

Good article showing application and advantages of VRFB, Safer, scalable, greater long term stable storage capacity. Perfect for the renewed green energy focus we will see in the next decade.

https://www.pv-magazine.com/2020/11/24/interest-grows-in-going-with-the-vanadium-flow/

Another great post, thread, and research from DCAT. It nicely sums up why we are here and invested. Exciting 2021 lies ahead of us!

https://twitter.com/DavidCa041980/status/1334153492236296193?s=20

My view is a Monday RNS, sharehunter... (it's a guess)

How big do people think the details in the next RNS will be though?
Tex

Best top up now OB, I doubt we will see the 4's again after the next drill results hit...

Great news from ValOre. Looks like we could be in for a double RNS week!

Bring on the next set of Pitombeiras drill results.

Interesting chart on Twitter

https://twitter.com/MetalsMiningT/status/1333411308759355392?s=20

First, great to see us on there! Second , (as was pointed out in the thread) the top two risers aren't even revenue producing yet...

I wonder where we will rank in 12 months time?