Member Info for pb940

https://www.fin24.com/Thought-leadership/Old-Mutual/red-china-is-the-worlds-new-green-leader-20190130?mvt=i&mvn=b05f086c37c3451a8ffda6c40c163346&mvp=NA-FIN2DESKMOBIWEB-11239130&mvl=Fn-Desktop+300x255+or+333x250+%5BDesktop+-+Card+2+-+300x250+-+Image%5D

Do you think they may need to introduce a report board button?

I'm not so sure the vanadium upturn will be delayed. There were some reports on vanadiumprice looking at year-on-year inventory of vanadium and showing substantial drops in inventory. A little buying will start the ball rolling quite quickly after the Chinese return to work.

https://www.vanadiumprice.com/am-stats-chinese-vanadium-pentoxide-flake-producers-stocks-sharply-down-by-83-2-yoy-in-dec-2/

18 Jan 19 – According to statistics from Asian Metal Database, Chinese vanadium pentoxide flake producers’ stocks reached 200t in December 2018, up by about 17.6% compared with 170t in November 2018 but sharply down by 83.2% compared with 1,190t in December 2017.

https://www.vanadiumprice.com/am-stats-chinese-ferrovanadium-producers-stocks-down-by-70-5-yoy-in-dec/

24 Jan 19 – According to statistics from Asian Metal Database, Chinese ferrovanadium producers’ stocks reached 350t in December 2018, down by about 2.8% compared with 360t in November 2018 and down by about 70.5% compared with 1,185t in December 2017.

I'm used to people underestimating Bushveld Richken. I'd just like it for once, as whats going on on the board at the moment has happened before, is that when Bushveld returns to it's upward trajectory they would come back on the board, apologise and admit they were just here for a laugh and/or to help shake the confidence of certain investors to allow them to buy in as they could see what a great investment it actually is.

I'm not sure the slow down negates the effects of steel rebar requiring more vanadium to reach the new standards, which apparently weren't being adhered to prior to the Chinese New Year.

https://www.proactiveinvestors.co.uk/columns/sp-angel/30590/today-s-market-view---green-new-deal-resolution-offers-major-stimulus-for-battery-metals-30590.html

Democrats unveil Green New Deal resolution

Rep. Alexandria Ocasio-Cortez, D-N.Y., and Sen. Ed Markey, D-Mass. formally introduce the proposed Green New Deal, which call for a 10-year “national mobilisation” to fight both climate change and act as an economic stimulus.
These include: “meeting 100% of the power demand in the United States through clean, renewable, and zero-emission energy sources,” repairing and upgrading the infrastructure of the U.S., building smart power grids, and a number of projects concentrated around the reduction of eliminating pollution and greenhouse gas emissions, among many other goals.
The resolution also seeks to overhaul transportation systems in the U.S. “as much as is technologically feasible.” It calls for investment in “zero-emission vehicle infrastructure and manufacturing,” “clean, affordable and accessible” public transportation, and high-speed rail.
While the resolution is a long way towards actual legislation, at least 60 House Democratic co-sponsors as well as 9 Senate Democratic co-sponsors support the transition.
States are also making similar independent drives towards decarbonisation, with New York Governor Andrew Cuomo announcing the Green New Deal initiative with its first transaction in large-scale renewables.
A drive to 100% clean, renewable energy will create a fundamental shift in commodity demand. Battery and renewable energy metal exploration and development projects, including copper, nickel, manganese, vanadium, graphite, lithium and rare earths, will demand significant investment to sustain supply.

As the volume has been going lower and lower as the sp goes down surely the better way to encourage selling is to raise the price. So far today approx 0.1% shares in issue traded and sp doing very little.

https://www.miningmx.com/special-reports/mining-indaba/mining-indaba-2019/35901-what-a-difference-a-year-makes-minerals-council-on-indaba-2019/

MINERS dig in for the long haul, but sentiment can have seismic shifts in the short term. That’s the prognosis of the Minerals Council South Africa about the mood around the Mining Indaba 2019.

“What a difference a year makes,” Roger Baxter, CEO of the Minerals Council, told Miningmx on the Thursday as the Indaba wrapped up in Cape Town.

This time last year Mosebenzi Zwane was still at the helm of the Minerals Resources Ministry – a scandal-tinged minister with no mining background who the council was not even on speaking terms with.

“We have a mines minister that is the first in the democratic era to have actually worked in the mining sector,” Baxter said, referring to Gwede Mantashe, whom President Cyril Ramaphosa quipped had been “polished” from his days as a militant unionist.

Baxter said the work the minister and the president were doing “… to create more certainty is very welcome. We have met more with government in the last few months then we have in the last five years on many of the issues that affect investment and growth in the sector.”

But South Africa’s ailing mining sector is hardly out of the woods yet, even if there has been more of an air of optimism at the Indaba’s cocktail rounds under the Cape’s blue skies.

“This Indaba had a much better sentiment to it. We think that that sentiment is positive though sentiment by itself doesn’t drive new investment decisions. But what it does do is help shape people’s thinking around longer-term investment decisions but there is still a lot of work to be done,” Baxter said.

Referring to the latest version of the mining charter – which by consensus is far better than the one Zwane was trying to unilaterally shove down the industry’s throat – Baxter said the document was “much more workable charter there are still outstanding issues in the charter that need to be fixed or solved. There are massive infrastructural issues which are potentially game changing for the industry,” he said.

Among other things, the industry is waiting to hear with baited breath what Ramaphosa has to say about state power utility Eskom on Thursday in his State of the Nation Address. Baxter said proposed tariff hikes “… which are not possible for the mining sector to absorb” needed to be taken off the table.

It will take at least another year to absorb the impact of the policy reforms being initiated. This time next year will show if a real difference has been made.

Has that been confirmed?

Anyone contacted Bushveld asking about the Lemur or Bushveld Energy Quarterly updates? I've tried but after some success last year I no longer seem to be getting any responses.

Most of the daily reports commented on how thin the trading was though.

nm

Are we back on?

https://www.cbn.co.za/featured/renewable-energy-for-our-cities-and-towns/

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Equally important is the need to address grid defection through a suitable tariff system that will make it attractive for private owners of RE to feed into the grid.

‘Metros and municipalities could participate in a range of RE options, if they are given the flexibility to do so,’ says Scholtz. ‘For example, municipalities could set up large battery systems that can store PV-generated electricity. Battery care and maintenance is a major requirement in RE systems, and municipalities could appoint technical staff to do this, and benefit from selling the stored electricity. Eskom itself is already focusing on investing in the battery storage side, rather than in PV plants, as it feels this would be its most effective contribution to the energy security mix.’

your're just guessing pigpen

Without hindsight and before the Erongo sell appearing it would have been interesting to see what you would have been posting at that time.

Well said SOTRR

I feel very lucky that I have always viewed this as a long term investment so am mentally prepared to ignore the current sp until such time as it meets my minimum sell price requirement. And I don't believe that £3 a share is an unrealistic expectation over the next 3 to 5 years.

Pretty sure my small shareholding wouldn't do anything to the sp. Long term holder, just not a lot of shares.

Am I right in imagining your wearing a tin hat, sat in a faraday cage?

I think it's you cindercone and you're just trying to divert everyone's attention elsewhere