Member Info for Bella6532

Thanks Bubby.. Much appreciated.

Ophidian.. Many thanks..xx

Mmm...friendly and have stuck with BMN for a long duration... Yeah I suspect they're going to be one of our VIP investors too...

Mmmm.. Who are these third party investors BMN is so sure they can bring on boards...must be knows...

Does anyone know who Acacia are and give a brief update as to when they originally invested.
7m isn't a great amount and why did they not tell BMN they'd crossed a threshhold as its their responsibility to do so.
Could they be the tame seller?
Why sell down unless they wanted to realise some funds for something like the VIP...

Hi RK
Thanks for that.
Hopefully with another battery investment soon and perhaps a tie in with a PV company in conjunction with the new VIP and some welknown third party investors, this will create the synergy necessary for others to see BMN as the must go to one stop shop....

Honey you do what you like but please stop preaching to others...

What ever happened to good old supply and demand? Sigh...

BMN is not high risk.. Just some on here are trying to push that as an agenda.

RK.. Have you notice how many solar sites get mentioned in the press and the panel supplier gets a great mention but quite often the fact some batteries were also installed gets little mention and quite often no mention of the battery company and if they do the type of battery often well in the small print.
This may actually be good for us if we can really make sure if it's a Bushveld vanadium battery it's really pushed hard in said articles where we have the influence.

Why do I get the feeling this VIP is going to be an industry wide game changer and something not done before. Far more detail required me thinks.

Or perhaps they are now looking to factor out a certain amount of shipping by putting more distributors in place to hold local stocks for battery producers...

'Bushveld's role would be that of a significant minority investor, with strategic involvement such as vanadium sourcing, while keeping the day-to-day operations in the hands the management team.'

Any thoughts on this... What do they mean by Vanadium sourcing. It sounds like they will be sourcing vanadium from other producers. Are they trying to set up a fund tied into producers within a geographical area.. Continent based?

The can't buy in closed periods.. 60 days before Y/E for example.

Directors buying shares usually works as a confidence boost...

Well let's see what Fortune has to say tomorrow.

I think we might see something more on the VIP - not the wording on Point 2 below regarding third party funding...they are not just taking about third party funding for Avalon/RedT....they expect said funders to add to a funding pot!!!???
Said funding pot appears to be directed at African projects.
Who are the funders going to be and who will be the next OEM target and will it be anything to do with the OEM used on the Vametco Mini Grid....

'Manufacturing - VRFB Investment Platform
· On 1 November 2019, the Company announced its intention to establish a VRFB Investment Platform ("VIP") to lead investments in VRFB original equipment manufacturers ("OEMs") with attractive upside potential. The VIP is one of multiple avenues of partnering with OEMs.
· The Company and its initial investment will play a catalyst role and mobilise additional capital from third party funders to establish an investment capital pool to support VRFB OEM growth.
· These partnerships support Bushveld Energy's business model, that includes electrolyte, VRFB manufacturing and deployments
The investment platform comes at an apt time, as developments in South Africa's energy sector point to a large local stationary energy storage market. These include the recently announced Eskom 1,400 MWh battery tender and the South African Integrated Resource Plan ("IRP") which include a dedicated allocation for new energy storage deployments of over 2,000 MW over the next 10 years. We believe that these developments will position South Africa as one of the largest markets for energy storage in the world

Vametco based Solar Mini-Grid Project
Commenced procurement for the project.

'The Vanchem team will complement the Vametco team's skills and knowledge, which will support cross-pollination of vanadium expertise and experience, as well as unlock multiple synergies across Vametco, Vanchem and Mokopane.'

'The acquisition places the Company in an advantageous position to offer an attractive and diverse suite of vanadium products capable of servicing the steel and chemical sectors and the burgeoning energy storage market.'

Now able to service the STEEL, CHEMICAL SECTORS and ENERGY STORAGE MARKET....

Vanchem comes with a ready made client base...

I now feel the markets are waiting for BE to strike deals as proof of second income stream.
We're now derisked as a Vanadium miner/supplier but we need to show income stream from alternative marketplace(s).
Right now increases in production are simply offsetting price reduction.
Avalon/Redt deal not a given just yet.
Perhaps a surprise second investment directly into going concern battery manufacturer where new income is then pretty much guaranteed immediately or certainly near term would give us the bump up needed and markets/investors more confidence.

BBN
How did you read Lemur?
Another spin off like Afritin"perhaps?