RE: colt4518 Nov 2020 12:37
Sanchez, you and I are very much on the same page I feel, also Knuttie and many others.
What is being built here is amazing and I think will do really well for all holders... But holding is a torture as I think comms is a major blind spot for the business. We are publicly owned yet investors have so many questions that could easily be answered without giving anything commercially sensitive away, just a few lines here an there on the multitude facets of the business would help.
Bushveld are developing a disruptive company, there will be challenges and delays along the way inevitably but if they just gave a bit more it would stop questions, calm nerves and probably help spread the word as the wider market would 'see' what they were doing. It should not need forensic analysis to understand the situation, expectations should be managed. They have been banging the Eskom drum for years now, if and I mean if, we cannot supply electrolyte for this first win I think it would need explanation as it is what they have been working to for soooooo long, plus the tenders have been delayed as well so there was extra time. As stated there may be good reason for the situation, which I accept may not be what it seems and all may be fine, but again, we are not told and are discussing amongst ourselves which proves it is not clear! That said the e plant has never sat well with me, something has always felt a bit off with capacity and timing, hopefully we will have a proper update in q3.
To those who question me my holding is now 4 times what it was 18 months ago, I believe in the business but really struggle with how they communicate to us, the investors who own the business and support it where possible.
I have suffered from (burnout, stress, anxiety whatever you want to call it) this year which is probably visible in my posts so apologies if I get a bit much on the low days.
Gla
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