Member Info for Nigelbonger

Not sure if anyone published this but current Rand is following its downward trajectory this year reaching 18.34 currently. worth noting if anything the absorption of inflationary pressures.

After sitting on the side lines and watching this share for a couple of months I can now say I have snapped up a chunk this morning, the two soon to be live assets are very promising stand alone!

I dont get it, talks about how fundamentally disingenuous the company is and how numbers arent stacking up, refinancing to be eye watering and future prospects of the company looking bleak then ends with. maybe this price is the right price to buy. either you are full of it or need to go get checked out my friend.

Looks like markets see something positive in it now, ticking up 7% and appears other Vanadium producers are slightly down today.

She replied on her thread saying that Vanadium is not traded on the LME so no impact!

Interest rates across the globe are increasing and the cost of debt is becoming more expensive im sure they have done cost of equity calculations internally to find out the optimum balance sheet leverage. Besides they need to strengthen the balance sheet and they save 10m+ a year. Short term impacts may be negative but mid to long term i see this as a good thing, especially if the market takes a down turn again from macro economic slow downs. Im definitely not opposed to this move.

It is a war by the way i used "milliatry Operation" as that's what they used to poll to not get arrested.. and i think the war is appalling I do not back it and fully support Ukraine.

theres only really 2 outcomes for Putin. Europe falters on energy squeeze and western support for Ukraine dwindles cutting aid and forcing negotiations and the loss of regions for Ukraine or Ukraine left in ruins and a full withdrawal. if forced to Putin will escalate the conflict, let us all remember our media only is showing the unsupportive voices in Russia and not the support of the majority when it was pulled over 80% back the millitary operations and majority believe its for the survival of Russia against a Nazi regime. lays a path for a full scale assault with over 1 million troops and tactical ballistics that can easily raise kyiv to the ground.

Share buy backs as stated reduce the shares in issue which also increase the earning per share. Ie divi yield per share. Also strengthens the stock to raise equityif its going through difficult trading or needs expansion/acquisition. If you believe in management to generate you strong ROE on investment, share buy backs make complete sense

Business fundamentals haven't changed, they have highlighted expansion will be conservative once they have a strong balance sheet and long term Vanadium is very optimistic. This is nothing but Recessionary fears, china slowdown worries ect. During covid lockdowns as Vad prices was in its 20's the SP wasnt as low as this.

Good presentation from BE engineer today. Stresses the Bushveld vanadium ability to react swiftly for increase vanadium demand to meet the SA energy market, not sure if its been posted yet.
https://www.youtube.com/watch?v=_w21wLZWnPg

Sorry SIPP are you working on the year average or did you mean $22?

V price rise = BMN flat. V price fall = BMN healthy rerate. Seems logical, are trees going to start growing leaves in the ground and roots in the sky too now

I like him, he helped me get more shares on the cheap again. :)

tis why my bonus has just helped me trans another tranche of shares this morning.

European is flat at 62.75 according to the link, Thank you Loud

Predominantly for now its about steel demand driven vanadium, of that it was forecasted to already be in a deficit for longterm and therefore vanaduim was already forecasted to rise steadily for the next couple of years. The Ukraine situation has panicked commodity markets but supply issues will lag a bit behind this, so the full pricing picture we will need to wait for. My guess is Vanaduim demand will rise, the cutting off or reduction depending on geographies announced yesterday of Russian energy will like push renewables both increase in steel to manufacture the production side and also what we hope for here large scale VRFB storage. Defence spending is being increased in certain countries which will be a need for very high quality steel further adding demand pressure. And finally China are pushing new infrastructure projects to bolster its growth. Obviously DYOR or correct me if I have said anything incorrect

yeah end of April early May last year was the Q1 trading update and June month end was the year end financial results. seems plausible to follow that structure this year too.

Very good point, even without the short supply shock from this tragedy unfolding the Vanaduim supply was meant to be in deficit. Honestly 100kg isnt a long shot when you look at the increase in high quality steel for defence and panic divestment from fossils. Luckily for some reason the SP's not massively reactive, not sure what else the markets pricing in as a risk but its going to be hard to ignore when results come in with jaw dropping earning near to its market cap.

Ill take it, stay right there or lower until i get paid. ill buy 5k more while the market remains irrational, thank you