Bushveld Minerals Share Discussion Threads

[zwift] 23/9/2020 11:16

Does anyone know the percentage of ownership of the yet to be built electrolyte plant? in East London and Could anyone estimate how much 1 kg of electrolyte would see for at current prices Thanks

[zwift] 23/9/2020 11:09

Even if BMN get “some of this“, were will the electrolyte come from? The plant isn’t even built yet. If and when they win any tenders, were will all the Vanadium come from To supply the plant?
I dont see BMN ramping up production anytime soon, poss 2/3 years.
I believe Vametco was shut down last week for some essential Work

[nvhltd] 23/9/2020 10:06

Now this would be great if BE got some of this:

Webinar: South Africa’s 2 GW tender – An opportunity for PV plus storage
15 October at 11:00 CEST

[nvhltd] 23/9/2020 09:26

Here’s another fact. Despite 5 years of preparation and hype with all of those levers and sign posts along the way BE doesn’t qualify to tender for the ESKOM BESS as a stand-alone entity.

Out of all the companies tendering ours should have been in the envelope with a stamp on and ready to post. So why the delay again? Probably to give the lithium guys more time to prepare.

Just my opinion.

[nvhltd] 23/9/2020 08:51

Mo: but I’m sure nowhere near as much as 12 to 18 months ago. Obviously that’s their prerogative, but I do miss the constant posts with all the buys and list of share price driving news.

[manni786] 23/9/2020 07:16

Get out then.. oh u arent in to get out! Lol!

[mauricegarin1] 22/9/2020 20:03

Nick Derby is still invested along with most of the original long term holders.

[oliversanvil] 22/9/2020 16:23

11.25p bid a good price to get out for now.

[jc2706] 22/9/2020 16:11

I should add, good for him if he did and I wish him the best with his gains!

[jc2706] 22/9/2020 15:47

I long ago assumed that Nickderby sold out or at least reduced considerably.

[nvhltd] 22/9/2020 15:22

I notice we’re not getting a daily or weekly update on vanadium prices recently from Loudspeaker and all. I’m therefore going to assume it isn’t rising and possibly falling?

I wonder how many shares Nickderby sold to buy his 2 Covid stock? I must have missed the post confirming his sale?

Bassguy is also on the verge of cracking.

I’m still surprised we haven’t had more commentary from Alfa and BBN around the ESKOM VRFB trail failure? Seems a bit weird given all the hype it was given when we found out we would be installing a VRFB for test. It seems the investor site visit was a waste of time especially as they went all that way on a gas guzzling aeroplane.

I’m also surprised Alfa, BBN and Gambitxjs haven’t provided their thoughts on the delayed electrolyte plant in relation to the ESKOM BESS and given chapter and verse on the manufacturing capabilities of our 3 VRFB partners. After all it’s going to be a huge undertaking to deliver at least 160 containers just for the first package by this time next year. I would have thought they would have this problem covered and on the Bushveldsperspective.

[jc2706] 22/9/2020 14:22

I don't think that the share price needs to be talked down at the moment. It is doing a pretty good job of it itself! When one large shareholder is selling down and this coincides with market weakness, you are going to get people thinking twice about buying/holding. Unfortunately the VWAP CLN deal for Vanchem is going to look progressively less desirable the lower it goes. At 20p it was ok. At 10p, not so great.

[plat hunter] 22/9/2020 12:48

They certainly recycle a lot of old news and research items. If you subscribe it's updated daily.

[jc2706] 22/9/2020 12:06

Simply Wall Street is automated click bait. A couple of weeks ago it was saying much higher so read into that what you will.

[plat hunter] 21/9/2020 23:14

Simply wall street has BMN fair value of 4p on a FCF basis.I would have been very surprised to see 4p but anything could happen in the next 3 months.Full covid lockdownPotentially no vaccine4 more years of trump dividing AmericaBrexit Just to name a few, take your pick.

[capablanca64] 21/9/2020 16:27

I'm actually more bearish - 5 pence on the cards for these golden tickets

[player one] 21/9/2020 15:28

Well said plat ... could be 8-9p pdq

Gla

[plat hunter] 21/9/2020 09:43

All bets are off, I've abandoned my 11.75 limit buy.World's crazy, looks like a double dip correction to me.

[nvhltd] 21/9/2020 08:23

Mo: Can you elaborate please and while you’re at it maybe an apology is in order for your earlier posts regarding Golden Summit aren’t selling remark. Got another one wrong there.

[mauricegarin1] 20/9/2020 21:13

Now you know full well I wasn’t implying about Enerox, I know exactly what you’ve been upto you naughty boy 🤔😜

[nvhltd] 20/9/2020 20:49

Hi Mo: I’m not trying to kid anyone. Email the ceo of enerox instead of making silly statements. As I said before with Enerox out of the game in relation to the first package who could we be in a consortium with and who will be the VRFB manufacturer?

Interesting question don’t you think or do you want to nail your card to a particular mast?

[maroonbells] 20/9/2020 15:31

You look like a hard bst, I wouldn’t mess with you :) Anyway I would never keep up on my mtb.

[lucakane] 20/9/2020 15:11

Seeing things to suit a narrative.....sounds familiar!Be less angry :)

[player one] 20/9/2020 14:54

Alfacomp on LSE earlier:

''aisee - I'm sure that the company's actions have nothing to do with whatever I may or may have not done, but thanks for think of me.

Everyone - I'm finding the LSE minute-by-minute psychodrama rather boring these days. All the fundamental research that could have been done on this company has already been done, and a lot of it is posted on hxxps://www.thebushveldperspective.com/

If that is not good enough for you then I suggest that you either sell up and go and find some other company to do fundamental research on then let us know when you've built a portfolio of background research as deep as ours.

It is clear that the period of distortion cannot last forever - eventually those looking to build their long position will get it and decide that now is the time to allow the share price to appreciate. I really don't care when that is as I'm prepared to wait as long as it takes - this is because I fully understand the need for grid scale energy storage and the situation that VRFB' technology and this company are in to fulfil those needs.

If you want me you can find me more on Twitter these days.''


Wow ... no mention of GS selling .. no apology .. tsk tsk alfa