Bushveld Minerals Share Discussion Threads

[megaman2] 17/7/2022 05:30

All the broker targets are a fudge of npv net present value ...they include a high percentage of npv to 8000 MTV but don't add on any debt or dilution in getting there ...arc have updated there's to 18p but it presumes they get to 8000 MTV out of cash flows and the Orion cln converts ...sp angel haven't updated the market for 6 months and presumed they need capex of only $35 mill to get to 7737 MTV ..that's now increased by $115 mill so their npv share price model needs revising down massively . Theres no way this company with the problems it has currently could trade anywhere near even nav let alone start adding on amounts for production to 8000 MTV at no cost to debt or dilution ...it's like a fantasy book but that's why the share price is only 5.7p..thats the facts and reality....

[gah123] 17/7/2022 00:19

I would rather listen to the pro's than trolls on a discussion forum lol. 329% return to median

[gah123] 17/7/2022 00:19

SP Angel have a 31p valuation and Arc short term target of 18p, median 24.5p

[gah123] 17/7/2022 00:15

Desperation very revealing!

[pdub2] 17/7/2022 00:04

Q1 2023 - 1p per share predicted by market experts in research notes and broker notes.

[hateinvesting] 16/7/2022 23:42

Gah. I'm here because I still hold a small amount of shares. Despite my bearish attitude, I still want it to succeed! I just don't think it's going to with Fortune and Mikhail - they've had their chance and it's time for them to move on.

[gah123] 16/7/2022 23:32

Vanadium set for disruptive growth:https://www.miningreview.com/battery-metals/vanadium-set-for-disruptive-growth-as-battery-energy-storage-gains-momentum/?amp=1&utm_content=214977163&utm_medium=social&utm_source=twitter&hss_channel=tw-1507059065708498949

[gah123] 16/7/2022 23:32

Some light week-end research if anyone missed it amongst the very deliberate troll rubbish:https://m.miningweekly.com/article/bushveld-positioned-to-generate-decent-cash-flows-on-back-of-unit-cost-improvement-2022-07-08

[gah123] 16/7/2022 23:31

Desperation very revealing!

[gah123] 16/7/2022 23:27

Why waste your time on bmn guys. If it's as bad as you suggest surely you have nothing to worry about.

[pdub2] 16/7/2022 23:26

Broker notes and price predictions recently issued put this at 1p a share in Q1 2023. Ignore the wannabe Gordon Geckos on these boards and take note of the professionals. ha ha ha ha he ha

[gah123] 16/7/2022 23:18

I would rather listen to the pro's than trolls on a discussion forum lol. 329% return to median

[pdub2] 16/7/2022 23:15

Broker notes and price predictions recently issued put this at 1p a share in Q1 2023. Ignore the wannabe Gordon Geckos on these boards and take note of the professionals. ha ha ha

[gah123] 16/7/2022 22:46

329% return to median

[gah123] 16/7/2022 22:44

SP Angel have a 31p valuation and Arc short term target of 18p, median 24.5p

[pdub2] 16/7/2022 22:16

Broker notes and price predictions recently issued put this at 1p a share in Q1 2023. Ignore the wannabe Gordon Geckos on these boards and take note of the professionals.

[gah123] 16/7/2022 19:40

Vanadium set for disruptive growth:https://www.miningreview.com/battery-metals/vanadium-set-for-disruptive-growth-as-battery-energy-storage-gains-momentum/?amp=1&utm_content=214977163&utm_medium=social&utm_source=twitter&hss_channel=tw-1507059065708498949

[gah123] 16/7/2022 18:39

You're getting there albeit slowly. Now adjust for actual sales to the US due to logistics and % of overall sales to the US. The key is the prices have remained over $55 for a prolonged period so with circa 800mtv of inventory we can continue to realise increasingly higher prices as the rest of the year unfolds!

[megaman2] 16/7/2022 18:11

Brief CAlculation 2 month delay q2 will be Feb march April fast market $40 $70 $70 averages $60...aisc $37 profit $23 x 1000 MTV selling inventory $27 mill cash increase...to c $40 mill..I will believe it when I see it zero evidence from the company and the s.p.at 5.7p....just claims from bbn...dyor and use your noddle ...

Oh and yes q3 with the price locked in at $56...will deliver another $20 mill ...

Why don't I believe it ...it's just another bbn Eskom fantasy ..

[gah123] 16/7/2022 18:08

Some light week-end research if anyone missed it amongst the very deliberate troll rubbish:https://m.miningweekly.com/article/bushveld-positioned-to-generate-decent-cash-flows-on-back-of-unit-cost-improvement-2022-07-08

[gah123] 16/7/2022 17:50

If it's so bad why are you wasting your time?

[megaman2] 16/7/2022 17:42

I can't argue with waiting for the figures from the company .bbn claiming $56 is stupid really but his reputation is in tatters anyway after making all sorts of claims about Eskom when they simply didn't have the capacity to deliver. According to fastmarket v was $70 in march April and half of may ..then $60 now $56..quite how that fits with what the company is saying is beyond me ..but cash must oome in at c $40 million to validate those figures ...will be revealed next week and bbn and the motley crew will look like plonkers again no doubt they will just swerve it ...

[gah123] 16/7/2022 16:36

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