Member Info for faramog

nothing to be annoyed about @RealGoneKid ... learn next time do some research and invest long term... anything less than a couple of years is trading.

That said, you are fortune to have bought a gem of a diamond of a winner ... personally I am not selling anything anytime soon and will still be invested when this share drifts past 500 in 3-5 years if not sooner ... but I understand both the political risks in SA, the ecomonic risks of the vanadium commodity market, the investment choices Bushy have made and the sheer unlikely happening of a full vertical integration not being possible.

Even if Nitrovan/V205 stays at the same level of production, BE fails, Lemur crashes, Bushy will still be making the better part of $200M profit just from selling into steel. The SP will eventually re-rate to reflect that value

In investment terms .. as close to a sure thing as it gets. I know of no other stock (and I follow a fair few) where that can even come close to being held as a view.

If you did naff all research .. you got lucky (learn from that), and if you did, then why are you whining ? ... winner winner, chicken dinner .. all the way

If you invest based on hearsay then suck it up buttercup. You do your own research and no one is responsible for risk other than you.

That said, there is ample over 2 years on this BB and TBP to both characterise and describe many of the MM games but also the underlying investment case - so buttercups need not fret so much.

Investment is a long term thing and large swings in volatility especially on AIM are normal - another characteristic very well pointed out.

who knows .. one or two very small unit tests is not what is needed to demonstrate a sales case.... VFRB is, I believe, substantively proven as a technology, but the actual operating parameters in various applications are still being developed.... exactly like Li-Io in its early days.

But Gen 3 .. no idea if it works well, is reliable, is cheap to maintain or indeed any operational results as they either don't exist, are too small in scale to be useful, or the Gen 3 package is still being developed and in the in-siture unit is a proto.

As always ... Scott fails to deliver anything to measure investment risk

well done nicky2908 ... turning a few beer-tokens into champers-cases in due course

...does anyone have any idea who the perpetrators might be?

... soon to be considerably poorer ones with any justice !!

To counter the monotonous positivity of this board, I thought ..... no... you did not. Jog on

Targets not met. Significant productionrevision down and not met (just)... mix of unforseen causes and (as it turns out) maintenance and quality issues.

Result ... decisive actions undertaken, significant maintenance, enhanced plans for maintenance going forward.... only thing is to be blamed for is ... answers on a postcard !... seems like decisive action, a wide team acceptance of learning and tighter processes... All good in a growth company.

Will it work ? ... well we don't know, but I expect production to improve.. along with learning and experience... lets get behind the Bushy team in 2019.

Interesting comment Alfa on electrolyte.. I did not realise there is a significant conditioning to kick off

there has never been any movement upward on any rns ... positive news always seems to herald a fall.

Maybe our best plan is to pray for no rns at all haha

We have used the opportunity of our engagement with investors to outline our approach to land reform. Understandably, concern has been raised about the proposal for the expropriation without compensation to be among the mechanisms used to promote land reform

We must emphasise that our approach will enhance, rather than undermine, property rights as we seek to address what we have termed the original sin which was committed against black South Africans during colonial and apartheid days.

This measure will be undertaken in a way that promotes economic development & agricultural output, and that does not undermine the principles of our Constitution or the rule of law. Investors need not fear that their investments will be taken away from them.

To this end, we moved to speed up the finalisation of the Mining Charter and to provide greater clarity on the Mineral and Petroleum Resources Development Amendment Bill.

"We appreciate & applaud the Mining Leadership Compact which was signed yesterday by government & social partners. I firmly believe that it is attainable" President @CyrilRamaphosa #MiningIndaba2019 #InvestinSAMining

don't fret .. remember it is predicted to be 60p in 9 days time ... and if not it ruddy well should be

- start your engines...…. they have crossed (39.04 39.12) ..... the voodoo has spoken... we can only hope as it is clearly way undervalued

Nice work Ophidian,

While here - I note Pdub's medical stuff yesterday . Wishing, you, Liz (aka Mrs RK) and all the rest speedy recovery.... I have every sympathy having taken 'er indoors to the docs yesterday for them to call an ambulance and get her to hospital .. 8 hrs later home but not the happiest of evenings.

ahh... I now get it ... thanks

thanks Alfa... interesting observations on the maintenance uplift and also Nitrovan pricing.

you know what .. it does say that ... but FFS does anyone do PR .... you take a bus load of investors from all over the globe, tour them round, present a tale of growth, then announce presentations will be available 'soon' .. just keep checking.

Crackers... should have put the RNS out after they were uploaded.

I used to be involved in online contact management and sales systems (IT stuff) a few years back and on moto that really stuck was 'your competitor is one click away' - you do not create an expectation online without having the substance there as people just do not go back... PR101

pointless sticking an RNS out if the file is not on the website yet !

thought it looked familiar .. I followed the RNS link and the top presentation is from a year ago !

https://www.brrmedia.co.uk/broadcasts/5a5626af9ed50c2f9b04679c/bushveld-minerals-an-emerging-integrated-vanadium-producer

one might hope the lesson on warrants from Bushveld may be in a mind somewhere ... made for lots of fun & games on the stock market ... personally, a clean fixed dilution may well suit the PI's better and give the MM's less room to muck about.

I wondered that too @pd940 ... I have an aspiration to play at an event in SA (as I keep getting invited), but not able so far... now if I can tie it with a site visit that would work great

I think BBN this may well just come down to how much capital FM needs and whether to raise it via debt or via dilution ... if indeed any capital is needed for additional shares on JSE.

We can speculate all we like, but only FM has the answer (and I am not sure he has that answer yet)