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Hahaha don't worry, I don't mind, I've been so busy with work I've actually failed to keep up with the LSE chat in recent days (which is very unlike me!) so fair play for pointing out I missed something!
Has uncovered the fact it is Invesco who are the recent big seller.
Also the research confirms that Premier Miton’s Gervais Williams (an AIM genius) remains invested and has actually increased his stake a little more in recent weeks.
Gervais has such a talent for finding multi-baggers on AIM that I find this hugely encouraging and hope you do too : )
Onwards & Upwards
Exciting times ahead : )
https://mobile.twitter.com/Vanadium_Libero/status/1387676117277069313
RT of some excellent research from Paludina
https://mobile.twitter.com/Vanadium_Libero/status/1387669999356190727
I'm feeling very bullish about the Quarterly Update, and I reckon it'll land before the open on Tuesday 4 May, immediately after the bank holiday weekend.
So do your research, buying in, and loading up today and tomorrow everyone : )
Good RNS.
BBN has made a slight error I think cos he means BMN will retain 25.25% of Enerox or BMN will retain 50.5% of VRFB-H.
Nevertheless I’ve retweeted it anyway haha
https://mobile.twitter.com/Vanadium_Libero/status/1386949563391561728
Superb Research, as usual, Floyd. Keep up the great work!
And, if you can, please may provide the link for this? because I would like to share it
In fact it would be great if you could assemble a list of links that convincingly make the point that lithium grid scale batteries are simply too dangerous if possible matey?
cos everyone knows news is due imminently and could land this afternoon or Monday morning or whenever - Bushie is damn unpredictable with their comms.
So if you believe this is undervalued and has amazing prospects (why would you not?) then don't hang around before buying in / topping up!
Excellent tweet from our boy Setcentric. So obvs have had to retweet it : )
https://mobile.twitter.com/Vanadium_Libero/status/1385494684349386752
> GREEN ENERGY RNSs/Calalysts:
> Enerox:
- Completion of further $2.5m of investment RNS
- Enerox supplying the VRFB in the world's first VRFB-powered ship - this should be RNS'd.
- Who knows what else but they clearly have other contracts on the go and in the pipeline from Thursday's RNS.
> Bushveld Electrolyte Limited ("BELCO")
- Electrolyte Plant Procurement stage completion.
- Electrolyte Plant Construction stage starting.
- Vanadium Electrolyte Rental Ltd ("VERL") rental contracts announced after the success with Pivot Power last year.
> Grid Battery Energy Stoage
- Eskom BESS tenders. There's 7 projects in "Phase 1"
- Other BESS contracts in South Africa now things have opened up
- "Other African projects such as the World Bank's 17.5 GWh energy storage roll-out programme" - as mentioned in the Corporate presentation here http://www.bushveldminerals.com/wp-content/uploads/2021/03/Bushveld-Minerals-February-Corporate-Presentation.pdf
MINING RNSs:
- Vametco Expansion this year
- Vanchem Expansion this year
- Production rising by another 700 tonnes of vanadium, despite the downtime associated with boosting Vametco & Vanchem's capabilities.
- The Mokopane DFS. Feel this one has slipped under the radar but this should be transformational because Mokopane has 298,000,000 tonnes of vanadium in the ground. This could be a game-changer!
OTHER RNSs / Catalysts:
- Move to FTSE Main Market - I expect this to occur in June, after the Financial Results, and before the massive Eskom BESS news.
- Dual lising on the Johannesburg Stock Exchange (JSE)
- Disposal of Lemur
- Rebrand to a Green Energy stock
> EXTERNAL Catalysts: (as in outside of Bushveld's control)
- FerroVanadium commodity prices continuing to rise and breaking the psychologically significant $40kgV mark. This will definitely happen. The worldwide consensus is that we will reach $45-50kgV in 2021, and I actually believe we may be just weeks away from that.
Please read Lionel's Summary here to kick off your research:
https://www.thebushveldperspective.com/blog/public-articles-1/post/lionels-big-picture-428
> Incredibly incredibly bargain market valuation at present versus any analysis of Fair Value - which is a multiple of where we are now. This has been exacerbated by the recent RNS of a minority of Bushveld's 700+ employees going on an unsupported strike. Reports from the frontline suggest those individuals involved are already flaking away and returning to work so I wouldn't worry about this. South Africa is about as strike-prone as France.
> Not only is this looking super strong based on the fundamentals, it is looking strong on a technical / charting basis as well. With both Noel Borg, Bonker99, and now Swazers Charts all posting on twitter in the past 2-3 trading days that they expect a rise to 24-25p based on their chart analysis alone (even without any news!)
https://mobile.twitter.com/Vanadium_Libero/status/1379499736105910272
> Excellent mining stock and increasingly will be seen as a GREEN stock
- Not widely perceived to be a Green Stock but this will change now that BMN have now realised their ambitions to become a fully integrated vanadium producer because they have captured every part of the supply chain, with 100% of the vanadium; 55% of the electrolyte that will be produced from the production plant; and 25.5% of the VRFBs produced by the best VRFB Manufacturer (Enerox). This will cause us to multiple-bag on this aspect alone. Just look at Ganfeng's P/E ratio!
> Very favourable coverage in the investment media.
- Investors Chronicle, Financial Times, Myles McNulty, and many others have all tipped BMN at the start of the year.
- Out of hundreds of companies, Stockopedia came up with their Top 20 tips for 2021, and BMN came 3rd (and will do better than the two above it I believe)
> Vanadium prices have risen massively in recent weeks, and are expected to reach $45gV at the bare minimum this year, and BMN's share price always seem to track the commodity price sooner or later! (there's a huge gap at present!)
- Vanadium prices are now rising so fast I believe we will see $45kgV in the next 4-5 weeks
Target price for 2021 : 100p+
Tons of Newsflow in the pipeline. Please go on my profile to see the full list of RNSs / Catalysts that we're expecting to help us reach that 100p+ share price target.
DYOR & GLA : )
It started on the morning of Friday 16th April and it has now finished after 5 days which must include the weekend.
We're therefore only talking about 3 working days - such a short period of time they can make it up elsewhere in the year I'm sure.
Knew this was coming imminently!!
Well done to all those who took advantage of the dip by buying in / loading up then.
17p+ tomorrow I reckon
And here's my favourite line of the RNS:
"The impact, IF ANY, of these five days of industrial action on production will be provided in the upcoming quarterly production report."
GLA : )