Bushveld Minerals Share Discussion Threads

[katylied] 05/11/2018 18:13

More than enough dmitri (well into 7 figures, but not 8). If it makes £1/share, I and my close family will be set up for life. And the LSE NPCs may finally see the back of me. On the otherhand, you never know. In spite of what the BMN evangelicals predict, the future is not yet written...

[dmitribollokov] 05/11/2018 18:05

Richken good posts. Think this can get to a quid pretty easily and still be undervalued on growth prospects.

How many do you own btw katylied? I’ve only ~500k now, had to sell some out annoyingly. My average similarly around 3ish p. First bought in around 4-5p, but have traded it a bit.

Oh and slammer one has to be blue to vote down, so i see i have attracted you like some kind of BB STD. Just a bit sad mate, i pity you.

[katylied] 05/11/2018 17:27

Yawn... RichKen, you are stating the obvious. Everyone knows all that. My average incidentally is ~3p/share, so I personally am making out like a bandit. Meanwhile, take off your rose-tinties for a moment and consider (1) Local political risk, (2) Global Political risk, (3) Technology risk (a better battery), (4) Substitution risk (steel) etc. There is ALWAYS RISK and you probably won't see it coming...

In short, a myopic 'ramper' view iworks well at present and should endure for a year or 2, before other V supplies come on-line. In fact all being well, growing V demand (more and more applications for a remarkable element) may run ahead of supply for quite some time. Not forever however, V in the ground is not uncommon. By all means make hay while the sun shines, but spare the rest of us your useless platitudes (however welcome they may be to the group-think teenage-chatroom NPCs)...

Over and Out...

[sherlock2020] 05/11/2018 16:47

Thanks for the summary RichKen. Yes it does appear to continue to rerate every day, bu t don't tell DrBollokov

[richken] 05/11/2018 16:40

Good afternoon all, I have not posted for a few days. I am intrigued to see that a few here are not very good at researching and seeing how this is going to play out. I have no problem with that. In the end you make your own investment decisions. However, I would like to point out that the company and specifically Fortune and Mikhail have made many clear statements of which unlike most AIM CEO's I would have real trust in which leads me and many others to be extremely confident n the future valuations. There are are very few mining companies in a position where they are making so much profit for so little operation costs. Then there are the ongoing upgrades to the plant 5000 TPA and then 10000 TPA. Then there is Bushveld Energy which is a company that once fully operational will be in a truly unique market position in a geographic position to absolutely dominate and it will create constant income through the leasing of the vanadium as you will soon see.
Positive in this company. I would say so and I have already gained hugely and this really will increase dramatically. My average is under well under 10 pence, and this will be easily over £1 in the next 3 months and then around £2 by the end of 2019. I don't mind if people can't see what this company is doing. I have done as much research as possible and have some very good contacts. I can't see the future, but I can see what is playing out here and compare the profits with other companies and this gives one a very good idea indeed. Most investors go off the back of a hunch. This is not a hunch.
This company is going to be very successful indeed.
If you disagree sell your holdings and buy something you believe in but don't come back crying later!
Cheers, RK

[coldspring] 05/11/2018 16:26

Now the seller is out this is re rating in a big way. Its almost going up every day.

[bmnsa] 05/11/2018 13:16

Both day and night, Noel Noel,born is the king of van adium.

[dmitribollokov] 05/11/2018 08:01

And so it continues

[davidosh] 04/11/2018 21:57

Just to let you all know that Bushveld will be presenting at our MelloLondon investor event in Chiswick W4 next month. MelloLondon is a two day event and starts on Monday 26th November which is the day that BMN will be presenting early in the morning. You can find out more here...



There will be 60 quality companies exhibiting and presenting plus some very well known investors, entrepreneurs, fund managers and market commentators providing excellent keynote talks on a range of investment subjects. A number of investment workshops will be available each day and a ShareSoc MasterClass on the final day

[vauch] 04/11/2018 17:59

Sorry Maurice I cant see youuuuu thank god

[mauricegarin] 04/11/2018 17:24

And it's by not buy you clown

[mauricegarin] 04/11/2018 17:23

Vauch am I bothered ?

[vauch] 04/11/2018 17:11

Maurice buy (FILTERED)

[dmitribollokov] 02/11/2018 18:00

Yep cheers jc, not a lightweight that chn guy.

[jc2706] 02/11/2018 17:29

Copied from LSE:

"Thomas Chan is Founder and Managing Director of Golden Summit Capital, a private investment firm based in Singapore. He has more than 20 years of experience in Investment Banking and Investment Management. Prior to founding Golden Summit Capital in 2010, Mr. Chan was a Managing Director at Goldman Sachs and had served in several senior roles within the firm.

In addition to public and private capital market investments, Golden Summit Capital has been an active participant in the venture capital arena, focusing primarily in the seed to early growth stage. The firm also manages a diverse real estate portfolio in Singapore and other parts of Asia and Europe.

Mr. Chan holds a Master in Business Administration from the University of Chicago Booth School of Business and a Bachelor of Arts in Economics from Stanford University."

"Whilst Golden Summit Capital is not necessarily the same entity as Golden Summit International, Thomas Chan is given as the contact for Golden Summit International in this document:

hxxps://www.lawinsider.com/contracts/1pN9HtOWxhBfUIuw2GImqT/m17-entertainment-ltd/1731946/2018-05-25#the-parties-as-set-out-in-schedule-2"

[dmitribollokov] 02/11/2018 16:13

Can’t find any info on golden summit on bloomie or the internet.

[maltby2002] 02/11/2018 16:03

RNS Golden Summit taken a 4% holding, always good to get institutional investors

[dmitribollokov] 02/11/2018 15:59

C’mon close the week at the high!

Golden summit?

[katylied] 02/11/2018 15:57

Should be some decent newsflow this month. (1) Q3 operational update, production will have taken a hit (strike), but the V price-rise should more than compensate. (2) Some clarity on Bushveld-Energy business model/prospects, which should include an update on the electrolyte-plant. (3) An Update on the Eskom/Bushveld VRFB trial, all the more topical given the move by Eskom towards a near-term grid-scale batteries tender...

There may of course be additional news, but as far as Mokopane
is concerned, I probably won't be holding my breath... :o)

[seanywauny] 02/11/2018 15:11

Cracking volume again. My bet is 75p by Xmas at least.

[richken] 02/11/2018 10:29

SP Angel - Daily News - For interest!

China’s stronger steel drive will bankroll more vanadium mines

China’s push to lift the quality of steel for the construction sector is set to bankroll the global wave of new primary vanadium production to meet the growing deficit, while the expected boom in giant batteries will only exacerbate the scramble for supply.
Standards in China that came into force Thursday require steel producers to increase the amount of vanadium, which hardens the alloy, added to certain classes of reinforced bar products. It’s partly a drive to make buildings more resilient to earthquakes. Since the changes were announced in February, prices of the metal in China have surged more than 150%, according to Asian Metal Inc. data.
Managing director of Australian Vanadium Ltd., Vincent Algar, notes “it’s almost that perfect storm for a commodity – you have a step-change in demand that’s being enforced in the biggest market in the world and a constrained supply”.
Changes to strength standards could add 30,000-40,000t of annual demand to about a 100,000tpa market which is currently so extremely tight that exports from the Asian nation are not being offered. That’ll underwrite new mine projects in Australia and the U.S., and boost existing producers like Glencore Plc, Largo Resources Ltd. and Bushveld Minerals Ltd. “There’s plenty of room in this market for additional vanadium.” he said.
China’s stricter standards are intended to limit the use of inferior steels in construction and follow previous policy changes ushered in following the 2008 Sichuan earthquake, industry consultant Roskill Information Services said in February. The quake was the strongest to hit China since 1950, with more than 87,000 people reported killed or missing.
Vanadium prices are likely to retreat as new supply comes into the market over the next couple of years, though they should settle above the long term average and enable project developers to make good margins, according to Algar. However, new supply from advanced-stage exploration companies will take more than three years to come online.
Steel accounts for more than 90% of current demand, though in the longer-term the sector is also likely to be bolstered by adoption of vanadium redox flow batteries suitable for large-scale energy storage projects, and to store renewable power, he said.