Bushveld Minerals Share Discussion Threads

[megaman2] 08/6/2021 05:15

You really should inform wiki and the market of this as they are clearly I'll informed. The trade war that started in 2018nthat has been widely reported by the worldwide press BBC China news wiki etc etc does not exist.

Here's what wiki says The China–United States trade war (Chinese: 中美$152;易战; pinyin: Zhōngměi Màoyìzhàn) is an ongoing economic conflict between China and the United States. U.S. President Donald Trump in January 2018 began setting tariffs and other trade barriers on China with the goal of forcing it to make changes to what the U.S. says are "unfair trade practices" and intellectual property theft.[1] The Trump administration stated that these practices may contribute to the U.S.–China trade deficit, and that the Chinese government requires transfer of American technology to China.[2] In response to US trade measures, the Chinese government has accused the Trump administration of engaging in nationalist protectionism.[3] On January 15, 2020, the two sides reached a phase one agreement, however tensions continued to persist. While Trump's tenure ended in January 2021, experts expect the trade war to continue under the Biden administration as President Joe Biden has no plans to end the tariffs in place.[4

[purchaseatthetop] 07/6/2021 20:58

megaman....there is no economic trade war between the USA and China. China by the simply geographic location of only having access to the oceans via the South China Sea has already lost the battle of the sea-lanes. China seems strong but every sea route they have is blocked by Japan, Taiwan, Philippines, Vietnam, Malaysia....and none of them are friendly.

Have a read of "The Prisoners of Geography: by Tim Marshall. Very illuminating.

[megaman2] 07/6/2021 07:07

What's dull coldsprig is your repetitive comments that my posts are negative. Which I believe I have addressed in full that you clearly didn't bother to read. Your posts are so informative........

[megaman2] 07/6/2021 06:14

I have a theory that's nagging me and it might be pie in the sky it might not. It's will be positive for bmn but not enerox ( and I'm invested ( so I can't see it being classed as - ve)

V is relatively a small market and we have all these different worldwide prices. China and USA are in an economic trade war. China has stolen a massive march in vrfbs. When you read western propaganda on battery storagefrom USA it never mentions all the battery vrbs in China and often vrfbs and the likes of bmn get sidelined.

Could China purposely inflate v price to such a high level that it makes vrfb uncommercial for the west whilst supplying it's own vrbs at an unknown cost . There are big powers at play like I say just a hypothetical theory .

[coldspring] 07/6/2021 06:11

For those who find it difficult to read, I said balance not ramping or deramping. People only seem to operate in binary now, life and investing is infinitely more nuanced.

[purchaseatthetop] 07/6/2021 05:47

The reason I got back into BMN seriously again. The relentless rise of the V price.

FV 50% Europe+China +0.79% to +1.65%
FV 80% Europe+ USA +0.51%
V Pentoxide 98% China +0.83%

I myself fully appreciate the posts by megaman and also nvhltd. There is NOTHING wrong with different views. These boards should be grown up enough to accept them. Group Think is not healthy. I agree with some of what they say and disagree with some. However, it helps balance my decisions.

Personally I see clearly that as I have said many times the rise in V prices will wash away all of Fortunes sins. Megaman commented that more steel production means more vanadium. My view is that the increased green requirements especially in the USA of the use of steel means higher V content of less steel to give it greater strength with less steel. But I value his input.

Finally, we are now compounding V price rises. When FV50% was $25/kg a 1% rise was a 25c increase. Now at $40/kg a 1% rise is 40c/kg. As Buffett always says "compounding is the key to wealth".

Going to see small but continuous rises. I bought at 15.3p and the rises started then. Slow but sure. All IMO.

[megaman2] 07/6/2021 05:40

Balance? Ha ha ha that's what the trolls write in this case it's the opposite so what's balance posting 30 p next week by Friday and ignoring the basic facts. Negativity on a share would be saying it's going to fall because the vanadium price is going to crash vrfbs have no chance far is going to put bmn out of business there more strikes on the way and bmns assets are going to get expropriated. I have posted none of these points. My posts follow the consistent rationale that bmn is currently fairly valued and will rise to c 24p in 1 year and 50 - 65p in the medium term .the only people who can construe my posts as negative is the cohort of rampers and it's followers who have created a false fairyland world for bmn. The only retort I ever get is im someone else or some sort of comment like you just posted which confirms to me my view and that there is no plausible counter argument.

[coldspring] 07/6/2021 05:19

V price up again.Mega man your relentless negativity is dull, balance is key. You are nvh version 2

[megaman2] 06/6/2021 13:30

They say the share price is held back by the big seller the tame seller the shorter the mystery seller poor communications....thousands of posts why is at 15p it's the seller the seller should be finished soon then the big re-rate.

The rampers create this story as a distraction away from the basic fundamentals.

B.s. day after day of b.s. it's plain for everyone to see it's nothing to do with poor comm ot dark forces it's the basic fundamentals ie the net profit.

Sunday rant over.

[megaman2] 06/6/2021 13:21

Couple of thoughts: I keep reading about how the fundamentals will win through ....but theres no mention of what these fundamentals are. The profit is the fundamentals for any operating business . Net profit not some b.s. ebita . Last year bmn made a loss . This year even with a $40 average v price at 10x p.e. it would just about support current market cap. This is the fundamentals ....

Secondly I keep reading people reminiscing about bmn was 2 p and how it moved so rapidly and re-rated and this is the same. This is not the same. It's so much more difficult to move from £180 million mkt cap to 500 etc . When bmn was 2p it had no production assets ....the comparison is ridiculous. Now there is 1.2 billion shares plus Orion clns in issue. The same set of circumstances do not exist. It's just the rampers grasping at straws. There is no 3 or 4 X re-rate coming quickly here any time soon.

[gah123] 04/6/2021 09:28

Just the start of the breakout. Vanadium prices will continue to rise daily with a structural supply deficit in play

[megaman2] 04/6/2021 08:48

#BMN V production in 2020 was 3,600MT & they’re fully funded to reach 6,800MT Next Year

Here an example of the b.s. the rampers post they are claiming riskhill have massively underestimated the acceleration of production. But it's the exact opposite riskhill have said to reach 6800 my next year when it's by 2025...you couldn't make this stuff up !!!!!

[plat hunter] 04/6/2021 08:47

Irony not your strong suit zwift

[megaman2] 04/6/2021 07:09

My medium term share price is based on 40p to 45 p. Predicting the future v price is crystal ball stuff. But the long term average is c $35 so at 40p to 55p is well ahead of this. Fir me anything more as a long term average is wishful thinking.

One major thing that is not being mentioned is that if there is an increase in demand for vanadium due to more steel there is an an automatic increase in supply of v as 80% plus of the world's v comes from secondary vanadium producers.so more iron/steel production=more vanadium.

If you post the reality the rAmpers say it's negative because from their position in cloud cuckoo land that's how it looks..

[purchaseatthetop] 04/6/2021 06:40

gah123....I always look at the Big Picture. The combination of redox flow storage and now the Bidden infrastructure boost (lots of bridges, steel and roads) all needing vanadium means the structural deficit will get larger. The marginal producers only really kick in at around $55/kg so IMO the demand and supply curves will meet at $55-$60/kg. My maths shows that this values a WELL RUN BMN (the uncertainty in the calculation) at around 65p over share.

That calc excludes any value for BE, electrolyte, vanadium rentals and all the guff. BMN is a vanadium miner last time I looked. That way the Fortune strategy of buying Vanchem and Vanetco will pay off handsomely.

[dougerboy] 03/6/2021 22:15

Mm2 50-65p medium term? That’s not negativity, that’s good realism and I look forward to that medium term goal achievement too, so thanks for that.

[gah123] 03/6/2021 21:26

Just the start of the breakout. Vanadium prices will continue to rise daily with a structural supply deficit in play

[plat hunter] 03/6/2021 18:51

You need big sells to fill big buys

[coldspring] 03/6/2021 17:18

Some big sells have gone through today, I remain hopeful they will be out of ammo soon.

[marktime1231] 03/6/2021 12:04

oooops - for some reason I was commenting on old news, sorry, deleted

Meanwhile the BMN share price is much stronger today, a resumption of China steel demand and the gathering price of ferro vanadium starting to tell?

[megaman2] 03/6/2021 11:55

I think I mostly post the facts. bmn was loss making last year and $7 million profit at v$35 this year according to broker. At around this price 180m plus market cap bmn is fairly valued. My 1 year price target is 24 p and medium term 50 to 65 p .first target is 50% up and second is 3 to 4 bagger from here . Sorry for the negativity.........

I notice knuttie has popped in if like to ask him why the LSE crew allow absolute lies to be posted and jump on anything dismissive. Fir example the telegram school kids organised a Twitter campaign that they asked people to share a fake slide with 6750 MTV within 1 year . This type of nonsense is posted daily on there and just gets thumbs ups . There posters like that pdub character who presents themself as whiter than white but never object to all these b.s. posts. Then anybody like myself posts who does not go along with the 30 p next week b.s. gets attacked . Ie im somebody else posting or some other b..s anything to distract from the basic facts....

[plat hunter] 03/6/2021 11:42

Pointless PATTKnuttie could have trebled his holding quite easily by now. Either he still doesn't get it or he has realised and is bitter asf towards anyone else making money in a different way.