Member Info for RichKen

Hi Bella, I hope all is well down in France. Hope you are keeping safe and well. Good to see you adding valuable contributions here too. Your input is super valuable as always. You take care young lady. Look after your family.
Cheers RK.

Good share Global_2017!
Thanks.

Stodgy88, I am sure you are aware that is a tweet of the 'part two' interview with Larry Zulch the new CEO of Invinity Energy explaining the VRFB pipeline of projects. Of course, VSUN has been distributing Avalon, RedT and Cellcube VRFB's in Australia on a commission basis and doing everything they can to help with promotion globally, as many of us are doing, in line with Vanitec. This is helping produce a small income stream for AVL which will hopefully help AVL complete funding for their own mine.
Please excuse me if you understand that full picture. But it may be helpful for new readers.
Cheers, RK

Hi Rob1967,
Nice to see you pop on the board again. I agree with HS and Alfa and Knuttie to. At this time Bushveld has decided to spread their VIP investments, as the largest potential supplier of primary vanadium in the world (having the largest primary source on the planet) in the years ahead with the expansion of Vametco into Brits and the opening of the Mokopane mine at some point in 2021 the one thing Bushveld need is to ensure they have continuous supply agreements with as many players as possible. A broad client basis is a strong business into both the steel and expanding energy storage market. It should be remembered that when investing you need to grow your investment slowly and help develop and grow the business. That is exactly what Bushveld are doing. Please don't forget that Bushveld is in the process of due diligence with Enerox with a consortium of investors and this will bring a significant controlling factor over the best technology in the VRFB pipeline. This has the potential to strengthen Invinity Energy Storage plc too. Bring all these together with Bushveld ambition to build a VRFB assembly plant in SA with electrolyte supplied from the East London plant and you have a broad spectrum of business which can grow organically as the market opens up. Add in the vanadium electrolyte leasing/rental vehicle and you have a package which in time may lead to Bushveld Minerals taking larger shareholdings in multiple VRFB suppliers.
Invinity have to build today on their expertise and grow their market share. Remember Bushveld Minerals can already add a director to the board of directors at Invinity Energy and surely the best man for that job will be Mikhail. He will help them accelerate their pathway to success.
The business is not only going to be vertically integrated it is going to be horizontally integrated to. This is one of the smartest business moves we have seen
I hope this helps answer your question. I trust you are still a significant holder here after building up such a large holding in 2018/19. If not then you might consider again at today's prices, once we get post CV this SP is only going one way quickly.
I wish you every success. Keep safe.
Cheers, RK

Sausagedog - it is called The Bushveld Perspective it is the read how magazine website. It has become famous in the world of Vanadium, with researches from around the world.

VanV, you have done a very good job in sharing the key research and engaging with the business here as I and others have with Bushveld Minerals. The best companies are the ones where you can see clearly a pathway to future success and making it clear to other investors that a business has great potential not just today but in the future. To many investors follow the herd mentality and do so little research buy a few shares and hope. This is no way to invest and make sure of a solid return. The Bushveld Investors went the whole hog because the industry was so little understood and set up a magazine-style website to share information about the market and the industry. With Novacyt this is not really needed but with the information that is in the public domain can be shared here with links to ensure everyone understands the key aspects even if some technical terms are over peoples heads.
The vast majority want to see a somebody post the share price today is £1.95 and by a week on Friday it will £3.95 - that is enough the mass see it on the risers board and buy in. Sometimes it is successful and sometimes it is a disaster.
The best share chat boards are the ones with trusted posters who do research and can be seen to invest. This is not a recommendation, but it can underline with solid research posts that an investment may have legs. But, we are all human and people are not without error and things can change which effect a companies prospects. Which is exactly why today so many solid companies which have been doing ing everything right and making good money are today on the floor.
This company is in the right place with the right product, with technical expertise and a super accurate product which every country, every hospital and every healthcare centre in the world needs right now. It may have other companies with products which can replicate it, but today that is a very good thing. This is a European product with a global customer base which is listed both here in the UK and in France. That makes it a compelling investment in anyone's book. But people should build up there own confidence and research. Read, watch and learn.
Cheers, RK

Ladies and Gents, please can people post with respect for each other!

This is no time to be trying to outdo each other or abusing anyone we don't agree with. Rather than abusing people, you don't know, if you find it not to your taste or offensive you can either ignore or 'filter' the poster or in the extreme report an offensive post.
These are tough times, but we should be kind and courteous to all.
Please treat others here as you wish to be treated yourself and remember that the vast majority of posters are here for the same reason as you are. Offensive posts should be reported.
Many thanks and please take care,
RK

Help for all!
If you are leaning about than you should all spend some time looking at this
I always recommend to people who are invested learn about the board of directors and spend some time actually looking at the company website - start here:https://novacyt.com/executive-management/

Then watch this interview with Paul Eros Business development director on YouTube - things have moved on since but it will help you: https://youtu.be/qQViD89iPZU

Lastly, listen to this one, helps you really understand the full process: https://youtu.be/afcIlIrjKI0
It may help educate a few investors on the business rather than just following a tip or a hunch or opinions on a 'share chat' forum.
Cheers, RK

VanV, I agree with you and that was also my point, you, of course, need to know that staff are free of CV and we need to ensure everyone coming in is too.
There is a massive need to catch up as quickly as possible, the early WHO press conferences stated over and over the key is "test, test, test". Now it is clear to every government on the planet why they said it. The difficulty in the accelerating demand for testing that even if we would increase the production numbers tenfold it still would not be fast enough. A test in the same vane as a home pregnancy test would be the perfect solution. But we need to be able to produce 3.5 billion test kits for tomorrow and have then distributed to the world population the day after. Then those who are positive or carrying the virus could isolate and the virus would be eradicated within weeks.
This is the perfect solution. But whatever we can achieve to eradicate this as soon as possible the better.
In the meantime we have to be delighted that NCYT is producing the worlds most reliable testing system and the demand is going to be there for a minimum of 18 months and likely to be longer, until a reliable vaccine is able to distribute to our world's population. Again the demand for this vaccine means there will be needed to be in excess of 4 billion doses. This is the only way we can be sure to be safe.
In the meantime, we need to isolate as much as possible and do everything we can to be safe. We cannot depend on our fellow man and we certainly need to pray that this virus will be exterminated as soon as possible. People may not believe in God, but right now is a time to pray. Our country and planet is in a crisis, which no one in history has experienced.
There is no doubt that NCYT is a massive cog in the route to solving this terrible situation.
I truly hope you are all well and safe and for any family who have lost a loved one you have my most sincere sympathy, I am sure there will be few families in the months ahead which are not affected.
Take care, RK

Great to see you posting again Northern_Monkey. You make very valid points!

Our SP is very much as it was in 2017 today, and we can be sure that if the maintenance team are able to work in restricted numbers to ensure that the plant is in tip-top condition for the restart and if any pre-procured plant could be installed within this time at either Vametco or Vanchem which may liberate an increase in throughput that may be very important for the rest of the year, if the business was still able to get close to the year target, with 3 to 6 weeks lost due to the CV, then this would be a very happy situation. Then add in hopefully the conclusion of the Enerox deal and an update on the East London Electrolyte plant with some news on the critical BESS project in SA we could see very swift recovery.
The next few weeks we are I fear likely to sit in the 8 to 9p range, not because people would not like to add at these prices but because many investors will be severely restricted in their ability to have spare money to add. But once the operations are re-opened there is no doubt the market for vanadium is going to switch back onvery quickly. China is already coming back on stream and they are likely to be looking for additional supplies, let alone the market opening for VRFB projects needing V205.
Glencore is highly likely if they have been building stocks from Largo over the last year will be keen to see the price rise. Largo will have there own market opportunities being created. In a recent communication, they are looking at V203 production that could be suitable for some vanadium electrolyte opportunities. We should be pleased that they are wanting to feed into the VRFB market. The key to unlocking the VRFB world is to have multiple supply chains so energy companies can be sure they will be sure of supply to meet the needs.
The opportunities coming post CV for the renewable energy market is going to be very solid indeed. We can't restart fossil fuel production our planet and the people need to vote for this with their own actions where affordable.
Let us not lose focus with where we were before the CV took the market into contraction and where we really should be.
Please all take care and keep safe.
Cheers,
RK

In addition of course to the NHS testing all staff, large businesses should also look at investing in testing their staff. If people could be tested on there way into a business then everyone would be sure they are all virus free and businesses could resume back to work. With isolation away from work as people are now.
This may require small medical teams and large businesses but it is the only way to know people are safe and ensure some normality of life can be resumed.
Countries cannot afford for people just to stay at home for 3 or more months. But, interactions must be safe.
Currently there are multiple sensitive spots where we are at risk. Hospitals, supermarkets and essential manufacturing businesses.
This is why investment in mass testing is critical.
Cheers RK

In hospitals it would be hopeless if the staff treating you are carrying the virus or sharing it around the hospital, it makes sense to test all staff first. It would also make hospitals safer if every person coming in to a hospital was tested before entering. Then you could have a Covid19 hospital and safe hospital for cancer and other serious illness.
Many specialist surgeons are having to self isolate to stay clear as some are so specialised the NHS and country cannot afford to lose them.
This why testing is key.
Cheers RK

The key factors which make BMN investable:

- Bushveld Minerals are a "Profitable Vertically Integrated Vanadium Business!"
- With 3 mines – Vametco, Brits and Mokopane
- Nitrovan is a key product to strengthen steel from its Vametco Mine
- Vanadium is also used in a breaking electrolyte technology used in large energy storage batteries
- Bushveld has two processing plants Vametco 3200 mtV and Vanchem 1100 mtV - currently producing a combination of 4300 mtV, in last year with an average selling price of circa US$40 per kilo with an operation coast of circa US$19 – but operation costs are much lower in 2020
- Bushveld has plans to more than double the capacity of these two plants to 8400 mtV pa within 3 years
- Of the 3 mines Vametco is in full operation, Brits is an extension to Vametco and Mokopane which has its licence for mining fully approved and this will be the largest high-grade Vanadium mine in the world – DFS later this year and expect the mine to be opened in 2021
- Bushveld has built up a new division called Bushveld Energy which has part ownership of Invinity Energy Storage plc and Enerox GmbH part of its VIP program.
- Bushveld Energy has installed at the Eskom Battery Test facility a VRFB which has been operational over a year which is being used for evaluation purposes
- The Bushveld Electrolyte Company is building a Vanadium Electrolyte 200MWh plant in East London (SA)
- The Electrolyte plant will eventually have the capacity for 1000MWh of electrolyte
- 1000MWh of electrolyte needs approximately 5000 mtV per year
- Bushveld Energy is working with multiple partners around the world through Vanitec to build the strongest business case for VRFB
- Bushveld Energy plan to build an assembly plant for VRFB is SA – an Enerox subsidiary is possible?
- The world supply chain for vanadium remains in deficit and although other projects around the world are in planning, Bushveld Minerals are so far ahead of the other players in every respect

Vanadium prices are rising in 2020 with the price today close to US$27 per kilo and our cost is below US$15 per kilo and we will be producing just under 4,300,000 kilos of vanadium in 2020!

The current limited supply puts Bushveld in one of the strongest positions as a primary Vanadium supplier with strong revenue growth predicted year on year!

These are the key aspects and are clear.

If you are not sure - then read this:

Last reported financial position is:
https://polaris.brighterir.com/public/bushveld_minerals/news/rns/story/xj0117w

Latest broker report following 2019 Q4 from SP Angel:
https://www.uploadlibrary.com/SPAngel_JohnMeyer/Bushveld_Q4_Operational_Production_Update_January_2020.pdf

Latest company presentation – February 2020:
http://www.bushveldminerals.com/wp-content/uploads/2020/02/BMN-Mining-Indaba-2020-Corporate-Presentation-Updated04022020.pdf

The Interview with the CEO's two is better than one:
https://youtu.be/p3QUjIL1rJQ

Keep safe!

In my experience true market valuations are rarely achieved on AIM due to the market makers moving the prices to maximise there own gains through the trading (investors are just a business transaction - we are a number not investors to them). It is also with considering by the number of investors on the board who have decided this is one of the current jewels in the AIM market today due to the huge demand for testing (absolutely correct too), but many AIM investors will make a profit and move quickly, this does create liquidity, but it also creates unexpected rises and falls.
This company over the coming months may well go on to make huge profits and become a substantial player in testing equipment for multiple requirements beyond its current product portfolio. But, will you all be here? I doubt it. Many will sell out way before this business meets its potential. The key move for this business to reach full market potential by SP is to get onto the FTSE. It could easily then be added to either a health type fund or a biotech fund. This opens many opportunities. But the board of directors today have other priorities. Until then you are here for the ride, up and down, but the trend is our friend and up we will go. There could be a few huge jumps on the way. I sensible target is £4 to £5 I would think. But we may all be surprised.
I just wish everyone well and all keep safe.
Cheers RK

Note this share chat is no longer the one for the company! You need to search IES.
This is the new board for what was REDt. Over and out!
Cheers
RK

Well, investors the key is actually not how many shares you have, but the upside potential and does this merger and the tie up with Bushveld Minerals give this company the groundbreaking opportunity needed to make it successful? The answer is yes on every level. The scale involved here will make huge difference from production, logistics, expertise and a reliable and dependable vanadium and vanadium electrolyte supply, tied in with the electrolyte rental product this makes the business bang on competitive.
Now, the key point the world needs stationary energy storage everywhere and this product is perfect the the largest market - 4 to 8 hours. Add in the reliability and life which is 4 to 5 times longer than a lithium ion system.
This is a very exciting investment and highly likely in the long term to bring dividends to.
Hope this helps.
Cheers
RK

I prefer research, but to me the favourite line I see when an SP jumps is:
Boooooooommmmmmmmmm! ;-))
However, let’s be clear, this investment is looking strong but for all the wrong reasons. The world is facing one of worst times since the flood in Noah’s day. So we need to be some what humble here and trust that this testing equipment reaches the right people as quickly as possible and saves lives. We all depend on this equipment and so do all our Health service workers around the planet.
Cheers and keep safe,
RK

Ok, @gggg21 - but it looks great! :-)) Still has a huge upside!
Not quite as quickly as NCYT will rise mind!

Wow, so many posts on this board amazing! I managed to add another £10K today, just not quite at the bottom. Still growing with confidence. This is a great place to be. Up to £45k now added.
Very exciting day in the energy storage world. Don’t think you see this often but Redt a little Vanadium Redox Flow Battery manufacturers up over 5000% - yes have a look!
No ramping or hardly any posts....just supply energy storage to the Oxford Energy Hub and has the potential for 40 other large projects. Shush, keep it quiet don’t tell anyone;-)
I am looking forward to our next RNS here, we might not be up 5000% but I am sure it will be significant. The assay is very strong. Very few companies have such a strong product and the orders are clearly off the scale. Just a shame this is listed on AIM. Should be moved to the FTSE and get away from those manipulating market markers...
Have a good night all and keep safe!
Cheers RK

Just listen to this podcast https://bit.ly/39zn9RJ
Following from Energy Storage Oxford, Invinity have 40 further potential projects with Pivot Power, owned by EDF Energy. This is the start of something big. Do yourselves a favour and listen to the CEO unlock where they are focusing. This will develop some serious revenue.
Then add the contacts from Mikhail the CEO of Bushveld Energy and you have a huge market opener. The potential for greater numbers will reduce operational costs and also open further opportunities with trading partners like VSUN in Australia.
If these guys get it right, maybe they could increase the market cap by another 5000% - that would be nice.
Cheers RK