Member Info for RichKen

In the interview, it is from 4min 48 seconds that they get onto Vanadium and again John Meyer is bullish about BMN, good to see. I think he likes us! he again talks about us being in a good position to turn on increased supply. He knows what is going on but does say too much.

https://reut.rs/2MtJV3y

pb940 - if that 805MW of energy storage was only using VRFB that alone needs 16,100 mtV for these VRFB announced or under construction.

Goes to show the potential...

I just looked in on the totals for Q4 to Baltimore - This totals including October shipments and the first January shipment, 374,694 kilos of Nitrovan. If we assume 54% goes to the US then that is 694 mtV, but it if we assume all the shipments were actually produced in Q4 then this totals 450227 mtV. Again assuming 54% goes to the US. Then this would give 834 mtV for Q4. That would be a very good number indeed.

Now we just need the real figures....

Nobbynewboy - As one of the countries best dealer principles you are fully qualified to know about car finance!

With an investment like this in its growth phase, as Knuttie said the last thing you want to do is sell a huge number of shares to buy a car, if it is an essential tool or a vanity item. PCP and Leasing enable that. The one important point to remember is you still pay for the car and the depreciation. Bt you get into your desired choice without having to use all your disposable income.

The same will be true for Vanadium Electrolyte. You want the VRFB to store your power, you only pay for the unit and lease the electrolyte over the period giving the energy company the savings and paying the lease payments out of revenue. So we have a green world and a system that will last for 20 years plus. it is a winning combination.

For Bushy shareholders, the income from these long term lease agreements is going to bring regular income and increase the value of the business dramatically. With the vanadium asset remaining the property of BMN. Win-win!

Cheers,
RK

Thanks SloppyGuiseppe so good and Vanadium are the two top minerals / metals investors chose in 2018.
Why would 2019 be different? Unlikely.
Both precious and both very much needed!

Thanks Mrremmy! That works!

So we have create a link on Twitter then copy the link to the thread.

The Bushveld Perspective website was set up by our community of posters as a magazine to aid investors so they could build a picture of information to help understand the ins and outs of Bushveld Minerals and the vanadium world. Why would LSE exclude such a website when this board is constantly in the most popular on there website, it includes 5 of the most recommended posters on their site (not that I deserve to be there) and makes the advertising that sandwiches our posts seen by more people.
There is no explicit or dangerous content just factual research.
LSE ADMISTRATION please remove the block.
Thanks so much.
Kindest regards,
RichKen.

It would appear that LSE have changed something to block liiks that have previously worked. The link was to a piece of fact based research.

This website has always been good to allow discussion with links to facts and external verification.

If we are unable to do it makes this share chat site unusable. If anyone agrees please make your feelings known.

Or is this one website only. If so why?

Thanks RK.

For those new to Bushveld Minerals and looking to understand why this board has such following and why we are invested here please have a read of this article on the Bushveld Perspective which will give you an insight to the company.

There are many articles and background information which will help you learn all you need to know.

**************************************/blog/public-articles-1/post/mandela-to-mojapelo-a-vision-to-change-africa-for-good-384

Happy reading based on facts!

Cheers,
RK

MTJK - No we won't wait until then its just the dividend by then will be significant!

Headancer - The potential as I have just explained in my ramblings brings it out.

Put simply - above it says our SP is 39.5p
By the end of 2019 it has the potential to be £1.60 to £2
By the end of 2020 it has the potential to be circa £4
By the end of 2021 it has the potential to be circa £8 to £10
By the end of 2025 it has the potential to be above £15
If these figures came to fruition you can keep your tonic bubbles and you will be toasting with Krug bubbles if that is your thing.

I cannot say that the predictions will come true but this investment has the potential if it can all be realised if Energy Storage is fixed on VRFB and we are to overcome the carbon emissions in our planet.

Cheers all!

Sorry Ophidian, I have been occupied on my main business for the last few hours. So just logged back in. However, I see SOTTR has found the article and the reference from the Chika interview which keeps coming back to me.

Don't forget that she said "or even both!" That is of course brownfield and the new kiln. This may all be part of the pledge made to the SA President in the conference back in November. The potential to increase production capacity to way above 10,000 mtV would make Bushveld into a Vanadium Super Supplier unlike any other on the planet. This potential is where our eyes can see the big numbers and large market cap coming from in conjunction with the growth of VRFB and its huge potential. The world will need every kilo that Bushveld Minerals can extract and process if energy storage becomes that multibillion-dollar industry.

The potential dividends this company may pay from 2022 onwards would make anyone with long term investments as part of their pensions be very glad they stayed invested. The short term traders may come and go, but if you unlock every significant potential income stream this company has at its fingertips the potential is easy to see.

Every time I look at it and think about it, if Fortune and Mikhail stick with the task in hand a truly deliver on their vision it is easy to see where we are heading. I think if BBN, Ophidian, Alfa, and others with this vision put all their analytical knowledge together with the non-conservative heads on the market cap for this business really is very large indeed.
With these thoughts in our minds, the current SP position will soon be a distant memory and those panicking having bought in when the SP was in the 43 - 50p range will be dancing with joy in the same way as those who bought in at 2 to 10p range.

I am not sure I can make it as clear as I want to, but you get the idea.

I wish you all a very good evening.
Cheers,
RK

BBN, Yet again more stunning insightful assurance to the potential in front of us.

The electrolyte plant will be completed in phases which will help us grow in an organic way as more vanadium come on stream. This EL plant is designed for 1000 MWh of Electrolyte production, but it will grow in 200 MWh phases. This means phase 1 in 2019 will be targeting 200 MWh which relates to 1000 mtV for phase 1. This means that Vamteco needs to get that 5000 mtV production capacity ready before the end of 2019 so they can supply the existing clients and also the electrolyte plant. Assuming around 4500 mtV as a realistic plant output.
Moving forward I think we can expect to see the announcement in 2019 of the plant upgrade in 2020 with the $100 million investment for a new rotary kiln to increase capacity to 10,000 mtV. This will allow a reliable fed to electrolyte plant expansion as needed and for new customers to be found. Which should be very easy given the demand going forward. This may well give the time for Brits to be turned into the mine expansion.
So a realistic time frame for the 1000 MWh production will not be until late 2020 to early 2021. Given how slowly the wheels turn in the energy market this may well be a good fit.
You may have other views on this timing, but we are sure to get some more ideas from the forthcoming Bushveld Energy RNS. Of course if we get various Eskom contracts awarded this may put the acceleration of the upgrade of Vametco to 10,000 mtV and the construction readiness at East London.
The icing on the cake, in my opinion, would be if we have a VRFB assembly plant (joint owned) right next door to Bushveld Energy Electrolyte!
Meanwhile assuming the Mokopane License arrives they can start development of the mine an introduce the ore supply to China that has been hinted out whilst funding a greenfield site at Mokopane.

Just my added thoughts all of which will add significantly to our valuation.

Cheers,
RK

Currently, it would appear a few investors have had their ice and now they are slicing...

Sorry enough from me...

Well, Expert,

For me, it wasn't the tonic I was looking for, so I decided to go for something a little stronger which makes a lighter product and will return significantly more green energy to my bank account! Boom Boom.

Bring on Bushveld Minerals - One bubbling investment!

Our large group of PI’s invested here, know well the huge potential in this company and where it is headed.
The wait for the avalanche of news coming although frustrating will soon be over and the doubts cast by those who don’t have a full grasp on the market and the potential for Bushveld will be there loss.
We know what to expect here and the profits our company is making and will continue to make with current and growing vanadium prices is massive.
We should never forget that our output is growing, our potential market is growing and our efficiency of mine to product will grow too.
This story is truly only half told.
Cheers
RK

China Ferro Vanadium 80% FOB US$70.5/kg vs US$70.5/kg

Only item relevant to us in their daily email.
Cheers
RK

I problem spdhoy!

Pdub, this is such tough news to hear that yet another of our much valued friends on this board is effected by the C. One thing you can be sure of is our prayers will be with you 100%. The support and care you receive will be incredible. The Macmillan nurses are an incredible support and are always there in our experience.
If you have your continued positive outlook you will get through this buddy.
Keep strong. My Claire sends her very best to you too. She is going through her own journey as you know.
Take care. RK.

10,000 tonnes per annum.

But bear in mind the worlds largest VRFB being built is 800MWh.

This is why Fortune and Mikhail want the expansion of Vametco to 10, tonnes per annum as quickly as possible and the importance of Brits coming on stream.