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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 14051 to 14074 of 14475 messages
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DateSubjectAuthorDiscuss
24/10/2020
11:46
Your the thick one here!!! U sold at the bottom before the rise up. The point I'm making is earnings are irrelevant at this stage, free cash flow is more important as the company is still in the growth phase.
gah123
24/10/2020
11:29
Ok. It is an interesting situation. Fortune is clearly committed to the VRFB vision and has supported companies outside of China that can deliver that vision. If he hadn't there was a risk that there wouldn't be much of an industry outside China (where VRFBs appear to be moving forwards quite strongly). If VRFB adoption does rise quickly then Fortune will look like a true visionary and BMN will be worth a lot. If it doesn't then there will still be a Vanadium producer left.
jc2706
24/10/2020
10:46
Gah.... Earnings and free cash flow are not the same thing.There's that example of Irony again, i suggest you exercise caution before you speak, you sound thick
plat hunter
24/10/2020
10:42
You haven't got a clue. At the bottom of the vanadium price cycle bmn are still generating free cash flow. An increase in production will reduce costs further and increase free cash flow. This is at the bottom of the cycle, imagine the free cash flow when prices inevitably increase.
gah123
24/10/2020
09:51
No calculations to offer, was a mere line in the sand, an example if you will ...Given that the v price has come off four fold since the peak, we could say 360 million i guess but the point is still the same.No earnings are being retained because the V price has come off and fortune has continued to spend at the same rate, on items that are not accretive to earnings
plat hunter
24/10/2020
09:36
I don't disagree in the long run that company performance metrics are reflected in the price but in the shorter term other factors can take hold. The Vanadium price was one of those factors. It is certainly possible that the focus on batteries has been a reason for underperformance since March but not before as there was no underperformance in comparison to the only peer that we can compare it to - Largo. Not sure how you got to $130m. Perhaps you could provide your calculations?
jc2706
24/10/2020
09:00
Perhaps the production assets, costs of production resource grade, jurisdiction life of asset etc etc and production volume impact the value of a company too? Surely you can see that BMN has failed to retain earnings. Fortune has continued to spend at the same rate he would have done had V price not come off.Difference being, the company would be turning over 130 million a year instead of 43 in the current price environment.Fortune's actions are the representation of a full tilt punt. All imho of course.
plat hunter
24/10/2020
07:33
Big news from China, with Shanghai Electric's 200MW/1GWh #vanadium redox flow battery officially in operation #VRFB Oct 22hTTps://www.vanadiumprice.com/shanghai-electrics-200mw-1gwh-liquid-flow-energy-storage-battery-project-officially-put-into-operation/hTTps://twitter.com/vsunenergy/status/1319825944211718144?s=21
parob
24/10/2020
07:01
Plat Hunter, I disagree. When the V price collapsed I compared the performance of Largo and Bushveld. Largo performed slightly worse on each time frame. They do not have a battery operation and as far as I am aware Fortune is not in control of the company. Now, that was some time ago (before March 2020). Since then Largo has performed somewhat better as it has recovered to pre-crash levels whereas BMN fell more and has subsequently failed to recover. Why that is the case I do not know but I suspect that it is partially (but not wholly) due to GS selling down. SA is almost certainly a factor as it always seems to be!
jc2706
23/10/2020
22:42
Not taken Luca and good question.The better the company, the better the liquidity and shorter the spreads, and less of a chance getting caught holding the baby... Also if the case for investment was better, I'd probably retain my profits as free shares and trade around them.As it stands, the V price crashed and the company hasn't retained earnings. Fortune can't be held to account for the V price but for rolling the dice with shareholders money he can.Without fortune and batteries this would not have tanked to where it is now, that I'm sure.
plat hunter
23/10/2020
22:19
Oh and there was I believing this information was freely available on social media and business registries. Remember you told me you had a job going so I thought I’d check my potential employer out. You also made us all aware that the factory in China was not in production. It seems to me you were volunteering quite a lot on a public bb. Also remember you gave me unsolicited your email address. Yeah let’s take it to the next level. I’m sure you remember trying to find me in Cheltenham and posting a picture of someone you thought was me. Bring it on.
nvhltd
23/10/2020
21:56
I wasn't sure that the board could get much worse and then..... nvhltd proves me wrong.
jc2706
23/10/2020
21:54
Cold spring my wife’s asleep at the mommoment but when she wakes in the morning I know exactly how she will react.
mauricegarin1
23/10/2020
21:51
I should report him for stalking as that is clearly what is going on. Police take stalking very seriously indeed.
coldspring
23/10/2020
21:44
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.
mauricegarin1
23/10/2020
19:49
Mo. You have copies of the emails. Send them your besties.
nvhltd
23/10/2020
19:19
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
mauricegarin1
23/10/2020
18:16
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
zwift
23/10/2020
18:08
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 :)
lucakane
23/10/2020
17:57
They'll always be volatility, It doesn't bother me whether it's 50p or 10p
plat hunter
23/10/2020
17:48
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?
nvhltd
23/10/2020
16:31
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??
mauricegarin1
23/10/2020
16:05
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
16:00
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.
jc2706
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