Member Info for Libero

Posted on Facebook re today's RNS and Michael Taylor, who writes for the Investors Chronicle, has liked it : )

Also Noel Borg, who trades purely on charting strength (never fundamentals), has bought in this morning at 16p
https://twitter.com/Borg74/status/1377529709286809600

All positive signs : )

Yes, Razor, that's entirely possible.

The mining business is worth 40-50p as things are today, and production will double in the next 2-3 years, so will be worth 100p on its own one day.

The Green Energy (non-mining activities) have the potential to suddenly make BMN be rightly viewed by the stockmarket as a Green stock. If that happens then the sky is the limit. We could then be looking at 200-300p easily.

So, if I had to summarise the Upside vs Downside, I would say it is 200p+ vs 15p at the very worst. i.e. a worst case scenario of a 10-14% fall on the downside, and an an 10 + -bagger on the upside.

And whether you topped up yesterday at the very bottom or if you top up today you're going to make an incredible profit.

Anything under 25p is a complete no brainer. That's why I'm happy with my top ups, not just the one yesterday, but the one at 21p not long ago either.

We're onto a winner here : )

- 25.5% Ownership of Enerox. A privately-listed company that's impossible to invest in unless you buy BMN.

- Enerox is the world's best VRFB company, with the longest history, and the highest number of Vanadium Flow Batteries produced.
- We now know that they have had 13MWh's worth of VRFB orders in H2 2020 alone.
- We know with such a strong pipeline they expect to reach 120MWh++ by 2022. Think how many RNSs that alone will involve!
- We can also see (although this has not yet been RNS'd) that Enerox are working on the world's first ever floating VRFB and this should be announced in Q1 2021. This will be revolutionary in itself.

[There's also a ~3% ownership of Invinity Systems, another VRFB manufacturer, who must get their vanadium from Bushveld Mining unless we say no.]

- BMN are constructing the world's first Electrolyte Production Plant at the moment.

- BMN have created an Electrolyte Rental Company so that they can rent out electrolyte to various companies around the world for a very stable and very profitable revenue stream. This company has already signed a contract with Pivot Power - who are owned by EDF Renewables. If they've secured a contract with EDF you can bet your bottom dollar that there will be many many more!

- Vanadium in general is good for the environment and Bushveld will become the world's largest Vanadium producer worldwide within a few years

So, if you're looking to invest in something Green, then invest into BMN. It certainly deserved a place in every green energy investor's portfolio.

- Ridiculously low market valuation at present vs any analysis of Fair Value, which is a multiple of where we are now. With both Vanadium Prices and Vanadium Production well up, this current share price is even more of a bargain than it would've been a few months ago.

- Green Stock as well as an excellent mining stock. Not widely perceived to be Green yet but this will change very soon.

- 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 4-6 weeks

For newbies, please read Lionel's Summary here: https://www.thebushveldperspective.com/blog/public-articles-1/post/lionels-big-picture-428

Upcoming Newsflow:

- Vametco Phase III expansion project news (using Orion Funding) to raise production to 4,200mtV per year

- Vanchem Phase I refurbishment news (using Orion Funding) to raise production to 2,600mtV per year

- Enerox News
- 13MWh signed contracts in H2 2020, with such a strong pipeline they expect to reach 120MWh++ by 2022. Think how many RNSs that alone will involve!
- Enerox are working on the world's first ever floating VRFB and this should be announced in Q1 - please see my other post on this
- Enerox MoU with AVL in Sept '20 suggests the company is expecting to need a hell of a lot of vanadium!
https://themarketherald.com.au/australian-vanadium-asxavl-up-15-pc-after-deal-with-enerox-2020-09-09/

- Electrolyte Plant Construction phase start in Q1. This was pencilled in to start on 22 Feb so truly is imminent, and this may get a separate RNS in itself. For proof: Check the tender docs on the ELIDZ tender website https://www.elidz.co.za/tenders/

- Electrolyte Rental Contract news.

- Eskom BESS Tender News

- More energy storage contracts being announced now that things have opened up in S Africa.

- Vanadium commodity prices to rise above the psychologically significant $40kgV mark very v soon

- JSE Listing News and/or Main Market News. This clearly will happen - just watch this video interview with the CEO at 33 mins in for Fortune's comments on this topic - https://youtu.be/AX_WdScGDVw

Big News is coming, with 8+ share price catalysts on the way, which may actually all come in rapid succession! (which would explain the lack of news in recent months)

Target: 100p+

- Confirmation that Enerox has secured 13 MWh of signed order for its VRFBs systems in the 2nd Half of 2020.
- Confirmation that it has a strong pipeline of available projects
- Confirmation that it plans to reach 120-240 MWh by 2022 !! -- Massive Growth

- and we now also know that Bushveld Mining maintain the right of first refusal to supply IES with vanadium for their VRFBs. So their decision to crystallise some of the big profits made on their IES investment to fund their Enerox investment has no downsides at all - it's genius!

Incredible !!!!

fatbanker, how have you worked out City Financial = Fidelity UK Opportunities Fund ?

If so, it would appear as though their 16,000,000 newly acquired Bushveld shares will be pretty much their only holding in Africa!

After a painful morning where we found the very bottom, falling from 15.55p to 15.2p at our lowest point, we've risen back up to close at 15.65p.

Know that's 0.10p up from where we opened but it confirms the strength of support at 15p ish.

And whilst the RSI is still showing we are incredibly oversold from a charting perspective it's a positive sign to have risen.

And the news we've had overnight re the VRFB Ships and then with the news of IIs buying in and loading up (including Premier Miton joining the party) is incredibly exciting!

Onwards and upwards : )

As I said around 3pm it looks like we're heading for our first blue day.

If so, it will be our first blue day in 11-12 trading sessions!

The turnaround is now on, so for those looking to top up and catch the bottom - this is it !

Faramog - Gervais Williams has added tripled the size of his holding from 5.3m to bang on 16m now !!

Thanks for sharing, ARCM, but that seems out of date vs what's been shared from Bloomberg on the Telegram group.

However what's useful is to see the full name of the Premier Miton Fund is the Micro Cap one run by Gervais Williams - a man who consistently picks many of the biggest winners on AIM!

https://corporate-premiermiton.huguenots.co.uk/srp/documents-id/bc3e684e-0fee-4508-a285-e8f5739212f9/Factsheet.pdf

Alltorque - haha glad to hear it matey, you won’t regret it

Believe we’ve reached the bottom and we’re now going to have a BLUE finish today, before having a very blue month once the new tax year starts on Tuesday : )

30p by the end of April anyone?

Yeah Orange Tree and Acacia Resources have bought 7.8m and 5.5m respectively in the past month.

Invesco have also increased their stake a little by 0.5m this month.

Taken together with the big buying from new institutional investors, being Premier Miton (11m this month) and City Financial Investment Co (16m this month), and you've got comfortably over 40,500,000 shares bought by institutional investors.

Unfortunately this has coincided with Duferco selling out completely it seems as well as 48.5m shares sold on interactive investor presumably by PIs !! - Who saw that coming!

However, all in all, this is very positive news because Duferco appears to be finished up, and in their place you have institutional investors buying in for the first time and the existing ones building up their stakes is because they know some BIG NEWS is around the corner!

Exciting times ahead : )

No I don't because it's from printscreens posted in the group only. But you can join the group to see it here:
https://t.me/bushveldminerals

Reason why this is a very safe time to buy:

1) There is incredibly strong horizontal support on the chart at this level. i.e. we have reached the bottom.

2) Anything with a RSI below 30 is deemed to be Incredibly Oversold from a charting perspective, and BMN is currently sitting at just 25!

3) We now have evidence of some institutional investors building stakes in BMN. One of whom has a reputation for picking UK Small Cap winners that multi-bag within the next few months after he buys in.

4) After the market closes tomorrow, the next time it'll open will be the new tax year, meaning loads of people with a brand new £20k they can invest in an ISA will be buying big on the market on Tuesday.

5) Last but by no means least, the current market cap is a fraction of the inherent value of the mining business alone, and this will correct itself soon. Especially when the gap between the share price and the Vanadium commodity price has never been so wide.

Reasons why it's an exciting time to buy:

There are at least 8 pieces of news that each will act as a catalyst to the share price in a hugely positive way, and any of them could land at any time, and in quick succession, that list is now growing, now that South Africa have opened up so many more opportunities for BE in the past fortnight, and with the Enerox news I posted about earlier, etc.

Could expand on the reasons for excitement but they're v well documented here already.

Know it's been tough late but it's often darkest before the dawn.

Onwards and upwards : )

To be fair, Gervais Williams tends to build a stake in stocks he believes will multibag in the coming months. That's how he has such a strong track record. Know I mentioned JLP but he did the same with CNS and many others. And he's been doing it for years. So yeah he must be very impressed by Fortune & Co and drawn to the huge investment opportunity here to have bought 11m shares recently somewhere between 15-20p.

And, Daisydog, I sympathise with you. I wonder the same thing but can only presume there's been someone selling at an even faster rate than the buys. Whoever it is must be running on fumes now and last week's 30m+ of sells (mostly in that massive 2 x 14.7m of sells last Thursday!)

As said before, with the exception of this large seller, almost everyone else seems to be buying. Nick Derby, Alfa, BBN, and so many others here. And now we know these new IIs are building up positions too. AND there'll be sooo much buys when people can use their new ISAs on Tuesday too.

So, once the selling stops (which must be very soon), and the buys roll in, we'll continue to re-rate after this over-done 30% retrace from recent highs. It's very clear.

Someone in the Telegram group has just posted some shareholder info from Reuters which shows that 2 institutional investors are currently buying into Bushveld and they've so far amassed 27,000,000 shares between them:

- City Financial Investment Co - 16m
- Premier Miton - 11m

If Premier Miton's Gervais Williams is the one buying that's a HUGE vote of confidence from an incredibly well respected Small Cap fund manager.

Last year he started buying heavily into JLP around 3-4p and now that's 4-bagged since then. He's one very smart cookie!

Either way, it's great to see some new IIs come on board : )

Dave77, If it makes you feel any better, I topped up at 21p not long ago!

I knew topping up at 21p was riskier than topping up now let's say but it still massively undervalued the company and I'm still super confident of making profit on that.

So topping up at sub 15.5p this morning when it is even more undervalued and just above the super strong support level of 15p formed over April to Dec 2020 was a super easy decision.

So nice of Mr 1 post / "GlobalInvest" to create an account merely to say that we're heading lower beneath our super strong support level of 15p that we've pretty much reached.

Clearly not a de-ramper at all.

Jog on

In fact if you're looking to top-up and don't do so today you're probably going to be kicking yourself.

There will be so much ISA money flooding into the market on Tuesday next week that I expect a boost from that alone.

And then yeah, as mentioned, there's 8+ share price catalysts that could drop at any time, and possible all in quick succession. And everyone here knows deep down that this is a ridiculous bargain for a profitable, fast-growing, Green / Mining company.

Buy low. You know it makes sense

Topped up at 15.40p with mixed feelings - sad we're at this level but also 100% confident I will make a very good profit on the shares I've just bought. The same feeling I had topping up at 11p months ago.

For those looking to top up but holding off just in case we fall lower: We are very unlikely to fall any lower because 15p is super strong support / resistance. So buying at 15-15.5p is as good as it's ever going to get IMHO.

Join me in confidently loading up whilst you can at these levels : )

GLA