Member Info for marc001

SB2023 - That's not true, the SP does not only reflect V prices but also a range of other factors, including the Orion debt, BE spin off, electrolyte plant coming online, dollar Rand rate (which affects our costs). V prices rising from here will accelerate the SP growth, but a range of the other factors all play into the valuation.

Fancy being brand new here and thinking you know what your talking about, lol. Laughable.

Yep, I reckon we hear on Orion early to mid Nov and between now and then the additional 270m shares will supress the SP at the low 2's. Personally I think a chunk of those will be sold into any rise up to 3p.

Brand new on Twitter and on LSE, spotted BMN right at the lows with almost zero news flow and never gave it consideration before. Yeah, whatever…

SB2023 writes on Twitter on 11/08:

‘Let me be clear I'd like to invest but it's a complicated set up, complicated country, massive debts that need tidying up and I'd rather see what the new ceo does first, sounds like he will focus on mining and sell stuff.‘

Apparently he’s waiting before investing, but on here he says he’s invested.

SB2023 - which one is it? Or are you getting caught up in your stories between platforms Steve (assuming that’s your real name, lol 😂)

Lemur Resources - anyone hazard a guess what it’s worth if BMN are selling it off? I’m hearing some coal stocks are breaking out and energy is looking very bullish going forward. Energy includes coal, not just oil and gas. If oil and in particular gas go through the roof price wise coal could end up being sought after.

Maybe, just maybe holding onto Lemur was the right decision. Welcome other sensible thoughts on this.

Looking bullish in the charts, reckon it eventually smashes through 20. Great for Bushy if that gets maintained and higher throughout 2024.

SuffolkandWatt - "Like many others here, I have lost enough of my hard earned cash listening to you, thank you"

Did Pdub tell you to buy and press the buy button for you? No he did not. He also didnt tell you to sell or hit the sell button either.

I'm not sure if people are getting confused on here or what, but there seems to be this myth going around that if you have a paper loss you have actually lost money, lol. Well, let's get this straight - you haven't. You only lose money when you sell.

Personally I'm fine with a paper loss here, because I have strong conviction that in 2-3 years we'll be flying. Sure, that's not the popular narrative right now, but now is not the time for me to sell that will be in 3-5 years.

Amazes me people put their money into AIM and don't expect volatility and even more so cant accept the the SP is merely a measure of crowd sentiment at a fixed point in time. In other words in the short term it doesn't reflect the companies fundamentals or progress, however in the longer term that gets built into the SP if fundamentals remain good and continue to improve. Low SP = bad company fundamentals in the short term - NO.

Wow, 14m - that's one one heck of a conviction hold if true (makes my 2m seem like small beans, lol). Respect to him, hope it pans out well for him eventually and all of us whom have the patience and resilience to hold through the downturn.

Anyone think we might go lower than the previous low? Anything’s possible at this point. I very much doubt V prices will go up until 2025 earliest, with a potential global slowdown and stagnation, along with minimal China economic stimulus likely to be low for a good while longer. I’ve always said this was a share for the patient and I think I’m going to be proved right. Most that don’t get shaken out on fear will be shaken out on boredom of waiting for a return. Not me though, happy to give it until end of 2029 and if no return by then I’ll sell for what I can get. Helps having most of the investment in the SIPP, being min 16 years from retirement I can wait it out. Dare say I’ll be back in for more once I see green shoots, stuff catching the falling knife any further though until recovery.

Benbutton You are a troll, it's so obvious. I dont believe for a 2nd you have ever been an investor here.

Primary producers are the lowest cost producers of Vanadium. Low V prices put pressure on other mines coming online due to the cost and availability of funding. If V prices then start to rise that incentivises investment into new mines (which take years to come online if they ever do) which then eventually means supply meets demand and eventually exceeds and that brings the price down again.

There will of course be a window where the V primary producers enjoy a honeymoon period, and that window is likely to be the first instance where demand outstrips supply and the other V mines are not yet able to meet the excess demand. Potentially 2025, maybe later, but I think within the next 5 years.

BMN is now at the lows and we have a capable and experienced new CEO 1.5 years ahead of 2025. All primed and ready for a resurgence, after all the II's aren't going to come in and invest at anything but the SP lows, same for the BOD Imo. The herd will come in a drive the SP up once the smart money has shown their hand and the market for V and VFB's looks more short term bullish.

Interesting- obviously that advertised spread will put some buyers off. Wonder what the motive there is. Potentially more shares now in the hands of LTH’s and lower stock to buy.

Wonder why the spread is so wide, anyone know?

Lol, it’s been faking out on no news for months. Great to be optimistic, and we are still cheap down here, but will need actual positive news to really move price north sustainably. So let’s see.

Beginerman - we'll I don't have a crystal ball so I cant give you a definitive answer there, but I'm not expecting anything from this until 2025 now. Happy to wait, if I wasn't I'd have sold ages ago. Still Bullish on the Vanadium market fundamentals, and believe Craig can turn this around.

2024 is likely to be a tough year for the average punter on AIM (cost of living, mortgages, etc) so can only see stagnant share price at the lows throughout most of 2024 and then, if it's meant to be, this will rise from the ashes.

I'll never sell though, would rather lose every penny than be shaken out, because we all know that's what this really is. And if that happened I'd just laugh it off and put it down to education.

Learned plenty about investing and the markets in the last couple of years though. Enough to know that although it's tempting, buying a falling knife is actually a really bad idea.

People starting to give up, selling out, giving up hope and realising they just wont get rich quick here.

That's right folks, if your looking for fast money best look at other AIM stocks or crypto, nothing for you here.

Likely a long road ahead, if you can wait then great, but it's not for everyone is it.

A replacement CEO with Craig’s background and experience gives me the confidence this will come good eventually, but the debts a noose alright.

Need to see a trend change now, I’m done averaging down here. Be nice to average up once it’s clear we have a trend change.

Eatstocks - it’s a bear market, hardly going to be good news throughout is it. Bear markets also offer great buying opportunities, can’t have it both ways.

Most investors will lose money on Bushveld, it’s just the way the markets work. Either because they dont have the conviction to hold, or because mentally they can’t handle the drawn down, or simply because they went all in and actually need the cash sooner than the shares will come good.

So far we’ve had what I believe is capitulation through price with the aggressive downturn to where the SP currently sits. What I fear some shorter term investors may not consider is that the next phase is often capitulation through time. This is particularly relevant to those (like me) whom have been averaging down. Investors need to consider the possibility that the SP may take a lot longer than they would expect to regain say double digits for example. They will test the patience of investors, because it’s another way they can shake us out of our positions - through need of money, impatience or boredom.

I’m a simple man. I look at the Largo SP and I say, that’s another Primary V producer and it’s SP is looking good at the moment. I’ll bet that signals a trend among the primary producers. I then look at the bombed out Bushveld SP and say, if that’s the trend I see for Largo you won’t be too far behind.

Keep it simple.

The toughest part for many who buy down here will be knowing when to sell.

I agree with CC though, this is going to multi-bag from here IMO and go from being hated to being a much loved stock.

Last time we went to 48p, I get the feeling higher this time round. How high? Absolutely no idea, but I don't think it will be that massive blow off top spike that we had in 2018. More of a progressive rise built on the foundations of a successful company coming to fruition - after all, it's BMN's 'time'. The next set of investors wont be the usual buy today sell tomorrow variant who gambled on the fast rise of V IMO, even for AIM.