Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
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"Fortune has a little smile as he says ‘Eskom tender’"
100% - I noticed that too! He clearly knows something he cannot say .i.e. that Bushveld are in pole position to be part of the winning bid!
He also said that things all going in line with his strategic plan and the timing of these new opportunities is perfect! Again why else would you say that unless it's because you're delighted with how the Eskom tender is going? You would not. So I consider this to be a hugely positive sign too.
So I'm more confident than ever that Bushveld is going to be part of the winning bid for these Eskom tenders worth hundreds of millions. And, when that long-awaited RNS lands (probs in January, let's be honest), the share price is going to ****ing ROCKET!
My target is 100p+ and I'm beginning to wonder if that is too low!
That is a great interview. Well done Fortune. Fantastic things are coming IMO. The market for solar + storage for mines and factories everywhere is huge - just on it's own - and our demonstration project will show the benefits clearly. Never mind utilities and full grid.
My mind is blown by the opportunity vs the current share price and I share in the slight jealousy of people getting on board now. But at the same time the lower price has allowed me to get a number of shares I never would have thought possible - so as soon as we are back to 30p I will be thankful we suffered this drop
Interesting him talking around 8 minutes on dilution to shareholders. The convertable loan note was preferable to raising cash at current SP levels than via a equity raise. The reason being is he believes SP valuation is too low considering the likely growth to come and he expects a re-rate. So raising funds this way will be better long term.
Fortune comes across as very confident and bullish.
Hallefukinluja, much better interview and a marked change of tone I thought, really getting into the battery side of the business with some real nuggets. He mentioned the involvement in the Eskom tender ... FINALLY... but did you catch the point about project development, not just supply of electrolyte. Also the IPPP project. finally we have something in the public domain that BE is actually doing something and not just preparing to do something... thank you!
I have the feeling from the tone of that interview and the subtle change in detail that they may finally be ready to start talking properly about BE.
Brilliant!
Wonder when they will next mention JSE...
A very positive interview from Fortune well worth listening to. I don’t often recommend shares to friends for obvious reasons but I did last week for BMN and delighted for her sake the timing of the share buy appeared well timed
L2analyst .. until we pass 16 strongly, we have not broken out of the trading range plaguing us for the past 7 months or so
BigBiteNow active on twitter - thread link below of his thoughts from the interview:
https://twitter.com/BigBiteNow/status/1318498194196697089
Maybe mistaken but this is the first time I’ve seen Fortune confirm Bushveld have actually put a bid in for the Eskom tender. We all knew it was happening but reassuring to get the confirmation.
Trades at 13.34p onwards are buys, this has broken out
Brilliant interview by Fortune imo.
Highly recommend all holders / prospective investors give it a listen when they have time!
7 minute onwards a nice bit of context surrounding the financing. "Reluctant to do an equity placing at a share prices which we felt does not really reflect the value of Bushveld Minerals".
17 MInute onwards - a nice summary of what to be excited for in regard to the future.
Good interview ... nothing really new, but worth a listen. Really emphasises the China changes:
China has gone from a net exporter to a net importer at a time they when they are producing as much as they can. Wonder why we went from 3% sales to China to 18% this year !!!
13p is broken
full price to buy now
Crazy that Conor McGregor is now working at BRR media.
Fortune has a little smile as he says ‘Eskom tender’
https://webcasting.brrmedia.co.uk/broadcast/5f8d7182c4d0076f2b940ed4