Bushveld Minerals Share Discussion Threads

[megaman2] 06/5/2021 05:35

I've invested in prim as it's bought into must at 20 p plus 1 for 2 warrants at 30p. It's suspended now at a closing price of 30p. It's bought c 11% of enerox. What I cant understand is why bmn holders haven't piled in. Maybe they don't believe in vrfbs as much as they say they do....I know bmn already own a c25 % stake in enerox but surely the big money in this whole space will be made by the battery companies. If you value enerox by mustang energy recent investment buying c11% and a closing price at c 30p with new shares totalling c40 million it gives enerox a market cap of £108 million .(figures are rounded and approximate). With warrants and its initial investment prim has c45% of its assets in enerox. Compared to bmn who owns 25 % so about an 1/8 th of its market cap.

I'm also surprised at the response to the r.t.o into must by bmn shareholders as the listing gives a finite value to it's enerox holding which if performs to my expectations will start to be added to market cap. If enerox market cap reaches 200 million which is not unlikely it's c 50 million to bmn. I see atm often being mentioned and that's like 3 million...now thAt is a fart in a biscuit tin.

[plat hunter] 05/5/2021 21:37

"A rush for the door when they all hit their price targets"Everyone bought at exactly the same time and has the exact same strategy then?You don't half talk wet sometimes NVH, really doesn't do you a service.

[plat hunter] 05/5/2021 12:55

Bounced off the 20 day moving average

[nvhltd] 05/5/2021 10:29

And that’s just the start. A huge percentage of the company is owned by fickle PI’s. Once investors reach their share price targets there will be a rush for the door. The past couple of years drag on the share price will be seen as a walk in the park.

[plat hunter] 05/5/2021 10:25

Agree megaman...

[plat hunter] 05/5/2021 10:24

20 day moving average of 16.64 this level is fine so long as we don't close beneath it today

[megaman2] 05/5/2021 10:21

180 million new shares will take over a year to get through...look at how long it's taken duferco to exit c 30 million shares this share is pinned to 17 p for the foreseeable

[vauch] 05/5/2021 10:17

You should be more concerned what the miners got to go back to work.

[vauch] 05/5/2021 10:16

With 1.1 billion shares, 180 mill is now a fart in the biscuit barrel.
So most wont be bothered by it. well that is the long term investors that is, thus not wort the bother in mentioning it.

[nvhltd] 05/5/2021 09:45

Yeah. They have shifted their targets. However they still screw up. On one page it has the old 1,000MWh VRFB target “by 2020” and on another it states “by 2022”.

Typical contradiction and mixed message from the BoD. They can’t even put a presentation together.

[dontay] 05/5/2021 09:35

Energy and Mines Virtual Summit 4 - 6 May 2021Https://cdn-api.swapcard.com/public/files/1690b0e4b8ae4e949730d701366100e0.pdfTargeting 50 MW of captive projects in 2021 and 200 MWh per annum thereafter.Developing hybrid solar and battery systems is aligned with Bushveld?s overarching strategy of an integrated vanadium company.

[dontay] 05/5/2021 09:28

Energy and Mines Virtual Summit 4 – 6 May 2021Https://cdn-api.swapcard.com/public/files/1690b0e4b8ae4e949730d701366100e0.pdfTargeting 50 MW of captive projects in 2021 and 200 MWh per annum thereafter.Developing hybrid solar and battery systems is aligned with Bushveld's overarching strategy of an integrated vanadium company.

[megaman2] 05/5/2021 09:16

Presentation for be the conference 4 to 6 th of may says targeting 1000 mwh by 2020...

It's amateur hour at this company regarding communication

[coldspring] 04/5/2021 13:15

He does not have the facilities for that

[nvhltd] 04/5/2021 11:26

Is it? So a company share price can not and does not decline on poor results even though the results come out up to 6 months after the events. Nothing is straight forward.

We get something bad revealed every quarter.

[gah123] 04/5/2021 11:12

Market is forward looking so all good

[nvhltd] 04/5/2021 11:11

Maroon: I was positive before Xmas only for BMN, BE and ESKOM to let me down again.

The Vanadium price is showing slow, but steady increases which is good, but is out of the companies control. Long may it continue. The sooner it gets to $45 the better, but we’re already a third of the way through 2021 and the share price is as depressed as ever.

[plat hunter] 04/5/2021 11:06

Guys, if you want to hedge your 'risk on' positions, you can do a lot worse than HUM, breakout pending the imminent award of a new mining licence.Https://www.tradingview.com/x/38PogVwU

[nvhltd] 04/5/2021 11:04

Each to their own. The past can and does affect the future. While Q1 and 2020 has been and gone the outcome and results are still future news.

[maroon bells] 04/5/2021 11:02

nvhltd, go on you know you can do it, engage positive circuits.

[purchaseatthetop] 04/5/2021 10:51

nvhltd.....I mean this in the nicest possible way but you have got to start looking forwards and not worrying about the past. As Stalin said "The past belongs to God".

This is IMO all about the Green Energy revolution. If you discount magic money tree, pots of gold at the end of the rainbow ideas like FAR then where will the vanadium pentoxide come from for the redox flow storage?

Answer....BMN. And the price of vanadium will be around $55/kg as that is the kick in point for alternative suppliers. The supply curve for vanadium is kinked and moves from inelastic to elastic around $55. That means BMN should be able to rely on at least $55/kg.

Anyway...back to Bruce Lee in Enter the Dragon (first scene). "If you look at the finger then you will miss seeing the whole sky".

[plat hunter] 04/5/2021 10:44

22p likely if we can get the bid north of 18.20("Insert usual caveat emptor")Https://www.tradingview.com/x/wMcfN69v

[plat hunter] 04/5/2021 10:23

There we go... Broke into the 17.5p - 20p band now.

[gah123] 04/5/2021 10:20

It's all about H2 and beyond. Perfect storm with rising Vanadium prices, we wil break out in anticipation.