Bushveld Minerals Share Discussion Threads

[knuttie] 11/1/2019 21:29

It is completely irrelevant the fundamentals here will take this share so much higher

[knuttie] 11/1/2019 21:12

It is completely irrelevant the fundamentals here will take this share so much higher

[coldspring] 11/1/2019 17:09

Plenty of round numbered trades marked as sells through today even with thin volume. Someone big is offloading.

[jc2706] 11/1/2019 09:09

I think that your posting style is familiar enough not to require admissions of pseudonyms!

[le maillot jaune] 10/1/2019 21:52

MY BMN STORY - Over Christmas I holidayed in Girona overlooking Rocacorba and I was in this bar called Dignity sipping down raki whilst reading Maynard Keynes when this guy walked in wearing a yellow jersey. Anyhow he walked over and randomly challenged me to a game of chess I was a bit taken back and said who do you think you are Jose Raoul Capablanca and he replied no actually I'm Le Maillot Jaune. We got chatting and it turns out he used to be a golf pro at North Berwick and Carnoustie before talking up chess and then cycling. Initially he struggled on the hills but over time developed a perfect cadence which the French being French labelled Souplesse and he became renowned for his indefatigable climbing. His idol was a bloke called Maurice Garin who used to love donating to worthy causes and charities. It turned out he was a shrewd investor and had a large position in BMN that's how I became invested. Love from Enigmatic1

[pediment] 10/1/2019 20:20

V, you can do better than that m8. Pleese switch on you're spill check

[plat hunter] 10/1/2019 16:07

But you've come over here to read it Vauch.

Sounds like you can't live without each other to me

[dontay] 09/1/2019 22:16

..... "We offered at $70 per kg and we heard that most [ferro-vanadium export] offers were around that level this week," a Chinese trader said on Thursday. "The domestic market has shown signs of rebounding over these two weeks, and we believe that export prices will see an uptick soon."China's domestic ferro-vanadium market was comparatively active last week, with many domestic steel mills showing an interest in placing orders, buoying the overall market sentiment, market participants said.Further support to the domestic market sentiment came from the market rumor that an inspection team from China's quality supervision department had arrived in Jieyang, in southern China's Guangdong province. Sources said that they were there to monitor how the revised rebar manufacturing policy, which demands more vanadium content, has been enforced since its introduction on November 1, 2018.

[dontay] 09/1/2019 10:50

https://www.metalbulletin.com/Article/3852876/Search-results/GLOBAL-VANADIUM-WRAP-European-FeV-prices-rebound-as-buying-interest-returns.htmlGLOBAL VANADIUM WRAP: European FeV prices rebound as buying interest returnsEuropean vanadium prices began to bounce back in the week ended Friday January 4 amid renewed supply tightness and increased buying interest, while Chinese export prices stalled on a lack of trading activity.Chinese export prices stall on thin trading EU FeV market rebounds on renewed buying interest EU V2O5 prices edge upward on FeV strength US FeV prices continue downward correction, lag behind global price movements. Chinese ferro-vanadium export prices stabilized in the pricing week ended January 3 on a lack of trading activity, with many overseas buyers still absent from the market on their year-end holidays. Meanwhile, despite thin numbers of inquiries from the overseas market, Chinese exporters held their offer prices relatively stable because they noticed that the domestic market was showing the potential for a round of price rises in the near future. Fastmarkets' price for ferro-vanadium, fob China, was assessed at $68.50-70.00 per kg on January 3, unchanged from the week before. Some domestic ferro-vanadium exporters were reported to have received inquiries from the Asian market and offered at around $70 per kg last week.

[jc2706] 09/1/2019 09:46

I read a comment on here about the potential for using material other than Vanadium in flow batteries. Whilst this is true, Vanadium does have some unique chemical advantages that make it ideally suited for the application. The problem with Vanadium is that, even though it is an abundant material, the global mining supply is limited and largely a bi-product. As such, variations in the supply/demand balance cause enormous price shifts that undermine the viability of new applications. What is required is large scale operations coming on line to increase the supply, reduce the volatility and make product available for VRFB uptake. Unfortunately, this is a bit of a 'chicken and egg' situation where new operations require higher prices for funding and higher prices potentially kill demand.

Companies like BMN do have a role to play here as they are in a position to utilise cash generated in the short term from the steel industry to subsidise uptake of VRFBs which have the long term potential to radically alter the Vanadium landscape from a boom/bust industry to a long term lower volatility price paradigm in which BMN has a tier 1 deposit.

[dmitribollokov] 09/1/2019 09:26

Fair comment JC

[jc2706] 09/1/2019 09:05

I would point out that there are still some good posters on LSE if you wade through the dross. I still post there occasionally (my moniker is different there) but tend to less and less as the subject matter tends to be less than desirable a lot of the time.

I would point out one thing about the daily trade analysis - it is quite useful to have the trades broken down and, whilst I tend not to agree with some of the conclusions (although I note that these are beginning to become closer to what I consider to be the truth i.e. that their is a very large seller dumping their holding over a prolonged period of time), some of the data is quite useful. The desire for recommends though is completely cringe-worthy.

[plat hunter] 09/1/2019 08:12

Fantasist Dimi at it again...We call him captain hindsight elsewhereThe only thing he hold is his member.

[dmitribollokov] 09/1/2019 06:53

BMNSA sorry to hear that mate re all the nasty stuff, hope all sorted now.

This was IPO’d less than 7 years ago (26 march 2012), did you invest in a previous entity?

[dmitribollokov] 09/1/2019 06:32

You mean ‘suspicious minds’ knuttie...

[knuttie] 08/1/2019 23:13

I was never an Elvis fan but one song resonates for nvh, dmitribollokov ( should have them both off!)& pediment. JEALOUS MINDS. Off to bed now counting my hard earned wad.

[dmitribollokov] 08/1/2019 22:36

Thanks, it’s 100% through logic though; blind devotion in others makes me nervous.

I quite like looking at lse because BBN/fat banker/nick have interesting stuff to say. But the lunatics have taken over the asylum

And to be fair, i’m sure you’re a nice bloke, but your name is BMNSA; doesn’t scream impartiality...ATB.

[bmnsa] 08/1/2019 22:33

dmitribollokov
8 Jan '19 - 22:16 - 6430 of 6432
0 0 0
Mate they are fxkin lunatics, genuinely putting me off reinvesting...…;...


Investment is done through the head and by logic, not through emotions as you seem driven by.
Chill and take some kool aid.
Don't mess with your self by looking at LSE or by what others say,just a word of advice to you buddy.

[dmitribollokov] 08/1/2019 22:23

So don’t post here then. Simples.

Whe you refer to the choice of language i assume you mean knuttie, the resident lse stalwart.

I bought at 4.5p and sold at 48p. More than happy with my understanding, now run along back to the saftey of the echo chamber.

[dmitribollokov] 08/1/2019 22:16

Mate they are fxkin lunatics, genuinely putting me off reinvesting. The snivelling newcomers who have guzzled too much kool aid are maybe the worst though.

The bushveldperspective thing is genuinely creepy.