RE: New Tweet -- Massive Buying Opportunity14 Mar 2022 14:37
@Diamondlover - I never left. I've just been much quieter. But then, on a day like today, when we were dropping in a way that completely defies common sense when vanadium prices are shooting up still and Bushveld's production is going to rise 20% this year and another 20% next year, it was impossible to resist pointing out the painfully obvious -- that we're in no brainer buying territory right now.
The only reason to disagree with this being a no-brainer is if you somehow think Putin is going to suddenly withdraw his troops from Ukraine, sign a peace deal, and apologise in order for sanctions to be lifted, which currently prevents Russia exporting their vanadium. But what are the chances of that? Close to zero !
RE: Russian Production and sanctions01 Mar 2022 14:07
Yeah, sorry I've been so quiet, I've been super busy with various different things (work-wise, socially, bought a house, been travelling to various parts of France, etc), and therefore had to stop posting everyday about BMN even though I've kept invested and kept an eye on the share price throughout
And yes, and I believe it's just the beginning - these Russian sanctions won't go away and their effect is only just beginning to be felt !
Just dropping a message to say that I’m still heavily invested, still around, but not posting about Bushy each day any more that’s all. And, when I do have something to say, I write in the almost 500 strong Telegram group or occasionally on Twitter instead, because I feel the atmosphere here on LSE has become rather toxic and is actually less influential than it once was unfortunately.
Big shout out to the regulars still here - I may return to regular posting at some point again in the future.
Small holder here and remain confident that this'll come good
Needless to say, the BoD cannot release commercially sensitive info re ongoing negotiations, but it very much seems as though those negotiations are ongoing, and the worst case scenario has already been priced in anyway so makes more sense to buy than sell at these levels.
Understand you're frustrated but, needless to say, I had no idea that this year would go the way it has done with big sellers ruining the rise early in the year, following by the Eskom BESS tender announcement delays, and so forth.
Obviously these developments have forced me to alter the timescales I had previously expected, but I still believe we'll reach All Time Highs of 50p and 100p and higher still.
If you don't believe that then fine but the fundamentals are so incredibly strong; profitability excluding one-off costs has returned; and that profitability will become increasingly apparent in H2 2021 and 2022, and - regardless of whether the company comms has improved - that message in itself will see us re-rate in the most remarkable way!
Our time is coming and, judging from Fortune's comments last week in the InvestorMeetCompany event, the turnaround will start with the Q2 Update due later this month.
Once we start turning around, we'll look back on this absurdly cheap share price as one of the most remarkable opportunities ever!
DYOR and make your own decisions of course, but I still firmly believe we're onto a winner!
The stock market have seemingly ascribed zero value to Bushveld Energy as a whole, and that's even more true for the Enerox investment piece on its own, so how there's any fall today in respect of the bizarre actions of a co-investor in Enerox is completely opportunistic of the MMs. Honestly how they dropped the sp at the open from 13p to 12p is completely daft, and the stock market know it, hence why we're already heading back up again to where we finished yesterday.