Member Info for HaleSpur

I think they used to have future vanadium prices set at $45kg/feV including 2020 which ended up being $25 average. Maybe now future valuation of FeV being at $35 then $40 average 2021 2022, which isn't a bad call adjusts their SP target accordingly.
However if we get a few contracts and V prices increase higher then this will change, so no point worrying about their valuation. The important thing is we are still way off this value.

http://www.bushveldminerals.com/wp-content/uploads/2019/10/Bushveld_H1_2019_Interims.pdf

http://www.bushveldminerals.com/wp-content/uploads/2020/12/Bushveld_Q3_November_2020.pdf

I mentioned hedged against V price drops partly in relation to the SP as well as the business aspect.
Investors just see BMN as a miner and the last 2 years have proven that with the SP sliding in line with V prices.
Eskom and other large contracts will soon demonstrate that this is a vertically integrated energy storage company and people will not offload as quickly, if a good chunk of vanadium produced will be diverted to electrolyte production not steel.

Most of us during the big dips were crying out for FM to get the BE side moving as our investments were sliding and the market never understood the energy side. Hopefully in the next month the tide changes as I believe people will see another reason to hold bar V prices.

Bought a small amount on the dip. Fortune did say that he will do something about the SP/market recognition, which he has still yet to do.
But here we are back to the 20p range, without news on many fronts.
Once any Eskom battery news gets out we are hedged against V price drops also.

The only negative is the it is in a province that has a controversial human rights record, which takes the sting out of the happiness.

Sweden took my son to see Santa Claus there a couple of weeks ago. Might be covered in snow today though!

4 weeks of continual vanadium price rises in China.
Maybe tomorrow or maybe end of January we hear of Bushy winning an Eskom contract.

Can MM's drop the SP on the main market to fill the order and move it back up like on AIM?

Was the first Eskom Tender announcement meant to be before the New Year?

He's here to spread his festive cheer.

Thanks Bushmaster, would be interesting if any of the solar companies have worked with BE or have plans to work with them in the future.

I believe VRFB's are starting to hit an inflection point where the high price of V won't deter VRFB uptake partly because of what Fortune has set up with the long term in mind. The other companies will have to adopt the leasing model like Invinity and Enerox and eventually all primary producers will encourage this.

Eskom, Australia and China will have grid scale storage to showcase the benefits soon enough.
BMN itself just needs to win in Africa and the VRFB industry there should take care of the company and us investors for selfish reasons.

Any of the renewable bidders listed working with BE ?

I'm with you Faramog 2022 most likely.
However if we get the same spike of 2018 and revenues hit higher levels than before because of the doubling of production, you never know.

SP only 3p down on actual close price yesterday of 72p.
Hopefully MM driven to get the big buyer the wanted price.

yep scroll down on this page Steve.

I think it is more so in combination with the other drugs.
The other drugs probably show a certain level of improvement as the barometer and if in combination results show a significant acceleration in comparison then we can all expect big things. The world might take more notice as when there are only two drugs in the UK as the standard of care with severe side effects. So combination might help reduce dose and improve effectiveness at the same time.

Pre-clinical development activities were prioritised to evaluate the benefits of NXP002 alone and in combination with standard of care for the treatment of IPF. Results of this study are expected in the first quarter of 2021.

This is my main hope for the mainstream to take note in the RNS. If this shows positive results, then hopefully the owners of the standard care of treatment or others want to chip in some money to nfx for development :). We will be back in 4p's on this news.

Great prediction Alfacomp you have knack of predicting SP behaviour when trading is not opaque like the Chinese V market. Lets hope we keep getting daily rises in the SP and the more sticky hands the better.
My time with this SP is 5-10 times of current value so patience needed for a long time.

Uncrossed trade last night so was destined to open red today.
Enjoying the rise but I'm sure many won't mind a slight dip to buy in. Mcap still less than VRS a past love of mine, but far more potential.

Dan did say deal will be completed in Q1 so what's the rush :)

Its true James he doesn't. Bah Humbug and lumps of coal all around in the coming weeks.