Member Info for Pdub

Correction “... the largest utility in Africa ...”

Dav3J BMN are selling the vast majority of their product in global markets outside of South Africa and are establishing partnerships with companies in those markets to push forward VRFBs. They are not dependent on Eskom.

However the issues that Eskom faces present incredible opportunities for companies involved in energy supply for the 21st Century. It would be sheer madness for BMN to not be chasing contracts with the largest utility in SA. Quite apart from the ethical desirability of improving electricity supply to South Africans it is BMN’s home turf and part of their vision.

I am delighted that BMN’s energy storage future is not dependent on Eskom, but I am excited by the opportunities that working with Eskom should present to BMN.

Just my opinion of course.

Shareseeker BMN tend not to do the usual AIM hype. They just get on with delivering on the plan to build a large low cost vertically integrated vanadium platform.

That is why I find the low share price very surprising. This is a company that delivers and is profitable and has an exciting vision to further expand vanadium production and develop the energy storage business. Hardly your typical AIM hype filled nonsense yet the market seems too blind to recognise it. In my opinion for those ahead of the market there is opportunity for a very decent return on investment here.

Beware the trader talk. Fairly obvious this morning.

Kiss of death. Sold. Blah blah blah....

I couldn’t care less what your trading is. Just get on with it quietly and stop boring me with trader b*llsh*t.

I want to read about BMN, it’s activities and the wider vanadium market. If the full extent if your intellectual ability is to tell me you have sold, please .....

Couple of filters applied this morning.

Great start to the week. Always good to get media exposure and interesting to read Loudspeaker’s comment over weekend that BMN was most viewed share. In my opinion this share was massively oversold due to Covid19 and at some point that will correct.

And Gambit we didn’t own Vanchem. Only completed that deal in November I believe. In the recent update we were told that Vanchem accounted for 30% of attributable BMN vanadium production in Q1. So more production at same vanadium price but a 40% compared to October. Hmmm?

I don’t regard myself as a financial expert by any stretch of the imagination but just a bit of common sense tells me that the current share price has a lot of potential uplift just on sales to the steel market.

Quite where BE takes over the next year or so I can’t say but there seems to be yet more potential for rising share prices. Everything I am reading and hearing points towards a greener future post Covid19, including infrastructure projects. Renewables and energy storage must surely be high on the agenda.

Just my opinion.

Sleepydave you are a gentleman. Thank you.

My attention was drawn to this bb by a comment on the BMN bb that negative comments were being made on this bb about BMN.

So first of all a declaration. I have been a shareholder in BMN for more than 6 1/2 years, I know the history of the company it’s current business activities and future plans better than most here know AVCT, never mind BMN. I have met the CEO several times along with most other members of the BoD and their technical advisers and know this team to be highly competent and have a long history of delivering on their plans.

I know absolutely nothing about AVCT and would not dream of badmouthing this investment. In fact my only comment would be good luck to all of you and I hope this investment gives you great returns.

However if there people running BMN down on this bb but who know about as much about BMN as I know of AVCT all I can say is what sort of childish idiot are you. Stick to what you know and stop making a fool of yourself.

A word of warning. In my opinion there are some with a history of trolling the BMN bb and I would advise caution with these. They might pretend to be ‘older and wiser’ than you but don’t be taken in.

Inter bb warfare is NEVER good for anyone. Treat other investors and their investments with respect. Diverting attention from your own investment to have a pop at other companies is a very poor way to behave and serves no useful purpose.

If after all this you still wish to have a pop at BMN then do it on that bb where people with more knowledge than you will be more than willing to deal with your concerns (though why any intelligent human being would want to troll another share I have no idea)

Sorry for the O / T but I hope those of sound mind will understand my message.

Good luck to all AVCT shareholders. Enjoy the ride.

....... Loudspeaker’s earlier post, here it is again:

“Just logged on to Hargreaves Lansdown to see BMN is the most viewed share today by a country mile.”

Good to know. Thanks LS.

Well done everyone. If enough press the report button it does seem to remove our multi identity troll.

Enjoy the rest of the weekend.

... that dishonest lying posters that have been banned from LSE still manage to crawl in under the cover of out of hours and using new identities in order to disrupt a genuine bb and writing childish deramps.

You all know what to do ... report and request identity check. Could also email admin.

Remember in my opinion this idiot is a dishonest liar. Do not be taken in.

“... in the quote.”

Sharesaplenty I don’t disagree that BE benefitting from Uk Govt funding would be nice.

However correct me if I am wrong but BMN are focussing on SA and the wider African continent for the VRFB / energy storage business. Wider afield their interests are through their partners, so in UK that would be Invinity? If BMN were to be involved in those markets it would put them in competition with their own partners with a possible conflict of interest.

I only mention this to avoid accidentally misleading people into thinking that BMN will be selling VRFBs in UK.

This quote from one of the November interviews deals with this:

“Now I want to be honest we are not going to develop every single vanadium project every vanadium battery project in the world but if it's in Africa then it's extremely active. If it's somewhere in let's say Australia yes we are probably not involved in the development, but we may be supplying vanadium, electrolyte, possibly having equity stake into the company that invested there. Possibly having a stake into the rental product company that is supplying electrolyte for rental. So there's a lot of different ways and it can be extremely active. I don't know who is getting 6 ways to make money on one project. To some there might be only 2 or 3. But in either case it's more than just vanadium and that's what integration allows us to do."

The Energy Storage market is likely to be huge. BMN cannot be everywhere but through their partners they will make money in UK through electrolyte sales / rental etc as mentioned in the quite.

Hope that helps

Rk

GND has responded on my behalf at 11.06

Apologies to all for O / T

RK I don’t do twitter but I GND does. She is hunting you down!

HaleSpur that is correct.

Sharesaplenty you are no fool and you will be fully aware that BMN are building a vertically integrated vanadium platform where they control the entire supply chain from mining vanadium to processing to electrolyte manufacture to VRFB to energy storage contracts., whilst also supplying the steel industry with nitrovan. You will also be aware that this is a work in progress and that this will hedge against both high and low vanadium prices (and that is part of their strategy).

You should be aware therefore that this could be a good time to invest .... ie investing in the future potential, which many here believe is enormous!

I trust you are pleased to see this morning’s share price bounce following your outburst of negativity?

I’m no good at this. Trying to give a balanced account of what is happening but the share price keeps going up. Don’t want to be accused of ramping so sadly my sp posts will have to stop.

Have a nice day

Apologies. I need to correct my 09.13 post.

Since then the ask has risen more. It is now even more expensive to buy back those shares.

This situation may change or remain the same. Exciting isn’t it.

Ninjamagic best post of the day. Should remind everyone of the reality. BMN is handling Covid19 brilliantly.

Right now it does not matter whether or not the market recognises this. When the crisis passes sadly many companies will have disappeared but BMN should be in a sound financial position and ready for the next forward moves.

Sharesaplenty you want balance? Ok.

This morning the share price went down. It was lower than it finished yesterday.

Just now the share price has been rising. It is now higher than it closed yesterday.

Anyone who sold this morning would now have to pay more to buy them back.

The numbers may change unless the sp stays exactly where it is.

I feel so much better for that.