Member Info for marc001

Positioning with cheap shares for the upcoming metals / commodities bull, fair play to them.

Ultimately it’s in SPR and Orion’s interest to convert as low as possible, so 3p or below is far more likely than 6p at this stage - unless the SP increases in the run up (possible but unlikely).

@V1per - mid 20’s average is savage, you’ve done well to hold on to down here!

I have no doubt we’ll be back into the 20’s again some day, but how many years I could not say.

Mute point anyway, as we trade at levels of an explorer not a producer down here.

TB - V prices have fallen, are not currently falling. We may have bottomed here, but we’ll soon know one way or another when Asian trading opens again next week.

Looking stronger by the week, wont be long before it exceeds 20 IMO . The higher it goes the lower BMN's costs, absolutely what we need in the current absence of higher V prices.

Pdub - just ignore him. He think's he's 'cool' to side with the trolls and traders on this BB and jump on the bandwagon of discrediting long term holders.

It's the long term holders that will win big here over the next 5-10 years. Once the commodities bull gets going it wont be cool to be a trader, everyone will want to own for the long haul.

China’s commodities demand up regardless of downturn in property market. Essentially the green agenda is backfilling for it.

https://www.cnbc.com/2023/10/02/chinas-demand-for-oil-and-copper-is-booming-says-goldman-sachs.html

The volume spike occurred 27/09 - 31k. Must be nothing though.

I don’t have crystal ball so I can’t predict the price of V, but I do look for evidence that a move could be coming. On that note, Largo’s VAND.V saw a huge spike in volume last week, the largest green volume spike since it was created. For those not aware, Largo Physical Vanadium (VAND.V) was setup to hold physical Vanadium - thus a way for investors to invest in the Vanadium commodity with none of the associated mining risks.

Everyone’s bearish on V, however Largo Physical Vanadium’s just started picking up over the last few days. Somebody knows something…

Not being funny, but isnt it about time this board stopped harping on about the past and previous CEO?

It's no wonder the SP is where it's at when investors appear unable to look to the future and remain hell bent on digging up the past.

The future is Craig Coltman and by all accounts he's an incredibly savvy guy. If anyone can get Bushveld back on track, it's this man. Given we're on AIM we are incredibly lucky to have him as the CEO IMO.

Look to the future, or shut up and sell up.

TrevorBrooking - 10 years is long term IMO.

The market will prove almost every investor short term wrong on BMN. But as we all know, the market rewards long term holders of successful companies whom are paid by the lack of conviction among short term holders.

My view is that BMN will surface as a successful V primary producer and the SP will rerate accordingly. I do not confess to know when, or how quickly, nor does it matter. All that matters here as an investor is that I'm proved long term right.

Market: 'IES is worth a fortune, VFB vendors to the moon - best pile in'.

Also market: 'Primary producers with a sizable investment in other leading global VFB vendors - nah, worthless mate.'

Not for much longer AIMWolf, V prices ticking back up and VFB demand outside of China accelerating. Why do you think Craig took up the CEO position, he could have joined any mining company, but he chose BMN…

Only thing standing in the way here is negative sentiment, however on AIM that moves faster than V prices.

2.6% rise for V Pentoxide is not that small, it’s also used to make VFB electrolyte…

Not being funny but how the heck does 'Listed AI Opps' know what's going to happen and when, lol..

Sounds like a load of ramping to me. Again, I'd love it to be 6p and higher - but I don't see that playing out short term unless V goes crazy every day for the next month or two.

And what do we know needs to be paired with solar? The theory is if solar deployment is growing at that rate, so will storage need to. VFB’s will capture and % of that LDES market.

https://www.canarymedia.com/articles/solar/chart-solar-installations-set-to-break-global-us-records-in-2023

AimWolf - Why do you care how many shares other investors have? Normal investors don’t tend to ask those kind of questions btw..