The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
I am intrigued - how many people read this board every day?
As an experiment would you recommend this post if you read the board! Then we can find out.
Sorry if you don't like my posts but it would be interesting to see how many are here everyday reading!
Thanks, RK
How can anyone not like your posts.
If there was an auto recommend function the first name on the list would be richken! ;)
Agree with James, your positive posts always remind investors why we are here in the first place. Poor Sentiment and quiet days can make you forget the facts and what BMN are building.
Anyhow topped up after watching the last 30 mins of the Crux interview, 8800 odd shares at a lowly 22.34 as it reiterates Strong Buy. Was thinking I am already very heavily involved but can't think of any other companies that interest me as much and with as much value.
Thank you RichKen. On the back of this post I just felt the need to register with LSE and write my first post. I have actually been invested with Bushveld Minerals since the start of the year. This is the first company I have properly invested in and only came across this company when doing some research online. This morning I topped up a further 2,000 shares bringing my total holding in BMN to 75,000 - at an average buy in price of 26p. I do indeed read this board on a weekly basis and I like hearing the the views of Pdub, RichKen, Ophidian, SloppyGuiseppe, BBN to name a few. I also have read the Bushveld Perspective whixh I have found rather informative and grateful to those who put a lot of this material together. I have familiarised myself with the Bushveld Minerals / Energy website reading though their annual reports etc in addition to listening to the various interviews on YouTube with Fortune and most recently last weekends fantastic interview with both Fortune and Mikhail. I am very impressed with their enthusiasm and their strategic vision for the company and somewhat excited / intrigued by what the energy storage side of the business will bring, which is why I remain invested in this company long term and will continue to top up my shareholding whenever I possibly can. I only regret not buying in and researching this company sooner. I will continue to read this board in the meantime and as someone who has observed this message board over this past year I do like what appears to me a close knit community of some of the investors here sharing their views, some of which have built friendships in the process which is pleasing to see. I am invested here for the long term and continue to keep the faith.
A very warm welcome. Wish that was always the case.
Yes welcolme Edinburghchap! Good to have you join the board. I hope a few more readers do the same!
Thank you RichKen and Knuttie.
So that was some experiment today! - In 4 hours since 16:00 today there have been 165 people who have read this board and acknowledged by responding. Thank you!
For me and for quite few I think that is incredible! As investors, we are all looking for the lastest news seeing if there is something we can learn or even share! That is the power of this share chat!
Thanks for everyone who took part.
The question is now what do you thank is the most important factor which lead you to invest in Bushveld Minerals?
Why invest in this company?
Months before I found the LSE board, I was looking for a new technology something that could change the world - I was searching on battery technology not being convinced that Lithium was the long term answer as every lithium battery I have had lasted two years and it was time for a new device! Then I found this magic technology! The Vanadium Redox Flow Battery - read as much as I could find about it and then thought, they need a lot of Vanadium where can I invest in this? Then found Bushveld Minerals on the AIM market read the website and followed the share price for a few weeks which turned out to be a mistake! I should have bought in on the day I found it! Still middle of March 2017 was a good place to start. I didn't find the LSE share chat till some time later! Amazing that I though so many people knew so much about this company! I was hooked and quickly bought over 2 million shares! I have added many more since and I am minded to keep adding too. I still think this is one of those amazing shares which has so much to give!
What is very important to me is the fact that this technology is going to make renewable energy truly work and going to allow low-cost power to be stored and used in the most remote parts of the world benefiting many, but in the long term it has the power to make our planet one with much more fresh air to breath than we have today. That has to be a good thing! The reliance on gas, coal and oil which has for years changed the world for the good in many ways, but know the planet has such a huge population we need to be smarter still and vanadium really might just prove to be that beautiful mineral that does change the planet for good and all our lives!
So what about you?
RK - I can recall reading about the world quality Mokopane resource in an article on a private investor's site called el1tetrader. [
To be honest he should have been called el1teinvestor as his articles were more in depth and factually reasoned than you would ever find if you took a year's worth of Investor's chronicle, took out all the supposedly "look at informed us" sounding stuff and the fractionally distilled with a pinch of the Stockopedia small caps report. But I digress.
At the time I was looking for an investment that had undeniable long term lasting power. I found that in BMN with Mokopane however I could not have imagined any single one of the following:
The remarkable purchase of Brits and then Vametco at the bottom of the Vanadium price cycle.
Making around $150M profit from the 2018 Vanadium price spike
Fortune
Mikhail and Bushveld Energy strategically bringing the world's Vanadium producers and VRFB manufacturers together under the auspices of Vanitec.
The arrival of VRFB's as a megascale energy storage technology, with multiple GWh's of VRFB development in China
Vanchem, bought again at the bottom of the Vanadium price cycle.
The world bank, IDC, Eskom and the 1.44 GWH Battery Energy Storage project
Vanadium leasing, Avalon and Redt
The dawning realisation that by 2035 we are going to need to invest something like $50 billion a year in battery energy storage
Cellcube and the VIP
Evening RK...
1) A strange feeling of destiny when I looked at the word 'Vanadium' somewhere on this site. I liked the sound of it, ringing like a bell in my mind...so had an quick look at its name/meaning/uses etc (always been keen on mythology, so liked the Norse goddess link...not in itself a sound investment rationale, for anyone thinking of buying any divinity-related stocks…)
2) This Board. Had initially dismissed any interest, as had read that it was an abundant element, not a rare earth type, as I'd assumed. But reading this board and TBP made me realise that that may be a rather good thing, if someone needed lots of it and you had a large, high grade source or two to hand...
3) The Board. Further down the line, I went 'all in' as the BMN Board...wait for it...actually did what they said they would. Never in my AIM dabblings had that ever happened before...
So, three steps to what may turn out to be long term investment heaven...so my thanks to your good self, and 'the Others' for all the tireless time and effort in helping like-minded people understand and have confidence in this opportunity.
PS. Just read Alfa's reply, and now feel a little unworthy...!
Great post Beechcomber!
Thanks James2k66...must have been a rare lucid moment.
Bit worried I’ve put everyone off though this morning...? So to try to entice them back, can I point out V price appears to be up again...
After 17 and half hours that is 189 readers of the board who are registered on LSE! That is way more than I thought there would be! Amazing!
I think we should repeat this exercise when we really start to rise! It would be interesting to see on a big news day!
Is there bigger news coming than Mokopane or news on the BESS for Eskom?
Thanks to you all!
Cheers RK
Rec. Still here!
I'm still here too ... don't post very often, but still holding strong and appreciating all the fantastic info & updates from the other posters :-)
The biggest take away for me from your exercise RichKen is that with that level of readership, the likes of BBN's (and others) wonderfully researched and generously shared posts do not achieve much higher recommends.
Yes we often see 20 / 30 'recommends' but with over 180 regular readers they should be higher... by a good margin.
Would be superb to see more people clicking on those posts (if indeed they agree with them). Seeing that level of recommends would really make any passers by sit up and take notice of the interest/what is on offer here.
Strength in numbers.
Hi RK.
I read this board every day. I came across BMN by chance. A work colleague had been looking into them and suggested I take a look too. I am not a regular investor but had been thinking about investing into renewables given current global circumstances. My search led me to this board and then The Bushveld Perspective. The broad base of knowledge available on these has given me the confidence to invest and I now have a decent holding here. I started to invest about two and half years ago and was particularly attracted to the VRFB side of the business given that Governments around the world are under pressure to reduce carbon emissions. It all just seems to make sense to me that batteries will be a significant contributor to a global solution by harnessing wind and solar energy. Seeing BMNs strategy to build a fully integrated business unfolding in front of our eyes is truly exciting and very impressive. I was fortunate to stumble across BMN but, like others on here, can see the potential that this company has.
RK, I joined the party in mid-October and check the bb most days.
I have been here from 2015 and only intend to sell when I am desperate for cash,hoping to be able to hold out until at least £2.
I log in most days to check progress and am very appreciative of the contributors to this board
perhaps you should arrange for the holdings schedule to be updated to check how much is owned by PI's
I've held for maybe a year and a half and have never sold any. Alpha did tell me that I haven't qualified as a LTH yet :(
Don't worry maroon bells - 6 more months and you might count yourself as a MTH
harsh .. harsh Alfa lol
1210 possible reason for lack of recommends is that holders like myself just read the board without logging in, so no option to recommend.
RK I used to be here all day everyday and read every post but primarily due to the decline in this board earlier this year I now check in once or twice a week. Makes no difference to my shares though, still holding long and strong for what I still believe will ultimately be the greatest success story on AIM since ASOS.
Been here since Oct 2013 - still holding and waiting for this to be fully realised for what it is - a dynamic, diverse and extremely well run mid cap company. I'm also looking forward to the day we leave the AIM casino!