Member Info for Libero

Looking at the share price movement today I hope people realise that

(1) The Eskom BESS contract announcements were not yesterday. They're probably going to be next week.

(2) We were never expected to be named as one of the "preferred bidders" yesterday for energy generation, Bushveld did not bid for this because they couldn't have done so. But what it does mean is that there will be loads of energy storage opportunities that could come from a whole variety of different places in BMN's home country now. And we shall learn of these very soon I reckon. I believe we will get an RNS in the next week or so on this.

A week ago I posted the below prediction for the next fortnight, so we have 1 week left to go, and I believe we're going to have a HUGE RNS next week. Especially after the S African governmental announcement last night, which has given us a 9th (and arguably 10th, 11th, 12th, ...) catalyst to add to the list below !

"I believe we'll reach 52 week highs in the next fortnight because there's so many potential catalysts in the pipeline.

- Lemur Disposal. This alone is a catalyst for a significant re-rate when so many funds these days cannot touch coal no matter how much they may love the look of the investment case otherwise. This feels closer than ever.

- Dual listing on JSE. This again is a catalyst for a significant re-rate when presumably many South African Funds/Trusts really would like to invest in BMN but cannot because it's currently listed overseas.

- Main Market listing announcement.

- A major rebrand in advance of the above and following Lemur disposal.

- One or more Institutional Investor investing in BMN as a result of the BOD promoting themselves to investment houses in the City of London right now.

- A big Electrolyte Plant RNS, once construction starts (originally pencilled in for 22 Feb), which fully explains the significance of this news. Perhaps including reference to what's in the newly-released Corporate Presentation slide on the electrolyte rental model.

- Vanadium commodity price increasing to a point where the market finally realise the sheer extent of the buying opportunity here on this basis alone. This will make II investment more likely. If this widening gap does not closer very fast, this will make the BOD increasingly frustrated with only being on AIM, thus inciting them to announce plans to list on the JSE and/or Main Market. In this sense, it is a win-win situation.

- Eskom BESS Contract news for all 7 projects part of Phase 1. This is due any day now.

Any of the above 8 things will be catalysts for the share price to suddenly rocket up towards 30p+ in the next week or two."

which will mean Bushveld are suddenly surrounded by so many great opportunities around them!

Had a super busy day but just want to say thanks to everyone for the updates and analysis. Also I'm delighted to hear your excellent news, Pdub matey!!

Onwards and upwards : )

EXCELLENT POST, Setcentric ! If I could have recommended it twice I would've done!

Today's potentially a monumental day for Bushveld.

And it was not even on my list of catalysts for a sudden re-rate in the immediate term! So, interestingly, it seems like I was too conservative in saying I expect 52 week highs either this week or next haha

"I believe we'll reach 52 week highs in the next fortnight because there's so many potential catalysts in the pipeline.

- Lemur Disposal. This alone is a catalyst for a significant re-rate when so many funds these days cannot touch coal no matter how much they may love the look of the investment case otherwise. This feels closer than ever.

- Dual listing on JSE. This again is a catalyst for a significant re-rate when presumably many South African Funds/Trusts really would like to invest in BMN but cannot because it's currently listed overseas.

- Main Market listing announcement.

- A major rebrand in advance of the above and following Lemur disposal.

- One or more Institutional Investor investing in BMN as a result of the BOD promoting themselves to investment houses in the City of London right now.

- A big Electrolyte Plant RNS, once construction starts (originally pencilled in for 22 Feb), which fully explains the significance of this news. Perhaps including reference to what's in the newly-released Corporate Presentation slide on the electrolyte rental model.

- Vanadium commodity price increasing to a point where the market finally realise the sheer extent of the buying opportunity here on this basis alone. This will make II investment more likely. If this widening gap does not closer very fast, this will make the BOD increasingly frustrated with only being on AIM, thus inciting them to announce plans to list on the JSE and/or Main Market. In this sense, it is a win-win situation.

- Eskom BESS Contract news for all 7 projects part of Phase 1. This is due any day now.

Any of the above 8 things will be catalysts for the share price to suddenly rocket up towards 30p+ in the next week or two."

Holy moly, this is potentially transformational news!

And, bizarrely, this is NOT the Eskom BESS contracts we've been eagerly awaiting. That's something completely separate.

Would be ironic if Fortune, Mikhail, & Co pull a rabbit out of a hat we didn't expect !

Was going to wait until payday before my next top-up but think I'll have to make top up tomorrow morning now haha

GLA : D

Seems like our seller is slowly being overwhelmed by the buying pressure now : )

As mentioned before, there are so many potential catalysts in the pipeline.

- Lemur Disposal. This alone is a catalyst for a significant re-rate when so many funds these days cannot touch coal no matter how much they may love the look of the investment case otherwise. This feels closer than ever.

- Dual listing on JSE. This again is a catalyst for a significant re-rate when presumably many South African Funds/Trusts really would like to invest in BMN but cannot because it's currently listed overseas.

- Main Market listing announcement.

- A major rebrand in advance of the above and following Lemur disposal.

- One or more Institutional Investor investing in BMN as a result of the BOD promoting themselves to investment houses in the City of London right now.

- A big Electrolyte Plant RNS, once construction starts (originally pencilled in for 22 Feb), which fully explains the significance of this news. Perhaps including reference to what's in the newly-released Corporate Presentation slide on the electrolyte rental model.

- Vanadium commodity price increasing to a point where the market finally realise the sheer extent of the buying opportunity here on this basis alone. This will make II investment more likely. If this widening gap does not closer very fast, this will make the BOD increasingly frustrated with only being on AIM, thus inciting them to announce plans to list on the JSE and/or Main Market. In this sense, it is a win-win situation.

- Eskom BESS Contract news for all 7 projects part of Phase 1. This is due any day now.

Any of the above 8 things will be catalysts for the share price to suddenly rocket up towards 30p+ in the next week or two.

Floyd81,

Great research like usual.

However, before anyone starts reading this the wrong way, I do not believe the BESS tenders would not be affected by this because, from a note I made back in August, the BESS projects would be in the following locations:

Skaapvlei Substation - Matzikama municipality
Melkhout - Eden District municipality
Pongola - uPhongolo municipality
Elandskop - uMzinyathi District Municipality
Paleisheuwel - West Coast District Municipality

NONE of which are mentioned as being the "candidate municipalities" in the article which are:

Drakenstein Municipality;
Mossel Bay Municipality;
Overstrand Municipality;
Saldanha Bay Municipality;
Stellenbosch Municipality;
Swartland Municipality

So there's absolutely no overlap. Probably because the municipalities chosen as part of the BESS Contracts know things will improve once the huge VRFBs are installed.

Just thought I'd clarify.

* Why post something now / today? Because...

Hahaa PJx I will have made a life-changing sum and moved on well before then!

You just don’t like me cos you consider me too positive, whereas you clearly are a subtle deramper.

You try dress up as a genuine investor who is keen to be informed of both sides of the story but in fact you never post anything positive, you’re obsessed with finding the potential negatives, and you contribute absolutely zero to this board.

Why? Because you can see that we’re well on the way to getting our mojo back, and that’s partly because of my positive posts. The fact you need to post says it all, and actually made me smile : )

We’re on the cusp of a major re-rate any day now, and so it isn’t too late to join us. You’re more than welcome to join the party of course.

But you’ve been on the sidelines for years throwing dirt where you can, and that’s not going to suddenly change. You were here at 8-9p last year, and you’ll be here when we’re at 80-90p later this year.

Best of luck to you either way : )

One of the admins of the Telegram group has L2 and can see that someone is transferring shares (buying shares they’re selling elsewhere).

Whilst annoying, it does show that the recent “sells” aren’t really sells at all, they’re just being transferred. Hence why he could see there were 2 x 1,000,000 shares on the ask in the auction at the close.

Something is brewing.

And it looks as though it is a sell from the timing of it

It's such an unusually large trade I wonder if it's a sign the seller is finished? Wishful thinking perhaps but it's a possibility!

https://www.londonstockexchange.com/stock/BMN/bushveld-minerals-limited/trade-recap

Excellent research as usual, Sloppy!

Have to agree with Alltorque though - please start your own thread going forward :)

Wow what an entrance, Dave77!

Great to have jump on board : )

That's cracked me up, gambitxjs!

237 tonnes of vanadium (pentoxide as well - which sells for far less!) is absolutely miniscule in comparison to Bushveld's production figures.

Bushveld's production increased by 700 tonnes in 2020, from 2931mtV to 3631mtV.

And it is expected to increase by a further 750 tonnes in 2021 as well . Figures which are impacted by the works going on to boost production in the longer term, and which seem very conservative.

By 2022, when BBN and I believe our production will reach 6,000 tonnes, Bushveld's production will have increased more than 100%.

So, not only is Bushveld an absolute goliath compared to FAR, it's growing at a much faster rate too!

Yet there's clearly some people out there who are bullish on vanadium and yet choosing to back the wrong horse. Absolutely baffling.

Excellent timing, Jaga!

Good morning everyone,

Just want to post a friendly reminder that these catalysts could occur at any time.

Also, for the catalysts which involve the BOD releasing news, it's worth remembering that they can literally release an RNS at any time of the week or even a random time in the day also (we've seen plenty of 11.30am RNSs here).

Consequently it is incredibly risky to step off the ship because there's a huge potential to be caught out.

GLA & DYOR

Someone pointed out over the weekend a link from MorningStar showing that "Keystone Positive Change Investment" sold all of their 13,044,331 shares during the month of February 2021.

This is apparently due to a change of strategy only (nothing sinister), which sounds believable when they've suddenly sold 100% of their holding in a relatively short space of time.

This was a large seller outweighing all the PIs that were buying in / loading up. This is the primary reason the share price fell 0.5% in the month of February despite all the buying pressure.

This has undoubtedly been dragging on the share price in recent weeks. However now that that Keystone have finished up, we should soon have lift off.

Sorry for all these rocket analogies but, with Keystone out the picture, and with 8 different catalysts for a re-rate in the pipeline, I do believe it's fair.

BMN has risen 100%+ in a very short space of time many times in its history, and there's another one due any day now. We're in an incredibly exciting period of time.

Enjoy the ride : )

I believe we'll reach 52 week highs in the next fortnight because there's so many potential catalysts in the pipeline.

- Lemur Disposal. This alone is a catalyst for a significant re-rate when so many funds these days cannot touch coal no matter how much they may love the look of the investment case otherwise. This feels closer than ever.

- Dual listing on JSE. This again is a catalyst for a significant re-rate when presumably many South African Funds/Trusts really would like to invest in BMN but cannot because it's currently listed overseas.

- Main Market listing announcement.

- A major rebrand in advance of the above and following Lemur disposal.

- One or more Institutional Investor investing in BMN as a result of the BOD promoting themselves to investment houses in the City of London right now.

- A big Electrolyte Plant RNS, once construction starts (originally pencilled in for 22 Feb), which fully explains the significance of this news. Perhaps including reference to what's in the newly-released Corporate Presentation slide on the electrolyte rental model.

- Vanadium commodity price increasing to a point where the market finally realise the sheer extent of the buying opportunity here on this basis alone. This will make II investment more likely. If this widening gap does not closer very fast, this will make the BOD increasingly frustrated with only being on AIM, thus inciting them to announce plans to list on the JSE and/or Main Market. In this sense, it is a win-win situation.

- Eskom BESS Contract news for all 7 projects part of Phase 1. This is due any day now.

Any of the above 8 things will be catalysts for the share price to suddenly rocket up towards 30p+ and I do believe at least one of them will happen in the next fortnight.

- Ridiculously low market valuation at present vs any analysis of Fair Value. Let’s not forget annualised production has already increased almost 40% since the start of the year, and is due to increase so much more over the next year. On this basis alone, ignoring all the exciting non-mining/Green operations, we should be at 35-40p already.

- Green Stock as well as an excellent mining stock. Not widely perceived to be Green yet but this will change suddenly when the Eskom news lands.

- 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!)

- 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 (Don't actually think that's fair necessarily but that's what has happened for years, and that's now a very very good thing!)

- Vanadium prices are now rising so fast I believe we will see $45kgV later this month

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

http://www.bushveldminerals.com/wp-content/uploads/2021/03/Bushveld-Minerals-February-Corporate-Presentation.pdf

DYOR & GLA