Bushveld Minerals Share Discussion Threads

[purchaseatthetop] 23/12/2020 08:01

Parob....they only update the prices every few days it seems to that increase is from 3-4 previous days.

[parob] 23/12/2020 07:43

4.57% increase for Chinese FeV 80% yesterday according to this site:hTTps://www.argusmedia.com/metals-platform/price/assessment/ferro-vanadium-80-v-fob-china-PA00144230000

[purchaseatthetop] 23/12/2020 06:40

Thanks Parob....very helpful.
The thing that I finally grasped the other day is that it is only useful being a Primary producer in this market. Getting vanadium as a byproduct from iron etc has a vast downside of requiring hugely expensive and polluting primary processes for the initial product. I invested in IRON before I understood that.
I look at macro-economic trends and schumpeters waves of creative destruction and try (mostly fail) to get in right at the beginning. The Green Global Revolution needs energy storage (I used to be high in Corporate Finance at EDF and the problem with renewables was use or lose) and when I read that Oct 20 Forbes article the penny dropped.
BMN is the key player in this new industry that will be worth hundreds of billions p.a (IMO). My first investment at 12p is quite close to the beginning. Lets see where it goes in the end.

[parob] 23/12/2020 06:30

Purch,

To get links to work on advfn you have to capitalise some of the letters in the http park of the link.

So changing http to hTTp in the link you posted:



Link should work now.

Check out the Vanadium demand versus supply chart in this link (3rd chart down) and you’ll see why prices are increasing so quickly. The deficit is going to get bigger as we move into 2021.

[purchaseatthetop] 23/12/2020 06:24

Interestingly the ARC financial forecasts (figure 10) rely on $24.5 kgV for the financials in 2020E and then $32.25 for 2021E.
Another few days of this and the $32.25 for 2021 which delivered $9.8m net profit and a negative cashflow of $11.2m goes out the window. It also means their present valuation at the time of 28p (page 1 top left) will rise fast.

hxxp://www.bushveldminerals.com/wp-content/uploads/2020/12/Bushveld-Minerals-211;-Innovative-financing-reignites-growth-drive_01122020-3.pdf

[parob] 23/12/2020 06:04

Strongest daily gains in 3 weeks.hTTp://www.asianmetal.com/VanadiumPrice/Vanadium.htmlBiggest gain:Vanadium Nitrade 14% min EXW China - Up 2.73% in just 24 hours, up 16.28% over 60 days.Courtesy of James0309 on the LSE BB:For every $1 rise in vanadium, it equates to around a £2.4m Post Tax Profit (providing the price remains consistent throughout the year) or a 2p increase in share price.At this rate it could easily hit $35/kg by the end of January.

[purchaseatthetop] 23/12/2020 06:02

hxxp://www.asianmetal.com/VanadiumPrice/Vanadium.html

Price board is a seas go green today. Rises in excess of 2% overnight in many of the categories. All prices are now higher than 180 days ago and now the rise in last 60 days is over 10% in 5 of the 8 categories.

These are the strongest price rises I have seen in my extensive (actually a month) of researching and looking at vanadium.

Gonna be a GOOOOOOOOD day today. I broke a rule yesterday and sold some NEX (which I thought was not going to move much for a couple of weeks) and bought extra BMN at 15.5p. Will buy more today. As Yazz sang "The Only Way IS UP"

[purchaseatthetop] 23/12/2020 05:52

Onto business.....OK I am a newbie and these things fascinate me but our Head of Bushvelt Energy, Mikhail Nikhomarov is one smart cookie. MBA from INSEAD (I have an MBA so know that INSEAD are the best), double degree at Univ of Massac, one at LSE, ex-Mckinsey....you could not write it better.
The leadership team of Fortune and Nikhomariv make real sense and I am absolutely delighted that I fully understand where the strategic vision and clear path to business success is coming from.
Today will be good. Have fun all.

[mauricegarin1] 22/12/2020 22:19

Purchase be careful what you say else he will get obsessed with u and stalk U and your family like he did with mine!!!

[purchaseatthetop] 22/12/2020 22:07

Apologies...I was wrong....nvh is a lunatic.

[nvhltd] 22/12/2020 21:23

Mo. You rattled my cage earlier. You just can’t let it go. As I said before I’m not going on a date with you. Find someone else. Anyway I thought I was already on filter so why were you so worried that you hadn’t seen any posts from me today? I’m in Spain getting some rays at my villa this week so I can’t offer my advice and opinions so much until I get back to Blighty.

I bet you were relieved with the rally today? That’s next months rent found, a Happy Meal and a photo opportunity with some deadbeat wannabe obscure sports person holding an elusive can of Wake sorted. Let me know when you’ve updated the website.

[parob] 22/12/2020 19:01

Invinity Energy Systems: Why flow batteries are 'a very good fit' for tidal generation21-12-20hTTps://www.current-news.co.uk/blogs/invinity-energy-systems-why-flow-batteries-are-a-very-good-fit-for-tidal-generation

[purchaseatthetop] 22/12/2020 19:01

Nvh....you are fine and dandy IMO. This is a really positive and fair BB and that is so good as many are more like 1970s African war zones. I have not run into as much pure data and considered views before on a BB so thanks to all.
I rarely filter people and usually for only a short period. I can always just ignore.
Tomorrow will be interesting. Another positive day and the momentum will be unstoppable if it is not already.

[jc2706] 22/12/2020 18:14

Transparent as ever.

[parob] 22/12/2020 18:13

Out today.




South Africa’s energy storage opportunity lies in the value chain


By Fortune Mojapelo (CEO of Bushveld Minerals) - December 22, 2020

[nvhltd] 22/12/2020 18:06

I’m always highlighting the integrated business model he has talked about for 5 years, but failed to deliver, but that’s all about to change in 9 days. Bring it on.

[nvhltd] 22/12/2020 18:04

So am I guys. Just think what the share price will be when he delivers in 9 days time.

[gah123] 22/12/2020 17:54

Ignore the troll, he wants u to engage. Most have him on filter.

[purchaseatthetop] 22/12/2020 17:54

mann.....I am delighted that Fortune has not delivered all that nvh lists. If he had there share price would be sky-high and there would be no opportunity for me. All these things are coming together and will be delivered. In time. Complex issues and lots of separate parts that needed to be combined. I am not surprised it has slipped.

[manni786] 22/12/2020 17:36

With comments like that u give your modus operandi away NotVeryHappy Chappy. Think most people can see through your BS and if anyone does fall for it they only have themselves to blame.. doubt there is anyone gullible enough to fall for your drivel. Yes timetables have been missed and delayed but even with this BMN has pulled many world class deals off. Purchase of Lemur, puchase of vametco after buying Brits farm from under EVRAZs nose leaving thrm with no other buyer! The list goes on but you keep harping on about the vfrb target if that keeps you happy.