Member Info for Pdub

Hope so faramog. That's yet more buying pressure which should assist the rise in sp. Imagine how the sp might respond to more increases in V price and a good BE update (just for starters ...!)

Last one out collects the biggest loss?

True. Exiting

"... Jewel in the crown..."

Whether that is true or not I don't know. However the shorters do seem to be facing stronger buying pressure now that there is some evidence that the V price fall may be at an end.

I wonder if the last shorter left will be the one facing the biggest loss?

I certainly hope so. These vermin have been messing around with my investment for so long that I have no sympathy left for them.

In the end fundamentals will win.

So we can look forward to:
increased production
rising V price
Vanchem acquisition adding almost 1000 mtV pa to production tally,
Mokopane licence
JSE listing

And of course the jewel in the cries ... the rise of BE ... perhaps the most exciting prospect the Bushveld group.

And not to forget the AfriTin and Lemur assets.

Yes ... I could certainly understand it if some of the wiser shorters are breaking ranks and exciting. Perhaps they are thinking not if the BMN share will rise but how much and how fast?

Just my opinion.

Agreed Pigpen.

But nice to see Terry Perles' comment beginning to unfold in reality:

"... we expect that very soon the market's going to wake up to the fact that the consumption of both vanadium and niobium are increasing dramatically in China."

Figures given by Terry Perles in a presentation in March for ex-China vanadium consumption are as follows:

90% steel industry
4% titanium alloys
4% chemical industry
2% energy storage

Everyone has reported the posts by Capa ... Oh sorry the latest troll.

I also requested admin check identity on each report.

At an investor presentation 2 or 3 years ago, in response to a pi question, Fortune stated the the company was taking steps to protect against a hostile takeover.

I have no idea what they have done and am not going to speculate. However it makes it crystal clear that Fortune has no intention of selling this company cheap.

I would expect that sentiment to have the support of the the vast majority of pi's.

Of course that's very interesting.

However takeover talk is a frequent visitor to many LSE bb's. I'll believe it when I see it. Knowing Fortune I don't think I will hold my breath.

I agree somtam.

Good find Oreste and thanks for posting.

"Existing producers such as Bushveld and Largo are in for a touch of short-term pain that I think will turn to a sustainable and very exciting future. They are evidence that those that take the chance and back it up with outstanding management, can find success in the long-term."

Welcome back Ophidian. I hope all is well and thank you for your kind comment.

I respect your position re posting here, but look forward to any contributions that you care to make.

Regards. Pdub.

Correction: "... given the discussions on this bb."

This is a very detailed presentation from Terry Perles dated March 2019. Apologies as I am sure it must have been posted before. Excellent analysis of the ex-China vanadium market and the importance of Chinese exports. A must read if you are seriously interested in understanding the dynamics of the vanadium market, particularly given the discussions on his bb.

http://www.spartonres.ca/wp-content/uploads/2019/03/Presentation-Terry-10-Ex-China-Vanadium-Market.pdf

Net Chinese exports since 2011 range between 7,500 and 10,500 mtV pa.

This presentation is very detailed and illustrates how close TP is to the heart of the vanadium industry. Any pi on this bb that thinks they have a better handle on the factors affecting the vanadium market is frankly living in cloud cuckoo land.

Just my opinion.

Regards. Pdub.

Ticks 'em all Tyfoon. Yep ... every last one.

"Pdubs" haha I quite like that

Sorry to hear that knuttie but I am sure you have been a rock for her.

Regards. Pdubs

Thanks Nick. You have been an inspiration, first with Henry (!!) And then the manner in which you handled your health issues.

Regards Pdub

I agree Nick. If rapid upward price movement in the ferro-vanadium market continues next week then things could get interesting!

I will stick with Terry Perles' analysis.