Member Info for Ninvestor

I think the main reason we're overlooked is more simplistic in general. Bushveld is stuck between a rock and a hard place!
The rock - AIM Pi's skulking around hoping to catch the next '5 bagger in 5 weeks' - That's not us at this point.
The hard place - A longer record of profit making and funds buying in.
Not many argue the quality of Bushveld as a medium or long term investment.

Excellency Lionel, thanks for taking the time. A great read, especially pertinent given the BB bickering over the last few days. GLA.

Buy and sell same price on iweb

Extremely low risk on a 5 year timescale.
Over that time period my only reservations are; a cheap takeover or ill health/unexpected departure of one/both of the two men most crucial to this company.

It is my (possibly false) understanding that you have 2 working days to disclose a threshold crossing to a company. It says they crossed on 11/09 and notified today, so it looks like they were late in doing so.. Which could simply be an oversight if they're drip selling and a bit of a tin pot crew.

They must be distressed; they're selling a year too late or a year too early. Wouldn't be surprised if they retain some.
In this case; I don't believe that they know something that we don't - it wouldn't be the 1st time on AIM but I just don't think so here.
They're either;
Distressed
Bored
Bored and distressed
Drip feeding into GGP (lol)

Probably just matey from Twitter who touted it yesterday, flipped for 7% and do the same next time it's 12ish pence.

Australian Vanadium making some noise overnight:)

Ah, it's just sentiment. The SP over the last 18 months has behaved like the sinking of a P+D bloated AIM dog, not that of a company that will increase mining production 3 fold and enter the Energy space.
A year ago RK probably contributed about 1 in 5 of all the posts here, if someone who believes (or believed) in the company that much can look elsewhere then it proves the sentiment factor. Not a criticism of him, if you can make money elsewhere then rebuy here for the same or less than you sold down for then... you're winning!

You gotta be patient to make money here I think, by the end of 2021 I think we will have made some major steps.
The company can't control everything and whilst I'm still fond of FM and the crew, they can avoid own goals such as emailing a shareholder; stating their desire to release figures during August then either forgetting or not bothering to do so.

It's still a young company of course and I'm excited about the next 5-10 years.

Dropping minerals would be a start. Anything ending in minerals/OG etc usually ends in tears.
They need to redesign their website and have a financial calendar (that they stick to) if they want iis.

A good day, hope they reinstate a divi soon.

Of course, but I'd rather be pleasantly surprised than bitterly disappointed with something I have no control over. GLA.

I agree with Uksteveg here, I think they wont want to put all their eggs in any one basket. The risk assessment on one of the links the other day did highlight the potential dangers of lithium, my gut instinct is that they will still lean towards it though.
I hope that we should see (at the very least) a nod to the Vanadium flow, if BE can land 10% of what's on offer I'd be thrilled.
I don't trust Eskom personally and none of the shares I've ever purchased in Bushveld wouldn't have been bought if the BESS project wasn't happening. Anything is a bonus here this early, it'd look good on the C.V and I feel that in the long run BMN will start to look more outside SAF at similar projects.

Regards, the market cap, the P/E ratio should be vastly different for a mining/renewable energy company - I think the market may struggle to value it initially!

Good days are coming!

All just my opinion and have no hidden info on Eskom.

Wow. Lots to get our teeth into. The Pongola link has quite a lot of details.
The vanadium/lithium pros and cons have me a chuckle.

Lithium risk - thermal runaway danger
Vanadium risk - It's new

It says they may use either tech or a mixture of the two at each site.

Haha. Please tell me that you actually used the phrase 'mini nuke'
Classic.

Yes, but for nigh on 20 months every spike has been lower than the last.
2 steps back and only ever one forward.
Does not correlate with company, particularly production, progress.

For those here that have received correspondence from Bushveld's PR lady in the past, which email address have you used to contact them please?
Thanks

Post of the day Introv, I've said the same thing before but you phrased it much better.
My enthusiasm remains as strong as ever, patience needed though. GLA.

Nice.
Perhaps all this could coincide with a showcase of the Vametco Mini-Grid, proof of the pudding.....

It does swing round to a point I made earlier this year, I think the company should rebrand.

Anything ending in Minerals (or OG, for example) is often an Exploration AIM money pit and (possibly) overlooked by many investors.

BMN have come a million miles since I laid eyes on them, yet their website for example is barely any different - how can that be?

I would like to see Minerals dropped and Lemur gone personally, and a rebranding more representative of their green credentials.

You can be on the main market without being in the FTSE350.