Bushveld Minerals Share Discussion Threads

[vauch] 11/3/2021 08:19

So as share price Angel think it will rise, do they think will will mirror it by falling the same amount

[vauch] 11/3/2021 08:18

So the manipulation in share price goes on.

[gah123] 11/3/2021 07:54

Vanadium price rises 2.7% in Europe overnight. share price Angel forecasts European prices may rise 17.8% in the next four weeks.Elsewhere remains flat.

[purchaseatthetop] 10/3/2021 06:29

After a couple of day of small price drops in China and no change in Europe and USA, things are changing.

While overall prices are still slipping a tad in China, they are now rising elsewhere

FV 80% Pitts +1.46%
V Pentoxide 98% Europe +1.37%
All China price drops less than 1.00%

So....tomorrow IMO we will see a new upward trend overall (but I am usually wrong).

[purchaseatthetop] 09/3/2021 16:41

dontay...I never look at the share price....no point as it does not make sense. I simply and only am 99% sure that the price of vanadium is going to rise so strongly over the next 12 months that it will wash away all the sins of the management in a wave of cash.

I agree with nvhltd that BE has completely under delivered (i.e. nothing delivered) and that is a Fortune failing. However, the other purchases by Fortune to acquire undervalued brownfield site and resource is long term inspired. I prefer that to having BE success.

So...ignore the price now. Look at the supply and demand. Buy and hold.

[dontay] 09/3/2021 16:26

Ha, ha! Yep, but better than watching this sp! :)

[purchaseatthetop] 09/3/2021 15:36

thanks for that post dontay.....I will spend the rest of 2021 reading it!

[dontay] 09/3/2021 14:38

Recently, in order to implement the "Fourteenth Five-Year Plan" outline and the special plan for energy storage, to promote the green development of energy transformation and the development of emerging industries, and implement the "One Hundred Billion" strategic action plan, Shanxi Shuozhou Energy Bureau issued ten billion level energy storage industry chain action plan. Implement the coordinated large-scale development of energy storage and new energyRelying on 37 renewable energy planning and construction projects and 24 new energy base projects, with a total construction scale of 23.185 million kW in new energy allocation, China has made great efforts to promote systematic projects of energy storage to boost the development and utilization of renewable energy. It will focus on completing the construction of large-scale projects such as 150MW / 300MWh independent energy storage power station project of Goldwind Technology, the 2200MWp affordable photovoltaic base project from Huadian Shuozhou Pinglu, the 400MW / 800MWh independent energy storage power station project from Youyu Xinchi , the 500MW wind-solar hybrid + energy storage Demonstration projects from State Power Investment Corporation Zhongyu Youyu, 200OT photovoltaic + 20MW / 20MWh energy storage power station project from CGN Youyu Gaojiapu Township, and the comprehensive demonstration project of 300,000 kW Wind Power and 250,000 kW Photovoltaic new energy hydrogen production and energy storage in Huairen City.According to the "14th Five-Year Plan", the city's new energy operation projects with a capacity of 47400 kilowatts and energy storage allocation planning of 700,000 kilowatts, new energy projects with a capacity of 1.74 million kilowatts and energy storage allocation planning of 260,000 kilowatts are under construction. In addition, some thermal power projects will be equipped with energy storage devices, and the energy storage allocation of the city's stock projects will be about 1GW. The total scale of new energy increment in Shuozhou is 23.18 million kilowatts, and the energy storage allocation scale is between 2.3GW and 4.6GW. The energy storage industry has great potential.Deploy independent grid side energy storage projects according to local conditionsFor key EHV projects such as power transmission from the west to the east, independent grid side energy storage systems are uniformly planned and selected at key points of the power grid to integrate resources and accept power grid calls, so as to improve the overall resource utilization efficiency of the supporting system and serve as an important support for the peak and frequency modulation function of new energy transmission. In the form of public sharing, it provides services for the surrounding new energy stations and the whole power system, forming a favorable situation of resource exchange inside and outside the province in the mode of new energy + independent energy storage.Focus on key engineering projects such as the main transformer expansion project of the Minghai Lake 500kV substation and the new construction of the 220kV wind power collection station in Pingyou, and put forward an optimization plan for energy storage configuration, and solve the problem of limited new energy transmission in Pinglu and Youyu areas. The total installed capacity of 7 under construction is 596,700 kilowatts of new energy power transmission, which solves the problem of the limited transmission section of the existing 16 new energy power plants in Youyu area, and effectively supports the 6 wind farms currently under construction with a total installed capacity of 449,500 kilowatts of new energy Quick access to demand. Relying on the transmission channel of Shanxi Power to Zhejiang Special High, carry out 4 million kilowatts of thermal power generation projects and 6 million kilowatts of new energy power generation projects, study energy storage supporting implementation plans, implement the construction of clean energy delivery bases, and improve local clean energy delivery ability.Promote the joint application of distributed energy and energy storage in the park Shuozhou's "Eight Industrial Parks" are planned to cover an area of ??330,000 mu, with 256 projects planned to enter the park, with a total investment of 330.2 billion yuan. It will lay the foundation for Shuozhou to build a circular economy development base integrating coal, electric power, equipment manufacturing, ceramics, new materials, chemicals, and logistics. It is now necessary to use modern information and communication technology, big data, artificial intelligence, energy storage and other new technologies as the starting point. In the "eight major industrial parks", relying on distributed energy and distribution networks, integrating electric vehicle charging, Huadian Huawei Data Center, West Lang For infrastructure such as electromagnetic shielding and thermal storage module production bases, we will carry out the construction of a cross-urban and cross-provincial green energy system of "integration of source, network, load, storage and use". Utilize the city's intelligent management and control platform and grid dispatching platform to integrate distributed resource flexible adjustment capabilities to provide two-way charging and discharging power services for the power system, forming a virtual power plant resource pool and demand response resource library. Encourage the park to use distributed energy + energy storage supporting systems to improve the quality of power supply, reduce the investment in the capacity expansion and transformation of the distribution network, and gradually reduce the dependence on the main network for power supply. Give full play to the transformation role of energy storage in different energy forms, and establish a comprehensive energy demonstration project supported by energy storage technology.Based on Shuozhou Shanyin Beizhouzhuang Low-Carbon Circular Economy Industrial Park and Shuozhou Pinglu Economic and Technological Development Zone, deepen the pilot reform of incremental power distribution, and support project investment operators to use energy storage and other technologies to create additional power distribution services Value, build a demonstration project of integration of "source, network, load and storage" to provide high-quality, low-cost, and highly reliable power supply services for power users in the park, and prioritize the use of incremental power distribution network reserve resources to participate in power market services and obtain value compensation to promote The business model of incremental power distribution business has evolved.Develop new energy vehicle grid interaction and energy storage supporting applicationsEncourage new charging and swapping stations to fully carry out the integrated construction of optical storage and charging, reduce the pressure on power transmission and distribution of public grids, increase the level of green power use, and reduce the electricity expenses of charging operators. Explore the intelligent interaction between integrated service stations that integrate new energy vehicles, charging and swapping power stations, energy storage power stations, and photovoltaic systems with the power grid, and establish a long-term working mechanism for third-party entities to participate in the auxiliary service market and demand response.Carry out core technology innovation and establish and improve the energy storage industry chainThe introduction of energy storage materials production, hydrogen battery manufacturing enterprises more than three, completes the energy storage theory innovation in the industrial chain, the material production, product research and development, and the main parts and components manufacturing, system integration, engineering design, project construction and management system construction, operation and maintenance, such as storage full industrial chain, play to the leading enterprise leading and agglomeration effect, energy storage industry cluster formation, hatching 2 listed company of science and technology. Build energy storage industrial chain industrial park in Shuozhou Economic Development Zone, build Shanxi Electric Power Energy Storage Research Institute in Shuocheng District base, promote and build a number of key demonstrations in the city year by year, and lay the foundation for the orderly development of energy Internet construction. During the 14th Five-Year Plan period, we will lay a solid foundation for industrial development and form commercializable products based on the research and development of a full set of integrated technologies for full vanadium liquid flow. The system integration capacity will reach 400MWh/ year.Cultivate and introduce energy storage talents and build professional disciplinesUnder the guidance of the National Discipline Development Action Plan for Energy Storage Technology (2020-2024), the work plan of "One Committee, One Room, One College and One Park" in Shuozhou is to set up the Academic Committee of Energy Storage Technology and the Shanxi Key Laboratory of Energy Storage Technology and Equipment Engineering. Shanxi Energy Storage Technology Research Institute was established and the whole energy storage industry chain and industrial park were built. Cooperated with teams from South China University of Technology, North China University of Technology, Zhejiang University, Tsinghua University, etc., combined with the national policy orientation, the current situation of the laboratory, and the development direction of the local energy storage industry in Shuozhou. The research directions include electrochemical energy storage materials and devices, optimal design and control technology of large-scale energy storage system, energy storage technology of electric vehicles, and optimization of comprehensive energy storage. Based on the existing technical personnel reserve and technical research and development foundation of the Key Laboratory of Energy Storage Technology and Equipment Engineering in Shuozhou Campus of North University of China, the undergraduate program of Energy Storage Technology is set up in Shuozhou Campus of North University of China, recruiting students from all over the country, and gradually setting up secondary disciplines and cross-related disciplines to form the discipline system of energy storage specialty. During the 14th Five-Year Plan period, the institute of energy storage technology will be set up, and an innovation platform for energy storage, production and education integration will be built, so as to form an independent training ability for talents in shortage of core technologies in key fields, and strengthen the training of practical innovation ability for graduate students of energy storage specialty.The policy of talent introduction will be utilized to vigorously attract high-level talents in urgent need and shortage of energy storage industry to carry out innovation and entrepreneurship in the city, and the advantages of the city's energy storage application market will be utilized to introduce professional and technical talents of energy storage according to the industrial layout. Guided by the employment demand within the city and the entrepreneurial and innovative demand for energy storage in the province and even the whole country, the training mechanism of energy storage professionals will be established to provide a good talent reserve for the high-quality development of energy storage industry and energy in the city.

[dontay] 09/3/2021 14:33

Vanadium Demand For Energy Storage May Expand By 90% By 2025.According to Chinese 14th Five-Year Plan, China will build a total construction scale of 23.185 million kW in new energy allocation by 2025 which includes 400 400MWh Vanadium flow energy storage industry chain in Shuozhou. Right now the biggest demand for vanadium is used for the production of steel and only 5% vanadium is used on energy storage. But it is forecasted that the demand for vanadium on energy storage is going to expand by 90% by 2025. That's because it solves problems that the lithium-ion and cobalt batteries used in electric vehicles and small storage plants can't handle.As we know vanadium forms the core of giant batteries that store energy created by solar, and wind power. Most investors are aware that minerals, such lithium, are used at the core of batteries. But the lithium boom is over. Investors are on the wrong road if they're looking for major gains from lithium and cobalt stocks. Because lithium is so plentiful the days of massive profits on it are long gone. That's why investors with a taste for commodities need to shift focus to vanadium. The Flow battery is a cutting-edge design for energy storage. But it's well beyond theory. That's why this is the perfect moment to invest in companies that supply the one thing it must have to succeed – vanadium. Flow batteries are already proving their worth on remote islands, in harsh deserts, in frozen subarctic outposts, and near busy, industrial urban centers. Research & Markets predicts flow batteries will be a billion-dollar industry by 2023 and it is expanding 32.7% a year now. There's nothing else like it going on in alt fuels today.www.ferroalloynet.com

[nvhltd] 09/3/2021 12:57

Some posters on LSE have for the benefit of a more positive story suggested Bushveld Energy has only been in existence for 3 years when the reality is it has been around for just over 5 years. In all that time and despite the hype it has so far delivered diddly, nothing, yadda. Not a single working installation. It’s acting like a shell company. Who would have thought that 5 years on from the fanfare and promises at the launch it would still have zero projects and revenue?



No wonder Mikhail has been quiet recently. He’s had nothing to say. What does he do all day? In fact what does Pat Frampton, Peter Oldacre and any other BE employee actually do?

One thing they could and should have done ages ago was to update their website to remove some of the lies and half truths that any unsuspecting visitor to the site would believe as fact. For example take a look at their ‘projects̵7; page and the ESKOM trial VRFB. It only worked for 4 months!!

It’s probably why Fortune has taken back control of the electrolyte plant.

Here’s part of the launch RNS from 18th January 2016. Note how the “several”; VRFB systems that were planned just for 2016 never got installed.

“Bushveld Minerals Limited (AIM: BMN) is pleased to announce the establishment of Bushveld Energy Limited ("Bushveld Energy"), a new business focused on developing and promoting the role of vanadium in the growing global energy storage market through application in Vanadium Redox Flow Batteries.



Highlights:

· Bushveld Energy is a 84% - owned subsidiary of Bushveld Minerals Limited

· Focused platform through which to support vanadium demand outlook via Vanadium Redox Flow Batteries ("VRFB")

· Energy Storage market opportunity at a tipping point and presents attractive commercial opportunity in its own right

· Vanadium redox flow batteries well placed to take significant share in the utility scale energy storage market

· Appointment of Bushveld Energy CEO designate, Mikhail Nikomarov, and dedicated management team with extensive energy (and specifically energy storage) experience

· Business model reliant on smart partnerships targeting scale opportunities for energy storage

· Objective to install several VRFB systems during 2016, build awareness of the VRFB proposition and, in the medium term, establish local assembly and manufacturing capacity, thus creating a captive market opportunity for Bushveld produced vanadium in the form of electrolyte”.

[plat hunter] 09/3/2021 09:41

Well that's all i needed to know.... I'm in.Thank you for taking the time to create a new account for the sole purpose of posting your great news on 1600 boards, in order bring this glorious opportunity to my attention.Much appreciated

[gordan ghetto] 09/3/2021 09:09

ANA is the best UK cannabis stock

Share price 1.1p
Only £6.4m mkt cap

Fastest growing sector worldwide
Will have first mover advantage in UK
Same growers as GW Pharma
4 biggest shareholders hold over 50%
BOD own 30%
Massively undervalued (£6.4m mkt cap)
Near term multi bagger on license approval
Partners with leading prof , scientists etc
Primed for a RTO/ main listing (price driver)
Under the radar (most chased MXC,CBX)
Looking to bring a product to market
Off take agreement in place already
Will be producing 200 TONS per year
(200,000 kilos)
Has the most land out of every cannabis co
Fully funded for phase 1
UK medical cannabis growing 20% month
Only 584m shares in issue
Hardly any available in open market
Will apply for a commercial license too

Worth getting in on the ground floor imho.

[purchaseatthetop] 09/3/2021 08:56

well....I agree everybody. lets leave BMN alone for a while and return here in another week!

[dontay] 08/3/2021 17:47

Ferro Vanadium 80% Price USD / kg. Mar 8, 2021Europe : US$33.75/kg ?(-0.88%). China : US$34.50/kg (0.00%)

[purchaseatthetop] 08/3/2021 17:15

looks like duferco sold another 400,000-500,000 today. Two identical 200,000 sales at the same time this afternoon.

[capablanca64] 08/3/2021 10:43

The one the only LTFC

[purchaseatthetop] 08/3/2021 08:20

just bought some more at a tad less than 19p. good value.

[allabouttiming] 08/3/2021 08:10

Who do you support capa ?

[capablanca64] 07/3/2021 16:41

YNWAH. Embarrassing Knuttie

[purchaseatthetop] 07/3/2021 07:50

IMO time for that re-rate.

Re-reading the 1/12/20 ARC analyst paper they used $32.25 as the forecast V price of 2021 and then $40 for 2022. We are already above $32.25 and within a month will be above $40 and rising.
Based on the ARC prices they came to a very conservative 28p per share valuation.



Yes...these are pet analysts for BMN but the figures (except a couple such as Administrative and other costs (figure 11) that seem to go down over the years and that rarely happens) stack up.

I am going to do a very rare thing on Monday and actually sell some of another holding that will not move for another 2 months and buy more BMN. If we continue (which we will) to see higher V prices (and the approval of the US $1.9t covid plan will help) then somethings gotta blow.

Thoughts? PATT

[purchaseatthetop] 06/3/2021 11:19

dontay...what you say makes sense:

Preparation method of a vanadium electrolyte, which comprises the following steps: dissolving vanadium pentoxide powder in a concentrated sulfuric acid for activation, adding into deionized water, dissolving and filtering to obtain a pentavalent vanadium ion solution; carrying out electrolysis by using the pentavalent vanadium ion solution as a negative electrode electrolyte solution and a sulfuric acid solution as a positive electrode electrolyte solution to obtain a vanadium ion electrolyte in which the mol ratio of trivalent vanadium to tetravalent vanadium is 1:1, wherein the molar weights of the sulfuric acid in the positive electrode electrolyte solution and the sulfuric acid in the negative electrode electrolyte solution are equal; and adding an additive into the vanadium ion electrolyte, and dissolving to obtain the vanadium electrolyte, wherein the additive comprises a phosphorous compound, and the mass percent of the compound in the vanadium electrolyte is 0.5-1.5%. The preparation method provided by the invention does not influence the service life of the vanadium battery and electrolyte on the premise of enhancing the concentration and stability of the electrolyte.