Member Info for RichKen

Shared on LinkedIn:
Bushveld Minerals Director for Strategy and Corporate Services, Sihle Mdluli , presenting on the Energy Storage Value Chain at the World Bank Energy Storage Partnership Stakeholders Consultation at CSIR on the 21st of January.
#energystorage #energyvaluechain #VRFB #vanadium

No problem Halespur, I think it is good to read the presentations again. We all assume we are up to date. Some skim them at the time, some study them at the time, most I fear don’t read anything and come here to find the answers but miss out on the detail which is shared and updated on the Bushveld Minerals website. It is packed with info. More than in the RNS details often. People should read them more often!
Research is a great way to endure your investment is fully researched and backed up. I suggest all new or recent investors do this. They would find the balance they often crave.
2020 is lined up to be exciting indeed and the next few weeks especially.
Cheers RK.

Interesting find Bella! Very good read.

This film from last year and there are even two posters who regularly post here on LSE in this video! So you know that information on this board from some well know posters is factual!

https://www.brrmedia.co.uk/broadcasts-embed/5c584deba0c50933d2711d0b/bushveld-minerals-site-visit?popup=true

And for a report - https://www.thebushveldperspective.com/blog/public-articles-1/post/vametco-processing-plant-visit-408

All helpful for quality research!

Cheers, RK

Worth the watch and fascinating from 'Crux Investor':

https://youtu.be/p3QUjIL1rJQ

Cheers, RK

Well worth the read:

http://www.bushveldminerals.com/wp-content/uploads/2019/11/BMN-RMB-Morgan-Stanley-Conference_-Final2.pdf

Cheers, RK

The full least of income streams are:
Nitrovan - two grades - Vametco
V205 - Vanchem
V203 - Vanchem
FeV - Vanchem
Vanadium Chemicals - Vanchem
Vanadium Ore - Bushveld Mokopane - Comming!
Iron Ore - Bushveld Mokopane - Potential
Vanadium Electrolyte - Bushveld Energy
Electrolyte Leasing - Royalties from Bushveld Energy
Bushveld Energy - VRFB Sales in Africa working with VIP Partners and others
Bushveld Energy - Renewable Energy Projects and MicroGrid Projects in Africa
Bushveld Energy - Enerox VRFB Manufacturer
Afritin - Income from the 8.1% stake in the business
Lemur - Either income from the sale of the business or progress and long term income from the substantial power generation project in Madagascar

So if anyone thinks that Bushveld Minerals is just a Vanadium Mining compnay then think again!

Last years huge profits gained after a run on the vanadium prices which helped Bushveld Minerals leapfrog the other market potentials and now even with low prices it helps us jump even further ahead as the other players are held back from huge investments right now. That's why the Bushveld Energy VIP program is so important to Bushveld Energy and also so important to Avalon, REDt and others to give the market long term supply.

The Battery Energy Storage market is looking to be the most exciting sector as the world changes from fossil fuels to renewables and VRFB look like taking a larger slice of this market than we thought might be possible.

They may not be in every home, but they are likely to play a huge role in both Grid storage and Mini-Grid storage systems around the world, the ability to make renewables work will be globally significant!

These are exciting moments for Bushveld Minerals investors. It beggars belief that the market still has not seen this opportunity, but the time is coming when it will.

In the meantime get excited at what is coming:
- Q4 2019 Results
- Mokopane Licence and future operation explanation as well as the DFS
- BESS tender news
- Bushveld Energy Projects
- Bushveld Energy Electrolyte Plant update
- JSE Listing and possible move the FTSE

All the exciting news!
Cheers RK

Well here is an introduction to what you really need to know! This board is one of the best for info!

If your new to this board you might like just to read this....

Get to know the basics of Bushveld Minerals:

- Bushveld Minerals are a mining business mining vanadium which is used to strengthen steel
- Vanadium is also used in a breaking electrolyte technology used in large energy storage batteries
- Bushveld Have two processing plants Vametco and Vanchem - currently producing a combination of 4160 mtV, in last year with an average selling price of circa US$40 per kilo with an operation coast of circa US$19
- Bushveld has plans to more than double the capacity of these two plants to 8400 mtV pa within 3 years
- Bushveld has 3 mines Vametco in operation, Brits and extension to Vametco and Mokopane which has the licence for mining in progress which happens to be the largest high-grade Vanadium mine in the world
- Bushveld has built up a new division called Bushveld Energy which has partnerships with Avalon, REDt and Enerox GmbH
- 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
- Bushveld Energy is in the process of building a Vanadium Electrolyte 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 strong business case for VRFB
- The world supply chain for vanadium remains in deficit and although other projects around the world are in planning so far Bushveld is ahead of the other players in every respect

These are the key aspects and are all facts!

If you are not sure - then read this:

http://www.bushveldminerals.com/wp-content/uploads/2019/06/Bushveld-2018-Annual-Report.pdf

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

Target broker price 82 pence! This year looks very strong!

This is the basis for a clear illustration of the strength of Bushveld Minerals as a business!

Cheers, RK

Loudspeaker - those are some very encouraging numbers - seeing spot prices rising is going to have a trend influence on all Vanadium producers and miners around the world. It may also the Nitrovan prices to the US also which will be good news for Bushveld Minerals. The timing could be perfect!

Thanks for sharing as always.
Cheers, RK

Firstly Pdub, I agree a huge thanks to Paludina for share shipping updates and giving all Bushveld Minerals share holders some of the most important updates we all want to know! How much material is shipped!
I just want to also say I post regularly on this board because I believe in the business, the board of directors, the amazing opportunity this company is creating not only for SA and the investors here, but because strong light weight steel benefits our world a great deal and that the use of reliable safe king lasting energy storage will change the global environment in away not seen for 150 years.
I do not follow ratings and I do not post for endorsement. I do have to say hi am completely humbled by the fact that people do recommend posts that people share. The only time I ask for a recommendation is if I am checking on behalf of the community here how many we have reading this board on a given day or if we have a consensus of opinion on a matter which I feel is important.
So for recommendations thanks! But my motivation as many here is to share what we know and believe in. That is it in a nutshell.
Cheers RK

Bovril, you have to assume that the said person is a troll or is suffering with some kind of emotional problem. They can't even remember what the posted a few days ago, even though it is easy to read bak through ones own posting history to make sure one is not posting conflicting points. Some people are just not very bright. Maybe everyone should consider reporting the individual if they find the post disruptive. Alternatively, there is a filter option. But the issue is people cannot correct the points for the greater good if they cannot see the misinformation posted!

I would suggest people just ignore those posts!

There is so much about this business which is very postive! More to come soon!

Cheers, RK

Or the other way! Or even together! Who knows....
The market potential in the UK is easily as strong going forward as Germany, France and many other first tier European countries.
There are multiple companies installing solar and Lithium Ion storage systems in the UK, but no VRFB systems. This is one huge hole in the market.
If people really new the limitations and real life expectancy as well as the potential fire risks, they would truly reconsider what they purchased. The issue in the Uk is there is no alternative today!

Voltstorage needs a VIP investment to help it expand!

On the subject of UK supply and prices to the UK. I had contact with Jakob Bitner the CEO. Currently they have so much demand in Sothern Germany, Switzerland and Austria, they are not yet ready to expand out to the rest of Europe. However, I know that when they do I will here from Jakob. I will share more when I know more. But they are selling more than they can make! Good sign, I would say!

Cheers, RK

Nice one Cowboyinvester!

Voltstorage are the largest supplier by the number of units, of Vanadium Redox Flow Battery systems in Europe over the last 6 months! Their units are typically 1.5kW / 6.8kWh.

The perfect rival to the power Teslawall, except it, lasts 10 years with no drop off of capacity - but expect a life of 20 to 30 years! https://voltstorage.com/en/voltstorage-smart-home-battery/

Now I wonder who supplies the electrolyte - it would be a great VIP partner!

Coming to the UK soon!

Question for Bushy shareholders:
Can any name apart from Alfacomp the company who has delivered the most VRFB installations in Europe in the last 6 months?

Keep the guesses coming!

More than 90% for me currently, but the swing is upwards and at this time rightly so!

Not a recommendation, but it could be a good idea if you feel your research is backed up by fact...

Cheers, RK

Yes Alfa, the UK currently apart from REDt has no sales and service offerings for VRFB industry. But it will not be long and there should be some new businesses appearing I would expect.

Question for Bushy shareholders:
Can any name apart from Alfacomp the company who has delivered the most VRFB installations in Europe in the last 6 months?

Bassguy, as UK shareholders in Bushveld Minerals - that is not possible! For reasons which you might understand!

But other options are possible in the industry..... ;-) 4.5million plus ...

Great and positive update!

https://youtu.be/m2PPbLS_ozI

In Australia VRFB are sold by VSUN Energy a division of Australian Vanadium, AVL are good friends of BMN. VSUN have installed systems from CellCube and Avalon.

Cheers RK

Thanks for the update Giles, very kind of you to share with the board here!

The tone was very positive from the CEO in my reading!