Bushveld Minerals Share Discussion Threads

[knuttie] 17/4/2018 17:36

where is wolfie in the dodo, I would quite like a chat. This share is crashing 2p 2p hahaha

[dmitribollokov] 17/4/2018 15:25

This should still really be multiples of this level

[gsg] 16/4/2018 11:44

Yes BMN does look to be quality.

[dmitribollokov] 16/4/2018 08:59

Fair play GSG, thanks. This is a great company. JLP may come good, but CB and LC need to get their act together, i spent years waiting there.

[gsg] 16/4/2018 08:50

dmitri. Respect on calling this. I'm still waiting for Godot at JLP

[dmitribollokov] 11/4/2018 22:05

In bond world 600m is 600k, but whatever seems like mickey mouse is confused...

[mogwhy] 11/4/2018 21:24

LuckyMouse - there's 670,000 in treasury, not 600m.

[jp1962] 11/4/2018 16:27

Thanks Lucky

[jp1962] 11/4/2018 15:46

Please explain Mouse

[jp1962] 11/4/2018 10:42

What a dead thread!

[inthemix] 04/4/2018 16:34

Nice!!! An Katy is a nob ";^)

[katylied] 04/4/2018 12:19

If I recall correctly, the Eskom VRFB trial gets under way next month. It is now also reported that Energy Minister Jeff Radebe will today sign 27 IPP contracts (many will be renewables) that have been held up (Zuma's captured Eskom refused to sign) since early 2016 and more recently delayed by the failed NUMSA court case. Getting these contracts signed is very good news for SA future VRFB prospects...



[update] Contracts signed!

[inthemix] 03/4/2018 11:27

Great article.

[sherlock2020] 02/4/2018 21:45

A new article was published today comparing BMN with an Index of Australian Vanadium stocks, and with Largo

hxxps://thebushveldperspective.com/blog/public-blog-1/post/asx-vanadium-stocks-up-300-261

Overall things look very good for BMN right now

[sherlock2020] 30/3/2018 10:52

A good summary from the other place:-

espaol - if you want to understand some basic aspects these are good pointers:

If you you want to understand the last 3 months trading : hxxps://www.thebushveldperspective.com/the-end-of-erongo

If you want to understand the path that BMN has taken in acquiring its Vanadium assets then hxxps://www.thebushveldperspective.com/blog/public-blog-1/post/from-iron-to-vametco-221 is a good summary

If you want to learn more about Vanadium Flow batteries here's an introduction: hxxps://www.thebushveldperspective.com/blog/public-blog-1/post/what-is-a-redox-flow-battery-219 a brief review of the numbers involved hxxps://www.thebushveldperspective.com/blog/public-blog-1/post/vrfbs-the-numbers-218 and an understanding of how BMN's subsidiary, run by Mikhail Nikomarov fits in to the worldwide VRFB industry:- hxxps://www.thebushveldperspective.com/blog/public-blog-1/post/vanitec-3rd-energy-storage-meeting-part-1-175

If you would like to see Vanadium prices then Loudspeaker's project to track them is here;- hxxps://www.thebushveldperspective.com/vanadium-prices

If you want to see how much Vanadium product (Nitrovan) the company is shipping to the US then Paludina's shipping logs are here:- hxxps://www.thebushveldperspective.com/blog/public-blog-1/tag/shipping-87

and if you want to understand what the Analysts think of the company, and what assumptions they are currently using to set guideline fundamental valuations then you can see my project here:- hxxps://www.thebushveldperspective.com/blog/public-blog-1/post/analyst-watch-232

After all that you can get yourself a coffee, sit back and relax watching the most recent company presentations:- hxxps://www.thebushveldperspective.com/blog/public-blog-1/post/analyst-watch-232 and marvel at just how the AIM market has managed to keep this jewel hidden for quite so long.

[katylied] 30/3/2018 09:26

"China has the largest and highest-grade vanadium resources in the world..."

Not sure about that, unless he is referring to the large so called 'Stone Coal' reserves. Most Vanadium production in China has come via the by-product (slag) of steel production. However getting Vanadium out of 'Stone Coal' has historically been a very 'dirty' process, which would be at odds with China's policy of environmental cleanup. Perhaps they will find a cleaner way, but in the meantime it would make more sense to import concentrate (as they do with high-grade iron-ore), rather than mine their own...

[letmepass] 30/3/2018 09:19

We think there's a revolution coming in vanadium redox flow batteries," Robert Friedland told the Northern Miner in an April interview. Among his other high-profile pursuits, Friedland is CEO of HighPower Exploration, a private firm with a controlling interest in Beijing-based Pu Neng,

[letmepass] 30/3/2018 09:01

China has the largest and highest-grade vanadium resources in the world and is poised to use this miracle metal to fundamentally transform its electricity grid. With massive amounts of renewable energy and storage coming on line, China will create the most modern, clean and efficient grid in the world," commented billionaire mining celebrity and chairperson of Pu Neng, Robert Friedland.The company has developed the most reliable, longest-lasting vanadium flow battery yet, with more than 800 000 hours of demonstrated performance. The combination of Pu Neng's proprietary low-cost ion-exchange membrane, long-life electrolyte formulation and innovative flow cell design sets it apart from other providers.

[letmepass] 29/3/2018 13:58

Looking like sellers have gone

[katylied] 29/3/2018 12:40

Court rejects Numsa's urgent bid to block IPP signing...

Cape Town – "The high court has rejected an urgent application to interdict the signing of 27 outstanding renewable independent power producer (IPP) projects... The 27 projects are expected to create over 61 600 jobs and draw investment worth R56bn to the economy, according to the energy department..."



And stimulate grid-scale and local 'Energy Storage' demand...

Note that the usual suspects (Zuma and cronies - former Eskom executive Koko included) never complained about how nuclear would take jobs from coal. The real problem they have is that any major renewables expansion will likely kill off nuclear altogether. That puts them in a bad place, 'cos they have already taken Putin's money...