Member Info for pb940

Https://www.proactiveinvestors.co.uk/companies/news/1025012/invinity-energy-systems-vanadium-flow-batteries-could-be-game-changing-for-renewable-energy-1025012.html

Https://www.bushveldminerals.com/wp-content/uploads/2023/08/Bushveld-Minerals-Resetting-the-dial.pdf

Https://www.bushveldminerals.com/wp-content/uploads/2023/08/Bushveld-Minerals-Earnings-Update.pdf#new_tab

Https://www.voxmarkets.co.uk/rns/announcement/e384346a-5dfe-41bf-a80c-98d0553cdf9c/

So when you were caught out your best line of defence was to stop posting altogether to prove you weren't being duplicitous. Ok, fair enough.

Cindercone, on your return to the bb you gave your excuse that you had forgotten your password, setup a new account, but then got access to cindercone again. That's perfectly believable but what isn't is why on the same day you argued from those two accounts with opposing views. I was there and called you out when you did it, you immediately stopped posting and we didn't hear from you for a year or so. You may have convinced yourself of that particular lie but that's up to you.

Which is why for the last how many months you calling other people out for lying is really funny. Anyway, you're happy with how you conduct yourself on here so no skin off my nose.

People don't seem to have the ability to disagree anymore, talk through their viewpoint, accept that there are differences of opinion but still continue talking like adults.

So do you prefer the board as it is at the moment V1per? Where any attempt to discuss Bushveld degenerates into personal attacks. I might not have agreed with what some posters would say but I certainly wouldn't attack their character (except cindercone who openly admitted to multiple accounts that were arguing the different sides of a point being made, sorry cindercone I just can't let that one go).

But everyone goes straight from reasonable argument to raging maniac in about 2 posts at the moment which has just made it a horrible bb to post anything on for fear that a group of posters will gang together and pick at you until you stop posting.

I don't filter anyone, well, no current posters anyway, I just ignore their posts, I don't respond and try and glean any relevant info. Those posters may have something useful to say but I'm at the point I assume it's just another attack on another poster.

Shame really.

Https://finance.yahoo.com/news/largo-reports-second-quarter-2023-214900560.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJbTiZLmEnq9jFNoZ0NsK5o-4x66rkL5uBpDNHBValPB_i3E56cXnTxFMGvXfWZQd-W_JY__ZcLYm8biIzcCo9cmuznv7SQgKCxvM0cTah1X-Zp92eMoycy2AizKqjZlg9OgJz4SS_z3xYMqVvZFOhrEwZx1RE2DAj5AjuqO8Gk_

Vanadium Market Update4

The average benchmark price per lb of V2O5 in Europe was $8.46 in Q2 2023, a 19% decrease from the average of $10.39 seen in Q1 2023 and a 24% decrease from the average of $11.08 seen in Q2 2022; The average benchmark price per kg of ferrovanadium in Europe was $33.47 in Q2 2023, a 15% decrease from the average of $39.46 seen in Q1 2023 and a 24% decrease from the average of $43.83 seen in Q2 2022

Lower vanadium prices can be attributed to weaker demand in the Chinese construction market; however, these prices been partially offset by higher VRFB deployments in China and increased aerospace demand

The average European benchmark V2O5 price at June 30, 2023 was approximately $7.98 per lb, compared with approximately $10.13 per lb at March 31, 2023 and $9.15 per lb at June 30, 2022

According to Vanitec, demand in energy storage applications has increased by 141% from Q1 2022 to Q1 2023

Https://www.voxmarkets.co.uk/rns/announcement/bf9c3f10-a437-4d2b-a25c-18c747236d31/

Https://www.elidz.co.za/wp-content/uploads/2023/07/ASIB-Inspection-conducted-19-Sep-2022-Bushveld-Electrolyte-Company-BELCO.pdf

Just found this ASIB (Automatic Sprinkler Inspection Bureau) document from during the factory build. Just found it interesting and I would assume the defects found would have bee corrected.

Note that there were three other companies checked, two of which had the RED NO in all of the main categories.

Https://www.esi-africa.com/news/sa-17-bids-for-dmres-battery-energy-storage-system-bess-project/

The bids include 3 from EDF Development South Africa. A few years ago, so it may have expired or not be relevant, Bushveld signed an agreement with EDF subsidiary Pivot Power through the VERL vehicle it created with Invinity to provide electrolyte.

I've completely lost track on whether VERL is still a thing but wonder if some of the samples being sent out may find their way into one of these bids.

Thanks SquirtyFlower

Https://polaris.brighterir.com/public/bushveld_minerals/news/rns/story/w3jmq3x

Bushveld Minerals Limited (AIM: BMN), the AIM quoted, integrated primary vanadium producer and energy storage provider, with ownership of high-grade assets in South Africa, announces that all ordinary resolutions put to shareholders at the Annual General Meeting held earlier today were duly passed.

SquirtyFlower, is the 8k the nameplate capacity rather than the yearly expectation? I thought the 8k would be if they pushed it at 100% for 12 months of the year?

Https://polaris.brighterir.com/public/bushveld_minerals/news/rns/story/wv9p03r

I think it's probably prudent to wait for the Q2 results to make any determination of what the bottom is. Any sniff of underperforming and the usual will descend and play on peoples fears as much as they can.

The issue from my perspective is that there was a fair bit of animosity between Bushveld and Garnet after the court case and in the end Garnet got what they wanted, control of Enerox.

Https://www.voxmarkets.co.uk/rns/announcement/48fc576a-828a-4cf1-b7fb-e699845af105/

How much of this new blood is created by one person?