Member Info for Libero

> Incredibly low market valuation at present versus any analysis of Fair Value, which is a multiple of where we are now.

> Not only is this looking super strong based on the fundamentals, it is looking incredibly strong on a technical / charting basis as well. With both Noel Borg, Bonker99, and now Swazers Charts all posting on twitter in the past 2-3 trading days that they expect a rise to 24-25p based on their chart analysis alone (even without any news!)

https://mobile.twitter.com/Vanadium_Libero/status/1379499736105910272

> 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 100% of the vanadium; 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 : 100.00p

Tons of Newsflow in the pipeline. Please go on my profile to see the full list of RNSs / Catalysts that we're expecting to help us reach that 100p+ share price target.

DYOR & GLA : )

Watch the video from 7 mins 40 seconds for the details.

https://mobile.twitter.com/Vanadium_Libero/status/1379499736105910272

If we reach 25p in the coming weeks before some of those mega RNSs are announced then it becomes very easy to see how we’ll reach all time highs this quarter.

And a quick thank you to everyone on Twitter for the warm welcome - it’s very much appreciated : )

https://mobile.twitter.com/BushveldMin_Ltd/status/1379402481206185988

And here’s my retweet of that whilst hunting at how much more there is to come!!

https://mobile.twitter.com/Vanadium_Libero/status/1379408491224444928

Absolute no-brainer sub 25p : )

Actually you're right. VERL is a JV between BMN and IES, whose "purpose is to provide a vanadium electrolyte rental option to Invinity's customers." However, seeing as Bushveld will undoubtedly be producing more electrolyte than what is needed for Invinity, I do not see why they could not set up their own electrolyte rental agreements outside of this VERL JV Company.

Also, whilst I'm at it, another correction:

BMN own various percentages of Vametco, Vanchem, Brits, and Mokopane, and therefore actually own 66-69% of the ~550,000,000 tonnes of vanadium across those 4 assets, 74% of the Vametco Vanadium Processor, and 100% of the Vanchem Processor. Still incredibly impressive. Just thought I'd correct myself. Apologies.

> GREEN ENERGY RNSs/Calalysts:

> Enerox:
- Completion of further $2.5m of investment RNS
- 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 49p.

Target price for 2021 : 100.00p
Longer-term price target : 250.00p

And you can currently buy at roughly 17.90p - the most crazy bargain! Anything under 25p is an absolute steal.

DYOR & GLA : )

BMN are no longer “just” the world’s best vanadium mining company, because they are quickly realising their ambitions to become a fully integrated vanadium company focused on making the world a Greener place, since they now own:

- 100% of the vanadium that are used for Green (and traditional) purposes;
- 55% of the Electrolyte Production Plant they’re constructing; and
- 25.5% of one of the world’s best known VRFB Manufacturers (Enerox).

This means that Bushveld will be making profits at every step in the VRFB value chain.

Now let's go into a little detail...

> 25.5% Ownership of Enerox. A privately-listed company that's impossible to invest in unless you buy BMN.

- Enerox is the world's best VRFB company, with the longest history, and the highest number of Vanadium Flow Batteries produced.
- We now know that they have had 13MWh's worth of VRFB orders in H2 2020 alone.
- We know with such a strong pipeline they expect to reach 120MWh++ by 2022. Think how many RNSs that alone will involve!
- We can also see (although this has not yet been RNS'd) that Enerox are working on the world's first ever floating VRFB and this should be announced in Q1 2021. This will be revolutionary in itself.

> 55% ownership of the world’s first Electrolyte Production Plant. This is being constructed this year and become operational next year, when it will be producing 200MWh’s worth of electrolyte each year, which can then be sold off or rented out. More RNSs to come on this.
(The remaining 45% is owned by the ‘Industrial Development Corporation of South Africa’ who are financially supporting the project).

> 100% ownership of the Vanadium Electrolyte Rental Limited (VERL) company so that they can rent out electrolyte to various companies around the world for a very stable and very profitable revenue stream.
- The electrolyte is the most expensive up front cost involved with making Vanadium Flow Batteries so the ability to lease/rent it out will dramatically reduce the cost and help VRFB adoption worldwide.
- BMN’s VERL has already signed a contract with Pivot Power - who are owned by EDF Renewables. If they've secured a contract with EDF you can bet your bottom dollar that there will be many many more!

> 100% of the vanadium mined and processed by BMN’s massive vanadium assets, and Vanadium is good for the environment in general, regardless of the end purpose.

BMN's vanadium assets total a combined 550,000,000 tonnes of high-grade vanadium as well as 2 incredibly rare Vanadium Processors (there are only 4 worldwide).

So, as you can see, even when BMN reaches an annualised rate of 6,800 tonnes of vanadium per year later in 2021, there truly are no "Life of Mine" concerns with BMN because their assets are bloody massive.

...

And so, in summary, BMN is the best vanadium investment worldwide, and I believe it deserves a place in every green energy investor's portfolio.

DYOR & GLA

Gervais Williams, who runs the Premier Miton Fund, has recently bought 11,000,000 shares here, and the guy is a genius when it comes to picking winners on AIM.

To prove this point, please see this TrustNet article here showing that his fund has been THE best performer across 2020 and in 2021 up to 9th March (when it was published)
https://www.trustnet.com/news/5053741/half-of-2020s-top-funds-have-dropped-into-the-bottom-quartile-in-2021

Additionally here's an article from the Financial Times (who have also tipped BMN at the start of 2021) showing Gervais's Premier Miton fund has been the best since lockdown.
https://www.ftadviser.com/investments/2021/03/22/the-best-and-worst-funds-over-a-year-of-lockdown/

So his decision to buy 11 million Bushveld shares in March speaks volumes - he clearly knows what's coming!

Likewise there's Myles McNulty who absolutely adores BMN. Myles is a former micro-cap equity analyst, former micro-cap-focussed investment manager, with an incredible track record for spotting multi-baggers on AIM. And here's a tweet from Thursday confirming BMN has been and remains one of his core 3 holdings in his portfolio.
https://twitter.com/MylesMcNulty/status/1377589827382697988

And there are dozens if not hundreds of tweets Myles has written explaining how BMN is super undervalued, growing super fast, and BMN is the top immediate term, medium term, and long term hold in his portfolio.

Additionally we've seen Fidelity, Orange Trust, Acacia Resources, Nick Derby, Alfacomp, myself, and others buy lots of shares around this price level because they know what's coming! (Plus expert traders like Noel Borg and others buy in on Thursday too!)

DYOR of course but when you have the likes of Gervais Williams and Myles McNulty, both with the most incredibly track records for picking AIM stocks that multi-bag or, at least perform well above average, then you can rest assured that investing in BMN is a very wise choice, and that you've picked a winner too.

This week is the start of the new tax year so we can expect lots of ISA buys to flow in, and I’m really looking forward to it!

Decided to join Twitter to help get the message out btw

https://mobile.twitter.com/Vanadium_Libero

Feel free to follow me - I will follow you back : )

GLA

Gervais Williams, who runs the Premier Miton Fund, has recently bought 11,000,000 shares here, and the guy is a genius when it comes to picking winners on AIM.

To prove this point, please see this TrustNet article here showing that his fund has been THE best performer across 2020 and in 2021 up to 9th March (when it was published)
https://www.trustnet.com/news/5053741/half-of-2020s-top-funds-have-dropped-into-the-bottom-quartile-in-2021

Additionally here's an article from the Financial Times (who have also tipped BMN at the start of 2021) showing Gervais's Premier Miton fund has been the best since lockdown.
https://www.ftadviser.com/investments/2021/03/22/the-best-and-worst-funds-over-a-year-of-lockdown/

So his decision to buy 11 million Bushveld shares in March speaks volumes - he clearly knows what's coming!

Likewise there's Myles McNulty who absolutely adores BMN. Myles is a former micro-cap equity analyst, former micro-cap-focussed investment manager, with an incredible track record for spotting multi-baggers on AIM. And here's a tweet from Thursday confirming BMN has been and remains one of his core 3 holdings in his portfolio.
https://twitter.com/MylesMcNulty/status/1377589827382697988

And there are dozens if not hundreds of tweets Myles has written explaining how BMN is super undervalued, growing super fast, and BMN is the top immediate term, medium term, and long term hold in his portfolio.

DYOR of course but when you have Gervais Williams and Myles McNulty, both with the most incredibly track records for picking AIM stocks that multi-bag or, at least perform well above average, then you can rest assured that investing in BMN is a very wise choice, and that you've picked a winner too.

> Ridiculously low market valuation at present vs any analysis of Fair Value, which is a multiple of where we are now.

> 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 100% of the vanadium; 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!

> Excellent 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

UPCOMING NEWSFLOW:

> Vanadium Mining News
- Vametco Phase III expansion project news to raise production to 4,200mtV per year
- Vanchem Phase I refurbishment news to raise production to 2,600mtV per year

> Green Energy News

> News regarding Vanadium Flow Battery Manufacturer 'Enerox' which is 25.5% owned by BMN
- 13MWh signed contracts in H2 2020, with such a strong pipeline they expect to reach 120MWh++ by 2022. Think how many RNSs that alone will involve!
- We also know Enerox are working on the world's first ever floating VRFB and this should be announced in Q1.

> 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/

> Electrolyte Rental Contract news.
- There's already a contract with EDF Renewable's "Pivot Power". More to follow.

> Eskom BESS Tender News

> More energy storage contracts being announced now that things have opened up in S Africa.

> 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

LOADS of Big News is coming, with 8+ share price catalysts on the way, which may actually all come in rapid succession to cause us to re-rate to 100-200p much faster than many would t

“ Professional Investors stay out of it precisely for this reason.”

There are people who make a living off investing and trading in AIM shares. Know you’re not a fan of traders but Noel Borg does this for instance.

... and he bought into BMN yesterday!

And, needless to say, if we took what you say re the MMs as gospel, then why are we all here? Why would a new prospective investor buy in here? Why do you own so many millions of BMN shares? And how was it possible for the share price to almost double a few months ago?

The MMs are no charity but they have no feelings either way towards Bushie and are not as powerful as you make out in my view. They can resist gravity (whether that be up or down) only temporarily. The truth of share price always comes out eventually.

- Ridiculously low market valuation at present vs any analysis of Fair Value, which is a multiple of where we are now.

- Green Stock as well as an excellent mining stock.

- Not widely perceived to be a Green Stock YET 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 100% of the vanadium; 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!

- 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

UPCOMING NEWSFLOW:

- Vametco Phase III expansion project news to raise production to 4,200mtV per year
- Vanchem Phase I refurbishment news to raise production to 2,600mtV per year

- Enerox News
- 13MWh signed contracts in H2 2020, with such a strong pipeline they expect to reach 120MWh++ by 2022. Think how many RNSs that alone will involve!
- Enerox are working on the world's first ever floating VRFB and this should be announced in Q1.

- 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/

- Electrolyte Rental Contract news.

- Eskom BESS Tender News

- More energy storage contracts being announced now that things have opened up in S Africa.

- 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

LOADS of Big News is coming, with 8+ share price catalysts on the way, which may actually all come in rapid succession to cause us to re-rate to 100-200p much faster than many would think!

DYOR and Best of luck all : )

There is no evidence of these multiple MM conspiracy theories that keep being peddled at all, and today’s one is no different.

AIM isn’t the most efficient market place but it still ultimately follows the basic concept of more sells than buys = share price down, more buys than sells = share price up. Maybe not immediately but eventually the MMs have to correct things (even if they have tried to run a temporary naked short on the side - which may explain the number of NTs to buy recently who knows).

There were far more buys than sells when we re-rated massively in December to Jan, when we finally broke 15p resistance and LOADS of people on the sidelines who had been waiting for that moment came rushing in.

And, more recently, there has been more sells than buys in recent weeks/months unfortunately. Because:

> Keystone Trust had an innocent change of strategy and therefore sold 13M shares in Feb
> Duferco have completely sold out the rest of their shares (not sure how many this would’ve been)
> the number of shares held via interactive investor Appears to have fallen from 184.5m end of Feb to 136.5m now = 48m shares sold. Meaning the “big seller” some days would’ve been PIs from the looks of it. (Happy to challenged on this)

Vs

> The 40m+ shares bought by those various IIs coming in and loading up in the last few weeks.
> The ?m bought by the big boys Nick Derby, Alfa, BBN, etc
> Plus ?m collectively bought by the hundreds of other PIs buying recently
= something less than the shares sold.

So yeah the share price falls looks genuine to me. And actually that’s not a bad thing because it shows the MMs do not have as much power as some think, and the MMs do not have some weird vendetta against an individual stock in the portfolio of hundreds.

So yeah I’d park the theories to one side and focus on all the positives - primarily from a fundamental perspective but also from a charting perspective right now which is also looking super strong (hence all the big traders on Twitter buying in yesterday at 16p).

Now let’s focus on getting the message out for all of those who prospective investors who may be visiting our bb for the first time because it’s a genuinely excellent time to buy!

In the past couple of weeks:

Premier Miton / Gervais Williams, UK Small Cap genius, has bought 11,000,000 BMN shares for the 1st time ever
City Financial Investment Company has bought 16,000,000 shares for the 1st time ever
Orange Tree has increased their holding by 7,800,000 shares
Acacia Resources has increased their holding by 5,500,000

BBN has increased his holding by 25% this week. Another 10% today around 17p - what incredible timing!

Nick Derby and Alfa were both loading up around 17p as well

...and I've been topping up too -- and I'm the smartest of the lot ; )

Sanchez - very good point. We haven't had one of those since November and September (very v few).

So please email the company on this if you have not done so already to make that clear to them. Cos, whilst they are geniuses, they need a proper steer on the comms.

And, to be fair to them, they do listen. I emailed them a very comprehensive email last week re the comms, and look at how much better they have been this week : )

- Company Tweet on Monday of Financial Times article re Battery Energy Storage Solutions
- Fortune & Mikhail attended the Invesctec Energy Roundtable event on Tuesday and Wednesday
- RNS on Thursday morning
- Fortune interview with Proactive Investors released Thursday afternoon

Would highly recommend watching the 10 minute video interview when you can.

Fortune explains the reason for the increased investment in Enerox will mean they will be able to build far more Vanadium Flow Batteries, and it is being done in response to HIGHER DEMAND - clearly Enerox is expecting more wins!

He says in addition to the financial support, they're busy ramping up vanadium production to ensure that there's enough vanadium for Enerox to meet the demand for its VRFBs.

Very interestingly, he says Vanadium Production WILL be 20% higher than last year's 3,600mtV - there's no reference to the range given last month, he's just gone for the top end of it. Very bullish.

He also explains how BMN is fully funded to reach 6,800mtV and is still aiming to reach 8,400mtV. Again super positive.

He said there's also focus on developing the 200 Megawatt hour Electrolyte Production Plant which is to be "commissioned next year."

And he also said "work continues in securing larger Electrolyte Rental Agreements" than the one announced with EDF Renewable's Pivot Power! Again we can expect RNSs from this alone as well.

All of which is incredibly positive developments.

And, as said in the title, there are encouraging signs of better comms from the company to try close the incredibly wide gap between the growing inherent value of the company and the current stock market valuation.

Thanks for sharing.

Listen from 10:30 mins in to listen to John Meyer discuss today's Enerox RNS; VRFBs in general; and how JM believes some of the Vanadium Demand from China is for VRFBs (not just the traditional sources of demand).

You can then hear the presenter explain that, from a charting perspective, he strongly believes that we have reached the bottom yesterday, and will now start to re-rate back up to recent highs on a technical basis alone.

Happy days : D

Exactly - Ganfeng started off as a big lithium. Went for the vertical integration business model, and are now rated on a crazy P/E of 350 !!

This is why I say the sky is the limit when it comes to the upside once the market finally recognise BMN for being a fully integrated vanadium producer!

It’s coming : )

PS - if you’re looking to buy I’d recommend doing so before the avalanche of ISA buys on Tuesday!

Extract from one explains how Bushveld have now realised their ambitions to become a fully integrated vanadium producer because they have captured every part of the supply chain:

- 100% of the vanadium;
- 55% of the electrolyte that will be produced from the production plant; and
- 25.5% of the best VRFB Manufacturer.

This means that for all vanadium sales for VRFBs, Bushveld will be making profits at every step in the value chain.

The pipeline for Enerox alone is huge.

The electrolyte demand is massive.

And there will be other VRFBs Bushveld is involved with too via Invinity.

And then there's the utility grid scale VRFBs Bushveld will be involved with for Eskom and others in South Africa and who knows where else one day.

It's absolutely mind-blowing. And it's all representing brand new Vanadium demand in addition to the traditional sources of energy demand, meaning Vanadium prices will keep increasing higher, making Bushveld Minerals (the mining aspect) ever more profitable.

It's absolutely mind-blowing the empire that Fortune & Co are building here !

Brilliant tweets from BBN today -- An absolute must read !!

2 threads re BMN itself:
https://twitter.com/BigBiteNow/status/1377512023479750657
https://twitter.com/BigBiteNow/status/1377520341673783297

1 thread helping to explain why you should be super bullish on Vanadium prices continuing to rise !

https://twitter.com/BigBiteNow/status/1377556250913820677