kevkan
- 16 Nov 2018 07:03
If you are looking to invest in a pure play Vanadium stock - BMN host the largest high grade quality resource in the world about to become the only fully integrated producer outside China. Check out https://www.thebushveldperspective.com/ for an in depth investor maintained web page.
Stan
- 16 Nov 2018 07:08
- 2 of 11
It would help kevkan if when starting a new thread to include a chart, which you can still do now.
kevkan
- 16 Nov 2018 07:15
- 3 of 11
Below are all feasible and visible for Q4 2018 and Q1 2019
• Announcement on the PV project they are working on
• BE update
• BE mandates
• Dividend policy
• Eskom tender and results (Q2-19)
• Continued pricing updates
• 2018 H2 results
• Mokopane licence
• Lemur BFS
• Lemur strategy
• Lemur finance/partner/offtakes
• Electrolyte facility news
• Mokopane DFS commencing
• Chinese involvement in Mokopane
• Output at vametco and expansion
• Brits drilling results and how it all fits together
• UET was mentioned as a partner in the webinar – all we know via RNS is an MOU – how is the relationship working
• Leasing partner
• Brownfield – vanchem?
• Institutional investors
• What has Michael Kirkwood been up to
• JSE listing
• Financial results for year 2018
• Eskom battery completion
kevkan
- 16 Nov 2018 07:18
- 4 of 11
Thanks Stan not sure where I do that help please
Stan
- 16 Nov 2018 07:24
- 5 of 11
Assuming you have a watch list on Stockwatch with BMN in it, simply click on the chart next to the Company name and at the bottom of the chart copy and paste the long link that is provided for your purpose.
kevkan
- 16 Nov 2018 07:32
- 6 of 11
Stan
- 16 Nov 2018 07:36
- 7 of 11
Brilliant well done!
kevkan
- 18 Nov 2018 13:40
- 8 of 11
What the experts say:
https://mastermines.global/articles/is-vanadium-the-perfect-storm-for-investors/
Stan
- 20 Nov 2018 08:01
- 9 of 11
Message for kevkan, I received your message and tried to reply to you but got this message
"User doesn't have the internal messaging set up" So you need to do that there must be instructions on here somewhere about how to do that.
If you still can't find how then simply email MAM and they will help you.
kevkan
- 21 Nov 2018 10:48
- 10 of 11
Cheers
kevkan
- 26 Nov 2018 08:35
- 11 of 11
CO Nick lse
The V2O5 price has increased again.
The Chinese price is usually quoted including VAT, so a fairer value is just under $32. Let’s use $31.50 per lb.
Forecast annual production per PFS - 9,525 tonnes V2O5.
OPEX $7,200 per tonne.
Chinese V2O5 price today at $31.5 per lb, is $69,300 per tonne.
Therefore gross profits of $62,100 per tonne.
That gives $591m pa gross profits.
That should give just over $500m net profits, after royalties, depreciation and admin costs.
Our share 64%.
Mokopane Post tax NPV at $31.50/lb has just gone through $3 billion!! (at $3.012 billion).
Bear in mind these figures are for a small proportion of the Mokopane resource (about 1/6).
Incredible figures and an incredible resource.
Bring on that mining licence.
Please! :)