Bushveld Minerals Share Discussion Threads

[plat hunter] 28/1/2019 14:59

What's absolute tripe is that people belive this could go higher from the previous highs.

people are desperately trying to get out here, whilst protecting their gains as they exit, do you even look at the order book?

[knuttie] 28/1/2019 14:41

plat hunter I swear I have never before read so much utter tripe, subject to nvh of course.

[plat hunter] 28/1/2019 14:30

This has so quickly turning into a dishonest rampers bored.

Newbies beware of people promising riches and regurgitating the same old news whilst crying out to filter and ignore the non believers.

Whales trying to sell into a small and constricted market after making 1300%

If they keep this up, it will surely collapse here, 5p coming.

Happy for someone to date stamp this by equally calling me a clueless clown

[dontay] 28/1/2019 14:02

SP Angel – Morning View – Monday 28 01 19Tightening supply in China is helping vanadium prices higher in China as traders and consumers look to buy stock ahead of the Chinese new year.https://www.proactiveinvestors.co.uk/columns/sp-angel/30540/morning-market-pulse---iron-ore-prices-rise-following-vale-dam-disaster-30540.htmlGovernment statements and intent on better enforcement of vanadium content and strength testing for steel rebar should drive demand significantly higher.The effective banning of Quench & Temper steel for construction rebar in China is a major move from a vanadium demand perspective and is likely to cause traders to keep vanadium in China on the expectation for higher prices in the Chinese new year.Thin supply in China is reported to be raising prices for exports. The bid offer spread in Europe has narrowed with small cargoes traded while prices pull back in the US.A slowing of the European economy may be causing caution among buyers.In China, much vanadium slag production as a by-product of iron production from magnetite with vanadium has been displaced due to the pollution from open furnaces. Some, but not all of this production is said to have moved to Austria and Russia.Over 70% of vanadium comes from co-product steel slag with under 20% coming from primary vanadium ores and just 10% from secondary recycling. The removal of even a small proportion of the co-product steel slag should have a significant impact on the supply demand balance which saw a 9% market deficit of 8,000t in 2017 according to Largo Resources.The market for vanadium feels likely to see further and potentially dramatic tightening over the next few months.

[plat hunter] 28/1/2019 12:17

Made to look like sells...That isn't how it works... they're simply flagged as a buy or sell depending on what side of the mid they settle lol.

[sidneyellie] 28/1/2019 11:49

38.45, all buys, made to look like sells by MM, with the 39.00 odd trade,

[dmitribollokov] 27/1/2019 16:05

That’s an article from 2 years ago, not what i’d classify as news.

[dontay] 27/1/2019 14:21

NEWS CENTERFor This Metal, Electricity Flows, But Not the HeatBerkeley-led study finds law-breaking property in vanadium dioxide that could lead to applications in thermoelectrics, window coating.https://newscenter.lbl.gov/2017/01/26/electricity-not-heat-flows-in-vanadium-dioxide/There's a known rule-breaker among materials, and a new discovery by an international team of scientists adds more evidence to back up the metal's nonconformist reputation. According to a new study led by scientists at the Department of Energy's Lawrence Berkeley National Laboratory (Berkeley Lab) and at the University of California, Berkeley, electrons in vanadium dioxide can conduct electricity without conducting heat.Berkeley Lab scientists Junqiao Wu, Fan Yang, and Changhyun Ko (l-r) are working at the nano-Auger electron spectroscopy instrument at the Molecular Foundry, a DOE Office of Science User Facility. They used the instrument to determine the amount of tungsten in the tungsten-vanadium dioxide (WVO2) nanobeams. (Credit: Marilyn Chung/Berkeley Lab)Berkeley Lab scientists Junqiao Wu, Changhyun Ko, and Fan Yang (l-r) are working at the nano-Auger electron spectroscopy instrument at the Molecular Foundry, a DOE Office of Science User Facility. They used the instrument to determine the amount of tungsten in the tungsten-vanadium dioxide (WVO2) nanobeams. (Credit: Marilyn Chung/Berkeley Lab)The findings, to be published in the Jan. 27 issue of the journal Science, could lead to a wide range of applications, such as thermoelectric systems that convert waste heat from engines and appliances into electricity.For most metals, the relationship between electrical and thermal conductivity is governed by the Wiedemann-Franz Law. Simply put, the law states that good conductors of electricity are also good conductors of heat. That is not the case for metallic vanadium dioxide, a material already noted for its unusual ability to switch from an insulator to a metal when it reaches a balmy 67 degrees Celsius, or 152 degrees Fahrenheit."This was a totally unexpected finding," said study principal investigator Junqiao Wu, a physicist at Berkeley Lab's Materials Sciences Division and a UC Berkeley professor of materials science and engineering. "It shows a drastic breakdown of a textbook law that has been known to be robust for conventional conductors. This discovery is of fundamental importance for understanding the basic electronic behavior of novel conductors."In the course of studying vanadium dioxide's properties, Wu and his research team partnered with Olivier Delaire at DOE's Oak Ridge National Laboratory and an associate professor at Duke University. Using results from simulations and X-ray scattering experiments, the researchers were able to tease out the proportion of thermal conductivity attributable to the vibration of the material's crystal lattice, called phonons, and to the movement of electrons.Vanadium dioxide (VO2) nanobeams synthesized by Berkeley researchers show exotic electrical and thermal properties. In this false-color scanning electron microscopy image, thermal conductivity was measured by transporting heat from the suspended heat source pad (red) to the sensing pad (blue). The pads are bridged by a VO2 nanobeam. (Credit: Junqiao Wu/Berkeley Lab)Vanadium dioxide (VO2) nanobeams synthesized by Berkeley researchers show exotic electrical and thermal properties. In this false-color scanning electron microscopy image, thermal conductivity was measured by transporting heat from the suspended heat source pad (red) to the sensing pad (blue). The pads are bridged by a VO2 nanobeam. (Credit: Junqiao Wu/Berkeley Lab)To their surprise, they found that the thermal conductivity attributed to the electrons is ten times smaller than what would be expected from the Wiedemann-Franz Law."The electrons were moving in unison with each other, much like a fluid, instead of as individual particles like in normal metals," said Wu. "For electrons, heat is a random motion. Normal metals transport heat efficiently because there are so many different possible microscopic configurations that the individual electrons can jump between. In contrast, the coordinated, marching-band-like motion of electrons in vanadium dioxide is detrimental to heat transfer as there are fewer configurations available for the electrons to hop randomly between."Notably, the amount of electricity and heat that vanadium dioxide can conduct is tunable by mixing it with other materials. When the researchers doped single crystal vanadium dioxide samples with the metal tungsten, they lowered the phase transition temperature at which vanadium dioxide becomes metallic. At the same time, the electrons in the metallic phase became better heat conductors. This enabled the researchers to control the amount of heat that vanadium dioxide can dissipate by switching its phase from insulator to metal and vice versa, at tunable temperatures.Such materials can be used to help scavenge or dissipate the heat in engines, or be developed into a window coating that improves the efficient use of energy in buildings, the researchers said."This material could be used to help stabilize temperature," said study co-lead author Fan Yang, a postdoctoral researcher at Berkeley Lab's Molecular Foundry, a DOE Office of Science User Facility where some of the research was done. "By tuning its thermal conductivity, the material can efficiently and automatically dissipate heat in the hot summer because it will have high thermal conductivity, but prevent heat loss in the cold winter because of its low thermal conductivity at lower temperatures."Vanadium dioxide has the added benefit of being transparent below about 30 degrees Celsius (86 degrees Fahrenheit), and absorptive of infrared light above 60 degrees Celsius (140 degrees Fahrenheit).Yang noted that there are more questions that need to be answered before vanadium dioxide can be commercialized, but said that this study highlights the potential of a material with "exotic electrical and thermal properties."While there are a handful of other materials besides vanadium dioxide that can conduct electricity better than heat, those occur at temperatures hundreds of degrees below zero, making it challenging to develop into real-world applications, the scientists said.Other co-lead authors of the study include Sangwook Lee at Kyungpook National University in South Korea, Kedar Hippalgaonkar at the Institute of Materials Research and Engineering in Singapore, and Jiawang Hong at the Beijing Institute of Technology in China. Lee and Hippalgaonkar started work on this paper as postdoctoral researchers at UC Berkeley. Hong began his work as a postdoctoral researcher at Oak Ridge National Laboratory. The full list of authors is available online.Additional support for this work came through the use of facilities supported by the Electronic Materials Program at DOE's Office of Science.###Lawrence Berkeley National Laboratory addresses the world's most urgent scientific challenges by advancing sustainable energy, protecting human health, creating new materials, and revealing the origin and fate of the universe. Founded in 1931, Berkeley Lab's scientific expertise has been recognized with 13 Nobel Prizes. The University of California manages Berkeley Lab for the U.S. Department of Energy's Office of Science. For more, visit DOE's Office of Science is the single largest supporter of basic research in the physical sciences in the United States, and is working to address some of the most pressing challenges of our time. For more information, please visit science.energy.gov.

[le maillot jaune] 27/1/2019 10:18

Talking of lunatics here's my stalker 1enigmatic at the start of this video. Is it me or does he look a bit like wee jimmy crankie https://m.youtube.com/watch?v=7OWqzFlOVkI

[dmitribollokov] 27/1/2019 08:49

The lunatics working over time on lse...

[pediment] 26/1/2019 14:49

Article seems a little more realistic on price.

[dontay] 26/1/2019 14:13

Vanadium prices remain strong into 2019 as further new energy applications are developedhttps://www.proactiveinvestors.com.au/companies/amp/news/212553?__twitter_impression=trueDespite its enormous potential as a new energy mineral, steel remains the primary price driver for vanadium.China consumes about 92% of global vanadium production Vanadium was the best performing battery mineral in the last 12 months, based on price increases, with most of global supply going to steel production.Present vanadium supply is largely dominated by coke production in steel markets, with vanadium use in batteries growing from a 1% share in 2015 to 2% in 2017.In that same period, however, vanadium consumption from steel also increased its share from 68% to 76%.More than 90% of vanadium consumption goes towards steel where an addition of 0.2% vanadium increases steel strength up to 100% and reduces weight by up to 30%.Rising vanadium prices over the last three years have been partially caused by lower global inventory levels as total supply remains under pressure, as well as growing demand in traditional and new markets. Produced primarily as a by-product, vanadium demand in standard applications such as strengthening steel will continue to grow and will be diversified through potential energy storage applications.The mineral itself is derived from vanadium-titanium-magnetite (VTM) deposits, shale-hosted deposits or as secondary products from fossil fuels and uranium.Near-term growth will be driven by steel production in developing countries as well as higher standards in rebar which will require more vanadium.CSA Global principal consultant Tony Donaghy said vanadium consumption still had substantial room to grow in Asian steel markets due to further improvements in grade and purity.Demand for vanadium use in rebar is increasing 6% annually and new Chinese rebar standards have doubled to reach the rest of the world.Donaghy pointed out that analysts had predicted a significant deficit in vanadium by 2027, based on current projects in the pipeline and expected demand trends.He also noted that a substantial downscaling of fossil fuel reliance in vanadium production was projected by 2050, potentially focusing global production on magnetite and shale-hosted deposits.Vanadium critical for renewable energy storageDJ Carmichael director of corporate finance Oliver Morse told Proactive Investors that it was always unusual to see a strong commodity price performance over one year considering vanadium's history of spikes and dramatic falls.Noting the typical skepticism around vanadium prices, Morse said we might see some volatility in the price this year but due to structural changes in the demand side it won't fall as it had done in the past.Morse said: "Battery consumption is the big unknown - the view is that at some point vanadium redox batteries will take off."Will that be in the next 24 months? Who knows."Nonetheless, it gives a nice blue sky element to vanadium, a diversification away from the steel market which is helpful if you are a developer like AVL."On the supply side it's also very interesting - environmental regulations in China ... have clearly had an impact and I think the price movement is well-explained by that."Morse said there were currently only three specialist vanadium producers - Largo Resources Ltd (TSE:LGO), Bushveld Minerals Limited (LON:BMN) and Glencore PLC (LON:GLEN) - and that it was an interesting time for developing companies to be coming into the market.He continued: "From a market point of view it's hard to have a lot of visibility."A lot of the information you can get is by word-of-mouth from those who have spent time in China's marketplace - it's not an LME price matter which partly explains the volatility, but structural changes will allow developers to get their projects funded."Vanadium redox flow batteryAn emerging application for vanadium is its use in the energy storage sector through vanadium redox flow batteries (VRFB).The VRFB is a rechargeable flow battery that uses vanadium in different oxidation states to store energy, utilising vanadium's unique property to exist in four different oxidation states when in solution.The flow battery has unique advantages including high lifecycles, no capacity loss over time, simple scalability, improved safety and immediate and rapid energy release.It is estimated by Roskill that vanadium demand in VFRB markets could rise to 31,000 tons by 2025, an enormous increase on the 1,000 tons that went to battery users in 2014.Low supply, high demandSpeaking to Proactive Investors, Australian Vanadium Ltd (ASX:AVL) managing director Vincent Algar explained vanadium's strong price levels in terms of supply and demand.Algar said: "Last year we saw the price move significantly up – it started at the end of 2015 and really bottomed-out at about $2.20 a pound [before moving] up principally because of the supply and demand imbalance that was occurring."[This] stemmed from an event about a year before that ... where South African company High Veld Steel went into receivership and that cut a whole lot of tonnes out of the vanadium market and those tonnes are basically never to return."Demand was low so you ended up drifting down in price – as soon as you got to $2 a pound, you started to put a lot of people under pressure."So we basically had a gap in supply and an increase in demand all happening at the same time, that's really what has driven the price up so high."It rose up to near-long term highest ever pricing last year, nearly touching $30 a pound, but that was an unsustainable peak and it started to come down."Positive price outlook into 2019After a rallying run across 2018, the vanadium price saw a slight decrease at year-end, however this was seen by most analysts as a short-term dip.Increasing demand in steel alloys and further development of vanadium battery applications, coupled with limited supply until 2022, is expected to sustain higher prices into 2019.Algar continued: "We've seen the price come off and we that there's a band between $10-$15 which we think the vanadium price is going to settle into."If it settles into that band it will effectively have moved off its long-term band which is about $5-$7 as a bottom band."If you look at vanadium over the last 15 years, it's got two peaks."The most common peak is around $8 and the second peak is around $13 – so those are the two common pricing areas that the price will live in."The pre-feasibility study (PFS) we did at Gabanintha was done at $8 – we looked at the pits at $8 – but then we [also] reported $13 and $20."We think that over 25 years [the price] sits at $8 but at the moment it's going to be comfortably sitting at the $10-$15 range because there's simply no new supply." Flow batteries critical for renewable energyIn his presentation at the Technology and Low Emission Minerals (TLEM) Conference at Perth in November, ScandiVanadium Ltd (ASX:SVD) director and Bannerman Resources Ltd (ASX:BMN) managing director Brandon Munro briefed the audience on the critical role VRFBs will play in renewable energy.He told investors and stakeholders that understanding renewable demand, and the role renewables can play, was intrinsically linked to his understanding of nuclear power demand.Referring to the role of VRFBs and their energy storage solution, Munro said: "There's a key piece missing, and that is that intermittent renewables, without a storage solution, are hugely destructive to the existing grid infrastructure that we have spent the last 100 years building."Munro added that without storage capacity to back-up intermittent renewables, he believed our societies would start to reject renewables because they would mess with grid infrastructure.This leaves only two viable storage solutions for grid power – pumped hydro, which has a number of constraints, and the vanadium redox flow battery.Multiple new energy applicationsAlgar shared Munro's views on vanadium's crucial place as a new energy mineral, highlighting the high-volume market potential for vanadium in batteries as well as its application in other developing technologies.Speaking to Proactive, Algar noted the potential to use vanadium as part of the cathode process in lithium-ion batteries, which has significant benefits.Explaining other avenues being explored for potential product development using vanadium, Algar detailed an innovation using vanadium oxide-based film as a window tint.He said: "Vanadium has got this really bizarre property – like a photo effect – where if it's put in a film on a window and gets over a certain temperature it becomes opaque."[This] is a huge energy-saver from the building's point of view and has a huge implication not only for vanadium consumption but for energy use."There's a lot of innovation happening in the vanadium space which involves other energy applications."For us as new companies, looking at new developments in our processing design, we have to consider where our markets will be."With the VRFB, its special place in grid energy storage and the growth of that market ... is an incentive for us to stay involved with that side of it because it diversifies our ability to supply to disconnected markets."It means you can be selling to flow battery producers, energy retailers and producers, and you can be selling to the steel market – and because they're in different cycles you're in a good position."Increasing penetration of VFRB technologyAlgar detailed several developments in the vanadium battery space including VRFBs that are being installed or tendered.redT Energy has installed a VRFB at Monash University late last year as part of the Smart Energy City Project, supported by ARENA.A VRFB is being installed by Juwi on Heron Island for the University of Queensland's research station and the University of Adelaide has recently tendered a 500 kilowatt, 2-megawatt-hour system.Protean Energy Ltd (ASX:POW) is commercialising its patented V-KOR vanadium battery energy system and holds a multi-energy mineral project in South Korea.Algar also mentioned Robert Friedland's current 3 megawatt, 12-megawatt-hour battery as part of a larger 10 megawatt, 40-megawatt-hour system.Algar added: "We're seeing lots of innovation around welded stacks, new innovations in the technology to make the production of the battery cheaper to offset the rise in the price of vanadium."You really have to have the right load profile to actually justify a battery – once you put solar in almost all of your problems are gone."The domestic battery is a great opportunity when someone comes up with the right type of flow battery and we think that a company called Volterion from Germany has got the right idea."They've got a cheap, welded aluminium stack they can rapidly reproduce which is light and easy to fit."

[1enigmatic] 25/1/2019 21:50

Stalker that many names would have to be inspector clouseau to keep up

[dmitribollokov] 25/1/2019 19:14

Nelson has lost an eye...

[jone06] 25/1/2019 18:59

Golden summit have just increased there stake by 1%

[plat hunter] 25/1/2019 17:42

Agree Dimi..

All retail investors.. Ripe for the picking and perfect conditions for the whale's to keep ramping whilst they exit.

Bitcoin anyone?

[le maillot jaune] 25/1/2019 17:10

1enigmatic is a very very sad stalker. #weirdo

[dmitribollokov] 25/1/2019 16:47

Anyway if it’s old news to you, why were you so excited ?

Dontay25 Jan '19 - 16:28 - 6690 of 6693
0 0 0
65 million = confidence!

[dmitribollokov] 25/1/2019 16:45

So since mid december the price has gone up has it?

He bought and extra 12mm shares and the price went down.

Since the 18th Jan it has gone down further.

All that list demonstrates is that the holders are mostly retail guys.

[dontay] 25/1/2019 16:36

This was from 18th Jan and is confirmation of what we already know... nothing whatsoever to do with "all that buying and it went down".Top 10 shareholders as at 31 December 2018 SHAREHOLDER NUMBER OF ORDINARY SHARES % OF ISSUED CAPITAL1 Hargreaves Lansdown Asset Mgt 187,606,80916.752 Halifax Share Dealing 109,869,3839.813 Interactive Investor 101,006,940 9.024 Acacia Resources 70,598,644 6.305 Yellow Dragon Holdings 67,832,778 6.066 Golden Summit International 65,000,000 5.807 A J Bell Securities 36,135,984 3.238 Share Centre Investment Mgt 32,102,672 2.879 Bushveld Minerals Ltd Director & Related Holding(s) 31,731,667 2.8310 Equiniti Financial Services 31,508,423 2.81

[dmitribollokov] 25/1/2019 16:31

All that buying and it went down...

[dontay] 25/1/2019 16:28

65 million = confidence!

[coldspring] 25/1/2019 16:25

RNS large holder adding more up to nearly 6%

[pediment] 25/1/2019 15:33

Check out the big brain on Brett. Little 90's (?) pop culture reference for you there lol...but yep, neutral trade or if one needs to assign, then a 50/50 split.

[jc2706] 25/1/2019 15:03

It's a matched trade I presume is what you are referring to.