Member Info for faramog

"... I've yet to hear ANY convincing, factually supported, downside arguments regarding the fundamentals of the current business. And as an investor, the idea of a business with limited identifiable risks but very high possible potential, sounds pretty good to me..."

Bang on the head Beechcomber ..... all investments carry risk and all have a balance of upside and downside potential. Right now, Bushveld is overwhelmingly upside as demonstrated my the many in-depth analysis done my the likes of Alfa, Pdub & BBN (et al). This does not mean there is no downside risk, but it all seems less and less likely.

we never actually had the 30p party !

... £1 party first

That has been abandoned !!

and I was accused of being a ramper for suggesting the BE leasing revenues in 3-5 years could very well generate a dividend of 50% of our current SP !!

I will be selling some down as the SP rises, but expect to hold a significant holding for several years

what ... that intellectual giant wants to look after his union buddies .... is he not a marxist ?

Hardly a surprise - he has been singularly unimpressive since appointed.

Ramaphosa need to get a grip .... they are running out of time to fix enough to be re-elected next time

they do ... but I don't want to sound negative... they said that last year also !

Link does not work ... but try this

https://www.vanadiumprice.com/peel-hunt-reaffirms-buy-rating-for-bushveld-minerals-lonbmn-2/

I came across a couple of interesting articles ...

Large file detailing many different VFRB configurations, possible enhancements & trends ... a pretty detailed document
https://pdfs.semanticscholar.org/6d65/d2169c3cb9f77d11d49fb9f21a90a01850ce.pdf

High-power positive electrode based on synergistic effect of N- and WO3 decorated carbon felt for vanadium redox flow batteries
https://upcommons.upc.edu/bitstream/handle/2117/119302/high-power.pdf

interesting RK ... if your friend knows of any published papers already, I am sure they would be an interesting read

"So, it appears that electrolyte is 39% of the cost"

Just to point out that these numbers were from a time when Vanadium pricing was more in the $60+ range. Electrolyte proportion may be a bit less now, but overall, the impact under leasing should be much smaller ... that is one reason the leasing model gives much more predictable Opex figures (along with a much lower Capex)

I think Pdub, you rather reminded me (us) about the real priorities in life.

As for big ops, it will be 10 years in August since I had the 10 hour wait ... Knew she had made it as I heard her down the corridor in recovery giving her tea and cake order to the nurse !!

You are right Pdub... A bit petty in comparison to GirliNextDoor.... I do hope all goes well.

That may be... But having made a perfectly reasonable comment on his YouTube link he has behaved like a petulant knob to me today

No I have not Sanchez.. only about ascerbic Cup comments.

I suggest you filter me..

WTF are you on about Sanchez ... a comment on a clearly ramping vid that basically says long term holding is best

Wel a few on here are traders... But most (and certainly those with large holdings) are all Long Term...

So not sure what the point of the vid is.. compounding works from a US tax perspective ?

Tantalite much more valuable !!

May well be agreed in principle and formalised on certain market or operational events.

I would be quite surprised if discussions and at least some outline of an agreement has not taken place

@reteps ... 100 and 500 if you won

well.. correct if it gets to a quid by 9th April !

:-)