Member Info for RichKen

I think you are spot on James with 40,000 tonnes. Goes to show how important Mokopane will be come and that the new plant being planed to be built will need throughout capacity.
VRFB don’t need the vanadium to be V205 for electrolyte a different level is possible which may make it go further.

No other Vanadium company on the planet is set up to be able to meet the potential demands.

Yet another reason we are the vanadium investment.

James, one full Mokopane PFS Document

Quality ready for anyone wanting to understand why this project is so important and what it should cost to build a purpose built greenfield process plant. This mine has the potential to change the vanadium world

http://www.bushveldminerals.com/wp-content/uploads/2017/08/201602040458050.pdf

Happy reading for James and any others who might want to understand why this project is so significant to the company once the license is granted. The world needs this project, South Africa needs this project and the potential it unlocks is significant.

Have a great weekend all!

Cheers,
RK

One For Mokopane PFS Document

Quality ready for anyone wanting to understand why this project is so important and what it should cost to build a purpose built greenfield process plant. This mine has the potential to change the vanadium world

http://www.bushveldminerals.com/wp-content/uploads/2017/08/201602040458050.pdf

Happy reading for James and any others who might want to understand why this project is so significant to the company once the license is granted. The world needs this project, South Africa needs this project and the potential it unlocks is significant.

Have a great weekend all!

Cheers,
RK

James - there is a full PFS on the Bushveld Website. Ophidian was quoteing from it early. There is every detail there. It is over two years old but the detail is more than relevant.
I will try to send you the link in the morning. If you don’t find it.
Cheers RK

Nice one Yachty you are on the money now!
Yes this is more than likely in 3 to 4 years time if all the projects that are envisaged come to fruition.

Knuttie you are on the money there. A great dividend policy will be key going forward and the potential for large holders will be very good indeed.
3 to 5 % of SP would be perfect.

With respect to any potential interest to takeover, the JSE listing and the SA investors are likely to want to be significant holders in this business. Fortune makes continuous reference to the South African focus as a business and that will be very important to him and the local management as well as the workforce. They want this to be seen as as a flagship South African success story which they can be proud of.
However interested any other party maybe in the assists as they are built up, I hope they really can succeed using all there own resource for many years to come. Not only as an existing investor but for the complete project. Both FM and MN will be very keen to see the projects through to completion. They have youth and energy to drive both projects and even Lemur through to completion to maximise the value of the business for share holders. It should not be lost in the fact that they will both personally have huge financial reward through there own share holding by doing just this.
For all of us this is the best conclusion. Being part of a super conglomerate like BP, Shell, Siemens, Samsung, Sumitomo or any other huge power or chemical business will norms bring local support or motivation. As share holders it would not be good long term for us either. Unless you wanted to cash in and run. But the passion and support by the vast majority of holders here tells me that this is not desirable.
This story has far to go and the true value is 4 to 5 years away. But when we reach it, we can be sure it will be exceeding £10 per share.
Not sure how you all feel about these thoughts?
Cheers RK

China Ferro Vanadium 80% FOB US$71.0/kg vs US$70.9/kg

So we have a slight rise as Loudspeaker as said earlier - But this is a significant change in direction.

Bobby Axe - I am sure that a vanadium mine would be as popular in rural Oxfordshire as an Oil Field in the Surrey Hills!

As an investment there are few better around with such huge upside as Bushveld Minerals. I can tell you when you talk to people about the story and the potential and the upside is outlined, there are very few people who are not keen to invest. The green angle and the Energy Storage topic is a key point to everyone and people get batteries and the issues with Lithium Ion as they all have mobile phones which loss their ability to hold charge over 1 to 2 years. When you share that the VRFB will last for 20 years plus they like the story!

Trust me, if you said to invest in JLR or BMN - It is a very easy pick. Even though I like the JLR products and I like to support UK manufacturing. But with "your" money you put it where you see it will grow the fastest and has the best potential.

Bushveld Minerals is financially very fit indeed with its cash generation form the Vametco Mine, it has no debt and has a growth story which has more potential than any other current company I have researched.

If BMN ever produces a home VRFB I will buy one I would love to put my money where my mouth is!

Absolutely Zeusfurla - The organisation structure is really looking slick. It comes across very well indeed. Your summary is spot on!

Liked you pun - Bushveld Minerals is in an incredibly fortunate position!

That could be the understatement of the year after every part of the plan is being executed to precision to be ready when the market really needs "Energy Storage" and significant supply of vanadium.

That is a great presentation, unfortunately not only is the supply of vanadium constrained but so was Fortune's time. But he got every point across in a clear way and has backed up all the key news:

- Increasing global demand for vanadium and energy storage
- Production at Vametco is going to be increasing to 10,000 mtV
- Bushveld will release shortly news on the full Brits Resource
- Bushveld have 440 Million tonnes of ore reserve with the highest concentrations and ability to produce at the lowest cost
- The first VRFB is under test at Eskom and the contents of future VRFB will be 80% locally sourced which is good for South Africa
- The Electrolyte plant is underway in East London
- They are creating a new Electrolyte Leasing Company to aid the growth of VRFB's

So lots of positives in a very quick presentation. Well worth a watch.

Great summary video of the plant to finish the presentation!

Direct link:

http://www.bushveldminerals.com/brr-media/

https://twitter.com/BushveldMin_Ltd

Buzzzipster - I think the mining license will come this year. I think the will from the SA government will be there as the importance of energy storage as a sunrise industry in South Africa is clear and this mine will create jobs and financial security for SA. It is a huge green tick.
I am hoping and news flash on this in the second half of the year.
When it comes it could be the most significant news yet for the company - Fortune has always had his eyes on this one.

Let’s hope the UK seriously looks at VRFB for every renewables project so we don’t waste all the wind and solar that is created. We should be aiming to capture every kW created and eliminate the need for nuclear or future gas reliance.
Let’s hope that the UK focus gets back to the most important points in life - clean air and low carbon energy creation.

Clearly VRFB will allow just that.

We are very pleased since my Claire was in the special cancer ward in Northampton we managed to raise over £3000 for the ward and over £1000 for an orphanage in Africa. For my Claire that meant the world.

Sorry for off topic but she has been so touched with all your kindness to us. She has just completed her second lap of the ward which is remarkable. She still has more tubes than a central heating system!

I don’t think we will be too long till we have our target winner and we will onward to the next target.

Exciting times for BMN are very close!

Thanks all. RK

I think when Mokopane comes on stream and supplying ore and high grade V205 or even other V2 grades which may fit with electrolyte requirements people will be very envious of those buying in at less than 50p. By then we will be way above our position today. Bushveld Energy will have multiple contracts in place. We will have the second brownfield site in production. Our output will in excess of 10,000 mtV and our profit levels will be heading over £600 million with every thing playing out. That is my vision for end of 2021.
Not too long to wait for such huge potential to be realised.
Mokopane will be heading to 10,000 mtV and Bushveld Minerals will be the no 1 Vanadium producer in world.

I see a very exciting potential here for every existing and every potential investor. The resource and vision of the board backs this up which can be seen in the RNS’s and the outline given on the Bushveld Minerals website.

I trust this gives additional insight to the road ahead.

Cheers,
RK

Well good afternoon everyone,
Faramog today was my target day to reach the magical £1. We seam to a be a touch behind. The really only reason I am disappointed is that we could not chose the place where the donation heads. But I am sure whoever gets the choice will make an amazing decision.
It is great to have the board working as it should do again and everyone being able to focus on the up and coming news.
I know that Chika is hoping that they will have the uploaded films of the discussion and the presentation that Fortune did last week. The delay has been from Inbada.

I well be very pleased when news finally lands on the brownfield plant and my thoughts are this will come sooner rather than later. This news has the potential to increase our output much faster than anything else.

The clarity on the dividend policy will give all existing and those sitting on the fence clarity on what they will earn on there investment and will be one mega catalyst to SP growth.

I am seriously thinking that if I was in Fortune’s shoes now I would be wanting the first VRFB built with our own vanadium to be installed at the Vametco mine. This would be a great test bed and also would give the mine long term energy security. Now that would be an exciting anouncement. The confidence and demonstration ability this will give there clients will be easy to see.

We can be sure that every decision from here on in will build the confidence of investors. We could not be in a better place right now and our brokers should be busy working on new presentations to demonstrate why big fund managers would be very astute to get in to this phenomenon which will in the long term be the investment story of stories for all the right reason. I feel that Q4 BE will come last week of February as the trial will be well under way.

I am making the most of a quiet time as my little lady is sleeping.

So many great contributions today. Thanks all.

Cheers, RK

You will find that all those posts were in response to a vile post which was removed by Admin. It was to be fair most insulting to any one who is suffering from cancer.
Before you respond in such away please consider the context. Of course bad language is most unfortunate but the anger of some was somewhat understood and Admin will be fully aware of the circumstances. Just a reminder that Knuttie is still going through a very tough time after his wife’s cancer which is the same as my wife’s so you may just consider tonight, your own actions. Hence why Ma5k asked you to back off.
So I would ask you to stick to your charts or read all posts before taking the moral high ground tonight.
Many thanks.

The agenda and narrative of each one of these individual boards is to share discussion on the individual company which the board relates to and our focus should be on exactly that.

There are times when specific deviations and off topic when respectful and fair is acceptable for posters and LSE allow this.

I don’t think many posts deviate from the guidelines but we have had in recent weeks some terrible insensitive and clear posts which are carefully constructed to agrevate investors. That is my point and I stand by my last post as I think the great majority would stand by and agree with my thoughts because that has been historically their stance and character in multiple posts previously.

You are not foolish Ma5k and you know exactly what I mean.