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https://twitter.com/BigBiteNow/status/1351129240994009089

Know this is very obvious to the LTHs here but for any prospective investors who are bullish on vanadium but not sure which horse to back ...

https://twitter.com/RichieKennett/status/1350810010494840837

Excellent work from BBN once again, who has pointed out how the new Bushveld Energy website hints at loads of exciting news underway behind-the-scenes!

https://twitter.com/BigBiteNow/status/1351113368002850817

Don't think Australian Vanadium has risen purely due to the commodity price rise actually. (I keep seeing them in my vanadium news feed recently, so were probably over due some sort of re-rate)

https://www.pv-magazine.com/2021/01/08/australian-vanadium-pushes-ahead-with-plans-for-residential-flow-battery/
https://www.pv-magazine.com/2020/12/23/another-vanadium-redox-flow-battery-to-be-installed-in-australia/

Love how the Vanadium prices worldwide have had to rise up to close the gap with China.

The gap has narrowed considerably and will soon reach the point where China vanadium prices will have to rise further if they want to continue to attract such a high level of imported vanadium.

Very soon $30kgV will be the bare minimum price anywhere in the world, and then we're on the march to $40kgV.

All of which is hugely profitable for Bushveld of course : )

- Tipped by Investors Chronicle in the most recent issue, and also by the Financial Times yesterday, as well as being tipped heavily by Myles McNulty, BBN, Michael Taylor, and many others on twitter.

- 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!)

- 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 everything else, we should be at 30-40p already.

- Vanadium prices have risen massively in recent weeks, and are expected to reach $40kgV at the bare minimum this year (another 25-40% from here)

As Setcentric has pointed out, we've had 8 consecutive days of vanadium prices.

- Green Stock as well as an excellent mining stock. We're in the shaded bit of the Venn Diagram between Miners and Green Energy - both of which are in fashion right now.

- We're on the cusp of transformational Eskom BESS tender news in the next few weeks! (It could even be tomorrow)

- We’re also due a RNS updating us about the Electrolyte Production Factory any day now. (This was catch the market unawares!)

- The market is finally starting to cotton on, but there’s so much more to go from here.

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

Short term target price: 50p+ (should be in Q1 given the huge news above)

Longer term target price: 100p-200p

GLA & DYOR

Completely agree, Alfacomp!

It’s going to be a great week. Going to be topping up tomorrow :)

Not been a great week obviously but if you look at the charts it's clear that we've turned the corner and, even though we closed at 21p, the pressure if clearly there for another push up to 25p.

Onwards & Upwards next week I believe : )

Jimbo

One thing I noticed with that IPO is how they said “We expect to be granted the London Stock Exchange Green Economy Mark” in the introductory email, which shows how important this is viewed (rightly or wrongly) by the market!

I emailed Chika about this and am awaiting for a response!

- Tipped by Investors Chronicle in the most recent issue, and also by the Financial Times yesterday, as well as being tipped heavily by Myles McNulty, BBN, Michael Taylor, and many others on twitter.

- 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!)

- 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 everything else, we should be at 30-40p already.

- Vanadium prices have risen massively in recent weeks, and are expected to reach $40kgV at the bare minimum this year (another 25-40% from here)

- Green Stock as well as an excellent mining stock. We're in the shaded bit of the Venn Diagram between Miners and Green Energy - both of which are in fashion right now.

- We're on the cusp of transformational Eskom BESS tender news in the next few weeks! (It could even be tomorrow)

- We’re also due a RNS updating us about the Electrolyte Production Factory any day now. (This was catch the market unawares!)

- The market is finally starting to cotton on, but there’s so much more to go from here.

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

Short term target price: 50p+ (should be in Q1 given the huge news above)

Longer term target price: 100p-200p

GLA & DYOR

re BMN classification (after I complained about Refinitiv not changing us from 'Uranium' to 'Renewable Energy' and explained why)

"Thank you for your response.

These are some brilliant points, and I am in full agreement with you on this. I will forward on the points you have made here. I very much doubt any changes will be made, due to the way in which TRBC is already set up, but we can always hope!

I provided them with their own identification code for BMN so that they wouldn't make this error, it just appears that there isn't much leeway with changing any of the classifications.

We'll be sure to let you know if we enjoy any success! "

Be positive guys, nothing moves up in a straight line, and the trend is still looking strong!

When we finish at 22p today you'll be feeling better about things I'm sure haha

The fall to 21p was so illogical and V prices have kept rising all week, and overnight, so it has to be a blue day today, surely?

yes and 25,000 tonnes at today's price of $8,000 per tonne = $200 million !!

Superb work, Setcentric - That's hugely exciting !!

https://twitter.com/BigBiteNow/status/1349635687235129346

Also looking up "Peter Oldacre" on google shows that he has quite the CV, having worked for Eon Renewables, Deloitte, "Skypower Global," and now Bushveld Minerals : )
https://www.linkedin.com/in/peteroldacre

Fantastic news re these daily Vanadium price rises!

It means that gravity is upwards here, the share price can only resist for so long!

Did consider asking for a 'Vanadium' category to be added but then figured that there probably isn't enough vanadium-focused shares to constitute a category solely for this yet. (I could only think of BMN, FAR, and IES)

Alfa - Good point, think you're right !

OK so I recently asked a very helpful chap at Stockopedia to get Bushveld reclassified from 'Uranium' to 'Renewable Energy' (seeing as there's no 'Vanadium' category). The response he had back said they did not think BMN fit into their definition of 'Renewable Energy.' So I have decided to message Refinitiv myself with the below. Will update the board once I hear back.

"Request to correct Bushveld (BMN) classification to 'Renewable Energy'

I understand that the following definition is used for 'Renewable Energy' and it's clear that BMN meets this criteria, as I shall explain below.

"For the Renewable Energy Industry:
Manufacturers of renewable energy equipment, as well as service providers, and producers and distributors of renewable fuels. Includes manufacturers of solar power panels, hydrogen fuel cell systems, wind turbines, solar water-heating systems, wave power equipment and geothermal heating systems. Includes also renewable energy system installation and consulting services.

Reasons why BMN meet the criteria:

- They have set up "Bushveld Energy" which provides consultancy services to the Vanadium Redox Flow Battery (VRFB) sector, and VRFBs are increasingly playing a vital role in making the world greener. VRFBs are also much better than lithium-ion batteries, because they last indefinitely / do not need replacing, and - unlike lithium - they're unlikely to cause a [wild] fire.
- They have invested and now partially own 2 VRFBattery manufacturers called "Enerox" and "Invinity Systems" (AIM:IES).
- BMN are constructing an Electrolyte Production Plant. [and electrolyte is used in VRFBs]
- BMN have set up a company in September 2020 to rent out electrolyte for multi-year periods to reduce the upfront costs of installing VRFBs; and they have already signed an electrolyte rental contract with "Pivot Power" (part of EDF Renewables).
- Eskom, Africa's largest utility company, launched a tender in August 2020 for seven very large renewable energy batteries to be built across South Africa; and BMN is rather likely to be part of the winning bid for some if not all of them. [Unlike the points above, this bit is yet to be announced]

On this basis, I believe that BMN should be reclassified as 'Renewable Energy' rather than 'Uranium' and hope that you agree?

Look forward to hearing from you soon."

Great advice, Roscon.

Every decision you make, including the decision to do nothing, is done for good reasons based on what you knew at the time. If, with the benefit of hindsight, you realise you should've done something different at the time ... well that's hindsight for you.

All you can do is try your best to make the best investment decisions in the present, based on what you know now, and with the benefit of the lessons learnt previously.

Sounds basic but research & patience are vital for investing success. And Warren Buffett's crazy success is the best example of that!

eatstocks,

Know where you're coming from, there is more resistance at this level than there was between 15-20p, I can see that too.

All I'm saying is that there's no way I would want to sell a single Bushveld share when we're expecting news any day now for:

(1) The Eskom BESS tenders (news is likely to be released across 2 dates as well - let's not forget the first one was meant to 30th December according to the original timeline before the tender deadline extenstion)

(2) The Electrolyte Production Plant Update, confirming the Engineering and Procurement part of the EPC process have been completed, and we're now about to commence the Construction.

But, as I said at 10-12p even, you can sell if you want to. It's your money. I just think you're playing a very dangerous game that could very easily backfire in a way that'll make you forever regret selling a single one of these golden tickets !