Member Info for Libero

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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 !

Hi Setcentric, Hope you're keeping well

You're spot on - it's a super exciting time for vanadium prices, and it'll do wonders to the share price here!

Onwards and upwards : )

shouldn't ever allow the window to be so short and so off peak really. Feel they have a case to answer for here.

Ooo well spotted, pb940, thanks for sharing !

Happy holder here : )

Ah yeah, you've reminded me that it's currently a closed group meaning I can't send you a link to auto join, so you'll have to contact littlegunner on Twitter in order to gain access

You guys need to join the Telegram group then!

Hey there,

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.

All the best,
Libero

Very happy holder here : )

This drop looks completely nonsensical drop to me.

Strong Buy. Even stronger now it's sub 6p somehow !!

Know sentiment isn't good but please trust all the research you've done here, and realise there is absolutely no reason for us to be at this share price level.

The revised 2021 V production is very similar to what was achieved in 2020, and we’re fully funded to reach 6,000mtV.

2019 - 2900mtV
2020 - 3600mtV
2021 - 3400-3600mtV
2022 - 5,000-6,000mtV

We were stuck at 11-14p for much of 2020 when Vanadium commodity prices were $20-25kgV.

Now they’re $40-45kgV and still rising!

And, as said above, production is roughly flat this year, before a MASSIVE increase next year.

So the current share price of roughly 12p is a massive buying opportunity., and certainly the time to be greedy whilst others are being illogically fearful.

Strong Buy and Hold

Hi Sanchez,

Hope you're keeping well

Very well said - I completely agree that the company need to improve comms and show some fight to grab hold of the narrative and sentiment and sp at the moment.

I've just posted this on twitter, and hope the company sees it and decides to come out swinging!

https://mobile.twitter.com/Vanadium_Libero/status/1417091022065176580

All the best,
Libero

Also thanks for defending me, Pdub, as always - I really appreciate it.

Hope you're keeping happy matey : )

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.

All IMHO. DYOR.

Fosters100,

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.

Take advantage whilst you can. I just have.

All the best,
Libero

The revised 2021 V production is also very similar to what was achieved in 2020, and we’re fully funded to reach 6,000mtV.

2019 - 2900mtV
2020 - 3600mtV
2021 - 3400-3600mtV
2022 - 5,000-6,000mtV

We were stuck around 13p for much of 2020 when Vanadium commodity prices were $20-25kgV.

Now they’re $40-45kgV and still rising!

And, as said above, production is roughly flat this year, before a MASSIVE increase next year.

So how are we still around 13p like we were for most of 2020??

This clearly a how it is now the time to be greedy whilst others are being illogically fearful!

15p is absurdly mind-boggling low for a company with an inherent value easily north of 50p already, and due to reach 100p++ in the short term, meaning you can invest in a huge multi-bagger at today's rock bottom prices.

DYOR & GLA

The 2020 Financial Results were never expected to be good. The company had huge difficulties on many fronts. To come out of the other side of that having significantly increased production, made big progress on variety of fronts, and only a $14.9m EBITDA loss is actually very impressive.

There have been some post-period (as in 2021 YTD) developments that are clearly very positive. A huge one being that construction of the Electrolyte Production Plant has now begun - this is hugely exciting!

However the main one they should've been shouting from the rooftops is that Vanadium commodity prices have massively massively increased since the 2020 year came to an end.

Consequently, if you strip out the one-off / exception costs for boosting production at Vametco & Vanchem, PROFITABILITY HAS ALREADY RETURNED. Why was that point not made more clearly ??

On the other hand, here's the negatives:

- Reducing guidance twice in quick succession is not good for attracting IIs. Especially when the reasoning for this is due to "delays in securing steel supplies" in order to finish off the Vanchem Kiln 3 work.

- The story and vision has not been articulated in a clear way to help attract prospective investors. A headline re profitability (excluding one-off costs) returning could've really helped with this.

- No attempt to show that we're truly a Green Stock as well as a Mining Stock.

- Nothing said re the Mokopane DFS due this year.

- Nothing said about our HUGE Iron Ore assets, even though Iron Ore commodity prices mean this is actually really valuable in itself.

- Nothing said about Lemur once again. When are they going to sell this off ? (I know some disagree on my views on this but I consider it a deadweight putting off Green IIs which should be cut off asap)

- The JSE Listing is mentioned but in such a way that makes it sound like it won't be any time soon.

- The Electrolyte Production Plant Construction could and should have had its own RNS which would've helped boost the share price. Instead the company merely posted a tweet and added one small line to this jumbo RNS where most people could easily miss it entirely, or fail to see the significance of it.

Needless to say, despite these negatives I've listed out (almost all of which are communications issues only), this continues to be the most undervalued share on the whole stock market, and - with Vanadium prices double what they were a year ago, and V production about to massively increase over the next year - this will become incredibly profitable from next year onwards. By which point the investment case will be so damn obvious not even poor comms will stop this rocketing to All Time Highs.

Therefore this continues to be a hugely exciting company, and share price today continues to be a massive buying opportunity.

15p is absurdly mind-boggling low for a company with an inherent value easily north of 50p already, and due to reach 100