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Well maybe that’s because I know something most people don’t ; )

After falling slowly from 18.5p to 17.8p this week, with no real sign of FOMO as we approached the weekend, it would be lovely if we wake up to a Monday morning RNS haha!

Glad you liked the post :)

Have a great weekend all

Jvetch,

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. Will also 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.

- Eskom BESS Contract news. Which 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.

Very exciting times are here : )

Mas1971,

Well done for diversifying into BMN even though you usually stick to dividend-paying stocks - I believe you've made an excellent choice.

Also fully agree with your comment regarding commenters here being too quick to blame the MMs. As you say, they do some naughty things from time-to-time, but there's no way they have as much power or control as some people suggest, nor do they have anything against BMN. Otherwise the share price would not have have risen 100% (from 12p to 24p) a couple of months ago.

So, whilst I find the idea of the gap between BMN's share price and its inherent value / the Vanadium commodity price widening absolutely baffling, I'm not convinced it has much to do with the MMs at all. And I remain 100% confident that the gap will close very soon and dramatic fashion!

And, with SO much news due to be released so imminently, and with Fortune & Co pitching BMN to investment houses at the moment, I believe things will turn around way quicker than people expect, and we will be at 30p+, 40p+, 50p+ before we know it.

And I actually believe we will see new yearly highs in the next fortnight.

Know that sounds optimistic to some but people said the same when I said in early December @ 12-13p that we would reach 20p by Christmas.

So I would encourage people not to step off the rocket just before it lifts off !

GLA : )

Incredible!

And SP Angel have predicted ~18% over the next 4 weeks to bring us close to $45kgV! : )

Introv,

Great post. Would say some of the lack of news is because the Eskom news is confidential info that has to be released officially first (rather than simply cards being kept close to the chest) but otherwise hard to disagree.

Big chance to ask questions coming up soon via InvestorMeet so perhaps we should get drafting them up now!

Keep the faith : )

- 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

Upcoming Newsflow:

- Vametco Phase III expansion project news (using Orion Funding)

- Vanchem Phase I refurbishment news (using Orion Funding)

- Enerox news - MoU with AVL (https://themarketherald.com.au/australian-vanadium-asxavl-up-15-pc-after-deal-with-enerox-2020-09-09/). Which obviously suggests the company is expecting us to be involved with the goliath Eskom BESS contracts.

- Invinity news (because it's very clear they're picking up lots of work and we have the option to supply the vanadium for all these VRFB projects)

- 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/

- 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

- Eskom BESS Tender News - Due in Q1, and could arrive any day now and will cause the share price to rocket!

End of year target: 100p+

Trust all your research, Keep the Faith, and remember that Big News is coming, and it'll then be like buses!

Also let's not forget how the BOD are actively promoting themselves to investment houses at the moment. They have recently released a New Corporate Presentation, and they've signed up to "InvestorMeet" to engage with us PIs as well.

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

DYOR & GLA

Great to see Vanadium prices continuing to increase!

The gap widens further.

Would ignore this false drop sub 18p, we're going to ping back up. So much brewing right now.

Yes this was posted on the Bushveld Telegram group.

Which now has 330+ members by the way!

Floyd81 - Fantastic research like usual. Thank you good Sir.

Looking at the 3rd link (https://esmap.org/sites/default/files/ESP/3_VRFB_Bushveld.pdf), it's a few months out of date, but there's a nice Eskom mention in there.

"Need to reduce duplication to maximise use of resource - how can existing test beds be incorporated into the WB ESP programme (e.g. Eskom’s site) ?"

For those who do not know: WB ESP = World Bank Energy Storage Partnership.

The World Bank is funding the Eskom BESS Contracts we expect to win.

And clearly Mikhail wants more than just the Eskom win!

Oh come on, there's been some sells recently, but that's not to say they're some sort of inevitable daily occurrence. That'd be simply false.

But yeah I reckon most IIs would simply opt to buy on the market in the ordinary way at this point in time, because this is an absolute bargain price!

Just spotted my glaring error in this (Can you tell I was multi-tasking!)

"Sharing articles; tweets; videos; time-stamping videos" is what I was meant to say haha

Setcentric,

Keep up the great work on twitter!

"SP Angel forecasts European prices may rise 17.8% in the next four weeks." -- have you got a link for that?

Another 18% from here brings up to $42.5kgV in by early-mid April

Correct, Fortune has made it clear that most IIs are interested but do not want to buy the shares on the market like we would do, they instead ask for him to do a placing to let them on board, and he's always said 'No' whenever possible. Hence why there's not more IIs here already.

Instead he wants them to either pay the market rate or, if a deal is to be done, he wants them to pay well above the share price at the time. Which would explain why the Orion deal was at 17p when we were at 12p.

All of which is very positive because it means that any IIs that come on board will drive the share price upwards immediately.

This is why Fortune & Co pitching to investment houses is so exciting.

This is also why ...

(1) listing on the JSE (to access those South Africa -only IIs) [and ideally listing in the USA too if I had my way!]; and

(2) disposing of Lemur (to access green and/or ESG funds that can't touch anything with coal)

... would both be huge bits of news in itself.

From the new presentation, the bit which really jumped out at me is this bit mogwhy has highlighted

"Participating in the 2,000+ MW energy storage allocation in South Africa’s Integrated Resource Plan, as well as other African projects, such as those supported by the World Bank’s 17.5 GWh energy storage roll-out programme."

2,000MW of energy storage is mind-blowingly huge!

So that's got to be the Eskom BESS Contracts, surely??

Is this the biggest hint we've had yet that we've been successful ?

Thank you, Lawrence, and I much appreciate your positivity as well mate!

And, in response to luderitz, I would like to highlight that the "Quick Recap" posts are purposefully repetitive, aimed at helping prospective new investors (because this is the shop window to the share to an extent), and reminding us current holders of what's coming!

However if you look at my posts around that, they're not repetitive, and do add value I feel. Sharing videos; tweets; videos; time-stamping videos (like the recent one where I pointed out where Fortune spoke of II investment, JSE, Main Market, Lemur being non-core asset, etc); and giving commentary on other people's comments/tweets; etc.

The articles I find from regularly searching for Bushveld and vanadium news.

Additionally I keep an eye on the tender websites. Hence how I was first to spot the Eskom BESS tenders in early August, and also first to spot the Electrolyte Plant Construction tender in December.

So yeah I do try my best. Outside of what's been an incredibly busy day job in recent months !

Agree, it does read like an IPO Prospectus to an extent ; )

Great find, mogwhy!

Would've been nice had they RNS'd that new presentation because, from a quick glance just now, it looks excellent !

Presumably this is what Fortune & Co are using when selling themselves to large investment banks at the moment...

- 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

Upcoming Newsflow:

- Vametco Phase III expansion project news (using Orion Funding)

- Vanchem Phase I refurbishment news (using Orion Funding)

- Enerox news - MoU with AVL (https://themarketherald.com.au/australian-vanadium-asxavl-up-15-pc-after-deal-with-enerox-2020-09-09/). Which obviously suggests the company is expecting us to be involved with the goliath Eskom BESS contracts.

- Invinity news (because it's very clear they're picking up lots of work and we have the option to supply the vanadium for all these VRFB projects)

- 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/

- 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

- Possible rebrand - Chika recently said an official company description update would come "once the Q4 Update was released")

- Eskom BESS Tender News - Due in Q1, and could arrive any day now and will cause the share price to rocket!

End of year target: 100p+

Trust all your research, Keep the Faith, and remember that Big News is coming, and it'll then be like buses!

Also let's not forget how the BOD are actively promoting themselves to investment houses at the moment. Something I mentioned last week and the post got deleted - fancy that !

GLA but we're onto a winner here !

https://www.capetalk.co.za/articles/408185/the-future-of-renewable-energy-is-bright