The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
https://theenergyst.com/150mw-developers-of-uks-biggest-battery-plan-to-make-it-bigger/
Expansion of an existing project, unsure of the storage tech but they have monetised business model giving investors double digit returns. Once asset managers get their head round the yields with capital security, in the case of VRFB electrolyte, there will be a scramble to fund large scale static storage
Perhaps we wouldn’t be at these levels if we weren’t still on AIM
As PIs we own the majority of this (our) company, how about a little focussed chat with Fortune concerning the long awaited and much discussed move?
Timing might not be best at present but I can’t help but think if we had made the move sooner we might be discussing other topics.
News is spreading
https://theenergyst.com/to-invinity-and-beyond-redt-and-avalon-merger-set-to-complete/
Fortune has previously stated he was aware of who our placees and large holders were.
He suggested that any disposal would be in an orderly fashion and with his knowledge.
This weeks bloodletting was heralded by the usual disruptive posts, so obviously one might construe some insider knowledge that heavy selling was imminent.
As fellows in here concur, these sells appear a little large and orchestrated to be just PIs selling, as CE has just asked us to believe.
I am keen to know what is going on.......
We could indeed fall further, but surely a move from SETSsq to SETS as a precursor to the JSE listing, which will open us up to investors in our home market, perhaps better able to understand the Bushveld story and wanting a hedge against the SA economy, will create a demand for our stock, perhaps in excess of our current Mcap, This will have to drive prices higher with less scope for manipulation.
http://en.cnesa.org/latest-news
A lot of reading, lots going on in China
https://theenergyst.com/gresham-house-energy-storage-raises-31-million-to-buy-big-batteries/
Some weeks back one of us suggested that the regular sells maybe one or more of the last placees selling down. In the absence of any TR1s it does seem feasible that if one or more parties want out ASAP and is happy to accept 20/24p then until they have have concluded their disposal that we could languish at or around these levels till buying pressure outweighs.
I doubt anyone is shorting at these levels looking to see a reduced entry.
Today’s discussion has been largely informative and open minded until the personal digs.
However, there should not be a reluctance to discuss why the share price has failed to advance for over 12 months whilst the company has made such dramatic strides in a fast developing and evolving market.
Exactly my point also Sanchez
A stagnating share price which appears locked down, despite all the progress, current profitability and the staggering upside doesn’t attract further investors.
Why should it, we’re all here to see a return.
I’m sure Li has its place but as many experts and influencers, who perhaps should know, there are other perhaps better suited options available. This would be a good start to getting the flow battery message across and god forbid raising awareness of the BMN story.
N5, I’ll warrant that history might prove you right, atleast in part, hopefully soon.
The game of chess would appear a fair analogy for how Fortune is stewarding the progress of BMN. As BBN has oft remarked, all will become clear in the fullness of time.
Notwithstanding this, I wish he’d get a feckin move on.
https://www.bloomberg.com/amp/news/articles/2020-01-28/everyone-s-favorite-climate-solution-has-a-fire-problem?__twitter_impression=true
Maybe share this about any Li projects you’re aware of near your house.