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Share Name Share Symbol Market Type Share ISIN Share Description
Bushveld Minerals Limited LSE:BMN London Ordinary Share GG00B4TM3943 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.24 5.52% 4.59 4.50 4.60 4.55 4.35 4.35 2,624,270 16:35:05
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 79.0 -34.6 -2.5 - 58

Bushveld Minerals Share Discussion Threads

Showing 38176 to 38200 of 38200 messages
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DateSubjectAuthorDiscuss
05/2/2023
09:38
Updated case not to invest:The information below will massively impact the company going forward and put a strain on its current cash position and its ability to stay open. South Africa is in the throes of an electricity crisis.This year alone, the hours of power cuts across the country are equivalent to four full months.According to the app that monitors electricity cuts, EskomSePush, that is 200% worse than any other year.The state power utility, Eskom, blames an ageing fleet of coal-fired stations that consistently break down.These stations generate little more than half their capacity - as demand for power consistently outstrips supply.Shortages are expected to worsen as major units, like nuclear power station Koeberg, are taken offline for maintenance.Eskom has warned South Africans to expect prolonged periods of power cuts in the foreseeable future and is currently implementing its highest levels of "load-shedding" - leaving residents without electricity for at least five hours a day
gahi23
05/2/2023
09:34
Updated case not to invest:L O A D S H E D D I N G !By the end of September, 2022 had had more load shedding than all previous years combined. Level 6 load shedding was reimposed starting on 7 December 2022 when over 20,000MW of generation was taken off line due to a high number of power station breakdowns.
gahi23
05/2/2023
00:17
Updated case not to invest:The below will effect the companies financial position and its ability to operate. Eskom has announced stage 5 load shedding has been implemented on (31 January) until 21:00 Thereafter, stage 6 load shedding was implemented until (1 February) morning,said the power utility.Stage 5 load shedding will then be implemented continuously from 05:00 on Wednesday until further notice,added Eskom.The need to push load shedding up from stage 4 resulted from six generating units suffering breakdowns in the last 24 hours, said Eskom
gahi23
05/2/2023
00:17
Going big next week !!! 0.0p hahahahahahaha
gahi23
05/2/2023
00:16
Double digits nailed on ! 0.0p hahahaha
gahi23
04/2/2023
22:02
Updated case not to invest:The below will effect the companies financial position and its ability to operate. Eskom has announced stage 5 load shedding has been implemented on (31 January) until 21:00 Thereafter, stage 6 load shedding was implemented until (1 February) morning,said the power utility.Stage 5 load shedding will then be implemented continuously from 05:00 on Wednesday until further notice,added Eskom.The need to push load shedding up from stage 4 resulted from six generating units suffering breakdowns in the last 24 hours, said Eskom
gahi23
04/2/2023
21:35
As noted in the 2021 Annual Report, having incubated the energy division, and created the critical mass to ensure its success, Bushveld Minerals intends to carve out Bushveld Energy as a stand-alone company focused on the Vanadium Redox Flow Batteries (VRFB) value chain. This will crystalise its value and attract the appropriate institutional investors with a greater understanding of energy and the energy transition. Bushveld plans to retain a substantial share in the carved-out entity. 
gah123
04/2/2023
20:07
Megaman 2: I won’t argue or disagree with your opinion on where vanadium prices are going along with VRFB demand or the share price I’m praying that you are right. However, I prefer to focus on what is in our control like production, costs, margins and risk mitigation.

We won’t need to rely so much on external factors to turn a profit if Fortune and Mikhail deliver on their targets. Positive external factors should add a significant premium, but there’s too many ifs and buts to rely on them all happening and we know we couldn’t rely on these ‘positive̵7; external factors since the start of 2019 because everything has gone against us.

We need to solve the Orion conundrum without too much damage to existing shareholders or crashing the share price and hope for a relatively trouble free year with everything else.

nvhltd
04/2/2023
19:52
I have emailed investor relations - chika.edeh@bushveldminerals.com and confirm NO ENERGY DIVISION CARVE OUT OR IPO ! I would strongly suggest others do to and pi*s on gah123 lies
alfacomp
04/2/2023
19:27
FOMO started to kick in Friday afternoon, going big next week!!! https://www.miningweekly.com/article/seriti-green-raises-need-for-africa-to-appraise-vanadium-as-electricity-storage-battery-metal-2023-02-03https://twitter.com/tsepomojapelo/status/1621564535634108416?s=19Energy division carve out and IPO soon. Absolutely huge market, 10 times larger than the mining opportunity. Exciting times!!!
gah123
04/2/2023
19:24
Uninvested troll back. Wonder why he spends all his time deramping bmn 24 7 anyone?
gah123
04/2/2023
18:34
Updated case not to invest:The below will effect the companies financial position and its ability to operate. Eskom has announced stage 5 load shedding has been implemented on (31 January) until 21:00 Thereafter, stage 6 load shedding was implemented until (1 February) morning,said the power utility.Stage 5 load shedding will then be implemented continuously from 05:00 on Wednesday until further notice,added Eskom.The need to push load shedding up from stage 4 resulted from six generating units suffering breakdowns in the last 24 hours, said Eskom
gahi23
04/2/2023
18:32
Updated case not to invest:The Bushveld Minerals Limited (LON: BMN) share price plunged 8.2% after its full-year 2022 operating results showed that it produced 3,842 mtV over the 12 months, missing its annual guidance range of 3,900 mtV ? 4,100 mtV. The company attributed the production miss to electricity load shedding at Vanchem
gahi23
04/2/2023
18:32
Someone watching this board like a hawk hahahahhahahaha
gahi23
04/2/2023
17:48
Investment case for anyone that missed it amongst the very deliberate troll deramping:Record production in Q4 despite load shedding. Solution agreed with municipality which will limit future impact therefore Q1 2023 likely to be another Qtr of record productionFalling costs in line with rising volumesElectrolyte plant 95% complete. Will generate first revenues in 2023Record production expected in 2023 per conservative guidance Vanadium prices rising stronglyMini grid making good progress. Will showcase the benefit of VRFB's to a large market crying for energy security due to loading shedding $47m worth of fully costed inventory. This plus ongoing free cash generation could settle the CLN in full if bmn decide to settle instead of extendingNAV double current valuation VRFB's at inflection pointVRFB's set to fill the void created by lithium supply shortages :https://www.miningweekly.com/article/seriti-green-raises-need-for-africa-to-appraise-vanadium-as-electricity-storage-battery-metal-2023-02-03https://twitter.com/tsepomojapelo/status/1621564535634108416?s=19Energy division carve out and separate listing soon. Absolutely huge market, 10 times larger than the mining opportunityClosest competitor Largo valued 5 times higher despite production only being marginally higher and missing guidance several times times last yr!!!!
gah123
04/2/2023
17:46
Here comes the troll with an IQ of a child!!!
gah123
04/2/2023
17:23
Double digits soon ! 0.0p hahahhaahah
gahi23
04/2/2023
17:23
You are a mug ! hahahhahahahaha
gahi23
04/2/2023
16:38
nvhltd .. very fair and interesting posts ... I know I keep banging on about Vanadium, but I just can't see it below $60 for much longer .. Infact I'll stick my neck out and say top side of $80 ain't a million miles away .. I just look at the Russia Ukraine war, it's going on for another year yet at least unfortunately, and already the rebuilding work is off the scale, and in military spending terms, 6,500 tanks, around 7,000 armoured vehicles, it must be 500 plus jets and helicopters, 2,000 artillery pieces, 1,000 anti-aircraft rocket launchers, and around 30 ships/boats .. without all the missiles and artillery shells that need replacing ... That alone is a colossal amount of Vanadium, and them numbers are only going to rise ... Military spending across the world is skyrocketing .. even Japan is doubling its spending to 2% of GDP .. again absolutely massive amounts of Vanadium needed ... Then we have the world fighting it's way back up,, Yanks $1.7 trillion spending,, the Chinese won't be far behind or maybe even more !! ... Steel production rising ... VRFB coming more and more into the limelight ... As you mentioned, the Electrolyte plant about to kick off (probably take a year to break-even tho!) ... I think the worm is about to turn, that's why I'm getting as many as possible in the 4's .. I honestly can't see this going lower .. the positives easily outweighs any negatives for me, and BMN is a screaming BUY .. absolute bargain at this price, and people will kick themselves if they let this opportunity slip them by ... Grab as many as possible in the 4's 👍
megaman 2
04/2/2023
16:01
On a positive note it was interesting to read that the Elidz area where the Belco plant is located is talking about deploying storage to complement a wind and solar project. They noted that there was a ‘company’; on the site that is producing electrolyte.

There was also a mention by Sirity Green to possibly use VRFB’s in their projects in South Africa. So maybe the pipeline going up tenfold overnight has some reality in it after all.

I still think that we have a small window to make the case for VRFB’s around the world. They may always sell in small numbers, but other chemistries are so much cheaper with abundant core materials available.

VRFB’s are still way too expensive and project developers are still risk averse to the technology lasting 20 plus years.

I have recently spoken to someone senior in the VRFB space that believes the Ambri battery and the iron flow batteries from Form and ESS are a real risk to VRFB’s. That’s before we find out what Lockheed are using or the likes of Jena are using too.

The VRFB industry as a whole needs to scale up and drive down costs considerably as fast as they possibly can to fight off the challenge of other chemistries.

We can’t be complacent about them. Ambri, Form and ESS have all recently raised hundreds of millions to build massive manufacturing capacity. They all have tech billionaires as investors that believe in their tech and are opening doors to massive projects.

Take a look at their news feeds. If nothing else it’s good to know what the competition is doing.

nvhltd
04/2/2023
15:52
15 FILTERED POSTS and 3 different account names !!! Remember, this is from an UNINVESTED jobless scrounging troll that lives on this chat board and spreads his lying garbage 24/7 .. 365 days a year .. it don't even take Christmas Day or New Year's Eve off .. Anybody thinking of taking it's advice just remember that .. UNINVESTED YET POSTS 365 DAYS A YEAR, AND ABOUT 30 TIMES A DAY !! ... the names mostly used by this troll is megamug2/SammymugLSE/spencerjames/kennyp52 .. please read it's post, laugh at it, and scroll down .. it's just a troll that lost all its money, now it's trying to lose you yours ... BE AWARE of troll megamug2/SammymugLSE/spencerjames/kennyp52 .. it's all the same person/troll
megaman 2
04/2/2023
15:42
Megaman 2: Any sustainable rise in vanadium prices is most welcome. We all get it. I wouldn’t disagree with anyone that believes a higher vanadium prices will at some point result in a higher share price Speaking for myself that’s basic fundamentals. Without a dividend all we have is share price appreciation to make money.

I wouldn’t disagree with you either that there is the potential for the share price to rerate at some point this year, but BMN are susceptible to more risks than most businesses so things can still go either way.

We are a one trick pony with just one operational kiln at each site. Both plants are old and susceptible to breakdowns as well as electricity curtailments. The world is on a knife edge with respect to a recession and we have no control over the price we receive for the vanadium we sell other than to try and pick our markets.

I hope the share price is on the floor now, but I still think it can go lower when the Orion solution is released to the market or if electricity is still a major issue or a kiln breakdown. They really need to hit their numbers this year and pray we are profitable throughout the year. A steady year where we hit production guidance and obtain a steady margin would be great.

I’m too realistic and jaded by Fortune’s and Mikhail’s past performance failures to get my hopes up too much yet, but as I have always said tomorrow is a new opportunity to deliver.

This year will be different if only for the fact that the electrolyte plant will be commissioned along with the minigrid.

We just need to get these delayed projects online so all talk about when they will be operational can be a distant memory. Although the minigrid is a nonevent in my eyes I just want it operational and then let’s see if it delivers on the claims that it will drive other project sales. I’d also love to see orders announced at Belco and hear more about the value add case.

We are at such a low point that with a fair wind behind us we can only hope this turns around, but I’m not convinced we are out of the woods yet.

nvhltd
04/2/2023
14:13
Updated case not to invest:The Bushveld Minerals Limited (LON: BMN) share price plunged 8.2% after its full-year 2022 operating results showed that it produced 3,842 mtV over the 12 months, missing its annual guidance range of 3,900 mtV ? 4,100 mtV. The company attributed the production miss to electricity load shedding at Vanchem.
gahi23
04/2/2023
14:05
Troll lives on this board despite not being invested. As a non-shareholder why are you here mega mug? It's not a trick question!!!!
gah123
04/2/2023
13:30
Updated case not to invest:Eskom has announced stage 5 load shedding has been implemented on (31 January) until 21:00 Thereafter, stage 6 load shedding was implemented until (1 February) morning,said the power utility.Stage 5 load shedding will then be implemented continuously from 05:00 on Wednesday until further notice,added Eskom.The need to push load shedding up from stage 4 resulted from six generating units suffering breakdowns in the last 24 hours, said Eskom
gahi23
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