Bushveld Minerals Share Discussion Threads

[plat hunter] 06/4/2021 12:04

Maroon Bells purple bellend or whatever troll account you're using this week...


Far be it for me to make you look like a clueless wally but if you insist then perhaps learning to read might reduce peoples opportunities to do so and improve you cash balance.


Plat Hunter - 22 Mar 2021 - 12:20:42 - 16033 of 16214Bushveld Minerals - BMNBack in for a punt, ended up with 17.55


All hail fortune, massive V price spike coming, BE is going to transform the world etc etc


Plat Hunter - 29 Mar 2021 - 09:56:45 - 16098 of 16214Bushveld Minerals - BMNThis is a collapse, I'm out again. Sorry folks, some you win and some you lose.

Plat Hunter - 31 Mar 2021 - 10:03:38 - 16132 of 16214Bushveld Minerals - BMNtechnical bounce of 15 required.





Plat Hunter - 01 Apr 2021 - 08:40:11 - 16152 of 16214Bushveld Minerals - BMNI suspected a bounce from 15p.... I should have waited with my buy, bought too early last week.


Plat Hunter - 01 Apr 2021 - 08:55:25 - 16154 of 16214Bushveld Minerals - BMNBack in then... Just have to put my loss from trading, down to itchy trigger fingers



Plat Hunter - 01 Apr 2021 - 11:19:12 - 16158 of 16214Bushveld Minerals - BMNUpdated.... 20p will happen it's just a matter of how long it takes to establish 17.5p as support rather than this weeks resistance.


I've stuck a 15p limit order on with a 8 week duration, to add rather than sell

[purchaseatthetop] 06/4/2021 11:18

OK...I was wrong! However.....we win so that is fine.

[maroon bells] 06/4/2021 11:09

29/3 from Plat...This is a collapse, I'm out again. Sorry folks, some you win and some you lose.

[purchaseatthetop] 06/4/2021 10:53

maroon....that is not right. Plat said that he had bought but not caught the knife. He bought at around 16.8p.

[maroon bells] 06/4/2021 10:39

Plat you panic sold at 15p last week? What are you smoking?

[purchaseatthetop] 06/4/2021 10:13

plat....to err is human!

I got in reasonably heavily to add to my holding at 15.7p so this is all good. I will not sell as the vanadium prices are just going one way now. We will IMO be back at 23p before we know it.

[plat hunter] 06/4/2021 10:06

Cmon bushy...Called it spot on again. Got to learn to be patient and follow my own advice though. Ah well, onwards and upwards, limit sale on for 19.5.

[manni786] 06/4/2021 09:42

Think i should enable auto correct lol. Meant return!

[manni786] 06/4/2021 09:35

Harri mark my words at the end of the year The returns in BMN will be way more than any retuen in TERN. Now back to the tern BB mate

[purchaseatthetop] 06/4/2021 09:29

Going up nice and steady

[gah123] 06/4/2021 08:41

Looking good volume approaching 2m already

[purchaseatthetop] 06/4/2021 06:46

Chinese vanadium prices up across the board but starting in ferrovanadium now.

FV 50% China +1.65%
FV 80% China +1.41%
V Pentoxide 98% +1.35%

Hopefully USA will join the party soon. As around 80% of out sales go to USA and USA this is where prices really count.

Should have a nice blue day today (but I am usually wrong) USA stocks went a bit mental last night with recovery fever.

[purchaseatthetop] 04/4/2021 10:29

taken from LSE (thanks(:

Utility scale (40 MWh+) planned VRFB projects (4.5 tonnes of V per MWh)

1,000 MWh------- China - Jiangsu TianWan nuclear station (4,500 tonnes)
1,000 MWh------- China - Jiangsu offshore wind integration (4,500 tonnes)
---800 MWh------ China - Shijiazhuang (3,600 tonnes)
---500 MWh------ China - Hubei Zaoyang Ph 2 (VRB Energy) (2,250 tonnes)
---500 MWh------ China - Hubei Zaoyang (VRB Energy & Pingfan) (2,250 t)
---500 MWh------ Australia - VRB Energy (2,250 tonnes)
---400 MWh------ China - Dalian (Rongke/UET) stage 2 (1,800 tonnes)
---400 MWh------ China - Yancheng (Shanghai Electric Group) (1,800 tonnes)
---400 MWh------ China - Wuhan (1,800 tonnes)
---400 MWh------ China - Hubei (Pueng/Pingfan/Gaoxin project (1,800 tonnes)
---320 MWh------ Eskom BESS phase 2 (50%) (1,440 tonnes max)
---300 MWh------ Australia - Pangea, Port Augusta (CellCube) (1,350 tonnes)
---200 MWh------ China - VRB Energy project TBA Q1 2021 (900 tonnes)
---180 MWh------Bushveld Minerals self generation project (810 tonnes)
---166 MWh------ Eskom BESS phase 1 package 2 (50%) (747 tonnes max)
---160 MWh------ Eskom BESS phase 1 package 1 (50%) (720 tonnes max)
-----82 MWh------ Eskom BESS phase 1 package 3 (50%) (369 tonnes max)
-----60 MWh------ China - Hongyanhe, Dalian (Rongke) (270 tonnes)
-----51 MWh------Japan - Abira Town Hokkaido (Sumitomo Elec) (230 tonnes)
-----40 MWh------ China - Tuoshan, Dalian (Rongke) (180 tonnes)
-----40 MWh------ China - Lejia, Dalian (Rongke) (180 tonnes)
-------?--------------China - VRB Energy / Hanloon Energy power station

One off total of 33,746 tonnes of vanadium required (over next 1-3 years ?)
Considering global V production is only just over 100,000 tonnes per annum this extra need for vanadium pentoxide might help explain the rapid rise right now of pentoxide prices in China.

[gah123] 04/4/2021 09:50

EUR FeV aside, vanadium prices across the board looking very healthy.29th MarchEUR V205 - $8 - $8.50 per lbUS FeV $35 - $36.30 per kgChinese read across 2nd AprilV205 c. $8 per lbFeV Steel bidding $36 - $37.50FeV Price offers $37.40 - $3880% of our production sold to US/China

[capablanca64] 04/4/2021 08:58

Lol, come on Knuttie, you're better than that !

[knuttie] 04/4/2021 07:28

Capa I remember it well we were exhausted after our catch up programme of 3 games a week!

[capablanca64] 03/4/2021 23:02

Knuttie do you remember when they beat you 2-nil away a few years back. I know you're getting on a bit so here you go this might jog your memory. Enjoy https://youtu.be/4jiBIdtUKhs

[player one] 03/4/2021 18:41

hey knuttie ... how's loverpool FC getting on lol , hahahahahahahahahahahahahahah ... 8 in a row soon - defeats at home ... hahahahahahahahahahahah lol

[purchaseatthetop] 03/4/2021 17:41

nvhltd is correct that BMN will not sell any electrolyte or vanadium to Saudi Arabia. This does not alter the fact that these energy markets are tiny and have little of the scale of demand in America, the western economies and developing world.

IMO the Saudi production from oil (which has serious pollution issues and other problems) does not alter the equation at all.

What matters to me is not BE. I look at vanadium of $50/kg and with BMN producing 8,400 tonnes a year. Both of those will happen in the next 3-5 years. Then this share price will be much much higher. I am a patient person.

[knuttie] 03/4/2021 16:39

What I mean nvh is that we will be able to sell all the V & electrolyte we can produce notwithstanding Schmid entr. Negativity is your byword.

[gah123] 03/4/2021 16:29

From Alpha LseInteresting that it is Bolong New Materials that looks likely to be supplying Schmid in their Saudi Arabian aspirations.Vanadium was of course produced from oil fuel ash for many years before they stopped taking Venezuelan crude - since then they stopped because it was only really the Venez stuff that had enough V in it. Sounds like it is cheap, but it is not because there's all sorts of other nasties in the ash, and whilst these can sound valuable they can also be problematic for VRFB electrolyte.I suspect that this source of waste material is preferred by the saudis because they may, err, have quite a lot of the stuff and might wish to burnish their 'green' credentials. Costwise it has always been priced just less than V from stone coal, but more than V from the smaller steel sl-a-g producers, and of course a lot more than V from primary producers.

[nvhltd] 03/4/2021 16:06

I’m sorry I don’t know what you mean. You replied to my post and I replied back.

All I have done today is post information about Schmid and their Vanadium source. You can do what you like with it, but it removes a potential massive customer from using our electrolyte and adds a significant amount of vanadium to the market.