Member Info for bassguy

Nice idea Libero but I doubt it will do anything, I have not had a response to any polite queries I have sent re communication and what is actually happening. I don't think it is a priority and still think things are being held back for the JSE listing where I am sure locals will have a greater depth of understanding and need, particularly around Eskoms issues. Once the tender success is announced I am sure JSE would see huge buying of BMN stock, suggesting we may well see JSE announcement out of the blue in Nov or Dec.
A simple page on the website explaining the company structure and interests would be great, I also agree with rebranding to highlight the energy side as if all goes well I suspect we wont be selling much for steel.
Welcome Bushmaster

Thanks Alfa, This explains the rush to expand! Vanchem purchase and recent finance to increase capacity.
There is a lot of demand coming on mogwhys lists, Saudi seem keen as well, and even with Vanchem / Mokopane we cannot supply all of V required if one GW takes more than our full output presently pa, so I still hope other V projects do come on stream so as not to stifle the emerging VRFB industry with limitations on supply.I recall the webinar talking about data centres wanting GW’s ... So I actually welcome FAR if it ever gets off the ground, and others. But I want us to start first and reap some rewards.....!

Lucky, even I know the Eskom BESs project is being funded by the world bank, so your concern is not an issue. Mantashe may be a coal guy but all the right moves have been made and even last week the red tape is being removed to allow local generation, so neither point is really an issue.
There is a lot to the Eskom Bess project and BMN in general and it is very easy to get confused unless you dedicate a huge part of your life to understanding BMN...

The ownership structure of all things Bushveld is bloody complicated..
Why is it 5% to local communities at Mokopane but 26% at Vametco?
:)

My slight worry about Chinas vrfb growth is that they decide something and then do it. They appear to have decided on Vrfb, great, will they decide to throw loads of money into mining to source V locally rather than rely on the rest of world?. There must be deposits in China as we all know how quickly they can do things if they decide and they have the cash to throw at something and the manpower to build quickly. Either way it will be good for vrfb uptake but looking at mogwhys list there will be a lot of V needed in big chunks and will China be happy being reliant...
Of course there could be a Mokopane off-take or JV to build the mine quickly. But I suspect we would not hear about that or that it would be allowed before Eskom and the SA govt got their order in first
Gla

I agree about perception, until BE walks the walk....

No thanks Faramog

Not a surprise really, we bounced off resistance, many sold out and there is a stalemate until the next direction of travel is confirmed, plus its Friday...

Ha!

.

always

Agreed Wisha, I was expecting to see some last night but we have seen quite a lot come in a day or so later recently so maybe.
Certainly profit taking once the gates held however, next big push lads and we're though.

£1200 quid, deal.. I could but a few more Bushies with that...

We hit 15 very hard, but also bounced off 15.5 pretty hard as well. However, it was always a big if after so long, I think next time it will go straight through, profit taking going on maybe a bit of fun as usual suspects having a pop.
We have not seen that sort of volume for so long so this time I really do think it is different and the price will get through the old barrier and start it deserved rerate. Q3 result should help if they can give some idea on income now we are over the hump from Q1, China sales should start to land for H1 boosting incomes not seen in H1 due to leadtime. Hopefully more detail on BE as if we have tendered I hope they ca start to tell us some more detail...
I would like to buy more but presently out of free funds as I am loathed to move out of some the stocks as they are "Due" as well.

I hit an Isa account milestone this week which was nice, once BMN re-rates to where it should be that milestone will be lown away... happy days.
GLA

This why BE has no value attached, we just don't know what it will bring in, add a consortium and we dont know how this is set up and the spoils divided.
Now the tender is in I would appreciate an update on how Bushveld intend to offer BE to the target audience and some projected ballpark revenues based on different scenarios. This would make the market sit up and look in my opinion.
I dont expect a huge proportion of the tenders to go our way at all but am happy to be surprised. FM dis mention project development in the last interview so that does allow scope for say three different VRFB makers (can you name the three) to be coordinates through BE with us supplying the Vanadium, but I guess not all the electrolyte from the 200mw plant. There are still many gaps in the story

Ill be honest I thought it was End Dec / Jan

Could be anyone CC

We can only guess, each to their own. A sell none the less... probably ...but no guarantees with anything in the game.

and some 200ks at 14p earlier today. looks like seller still dumping but this time into strength and holding at ever increasing levels

16:43
strong buy