Member Info for Alfacomp

Loudspeaker - a weak rand reduces the USD cost per Kg of the Nitrovan we produce. Our sales are mainly denominated in USD so a weak pound would also help us.

Thus if our glorious leaders really do mess up the Brexit negotiations and the pound slumps it will benefit us. That's the nice thing about investing in a special commodity such as Vanadium - it's a great hedge against currency uncertainty.

others are just starting drilling

https://hotcopper.com.au/threads/ann-drilling-commencing-at-spd-vanadium-project.4408373/?source=email#.W4zCkiMrJjA

There is a significant premium to be assigned for being the first to market with an integrated Vanadium+VRFB business model. I agree with gambit - there's going to be some serious activity here very soon.

Remember Fangchenggang

How do you explain SXX then ?

Wisha, why do you limit the PE ratio to 10 when the average in the top 120 AIM companies is 25 and we have zero debt?

https://www.thebushveldperspective.com/blog/public-blog-1/post/bushveld-minerals-vs-aim120-financial-analysis-281

Squirty 250,000 Kgs was August not July.

Nobody said this was the new norm but it is a good indication to any new shareholders that the company really is making as much product and revenue as we think it is.

Pdub,

yes I think it was a little over 50%.

I looked back in the Annual Report for 2017 ( https://thebushveldperspective.com/slides/slide/2017-annual-report-25 ) but the piechart I remembered was not there.

So then I looked back in on the 22nd Aug RNS ( https://otp.investis.com/clients/uk/bushveld_minerals/rns/regulatory-story.aspx?cid=1344&newsid=1155078 ) - what struck me on rereading was how the Brits grades are really consistent with those at Vametco.

You can see here ( https://thebushveldperspective.com/blog/public-blog-1/post/bushveld-minerals-fundamentals-aug-2018-284 ) how the Brits strike length is at least as long as that at existing at Vametco - hence we are likely to have (after a JSX listing I expect) a maiden resource announced for Brits that is around the same as Vametco.

Then I went back to the project boost document from 2017 ( https://thebushveldperspective.com/slides/slide/2017-project-boost-29 ) and was reminded just how much detail there is for the geographers and miners in there, but alas not the piechart I was thinking of.

Then I remembered that TBP also had a section for BMN presentations ( https://thebushveldperspective.com/slides/bmn-presentations-10 ) and looked in on the one here:- https://thebushveldperspective.com/slides/slide/bushveld-minerals-junior-indaba-presentation-54 - the graph is on page 11 and shows 52% sold in the 'Americas'. So maybe some to south America but I suspect US and Canada would all go through Baltimore, though Paludina may comment on this.

Yep at 20M USD it would be, the accurate number is 18.8M USD of which BMN gets 59.1% - that is 11.09M USD

That's not such a bad price - they also do hoodies and for those who don't necessarily wish to parade their massive holdings in public, briefs also.

Wow, almost 20 million revenue for Vametco in one month alone !

Floyd81 - do you ?

Endion,

Largo do not produce Electrolyte and have no plans to that I know of. Glencore takes all the V2O5 they make.

Oxkem, based in the the UK and I am sure Bolong New Materials (BNM, careful !) make electrolyte.

jogj99 the drop in advertised Bid is nonsense. You can get 22.385p for a sell right now which is, if I am not mistaken, the highest that it has been all day.

People should not be fooled by these MM antics

NickyP - also have a look at this as well http://www.energystorageexchange.org/projects/data_visualization

With respect to all those who think 500K is a large amount of money. It is to you and me personally, and to some small AIM companies trying to get off the ground.

However I have received research grants worth more than this and to a company worth hundreds of millions of pounds, it is also quite small beer.

There are some that believe that every piece of good news needs to be jumped upon and plastered in letters 10 feet high so that everybody and their uncle can see them from the other side of the country. They may think this because they are marketing geniuses of because they may wish to see the share price appreciate quickly so that they can jump in and out for 10%.

I think that the Board of Directors need to be allowed to get on with what they are doing so well and we should stop trying to second guess and criticise their every marketing move. I do not need to add that even when we have had profoundly good news (eg Yellow Dragon purchase) the SP does not respond as you would hope.

The definition of insanity is doing the same thing over and over again and expecting a different result.

so now there are 3 Henry's - anyone with a short open should be starting to get a bit worried now.

Headancer, you won't beat them but you may hurt a shorter or two

- is anyone else getting this google advert on this page ?

Certainly becoming mainstream if they are advertising using google now.

Headancer - it does not work like that the MMs set the price as they wish, they can make it go up or go down. If then walk it down and you sell you are mugged.

As well as Nick's 200K this morning I count another 300K in 100K buys