Member Info for HaleSpur

If the company has no debt and keeps delivering year on year good return on capital employed. Institutional investors will keep investing, dividends will keep coming and share buybacks will influence the SP not month to month volatility in PGM’s.
Many trade on the Volatility but sometimes holding for a longer period in a good company will show the true value.
There is a book called 100 baggers online that you can read as a pdf. I would recommend it as it has helped me become a longer term holder without panic when things go down 60-70 percent.

Looks like pre-market SP is up if LSE page is anything to go by.
Good work getting the news out NFX and we now feel more valuable/accomplished than when I bought some at 12p. Looks like they released two positive snippets so AB can leave on a high rather than release it with the third study.

Just loading up my rocket and explosion emojis for twitter rumours...

Interesting article comments you folks have posted.
I hope you are correct Soup with the drug and I hope they can throw in NXP002 for £200m to enhance their threadbare portfolio when they try to take NXP004.

I’m no accountant but I think the cash in the bank, share buybacks and dividends is a big factor to SP which mitigates some of the drops.
Rand has been weakening 4-5 percent which lowers production costs and improves profits on one end.

For you NInvestor but a thousandth of Apples success will do for me.
https://twitter.com/JonErlichman/status/1463234262564589581

Pitiful number of trades Mikinaman. We just have to wait for positive production news and higher vanadium prices so the big hitters return to buy millions of shares.

Rand weakening to 15.87 so operational costs have reduced significantly in the past month or so.

Hope Karl Keegan our former NED is ok. He's had to step down from ETX due to family circumstances.

https://www.metalsdaily.com/live-prices/pgms/

I use this but funnily enough it has gone back to $14500 which I am very pleased about. Maybe there was an error or a flash drop when I last looked.
Apologies

Rhodium has gone down to $12800 per oz now from $14500 so maybe that has had the big boys selling.
Still very profitable, dividends and lots of cash for buybacks so it all depends on your reasons for investing in SLP.

If SLP continue handing out dividends at a low price then the value proposition only improves as SLP have a lot more cash than they need to progress. Do not forget the board wanted to do buy-backs when the SP went in the 80's but were in a closed period.
I suspect buybacks will occur under 100p once they have any material news out of the way, such as evaluation of a special dividend for the next quarter.

Rand vs Dollar 15.78 and with compounding on 2% rises everyday for a week should make this company profits across the board. Would like these rises across the world though not just China.

Also LB there are some very big VRFB projects adding to the V deficit which wasn't there when the price reached $130 never mind $100.
Even though I doubt it, I would not rule it out with Largo also looking away from the steel market. I'd be happy with $50 to be honest, to be profitable and debt free quickly.

Happy to be corrected as I'm an amateur.
Can BMN not set the price it recieves amongst Chinese friends and partners especially if one is BE without charging $100kg/FeV to serve mass adoption? Especially if its on home soil with Eskom?
Bottom of the link has the leasing model diagram.
http://www.bushveldminerals.com/wp-content/uploads/2021/03/Bushveld-Minerals-February-Corporate-Presentation.pdf

Hope BBN's analysis proves true about the potential for another spike. I don't care about the VRFB market being affected at the moment as the leasing model should take care of that, along with friends rates for VRFB partners. We haven't had much joy as investors who have been heavily invested without trading the past 3 years or so.
By all means sell to the steel market at a premium and I hope I see see $100kg/FeV again.

Hopefully these big moves are finally a sign we hit $45kg/feV.

Rand has significantly from 14.5 to 15.7 per dollar in just a few months. This will significantly improve production costs which are usually in Rand compared to sales abroad.

Delays due to CRO’s being extremely busy with the pandemic causing a lot of COVID research. A few weeks is fine and not any concern.
Main thing is I wanted the company sold but looks like the hunt for a new CEO is going to begin. This will potentially mean more patience as they get their products and patents in line next year.
Like Goup said any progression in the company and SP will be a bonus considering we thought they could be finished.

I’ll take a guess it’s either big banks or politicians Ste2000. Usually is.

Excuse the typos on the move at work