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Bushveld Minerals Share Chat (BMN)



Share Price: 34.30Bid: 33.60Ask: 35.00Change: 0.00 (0.00%)No Movement on Bushveld
Spread: 1.40Spread as %: 4.17%Open: 34.30High: 34.50Low: 34.00Yesterday’s Close: 34.30


Share Discussion for Bushveld Minerals


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Alfacomp
Posts: 8,994
Premium Chat Member
Opinion:No Opinion
Price:34.30
RE: BMN academy question 1
Today 14:34
Indeed the answer is C) - that is for their least cost generation model.

1b) Follow up question for 10 extra points: if Bushveld energy captures just 25% of this battery capacity with 4 hour VRFB's how much vanadium would this require ?

A) 4,000 tonnes
B) 40,000 tonnes
C) 400,000 tonnes
 
James0309
Posts: 114
Opinion:No Opinion
Price:34.30
RE: Nitrovan Imports to USA
Today 14:30
@Tyfoon thanks. That does make both good commercial and financial sense and would almost certainly suggest that Wogen taken responsibility for the consignment and therefore BMN would recognise the income at the point of "sale" to Wogen.
Not an exact science in terms of a clean cut off, but if it was possible to track the movement from either Vametco or the port (a couple of days either way), this could potentially provide us with an other measure of monthly/quarterly sales to USA and by extrapolation the total product shipped in the period.
Cheers
Headancer
Posts: 1,146
Opinion:No Opinion
Price:34.30
Renewables in Middle east
Today 14:02
I'm amazed no agencies in Abu Dhabi, Dubai, Saudi Arabia have not been interested in sourcing Bushvelds technological expertise and indeed its vanadium

There seems to be a gold rush for renewables in the MEA.
Headancer
Posts: 1,146
Opinion:No Opinion
Price:34.30
Cheers knuttie
Today 13:07
Per header
UncleJohn
Posts: 157
Opinion:No Opinion
Price:34.30
RE: BMN academy question 1
Today 12:53
Go on, tell us, I think C)
UncleJohn
Posts: 157
Opinion:No Opinion
Price:34.30
RE: BMN academy question 1
Today 12:53
Go on, tell us, I think C)
Lindon
Posts: 828
Opinion:Strong Buy
Price:34.30
RE: ophidian
Today 12:38
I have a large SSE holding and it's done reasonabley well in the last few weeks ... but be aware it's now being very heavily shorted by the hedgies... could be on the cards for an imminent big pull back.
Tyfoon
Posts: 3,479
Opinion:No Opinion
Price:34.30
RE: Nitrovan Imports to USA
Today 12:25
Hi James, I seem to recall that Wogen pay BMN for their shipments and then the customer pay Wogen according to their own payment rules eg 30 days/ 90 days etc,

Altho I’m unsure of exactly when Wogen pay Bushy it removes the waiting period for payment. I believe we pay Wogen 5% of the shipment value for providing this service.

You may be able to track down more detail on this by trawling back thru the RNSs, sadly I’ve got visitors atm so don’t have time to assist further.

Hope this helps
LUCAN
Posts: 1,073
Opinion:No Opinion
Price:34.30
ophidian
Today 12:21
Thanks for helpful reply.
Interesting range of mainly utilities, tho personally I would not be happy holding tobacco. Also I wonder about Vodafone, tho the yield is tempting.
Lindon
Posts: 828
Opinion:Strong Buy
Price:34.30
RE: Bushveld Dividend 5 weeks off
Today 12:09
A declared dividend is paid to all shareholders on the registrar prior to the ex-dividend date. The period following the ex-divi date (usually a month prior to the payout) means any shares acquired during that period have no entitlement to that impending payout. They are bought EXCLUDING dividend. They have only said they intend to outline a future divided POLICY as part of a capital structure review. Whether or not they intend a dividend actually being paid out at some stage this year should hopfuly form a part of the policy announcement.
knuttie
Posts: 6,219
Opinion:Strong Buy
Price:34.30
RE: Bushveld Dividend 5 weeks off
Today 11:08
We are only being promised a policy not a definite dividend. When the first dividend is announced it will come complete with a date when the share goes ex dividend.
Headancer
Posts: 1,146
Opinion:No Opinion
Price:34.30
Bushveld Dividend 5 weeks off
Today 11:01
Who will be able to claim this.

Is there a cut off of a certain date OR holders at the time ?
Paludina
Posts: 833
Opinion:No Opinion
Price:34.30
RE: Nitrovan Imports to USA
Today 10:38
Hi James, good point I will see if TBP can accommodate that, it is their spreadsheet.
James0309
Posts: 114
Opinion:No Opinion
Price:34.30
RE: Nitrovan Imports to USA
Today 10:17
Thanks Pal.
I was looking at the spreadsheet on TBP and just wondered if a despatch date from the port could be added. If the customer takes control of the goods at this point in the movement of product, then I would think this is the point that BMN would recognise the revenue in their accounts. They would then effectively accrue for the shipping cost at the point the revenue is recognised.
Daisan
Posts: 5,819
Opinion:No Opinion
Price:34.30
RE: Nitrovan Imports to USA
Today 09:46
Well, my very primitive calculation gives around 715mtv! I would feel that there had been progress if we keep this up and actually produce more than 700mtv this quarter. I would point out that we are dealing with very little information currently.
Brad29
Posts: 134
Opinion:Strong Buy
Price:34.30
RE: Nitrovan Imports to USA
Today 09:46
Great explanation many thanks
Paludina
Posts: 833
Opinion:No Opinion
Price:34.30
RE: Nitrovan Imports to USA
Today 09:39
@James0309:

From the original message:

BALTIMORE, MD, US Discharged 15/02/2019
BALTIMORE, MD, US Carrier Release 14/02/2019
BALTIMORE, MD, US Customs Release 12/02/2019
CAPE TOWN, ZA Loaded 26/01/2019
CAPE TOWN, ZA Gate In Full 24/01/2019
JOHANNESBURG, ZA Empty to Shipper 21/01/2019

So Vametco picked up the container on 21st January and it arrived in Cape Town 24th. Allowing 2 days to travel to Cape Town I am guessing it was loaded with product on the 22nd.

The ship was loaded on the 26th and arrived at 10.54 local time on 15th Feb
onefcc
Posts: 300
Opinion:No Opinion
Price:34.30
RE: Nitrovan Imports to USA
Today 09:10
onefcc
Posts: 300
Opinion:No Opinion
Price:34.30
RE: Nitrovan Imports to USA
Today 09:09
James - I think plus-minus delivery date minus 23days
onefcc
Posts: 300
Opinion:No Opinion
Price:34.30
RE: Nitrovan Imports to USA
Today 09:08
Ophidian- I suspect your model is more sophisticated than mine - I got 770Mtv
James0309
Posts: 114
Opinion:No Opinion
Price:34.30
RE: Nitrovan Imports to USA
Today 08:55
Apologies for the obvious question and have my tin hat on, but is it possible to identify the despatch date for these shipments?
Thanks
Ophidian
Posts: 2,113
Premium Chat Member
Opinion:No Opinion
Price:34.30
RE: Nitrovan Imports to USA
Today 08:49
New Run-rate calculated as 720MtV per Q Equivalent

Ophidian
Killerpidgeon
Posts: 415
Opinion:No Opinion
Price:34.30
RE: BMN academy question 1
Today 08:46
Hmmm..... B?
Alfacomp
Posts: 8,994
Premium Chat Member
Opinion:No Opinion
Price:34.30
BMN academy question 1
Today 08:42
What power capacity battery storage did South Africa's Council for Scientific and Industrial Research predict for SA in 2030 ?

A) 2GW
B) 4GW
C) 8GW
Paludina
Posts: 833
Opinion:No Opinion
Price:34.30
Nitrovan Imports to USA
Today 07:53
Updated for Friday's delivery at: https://thebushveldperspective.com/blog/public-articles-1/post/nitrovan-shipments-to-the-us-183

@Ophidian: container tracking,

BALTIMORE, MD, US Discharged 15/02/2019
BALTIMORE, MD, US Carrier Release 14/02/2019
BALTIMORE, MD, US Customs Release 12/02/2019
CAPE TOWN, ZA Loaded 26/01/2019
CAPE TOWN, ZA Gate In Full 24/01/2019
JOHANNESBURG, ZA Empty to Shipper 21/01/2019

rgds Pal




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