Thread by @BigBiteNow

1/4
"the next bid window for independent power production take-off agreements will be done by January 2021"

"energy self-generation projects above 1MW will be fast-tracked, to take the pressure off Eskom."

When I hear an S.A. politician say "fast tracked,"

#BMN

2/4
I tend to shudder but ok, lets run with it.
"The plan will be overseen by a presidential working committee chaired by President Cyril Ramaphosa."

So its buck stops here sort of stuff. Positive.

"will meet monthly to make sure it is not reduced to another talk shop."

3/4
If S.A. can finally allow projects over 1MW to proceed along the same lines currently set for <1MW, then with a demonstration project at Vametco, BMN/BE, are for me, really in business.

Add to that BMN own ambitions to take their all their plants off line,

4/4
lifting BE's profile and proving their ability to procure bigger scale projects, whilst delivering sizeable vanadium off-takes/rental agreements.

Thus taking everything up a notch.

There is concern over experience. The projects can deliver that and save BMN from Eskom.

4A
"The second big stimulus leg of the plan is localised manufacturing"

"Growth industries tapped in the document. . .the support of green jobs (presumably largely in energy)."

Is Ramaphosa finally getting his way or is it more hot air. Lets wait and see.

#BMN