Bushveld Minerals Share Discussion Threads

[gah123] 22/10/2020 21:02

Shut up u egocentric troll, do us all a favour and do one with your 6m imaginary shares. At least I comment on something I own rather than pretend to hold.

[nvhltd] 22/10/2020 20:50

Gah:

You’ve been a total embarrassment today. Give the share price predictions a miss. You guys never learn. We get a small rise and every man and his dog provides a running commentary of each and every trade.

“14.75p paid, going up as predicted”.

Please no more predictions. You’re rubbish at at it just like JC with his technical analysis.

[plat hunter] 22/10/2020 16:48

ha ha yes Gah... It does, it certainly does.

[gah123] 22/10/2020 16:12

Nvhltd/Plat Hunter - Does the below ring a bell. ???EgocentricHaving or showing an excessively high opinion of one's appearance, abilities, or worth. vain. conceited. proud. egotistical.

[costi_1672] 22/10/2020 16:05

https://www.stockopedia.com/articles/breakout-alert-3-month-price-surge-for-bushveld-minerals-135133/

[gah123] 22/10/2020 16:04

Troll alert

[nvhltd] 22/10/2020 16:04

Gah123: You’re kidding right 😂😂

[nvhltd] 22/10/2020 16:02

And 4. They can’t get any project in on time.

[nvhltd] 22/10/2020 16:01

You can rule out No 3 above for awhile.

[nvhltd] 22/10/2020 15:59

Richken 😂😂😜

[jc2706] 22/10/2020 15:57

Who wrote the note gah123?

[gah123] 22/10/2020 15:19

RESEARCH NOTE BUSHVELD MINERALS RESOURCE: BMN 552 MT PRODUCTION / PROCESSORS:BMN Currently produce 4,300 metric tonnes of Vanadium from two processing facilities Vametco and Vanchem. Circa 5% of current world output. Fully financed to increase production to 7,000 within 2 years.DOWNSTREAM OPPORTUNITIES:BMN: Have invested more than 4 years in developing the business model to tap into the multi billion dollar energy storage market. Vertical integration allows them to profit from the entire supply chain from mining, processing and sale of the vanadium, vanadium electrolyte and VRFB's (energy storage batteries)This integration will give them the unique opportunity to generate revenue from up to 6 different income streams from a single project.1.Sale of mined vanadium (potential to sell ore mined from high grade deposits2.Sale of processed vanadium as vanadium Nitrovan, Vanadium Pentoxide or Ferro Vanadium3.Sale of value added electrolyte. Can be sold for 70-100% premium to mined vanadium4.Project management of large VRFB deployments with PV solar panels / wind power turbines5.Sale of VRFB's via 84% owned subsidiary Bushveld Energy if in Africa or via indirect equity stakes in Invinity Energy 8.71% and Enerox; 25-50% if outside of Africa6.Sale of excess electricity generated back to the gridThe energy storage market is expected to be worth $500 billion dollars within 10 years. It is currently growing rapidly at a rate of 58% per annum.BMN are currently tendering for multiple big scale 200m+ energy storage contracts with Eskom, biggest utility provider in SA. Tender results expected end of Dec. Vrfb's are fast gaining traction and recognition for large long duration grid scale applications due to their superior charge and discharge qualities with no degradation, very high safety (zero fire risk unlike Lithium batteries), low cost (per kWh stored) and affordability due to BMN's unique vanadium electrolyte rental model which significantly reduces upfront capital cost to an affordable yearly rental over a minimum 20 yr period. After 20yrs the electrolyte which has been rented can be sold to the steel market or reused as electrolyte. This gives BMN long term exponential revenue growth which would demand a higher price to earnings multiple due to long term earnings visibility. This model is essentially a recession proof model as during low vanadium price cycles BMN would generate a higher margin on their electrolyte sales (due to lower input cost of vanadium) whilst during high pricing cycles a higher margin on vanadium sales to the steel market. A win win situation.MANAGEMENT:BMN: Fortune Mojapelo considered a very astute deal maker. Has a big reputation for pulling off transformational value accretive deals at minimal dilution.

[jc2706] 22/10/2020 15:02

Indeed. But the rate of selling escalated and the last few days has seen even more (if you attribute the larger sells with GS selling). There was someone claiming that GS were down to 15m odd a couple of weeks ago. Whether you choose to believe that is another matter.

One thing is clear, there is significant selling today and there has been significant buying the last few days!

[plat hunter] 22/10/2020 14:59

I had but you crease me up.


gah12322 Oct '20 - 14:43 - 13525 of 13528
0 0 0
I thought you filtered me, lol

[plat hunter] 22/10/2020 14:58

GS still held 34million on the 11th September, they dropped below the 3% threshold.

[gah123] 22/10/2020 14:57

We keep saying they can't have many left to sell, however I think this time with three consecutive 20m+ volume days they must be extremely close.

[jc2706] 22/10/2020 14:53

We have seen this selling activity previously where the large seller pauses and then recommences. But, given the volume, I am not sure that GS can have that many left if the larger sells are attributable to them.

[gah123] 22/10/2020 14:43

I thought you filtered me, lol

[plat hunter] 22/10/2020 14:41

"he's a trader looking for a cheaper entry"


Well, yeah obviously... Wouldn't be much cop if I wasn't

[gah123] 22/10/2020 14:39

Ignore Plat, he's a trader looking for a cheaper entry. I can't think of a better short and long term investment considering the movement towards green energy and energy storage. Personal target 100p within one year.

[plat hunter] 22/10/2020 14:29

probably 11p actually, I prefer to be in early and out early.

[gah123] 22/10/2020 14:28

Looks like GS had a few more to sell looking at some of the larger trades, once completely out we will fly. Last buying opportunity before 15p is taken out.

[plat hunter] 22/10/2020 14:28

Based on that I would be looking for 10.80p buy order, with a 10p stop loss and 14p limit sell.

[plat hunter] 22/10/2020 14:26

Gaps...

1 Day:
15/10/2020 @10.75


5hr:
Today @14.33
20th Oct @13
19th Oct @ 11.75
16th oct @ 10.89 & 10.75


Without an extraordinary announcement that is accreative to earnings or market participants then i would expect all those short term gaps to be filled before breaking out of the current channel