Member Info for RazorShultz

I think he meant “inversely proportional” anyhow!

Agreed. I prefer the long term potential of energy storage, and of course the vrfbs have synergy with the fact we have a lot of vanadium anyway, and are well positioned to deploy both of these assets in a market which has not yet been captured

Very interesting, thanks for sharing

I was trained at a hedge fund in technical analysis and agree it is useful for forex, where the volume and liquidity make every share look like nothing. Ultimately, shares move on fundamentals, and regardless of the short term movements, the share price will eventually move back to a rational level based on the potential for earnings. If you’re a day trader i agree thy can be useful, but for long term holders I don’t see a reason why anyone should even slightly care about technicals, beyond those who can’t sit still and always feel like they need to see something happening, or have some activity to discuss. Buffett, munge, and lynch would all much prefer to sit there bored and i agree.

I agree. I’m one of those people who could not care less about level 2 data, what the sells or buys or their sizes are, or what “the MMs” are up to. I also do not care about support or resistance, rsi, sma, or fibonnaci levels. But some people seem to derive confidence from these things. I only care about fundamentals but i mostly see people talk about these so im not too worried

Thanks for the link alfa, that presentation is very helpful to laymen like me who are still trying to understand the tech and its applications, and importantly, how bmn is positioned to profit from it

Can this niobium stuff replace vanadium in VRFBs? Is there such thing as an NRFB? If the world is increasingly to emphasize less reliable energy generation like wind/solar, surely then the benefits of a VRFB and their output smoothing will become increasingly worth paying for? Perhaps my ignorance of the energy sector is showing here, but my thinking is most governments must think long term about these things, therefore they should pay the upfront capital expense. It'd be good to hear some thoughts of people who are more clued up about the energy sector on this issue

Adding on to this, I spent my commuting time this morning looking into the connection between Vanadium, Energy Storage, and renewables. It's basically exactly as FM says but always pays to look at some science too. As he said, the generative powers of wind and sun are less steady/reliable than coal etc, so vanadium batteries can help smooth output, and transmission over distance.

Furthermore, I was searching for largest vanadium battery installations and could only find results in the US and China. Is it therefore safe to assume Africa has no significant ones? As well as this, Vanadium batteries can safely discharge to low or fully depleted levels, unlike Li-Ion batteries which get damaged by this. They are also lower maintenance and basically be left on their own for long times.

Significant upside for production of vanadium, and of course synergy with bushveld energy. Rising prices will also mean the fixed costs remain stable but any revenue from V price rises or service price rises should more or less fall right through to bottom line, aside tax of course. Of course, it depends on demand too, but I haven't been able to find simple enough articles for me to understand the capacity of the VRFB. Will it be maxed out by serving a 250KM area, or is there potential for it to serve further unpredicted demand?

Going back to my first post here, it seems even with a rudimentary understanding of the science, it's clear the company has a path to being more profitable in the future than it is today, which is good for us all. No numbers from me or fancy valuation theories, the investment case is really that simple and it's how I make all my decisions. The company will do better in the future than it is today, and the market has not realized this yet, which gives us all a margin of safety

I am in PCF, one of Simon Thompson’s top aim picks this year, 34% return so far. That’s my best solid aim pick since it has earnings and a foreseeable growth strategy, since you asked. I’m also in BGO.

So now my top picks are over, one of the things that impresses me about bmn is the amount going on here. Vametco, bushveld Energy, clear synergies between the multiple different income streams the company has, and a LONG term plan for creating value and capturing more market share. It’s rare to see a small company with its fingers in so many pies and doing well. Most small companies either run into management issues and fumble capital allocation, expand too much then can’t cope, and fall over flat.

Looks like all is under control here.

Adding on to my last post alfa, you have said much I agree with here in your post mentioning buffett and the fact this is undervalued. Investing with a “margin of safety” makes it not that risky in reality.

Seems some of you have trouble with reading comprehension here. I’m looking at you clark with your inane criticisms, and goble. 2 more to the filter list. Read the post and you’ll see the point.

Alfa - I don’t have exact figures, but the rising prices of vanadium as well as the earnings potential of everything that’s going on here. Afterall, we as investors would like growth year on year, and if earnings don’t increase it would take exactly as many years as the PE ratio to make back your investment. Realistically, with this many shares in issue assuming it stays that way, for it to 5 bag it should take earnings of 100m to justify that valuation. Perfectly possible as we already know. I think it has a lot further to go from the research I’ve done so far.

Going back to my original post, buffett and munger always said to invest in management you like, trust, and admire, and if you wouldn’t own a company for 10 years dont think of owning it for 10 minutes. It’s always hard to gaug the future for any firm but I think the story is solid here.

Hopefully share price won't move til next week. I'm thinking of starting to build a position in this one. I don't understand a lot of the technical babble but they've got good management, some good cash generating assets, and a clear path to being more profitable in 5 or 10 years than it is today.

Thanks for the information. I’ll have a look back through the rns and read the full things but it sounds positive. Much appreciated! I’ll get to that shortly. Sounds like there is a lot going on!

Still a good price to take a position at? been reading back through some RNS and posts but haven't bought in here yet. As the investors chronicle article released 5 mins ago states, it's hard to have confidence without updated financials. Any input welcome

When next news is due? Been watching this one but haven't bought in yet. Get paid after the 20th this month so long way to go yet til I can take a position

I think a good thing is future operating revenues will mainly fall almost right through to increased profits as their cost of sales remains static. They keep making these good deals and the market isn't reacting much. I will top up more this month that's for sure!

Sold out for £9 profit and de-risked completely in this. But I have a rule Buffett and Graham are both proponents of: I can't sell just because the price has fallen. There has to be a change in fundamentals. I've read the mineral stuff in the RNS and don't understand any of it really. -25% is a bit scary, but going to hold regardless. Definitely lost a little courage here though.

Have to release negative RNS as soon as they become aware of it? Or can they hold bad news back for release at a less painful time?

TerrySn also seems like a familiar name to JackSm, he probably has some kind of regular naming convention to help him manage all the fake accounts he runs. Another one added to the filter list!

The answer to your question is quite simply: Because it's highly illegal. That would be what we call Insider Trading/Dealing. The FCA will likely be able to get any company to show emails or phone calls or proof of contact it's had with the company's directors, which will clue them in to when they came into the inside knowledge and such.