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Bushveld Minerals Share Chat (BMN)



Share Price: 39.75Bid: 39.50Ask: 40.00Change: -1.50 (-3.64%)Faller - Bushveld
Spread: 0.50Spread as %: 1.27%Open: 41.25High: 40.25Low: 39.75Yesterday’s Close: 41.25


Share Discussion for Bushveld Minerals


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vauch
Posts: 1,630
Opinion:No Opinion
Price:39.75
RE: Zuma finally sidelined by ANC?
Today 19:28
Tyfoon, he may get a shared room with Oscar Pistorius
 
faramog
Posts: 3,276
Opinion:No Opinion
Price:39.75
RE: Zuma finally sidelined by ANC?
Today 19:25
Orange is the new Black ... or is that not PC ?
Compass007
Posts: 2,766
Opinion:Strong Buy
Price:39.75
?
Today 19:09
I fully understand why BMN/FM off loaded Tin (Afritin) it didn't really fit with our long term plans....However a smarter move was to retain a stake and I firmly believe this will give some great returns for BMN holders and also to those that kept their shares from the spin off.....I have added to my stake as I see Afritin growing hugely as a stand alone company...I do see this being relative to the conversation on this board as BMN still hold a reasonable stake.
Tyfoon
Posts: 3,406
Opinion:No Opinion
Price:39.75
Zuma finally sidelined by ANC?
Today 19:08
"Former President Jacob Zuma, who was billed to play a key role in the ANC elections campaign in KwaZulu-Natal, could be relegated to the sidelines following damning claims that he received bribes from the politically connected company, Bosasa."

https://www.news24.com/SouthAfrica/News/anc-rethinking-zuma-20190121

While this is good news and would weaken him even more, thereby enabling Cyril to get on with reforming SA and tackling corruption, what I'm really waiting for is the photo of him in an orange jumpsuit :-)
RichKen
Posts: 806
Opinion:No Opinion
Price:39.75
RE: V prices
Today 18:11
Vauch - BigByteNow posted this earlier! He again has posted so great insight today:

From what I have been able to find out there is clear evidence that European FeV prices have at the very least bottomed out in this particular re-trace. My opinion only of course.

We should all appreciate that the combined period of the run up to Christmas and the Chinese New Year, is the strongest and longest period the vanadium price must endure without significant Chinese demand, across the entire year. It doesn't really matter if its down to winter stocks being run down, the extended holidays, the fact that steel mills in China really did stock up in anticipation of the new rebar regulations, or indeed a combination of all 3. It is about the fact that given the potential multiple headwinds out there, European FeV prices have been able to turn north right in the middle of that period when in reality they should be being pressured by Chinese stock that cannot find a home, but they aren't.

European FeV prices were as low as $71 on 21.12.2018. There is visible evidence that they were $75 on 04.01.2018 and that they have since risen to the $77-78 range as of last week. That is an impressive move given that Chinese prices are hovering around $70 and the Chinese market was very quiet during this stated period of rises in Europe and so the export market from China seeking better prices, should have been stronger.

Prices could well retrace a little as we approach the Chinese New Year but from what I have seen of the vanadium market these last 2 years or so, is that it is about the physical signal of a turn in the opposite direction that is key. Yes there have been minor corections along the way, but when the trend changes it is a solid and significant change.

More importantly, if European prices can rise during the Christmas holiday period, when Chinese traders remain active and have the opportunity of better prices, given they don't celebrate this holiday, then what does that say about the European market going forward into periods when those Chinese buyers come back in.

That is why for me the 10% or so move north over the Christmas period is more significant than it is currently being appreciated for. If Chinese prices had been higher than Europe then I would be less focused on this, but they weren't when this action started back on 21.12.2018. It's all opinion driven based on limited data, but I believe this lays the foundations for the strength of what we are about to witness post Chinese Year on all pricing fronts.
RichKen
Posts: 806
Opinion:No Opinion
Price:39.75
Just found BMN?
Today 18:07
- Experienced mining entrepreneurs in our BOD.
- No outstanding warrants or debt.
- Dividend policy to be announced in the next few weeks.
- Bushveld own 74% of Vametco.
- Vametco 2018 profits are looking huge even at the current FeV prices and production levels.
- Our share of Vametco profits after tax is around £2m per week at current max production and FeV prices of $100/kg.
- The current world vanadium supply deficit will remain for at least the next 3 to4 years.
- The new Chinese rebar standards, which started in November, will increase vanadium demand by a further 30%.
- The Chinese are banning imports of vanadium s l a g.
- The environmental crackdown in China is fuelling the vanadium price rally further
- Global vanadium prices are looking excellent for 2019 and will no doubt pass the multi-year highs reached in November 18.
- China, one of the largest vanadium producers in the world, is expected to become a net importer of ferro-vanadium in the near future accelerating demand in steel and VRFB uses
- Vametco annual production capacity has increased to 3,750 mtV and we are implementing production levels to 5,000 mtV pa during 2019.
- All current production increases will be paid for through operating cash flows.
- Guidance for 2018 production was 2,600-2,650 tonnes of vanadium.
- The potential for 2019 will be circa 4000 mtV
- An additional brownfield vanadium production facilities to be secured with capacity up to 10,000 tonnes to be announced soon
- Our Mokopane mining licence is due any time - World largest vanadium resource
- Mokopane early revenue generation is coming based on off-take agreements
- With current V2O5 price this makes our Mokopane vanadium project potential hugely profitable.
- Brits vanadium - very high grades confirmed, thereby reducing Vametco production costs even further.
- Further drilling is taking place at Vametco.
- Bushveld Energy is opening up the exciting VRFB sector.
- BE has agreements with UET and IDC.
- Commissioning of the demonstration VRFB with Eskom, the SA national power utility, is taking place. Potentially a huge contract is coming our way for supply!
- Electrolyte production plant is moving forward with production in 2019.
- Electrolyte leasing partner news to come.
- Imaloto coal has an MOU with Sinohydro.
- Imaloto coal BFS will be published shortly.
- Lemur has signed a binding 30-year power purchasing agreement with the Madagascar state-owned utility JIRAMA
- Potential Imaloto coal sale or spin-off - funding multiple projects ($200m)
- Our 10% Investment in Afritin Mining - first production starting.
- Other resources we have iron ore, titanium & phosphate.
- JSE listing coming soon
South Africa politics have improved significantly.
Ramaphosa’s South Africa is becoming investor friendly and foreign investment is encouraged.
Bushveld Minerals "The investment" - To infinity and beyond!
Daisan
Posts: 5,655
Opinion:No Opinion
Price:39.75
RE: AIM100 loses a member
Today 17:41
It is really sad that this has come to pass. Just look at the impact that the CFO has had on many people's lives here. Beggars belief.
RichKen
Posts: 806
Opinion:No Opinion
Price:39.75
Confident of Bushveld Growth?
Today 17:28
Focusing on Bushveld Minerals - their pathway is very clear we are producing a very in-demand mineral and selling it to a market place where there is so little competition. For new players to come in they need to speed minimum of $350 million dollars and by the time they come on stream, the market may not be quite so buoyant as it is now.

The growth will be more controlled and we should be by far the largest producer in the world! Which is one reason why we can be confident?
The second is there is no better energy storage battery system for large renewable and grid energy storage systems than the vanadium redox flow battery and we will be one of the biggest suppliers to this market with vanadium and electrolyte as well as our partner manufacturers. We will also have one of the largest inventories of vanadium n the world being leased out to clients.
So we have the potential to dominate the market as the next 2 to 3 years progresses with multiple revenue streams!

Is there anything here that I have missed that does not make this the most compelling investment of 2019 to 2023?
Uksteveg
Posts: 2,160
Opinion:No Opinion
Price:39.75
AIM100 loses a member
Today 17:26
CAKE( Patisserie Valerie) has finally gone into administration, the share has been suspended for about 4 months. Lots of jobs at stake here, rescue talks have failed. Criminal proceedings may follow as its under a major fraud investigation. they were about 25th in the AIM100 at suspension.

https://www.bbc.co.uk/news/business-46965761
RichKen
Posts: 806
Opinion:No Opinion
Price:39.75
RE: BMN
Today 17:24
Ophidian, you may well be right, the timing would be perfect!

There are so many ways the Q4 results could bring huge stimulus right now, with exciting series of news already made very clear indeed.
RichKen
Posts: 806
Opinion:No Opinion
Price:39.75
RE: Mas5k on Investing vs Trading
Today 17:20
Sanchez your scenario A is the best for those who have done sufficient research. But we still need to be watching to make sure market parameters are still going in the direction needed and the company is still either undervalued or making sufficient money to pay exceptional dividends.

Your example are good ones and recent ones from 2016 are Boohoo, Burford, ASOS (as mentioned), Blue Prism, Keywords Studios and of course Bushveld Minerals. They have solid fundamentals and are delivering growth. Out of that list the UK based companies have experienced the Brexit effect, but are long term very strong. Boohoo was the next ASOS. But both have experienced tough market changes.

However focusing on Bushveld Minerals - there pathway is very clear we are producing a very in-demand mineral and selling it to a market place where there is so little competition. For new players to come in they need to speed minimum of $350 million dollars and by the time they come on stream, the market may not be quite so buoyant as it is now.

The growth will be more controlled and we should be by far the largest producer in the world! Which is one reason why we can be confident?
The second is there is no better energy storage battery system for large renewable and grid energy storage systems than the vanadium redox flow battery and we will be one of the biggest suppliers to this market with vanadium and electrolyte as well as our partner manufacturers. We will also have one of the largest inventories of vanadium n the world being leased out to clients.
So we have the potential to dominate the market as the next 2 to 3 years progresses with multiple revenue streams!

Is there anything here that I have missed that does not make this the most compelling investment of 2019 to 2023?
1onic
Posts: 2,501
Opinion:No Opinion
Price:39.75
RE: Mas5k on Investing vs Trading
Today 17:05
Lol, exactly a squillionaire already, I did email him on several occasions suggesting his portfolio was overexposed to the incipient bear market but my reply must have become lost in the ether.
RichKen
Posts: 806
Opinion:No Opinion
Price:39.75
RE: V prices
Today 17:03
See earlier posts Vauch.
vauch
Posts: 1,630
Opinion:No Opinion
Price:39.75
V prices
Today 17:01
Any news on latest V prices?
Daisan
Posts: 5,655
Opinion:No Opinion
Price:39.75
RE: Mas5k on Investing vs Trading
Today 16:59
I think that Warren Buffet's investment horizon tends to be measured in decades rather than months so I doubt whether he will be too concerned. Actually, given the fact that he is a multi multi billionaire and 88 years old I suspect that he doesn't give a damn!
Uksteveg
Posts: 2,160
Opinion:No Opinion
Price:40.50
RE: BMN
Today 16:56
If anything, the Lemur update for Q4 should appear very soon. Its usually the first and all the other Lemur updates were already out by this point in the month following the quarters end. Not expecting any surprises with this and its relatively low key. Even taking xmas into account this has been a long period with no RNS's, and four months since the last major piece of new news.
1onic
Posts: 2,501
Opinion:No Opinion
Price:40.50
RE: Mas5k on Investing vs Trading
Today 16:55
That's brilliant, need an exit strategy eventually though :-)

PS, ask WB how his APPL trade is going. Actually I'm sure he's still up but my BRK.A shares have sure taken a hit lol
raffym
Posts: 594
Opinion:No Opinion
Price:40.50
RE: Mas5k on Investing vs Trading
Today 16:54
That's a good point as well 1onic. I have a full time job and I'm not dependent upon trading for an income, and do not have the luxury of time and access to enable any form of trading.
loudspeaker
Posts: 4,099
Opinion:No Opinion
Price:39.75
RE: Mas5k on Investing vs Trading
Today 16:46
3 of my little share club have become millionaire's 1 a multi just by investing in BMN holding
and buying more on the dips.
If you believe in the fundamentals, buy when every else is selling as the great man WB says,it's worked for us.
1onic
Posts: 2,501
Opinion:No Opinion
Price:39.75
RE: Mas5k on Investing vs Trading
Today 16:40
Probably a lot of 'investors' have full time proper jobs whereas those of us who characterise ourselves as full time traders have the time, inclination and the leisure to get the experience where we are comfortable trading.

It's also to do with capital allocation if this is your sole income and you're not a squillionaire already.
Ophidian
Posts: 1,825
Premium Chat Member
Opinion:No Opinion
Price:39.75
RE: BMN
Today 16:33
@dryland - breaking radio silence...…. RNS tomorrow me thinks

Ophidian
Sanchez599
Posts: 3,899
Opinion:No Opinion
Price:39.75
RE: Mas5k on Investing vs Trading
Today 16:27
ASOS, Amazon or a BMN type rise...

(Before anyone simplistically notes Amazon aren't on AIM I am referring to the general opportunity for exponential compounded gains)
Chartist2
Posts: 5,569
Premium Chat Member
Opinion:No Opinion
Price:40.00
RE: Good times!
Today 16:26
Quite nice to see our good old supporting trendline at 39.75 nicely maintained thoughout this day. Seems like always decent buying when we got near. DYOR of course.

Have a good night everyone!
Sanchez599
Posts: 3,899
Opinion:No Opinion
Price:40.25
RE: Mas5k on Investing vs Trading
Today 16:24
Scenario A) invest £100k in BMN in 2017, large base stake and add on dips.

Scenario B) invest £100k trading multiple shares in a diversified portfolio within the same timeframe.

It's not hard to see which result would ultimately have been more fruitful. Your risk is always more spread in scenario 2, but as much as you might mitigate risk through diversification, you also mitigate profit and add a different kind of risk by relying on yourself making a continual stream of great, and inevitably less researched choices.

Some people want to invest to pay the bills. Some people want to invest to make a significant amount of money. For me, AIM takes advantage of the former because bills mean deadlines and the stock market doesn't work to your own timescales. AIM offers the chance to find an ASOS, Amazon or a BMN and to see a lifetime of compounded gains on a more regulated market happen in a much shorter timeframe. Yes it's hard to find one and hold and many don't. But when you do it's hard to argue against that being the most effective way to make money on AIM. And for the risk involved 10% just isn't worth it.
993444
Posts: 840
Opinion:No Opinion
Price:40.25
RE: Mas5k on Investing vs Trading
Today 16:22
I have to agree largely with Razor, putting money into good solid companies and investments is a sensible way to make more money than leaving in cash. Also, less than 5% (or less?) of traders actually make money. So an investor, even into index trackers, is making more than 95% of traders!

Anybody who puts money into most of the rubbish on AIM because some self proclaimed guru on Twitter said so without doing any research is not investing or trading they are gambling IMO!

Above said, I find using basic trading trends and oscillators to find out when most traders will likely buy or sell said good companies can be a useful way to top slice a few shares after a decent uptick and buy more on a pullback can work in addition to having a core holding (not always though!).

I trade 10/25% of most shares I own and on the whole do better than a 100% buy and hold strategy (if it goes against me I still get the upside from my core holding).

I don't criticize anybody's investment style, including getting lucky!




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