Enormous potential12 Jan 2019 23:31
Hi all
I’ve been invested in Bushveld Minerals for while , my average is around 23p mark of memory give or take a few points , I first noticed bushy when I searched for vanadium producers back in Feb -March 2018 the time when the sp was around 8-9 mark , I kick myself now but I’m happy that I did invest eventually , I’ve invested from 19 p to 45 p over the months ,
This invest as all boxes ticked ,
Vanadium is in deficit,with no short term to mid term production coming online to meet the increasing demand for vanadium in many forms
1 , new rebar standards china
2, Environmental issues in China leading to vanadium mines production decreasing and shutdowns of mines
3. The steel industry is the base to build from in the vanadium market , new rebar standards in the future from global countries will increase future demand
4. VRFBs uptake in China , China becoming a importer of vanadium as their need for vanadium is for environmental issues as well as investing in their infrastructure.
5. The green attitude for governments and institutional investors as grown enormously over the last year and vanadium plays a big part in that strategy .
6. Driven by green strategy it becomes even more economic to do so , VRFBs being a major part
7. Any uptake of VRFBs takes vanadium from the steel industry,
8. Demand for vanadium increasing in the new electric vehicles market , not just cars , think anything that moves on wheels . Vanadium used strengthening steel also means less steel needed , bringing weight down improves efficiency ,
9. Smart cities in future, driven by green issues, vanadium playing a part in the building and energy supply
10, all the above is enough.but the demand for vanadium is increasing with encouraging recent announcements .
a. The swatch, Belenos Clean Power Holding AG battery , which as connections to Geely in China , Volvo , and black cabs London (Chinese firm has taken over London’s black cabs) the job recently advised from belenos gives positive intentions for the battery going into production
https://www.myjob.ch/job/chemical-metallurgist-and-project-leader-w-m-0
b,Smart windows, recently been in the news , I don’t know how much vanadium this will consume in future. But this headline goes on smart windows alone . Read the article further and the use can be implemented to other appropriate applications ,my view would direct this tech to solar panels, as solar panels are more efficient when cooler than 25 degrees centigrade
c. Vanadium use in 3D printing ,
d. Vanadium dioxide: A revolutionary material for tomorrow's electronics, https://www.eurekalert.org/pub_releases/2018-02/epfd-vda020518.php
Vanadium is a amazing commodity which is at the moment produced by mainly byproduct production,
To meet demand byproduct production is not going meet future demand ,
Primary vanadium producers are in the position to do so,
Bushveld Minerals potential is enormous.
Resource is enormous.
Re