Bushveld Minerals Share Discussion Threads

[megaman2] 16/7/2022 07:23

In a price down turn it's the primary producers that take the biggest hit and bmn is by the far the weakest link with lifetime royalty other debt old plant and the highest aisc highest work force per MTV highest maintenance cost and highest frequency if strikes and mechanical breakdowns feed ore issues .these plants where bought relatively cheaply in part as there was a material uncertainty if they can viably make a profit at average v price taking account if the capex required and risk reward ...

[gah123] 15/7/2022 22:05

Largo mcap 360m poundsBushveld 72m pounds Granted Largo produce 1/3 more but bmn is much better value and more likely to multi-bag from current levels. Largo is also undervalued so bmn at 72m is an absolute steal. Serious serious multi-bag potential hence why I will continue to load up.

[megaman2] 15/7/2022 21:58

Try largo resources ..miles ahead ...

[gah123] 15/7/2022 21:37

"You will struggle to find a company that's as positioned as Bushveld is across the entire value chain,"

[gah123] 15/7/2022 21:36

Some light week-end research:https://m.miningweekly.com/article/bushveld-positioned-to-generate-decent-cash-flows-on-back-of-unit-cost-improvement-2022-07-08

[megaman2] 15/7/2022 21:30

He can't hes lost his undies here didn't you know

[gah123] 15/7/2022 21:15

Some things never change. Why do you waste your time!

[gah123] 15/7/2022 21:02

Ha ha very funny lol

[plat hunter] 15/7/2022 21:00

50p to 5.7p pull your pants up gah, everyone can see your wee little winky

[gah123] 15/7/2022 20:45

Leveraged shorts in trouble, long-termers mopping up. Only when the tide goes out do you discover who's been swimming naked lol!

[whoknew1234] 15/7/2022 20:31

I think it's 'too' stupid lol

[megaman2] 15/7/2022 19:55

More delayed trades at 5.825p from yesterday 2.46 mill and 1.08 mill..it's hard to know what's going on but something is ...so 5.7 p paints the picture

[gah123] 15/7/2022 19:38

Massively oversold and brought down on nothing by shorts, the rebound will be as swift from next week!

[gah123] 15/7/2022 19:05

Why are you wasting your time?

[hateinvesting] 15/7/2022 18:44

I may have made a loss overall on my Bushveld venture, but I've had my five grand's worth in entertainment on this board. I'm thrilled Gah and Mo are back and absolutely doubling down on their opinions, no regrets, lads!! Meanwhile, the train wreck continues: I sold most (but not quite all) of my holding at around 11p, not tempted to buy it back at this price, or any in fact, until FM is removed. Nobody wants this at 5.75p even though the mcap is probably only half what a hostile will fetch. Shows how terrible the market think the management are and that 'placing ahoy' will be chucked around LSE until Orion break knee caps or get paid!

[gah123] 15/7/2022 14:56

US prices still sky high.https://twitter.com/BigBiteNow/status/1547568110571384841?t=8GmoF0kp_sHC0-zrrq2dJQ&s=19

[gah123] 15/7/2022 14:19

Current US price is $56 despite what you say!!!

[gah123] 15/7/2022 14:17

Don't forget the average includes a few months when the price was close to $30

[megaman2] 15/7/2022 14:14

Maurice I do make mistakes and unlike GAH and yourself admit them . Where is your evidence please. I will present mine bmn YTD $44.9 achieved . Estimated year average $41.9. qed. These are the company figures from the most recent rns.

Please present yours

Or will.you just vanish again.....

[gah123] 15/7/2022 13:43

More than half sold to the US so with a guidance of 4,300mtv and costs of $32,000 it doesn't take a genius to work out we are very profitable and even more cash generative.

[gah123] 15/7/2022 13:39

Yes that's correct, US prices still sky high.https://twitter.com/BigBiteNow/status/1547568110571384841?t=8GmoF0kp_sHC0-zrrq2dJQ&s=19

[mauricegarin1] 15/7/2022 13:35

I’ve kept off recently but just thought I would mention that mega you were completely wrong with your conclusion on Andrea Hotter and pricing but I think we all know that anyway - hope you guys didn’t get burnt to much with your shorts anyway back out for another kitesurf session, enjoy