Bushveld Minerals Share Discussion Threads

[whoknew1234] 28/6/2022 08:29

Looking at price action, could be something in it

[whoknew1234] 28/6/2022 06:35

3 working days until duferco are out :)

[megaman2] 28/6/2022 05:49

hxxps://www.asianmetal.com/Vanadium/

6 Fall's Pittsburgh Rotterdam get a mention
..

[megaman2] 28/6/2022 03:28

Now I think you just made that up??

[fdfdfdfd fdfefdf] 27/6/2022 22:58

Richken playing every one for fools. “Now the new kiln is down” Bet he just sold out and went short.

[purchaseatthetop] 27/6/2022 20:01

That would be ironic. The only people installing a VRFB are BMN themselves. They can be the Lancashire spinners cooperative after Arkwrights Mule arrived.

[megaman2] 27/6/2022 19:44

I'm waiting for someone to post here or elsewhere and explain why vfrbs are more suitable . The claim before about the bill gates backed flow battery was that it was slow to charge discharge and only useful for really long duration . But having read their website it's daily cycle and performs best when it's fully charged and discharged every 48 hours ....to be honest it won't really matter to the share price here as there's nothing in the valuation for be etc . Maybe it's why fortune has given up communicating about be other than the recent minigrid .

[whoknew1234] 27/6/2022 19:37

Buy and hold in blind faith it all works out...Hold even when you are convinced it won't...Not sure which one is worse :)

[whoknew1234] 27/6/2022 19:35

Think you're right. No way vrfb's are gonna make it. Best sell and move on. Heard bill gates is involved in battery storage so that could be worth a look :)

[nvhltd] 27/6/2022 18:48

“Ambri’s high volume production facility is planned to produce multiple gigawatt-hours of systems in the USA starting in 2024”.

They have raised the cash, executed, are backed by billionaires and winning orders in our back yard.

Let’s see what excuses Mikhail has to say about that? I bet he’s on suicide watch.

[nvhltd] 27/6/2022 18:32

It is truly shocking that a project of this size in South Africa has gone to a start up business with a cheaper chemistry.

The scale is massive and knockS us off our perch for having the largest PV / storage system In South Africa. How long did they have those bragging rights. Four days!

It seems to me we have no competitive edge over Albri’s tech. Blown out the water before we even got started. Seven years down the drain.

[megaman2] 27/6/2022 18:26

Or keep your head in the ground and just focus on any positives.

[whoknew1234] 27/6/2022 18:22

Best get out before the masses realise eh?

[megaman2] 27/6/2022 18:17

hxxps://ambri.com/
1/3 rd to 1/2 the cost of lithium....

[megaman2] 27/6/2022 17:47

The $151 m is an absolute shocker . Possibly the biggest boo boo in bmn history .

The house broker share price angel last broker note has 2024 e production at 7737 MTV .

Capex to get there $52.9 million over 2023 and 2024 . But wait that is total capex !!! Includes Be and sustaining capex and environmental capex !!!
So capex to get to 7737 MTV in the last broker note by the house broker who are suupplied information by the company was around c $35 million !!!!.......

This is the extent of the underestimation of the capex required and is clearly a game changer in valuing bmn. One minute it's c $35 million the next $151 million ......I wonder if the analysts will comment when they re-do their forecasts as they look a bit stupid here ....

[megaman2] 27/6/2022 16:30

Why do you think the share price is 7.2p? Is it to do with the companies brilliant achievements that according to pdub they just keep rolling them out ?

Company floated at 20 p 10 years ago ...

[whoknew1234] 27/6/2022 16:08

Glad you mentioned the 2020 target. Not seen you refer to it before, good knowledge as always. Best to mention it now and then in case people forget :)

[megaman2] 27/6/2022 16:06

Identifying market opportunities for flow batteries," on behalf of Vanitec and Bushveld Energy.

Not been very successful.so far here ...200 mw by 2020....score on the board so far be 0 ...


This time next year Rodney ...

[whoknew1234] 27/6/2022 15:59

Your bestie is speaking tomorrow.. :)https://www.linkedin.com/posts/mikhailnikomarov_ifbf-flowbattery-vrfb-activity-6946544637482348544-kuC7?utm_source=linkedin_share&utm_medium=ios_app

[megaman2] 27/6/2022 15:47

Who would do that ???

[whoknew1234] 27/6/2022 15:46

Just holding for the mining side then. Good to know

[nvhltd] 27/6/2022 15:45

They are if you wear blinkers and close your mind off to every other tech and chemistry being developed.