Bushveld Minerals Share Discussion Threads

[jc2706] 23/10/2020 22:56

I wasn't sure that the board could get much worse and then..... nvhltd proves me wrong.

[mauricegarin1] 23/10/2020 22:54

Cold spring my wife’s asleep at the mommoment but when she wakes in the morning I know exactly how she will react.

[coldspring] 23/10/2020 22:51

I should report him for stalking as that is clearly what is going on. Police take stalking very seriously indeed.

[mauricegarin1] 23/10/2020 22:44

You really are a sad evil person who really has shown his true colours but your research is completely patchy if anything? One I live Saighton 2 the business is registered in China and certainly not two bit business as you protray we produce with the biggest manufacturer in China 3 you obviously have not seen any recent pictures of me recently, 76kg and ripped run 40km a week plus about 6 cardio classes a week infact just last week on holiday I came 1st in 5 km and 2nd in triathlon. Actually you know what now that you’ve just brought my wife into the conversation you’ve completely over stepped the mark. She will be reporting you to the police in the morning for invasion of privacy.

[nvhltd] 23/10/2020 20:49

Mo. You have copies of the emails. Send them your besties.

[mauricegarin1] 23/10/2020 20:19

NVHLTD your a cretin, kindly go away please, Zwift yes that tallies you are correct with your info, I was Manchester, Heathrow, Switzerland , did you take part in the workshop at Heathrow too? Apologies for questioning in my previous question but like I said I don’t remember any other investors there and I was one of the only investors speak to him at all also , you have understand that with Charlatans like Nvthld who pretend to be invested and fake emails that I’m sceptical about members on this forum😊 so again apologies

[zwift] 23/10/2020 19:16

Mau:

I met him at the Vanitec conferences in London and Manchester, Did you attend? Perhaps we have met. I was the tall handsome good looking one, lol


At Manchester Vanitec, he turned up late if I remember, I spoke with him during the brake and later sat with him and Mikhail in the restaurant/ buffet area of the Hotel,

I know that Alpha ( big guy with no hair ) was their with a few BMN investors

During the presentations I was sat with a group from a USA University that gave a presentation vanadium window could coatings.

At London Vanitec it was a quick shake of hands and how are you doing Kind of a thing,
I know that Alpha and other BMN investors attended

[lucakane] 23/10/2020 19:08

Fair enough!Why does it bother you who is in charge and whether the batteries work? Surely just white noise or helps the volatility?Just musing the ways of chart traders, no offence :)

[plat hunter] 23/10/2020 18:57

They'll always be volatility, It doesn't bother me whether it's 50p or 10p

[nvhltd] 23/10/2020 18:48

Mo: So now Fortune can only meet people in your and Alfa’s presence. Do you manage his diary? You seem very jealous that Fortune might talk to other people. Don’t be so controlling.

Did you email Alex at Enerox to confirm what he told me about their involvement in the ESKOM bids? What about Chika and Mikhail?

[mauricegarin1] 23/10/2020 17:31

Zwift so you’ve met him a couple of times that’s interesting because I’ve met him quite a bit at all the recent conferences over the last couple of years and apart from Alfa who I’ve usually met there too I don’t really recall any other Bushveld shareholders there??

[jc2706] 23/10/2020 17:05

I think Fortune is absolutely committed to VRFBs. It is his rationale for the company and to remove it would be a seismic shift at this stage. It is interesting that other Vanadium producers have moved towards this path as well, if not as completely.

There are times in a company's development where it is time for the head of the company to be replaced. I don't think that we are there yet. Having a deal maker in charge at this stage is still a good thing.

I think the chances of Fortune going anytime soon are low to zero.

[jc2706] 23/10/2020 17:00

Not convinced by hydrogen on the basis of the energy cost of production and compression. Does anyone have any impartial reports on this? It would be interesting what the comparison would be.

I know that Japan have gone down the hydrogen route for cars where everybody else seems to be going batteries. I did think that hydrogen was a good solution for this given the infrastructure in place but the market tends to go down its own path.

[zwift] 23/10/2020 16:58

Ive met Fortune a couple of times, he came across as a nice guy, but I do think he is out of his depth and seems a bit blinkered with VRFBs

[zwift] 23/10/2020 16:52

Gah..
Are you a TROLL? you posted the BMN “ Dream note “ earlier

[zwift] 23/10/2020 16:50

I think Hydrogen is a safer bet

[lucakane] 23/10/2020 16:42

But if it was stuck at 25p how would you trade it :)I like the batteries...guess we will find out soon enough about them!I'd like one for the old run down house in Italia (a small vrfb of course) but volt storage don't seem to have enough for demand at the minute

[gah123] 23/10/2020 16:41

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.

[lucakane] 23/10/2020 16:22

How soon??

[zwift] 23/10/2020 16:21

The dilution will occur when the shares are issued, “ very soon “

After six months they can sell in an orderly manner, just like Golden summit have.

[zwift] 23/10/2020 16:14

It did seem to start with ramping about FAR on twitter, then some investors jumped into BMN realising it is a safer bet.

[lucakane] 23/10/2020 16:13

If that's all you're after then just say....we're an honest bunch on this board don't you know ;)