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Share Name Share Symbol Market Type Share ISIN Share Description
Bushveld Minerals Limited LSE:BMN London Ordinary Share GG00B4TM3943 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.50 -3.92% 12.25 12.00 12.50 12.775 12.25 12.75 6,804,183 09:41:13
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 87.9 62.8 4.2 3.0 137

Bushveld Minerals Share Discussion Threads

Showing 14026 to 14048 of 14475 messages
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DateSubjectAuthorDiscuss
23/10/2020
15:58
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
15:52
Gah.. Are you a TROLL? you posted the BMN “ Dream note “ earlier
zwift
23/10/2020
15:50
I think Hydrogen is a safer bet
zwift
23/10/2020
15:42
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
lucakane
23/10/2020
15:41
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.
gah123
23/10/2020
15:22
How soon??
lucakane
23/10/2020
15:21
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
15:14
It did seem to start with ramping about FAR on twitter, then some investors jumped into BMN realising it is a safer bet.
zwift
23/10/2020
15:13
If that's all you're after then just say....we're an honest bunch on this board don't you know ;)
lucakane
23/10/2020
15:11
About a year ago I think
lucakane
23/10/2020
15:10
Just out of interest, when exactly was this Duferco deal first announced?
plat hunter
23/10/2020
15:02
No it doesn't and you know that already don't you. Troll.o The holder will not be able to divest any Bushveld Minerals shares received for six months following conversion and be subject to an orderly market arrangement for the following six months.
gah123
23/10/2020
15:01
Plat Hunter, I suggest that you read the whole of my post! Twitter is largely horrible but then so is LSE. And ADVFN. But there is the odd decent poster. :-)
jc2706
23/10/2020
14:51
Increased dilution means cheaper buying in price
zwift
23/10/2020
14:50
Jc, You started off so very well and then you finished with 'Volume inspired by Twitter' I think that's very much the correlation. :-P
plat hunter
23/10/2020
14:48
Touche Luca :-P
plat hunter
23/10/2020
14:38
So any deramping is an attempt to increase the dilution??
lucakane
23/10/2020
14:36
I suspect that there is no such conspiracy to raise the price. The latest move has come off the back of some significant buying that seems to have been inspired by Twitter. In particular Baron Investments has got involved. He is quite well known/followed and is generally respected.
jc2706
23/10/2020
14:27
Paid ramper lol. I was referring to this year's convertible loan notes only. It will depend on the price of conversion; between 1.5% to 3%, so minimal. It is difficult to comment on next year's but I expect the conversion to be at a significantly higher SP, so even lower dilution. More importantly it's the value created from the additional funds that matters i.e. it will help to increase production which in turn will reduce costs (economies of scale) and increase revenue.
gah123
23/10/2020
14:19
Plat Hunter: Thanks I’ve had a thought over the last few days that all the ramping was to limit the dilution
zwift
23/10/2020
13:53
Zwift... If it's the full 8.5 million gbp then dilution will be circa around 5.5% Obviously the more, the paid rampers get on board, the cheaper the cost of the placing gets.
plat hunter
23/10/2020
13:32
Ha cheers Luca.I do, had a couple shockers lately to rub the salt in the wounds of missing the last buy
plat hunter
23/10/2020
13:26
Minimal, about 2%. We are in an uptrend so could be even less.
gah123
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