Member Info for faramog

another corking interview .....

cracking link summary @Libero

I love the mining weekly interview - FM seemed absolutely full of beans. I just love the comment "The question is not how much (vanadium) we supply, but how much of the value chain we capture"

Quite an astute observation HS .... who knows.

I rather prefer the vision of a much larger beast with a large vertical integrated VFRM multi-channel revenue source that can balance price variation and still generate substantial returns annually ..... but yes .. what-if .. at 50p a div had started being paid.

But in Sept 22 (earlier I can see likely) a div is paid then watch the income heard arrive

Thanks to all those sticking up for my posts, and thanks also to those (politely) not doing so ....

We all (aside from bicycle riders) see a very prosperous future and enormous growth potential. This with (no insult meant to anyone) moral conscious also see the potential to lift both many in SA but also wider on the African Continent on the back of clean sunrise world class technology. Personally, I see this a vital for the world's future.

We have many a disagreement on the value of Bushveld and how that is reflected. But in the end, the market prevails, money catches up and real value shines through. I think many here (including me) see a $multi-billion business ... just taking its own time. The world has not quite been ready for vast VFRB yet but is getting there

Currently the expansion plan and funding takes us to circa 6,400mtv with growth to 8,400mtv then following paid for out of profits. Every gram can be sold with ease and at a profit. Bushveld will become a hugely profitable enterprise just on direct Vanadium Sales

Add in sales into Electrolyte, various bits of VFRB rollout and long term leasing and significant and exponentially growing revenues come in value added form. All the talk from SPA has been the BE side will be bigger by far .... just taking its time.

What part of the above is negative ?

So when I use the word 'time' ... maybe as its not 'now'. But facts are facts. The electrolyte plant has kicked off in February (assuming it was) and it will be the middle of next year before being operational..... unless something changes.

So if the world is not quite ready for larger VFRB rollout, and only smaller systems are starting then why have a big plant sat there. I suspect the delay is rather timed to main output need. Even if a large order were placed today, it would be a year before any form of commissioning was likely. Smaller projects are quicker but need less electrolyte.

So saying "All gonna come together ..... just bloody slow right now. My guess is it will be 2022 that the big year starts" is hardly being negative

I feel no need to defend anything - we are all big boys & girls, and whilst I get regularly bored with Libero's endless ra-ra, he has every right to post just that... like anyone else has every right to post different comment or discussion. I do not filter as he has every right to post and is not abusive to anyone.

... don't like what I post.. filter me !

By the way .. I have almost 340,000 more shares than 6 months ago (was 425,000 but had to buy something) and now have over 3.7m (not that that is anyone business) .. I am absolutely not a troll, de-ramper or trader, and whilst I find the comments of many on this BB varying from irritating to great, we only collectively learn by respectful discussion and challenge (as I did on 08 Mar 2021 10:11)

Time to dial the temperature down.

GLA

oh ,.. belay that ... just had this bounce back:

"RES4Africa thanks you for your interest in an AM-Powering Connexions subscription. Am-Powering Connexions is dedicated to discussing topics related to a just energy transition specifically in South Africa, and at this moment in time we are only considering candidates from South Africa or who are RES4Africa members."

Online session tomorrow morning. A keynote round table will be opened by Niveshen Govender COO of SAPVIA and Mikhail Nikomarov CEO of Bushveld Energy and Chairman of SAESA

Time:9:00–10:30AM(Johannesburg local time) .. SO 7am UK time tomorrow

The session will be guided and facilitated by Joanne Deanboard member of SAESA and Ntombifuthi Ntuli CEO of SAWEA framing the main challenges and opportunities their members faced during the preparation and submission process of the Risk Mitigation IPP Program and future newly opened alternative evolution of the electricity market in SA.

The discussion will be aimed at highlighting the evidence that an originally technology agnostic exercise has eventually tested the potential creation of a RE dominant electricity system for South Africa. A general review of the bid's structure will be proposed, in order to identify possible areas of improvement to effectively meet requirements like maximizing the contribution of RE and fostering the creation of a local industry also toward more competitive and effective electricity price dynamics.

The angles touched will be:
•RE+batteries–grid stability, ancillary services,and contribution to the SA industrial RE market developmentmostly relying onor targeting tolocal resources.
•Agnostic approach’s effect on renewables ’PPA-surplus capacity generated and not delivered to the grid, possible consequences in energy tariffs.
•Designated local content and RE–standard rules but different impact depending on the technologies, rules framework’s harmonizationto target long lasting and differently skilled job creation.

Register
https://docs.google.com/forms/d/e/1FAIpQLSdAMS50FlujwnjicD6rd-BEb8tdBno02l7uy9pWV47tuub0_g/viewform

We will have to agree to disagree @James

yes @james .. spinning BE out anywhere means we will no longer have vertical integration.

So ain't happening ...

Good news @Jamiejojo .. and very particularly about the workforce being safe from Covid.

Thanks for the update

first time I can recall COPL ticking really up on the Toronto exchange.

https://ca.finance.yahoo.com/quote/XOP.CN/

what was it earlier this week ... a Timeshare Convention .... its great to cheer you up

well Libero, @Gambit reckons 70p in April (and he does have a good nose for it).... we shall see

FCA mark ... stand up comedy is not for you.

An utter clownfest stuffed with financially illiterate or industry insiders with no reason to change anything. I remember some chap a few weeks back take umbridge at this suggestion saying he had mates in the FCA who were very bright and had worked in the financial industry all their lives ... got (rightly) shot down

An organisation with little teeth an absolutely no reason to change anything - so don't waste your breath

Whilst the main board is also open to a level of manipulation - it is harder, more regulated and would serve us a great deal better. A move to main board seems inevitable at some point as I understand AIM dual listing may not be allowed on JSE (some observation a few weeks ago to explain the delay - quite what the brokers and council were advising before that is anyone's guess).

So great news yesterday. Not Eskom, but we were never getting anything other than supply of vanadium to someone making electrolyte which is no different to where we are.... but now there is real local level de-regulation, I rather expect that is where the money will be.

Need to get that plant finished (is it even started yet ?)

exactly @numpty .. if this past year has taught us anything it is about health and resilience ....

Fantastic news @Pdub ... a couple of days ago my wife finished her 10-year post breast cancer surgery chemo Tamoxifen-fest and is now deemed 'all clear'. I hope your pet tumors fade for you chap - keep positive ... it is a long old road !

ding dong .... For me this is the golden nugget ... vast numbers of sme's farms, industrial plants all wanting a smoothed or self gen system... this is the big market for BE !!!

And leasing will be a critical key .

I wonder if there is already an Electrolyte plant acceleration plan ready to go ?

@Cocis
... schoolboy error?

No .. its called pumping .... take a look at how much it costs to build, commission and operate a sizeable plant. In total Bushy would have invested knocking $65m just on refurb, de-bottlenecking and enhancement of two large existing plants.

Who knows what FAR have or have not got ... well aside from a large plant and an output more than 5% of bushvelds .. but hey ho .. sell the dream to the suckers, bail and recycle

cant sell a bean on HL ...

you would never know that an order book way over £100m had essentially been placed !

Bizarre SP drop

oh right .. well ... went with her ladyship but still sat for 15 mins .... never know if there is an immediate reaction