Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
Has massively underestimated Bushveld’s Vanadium
production growth!!
Time for a correction I believe!
https://mobile.twitter.com/Vanadium_Libero/status/1400708607319101443
https://mobile.twitter.com/Vanadium_Libero/status/1399321313630642177
Believe JSE & Main Market FTSE listings will both occur at once we have the next FY results this month.
We then have the Eskom BESS tender awards due next month.
Meanwhile Vanadium commodity prices are really rising fast again with the psychologically important $40kgV mark going to be broken v very soon!
In this sense, I believe all our Christmases will come at once here, to catapult us to ATHs in the coming months!
Very exciting times ahead : )
https://mobile.twitter.com/Vanadium_Libero/status/1398257709070303234
Don’t let this opportunity pass you by!
> GREEN ENERGY RNSs/Calalysts: - WHICH THE COMPANY HAVE ANNOUNCED CAN DROP AT ANY TIME !
> Enerox:
- 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
- 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.
So there are easily dozen, if not two dozen, bits of news that will act as a catalyst to the share price for it to smash through the all time high of circa 50p, through to 100p.
And you can currently buy for around 15p - the most crazy bargain!
Investment Case - CONVICTION BUY17 May 2021 10:01
> Incredibly cheap market valuation at present versus any analysis of Fair Value, which is a multiple of where we are now.
> Incredibly strong horizontal support on the charts at 15p - we've repeatedly bounced off this point (even if we've dipped under it momentarily intra-day once or twice.
> 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 66-69% of 550,000,000 tonnes of vanadium; 74% and 100% of 2 of the 4 vanadium processors worldwide; 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
FOR PROSPECTIVE INVESTORS, please read Lionel's Summary here to kick off your research:
https://www.thebushveldperspective.com/blog/public-articles-1/post/lionels-big-picture-428
Target price for 2021 : 100p+
Tons of Newsflow in the pipeline / Catalysts that we're expecting to help us reach that 100p+ share price target.
DYOR & GLA : )
https://mobile.twitter.com/Vanadium_Libero/status/1396039641481031686
The next 2-3 months will be transformative!
> GREEN ENERGY RNSs/Calalysts:
> Enerox:
- 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
- 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.
So there are easily dozen, if not two dozen, bits of news that will act as a catalyst to the share price for it to smash through the all time high of circa 50p, through to 100p.
And you can currently buy for around 15p - the most crazy bargain!
> Incredibly cheap market valuation at present versus any analysis of Fair Value, which is a multiple of where we are now.
> Incredibly strong horizontal support on the charts at 15p - we've repeatedly bounced off this point (even if we've dipped under it momentarily intra-day once or twice.
> 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 66-69% of 550,000,000 tonnes of vanadium; 74% and 100% of 2 of the 4 vanadium processors worldwide; 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
FOR PROSPECTIVE INVESTORS, please read Lionel's Summary here to kick off your research:
https://www.thebushveldperspective.com/blog/public-articles-1/post/lionels-big-picture-428
Target price for 2021 : 100p+
Tons of Newsflow in the pipeline / Catalysts that we're expecting to help us reach that 100p+ share price target.
DYOR & GLA : )
Delighted that they have said that "going forward Bushveld Energy updates will be issued separately as standalone announcements."
I interpret this to mean that whenever there's any BE news, regarding Enerox/Invinity VRFB wins, Vanadium Electrolyte Rental Agreements, Vametco mini grid, etc, there will be a RNS released immediately, rather than being lumped in to the Quarterly Updates.
This will increase the number of RNSs released during the course of the year and make the newsflow less predictable and therefore will make sellers think twice before doing so because stellar news could land randomly the very next day.
The BoD said they "hear" us and it's clear that they have listened so that's excellent news : )
Production is down this Quarter but that was to be expected. Reading between the lines though it's clear that production per day has really increased. That's hugely positive in itself. And, if the market rightly sees the planned downtime as temporary, then they really should be focusing on these production per day figures.
Onwards and Upwards : )
Missed the conference call but the comments from those who listened to it are hugely encouraging!
"Listening to the call again, it sounds like Anglo have already put an initial offer on the table which was not acceptable and we have put forward our expectations for a deal which are being considered. Obviously with the copper price going crazy, the desirability and potential value of our assets is also increasing. I don’t think Anglo will want to wait to the last minute to try and conclude a deal and potentially lose out and the days are ticking by. For Rothschild to take this on with a ‘no win, no fee’ basis means they are VERY confident of a deal being done."
Where have you seen Rothschild are doing this on a 'no win-no fee' basis? Because I agree that's a huge sign this deal with happen!
Just realised I ballsed up with Twitter link this morning haha
Was meant to say why hadn’t the BMN official twitter page not tweeted something like this?
https://mobile.twitter.com/Vanadium_Libero/status/1392206292303888385
Reminds me of how they missed the opportunity to post something like the below on Earth Day to show how Green the company is.
https://mobile.twitter.com/chicbeegee/status/1385278000531390465
Mikhail has since posted about the Siemens/IES news on LinkedIn today ...but why still nothing on the official BMN twitter page?
They’re such easy wins I don’t get why they’re missing these open goals to get the message out.
Great to hear from you Alfa!
And yes completely agree with you, Pdub, Sanchez, and others that CHoS’s idea is goddamn awful.
Fortune has my utmost support, and I would feel far less confident without him captaining the ship!
https://mobile.twitter.com/i/timeline
Why didn’t the company / Mikhail post something like this?
Surprised to see this fall as much as it has done. Looks well over done, and is now looking very good value, and is obviously offering growth through access to companies both public and private worldwide (including TikTok etc) that cannot be matched elsewhere.
Looking to top up later today
https://mobile.twitter.com/Vanadium_Libero/status/1390674003921149958
https://mobile.twitter.com/Vanadium_Libero/status/1390012486229843973
PS - sorry I’ve been quiet here but work and life in general has been manic recently. Will resume posting properly soon
https://mobile.twitter.com/Vanadium_Libero/status/1388090699581624324