Member Info for RichKen

You are right pb940. There is going to be a huge skills issue. The key will come from joint ventures and investment from large businesses want to move to the next low-cost countries.

Not easy for the guys working in the mines, but if they pay is right and the excitement of working in a clean safe environment it would be a big tick and a huge improvement in the standard of living for the whole of Africa. It is dependant on the industry and local governments want to incentivise it. It will likely be Chinese companies that will be the ones making the moves!

Clearly the world needs to help Africa away from poverty not make it worse. This will likely incentivise population movement back to Africa rather than away from it which is the current status.

pb940 - there is a lot in that report thanks for sharing! It is interesting and sad at the same time that even though renewables are becoming the cheapest form of power generation the African continent still sees growth in coal! It goes to show that education is important too. Clearly the continent of Africa is the next opportunity for global growth and remains the area of the world with the least stable governments and most poverty. But with low-cost power generation and a clean future that could change. Solar and Energy Storage are the future and you can be sure that Mikhail and the Bushveld Energy team will be wanting to spread the news on how Africa can really embrace the future with low-cost power for all. They don't need dirty coal for there future, and the planet certainly does not need it! It is understandable that many parts of Africa are sitting on huge coal reserves and people would want to capitalise on this. But the real money is in low-cost manufacturing - just ask what made China a superpower within 20 years. The first essential, is low-cost energy generation and the second is low-cost labour. No continent is more exposed to the sun (apart from Australia)!

Still an interesting read!

To be honest, at today's SP this is an absolute steal of a buying price!

If you are buying for an investment to hold for 1 to 5 years you are buying into a company that is going to be not only huge in a mega fast-growing market - Energy Storage and Vanadium Redox Flow Batteries, but also into a well-established market of providing essential steel strengthening additive, which it appears to have woken up in China!

This means strong revenues from:
- Ferro Vanadium Sales, Nitrovan Sales, V205 Sales (global market 90,000 mtV in 2018)
- Vanadium Electrolyte for VRFB
- VRFB Sales in Africa
- VRFB Investments in Avalon and Redt
- VRFB Investment in Enerox GmbH, a leading Vanadium Redox Flow Battery manufacturer in Austria
- Renewable Energy Projects management in Africa
- Vanadium Electrolyte Leasing
- A 10% shareholding in Africa's fastest-growing Tin mining company Afritin

Yet still, the value is a frankly ridiculously low £265 million - In 3 years time we will be making more than 50% higher this in annual profit!

All in my opinion but Fortune and Mikhail have explained how this is laid out!

Cheers, RK

That means they have more shares than they know what to do with!

1 - Mokopane Mining Licence - Huge!
2 - Update on Lemur and even a possible spin-off / sale / flotation? - Good news!
3 - BESS Project update - Huge!
4 - JSE / FTSE Listing - One small step for Bushveld Minerals, one giant leap for Investors!

Welcome Prop5 and all other new posters to the board! It is great to welcome so many on here posting for the first time and we all wish you you every success with your investments.
Please do read the Bushveld Minerals website and the many articles on the Bushveld perspective website.
But I can recommend any one to watch the two recent interviews with Fortune Mojepelo our CEO with Matthew from Crux Investors on YouTube. Time well spent or you can read them on the Bushveld Perspective.
There is one expression that Fortune has used which is always appropriate:
This story is not half told yet....
Good night all!

- Vanadium Prices are rising increasing profit for Bushveld
- Vanchem is now owned by Bushveld Minerals and is open and ready to process Vanadium Ore
- Bushveld Minerals are producing record outputs from the Vametco Mine at 330 Tonnes in October
- Bushveld Minerals are expecting to progress the Mokopane license ready for mining of ore
- Bushveld Energy has set up a VIP platform and has taken a stake in Avalon and REDt VRFB to help them develop further
- Bushveld Energy is part of a consortium of Investors to acquire Enerox GmbH from Cellcube
- Bushveld Energy is on track to build there first Vanadium Electrolyte plant in East London with for 200MWh with easy expansion to 1000MWh
- Bushveld Minerals are on track to increase Vanadium output to 8400mtV from 3200 mtV over the next 3 years as the market needs the capacity - at $60 per kilo that would be inexcess $336million in profit!
- Bushveld Minerals is paid in US Dollars so any weakness in the SA Rand actually increases there profits!
- The Energy Storage Market is expected to be 300 GW by 2030 and for 20% of that being VRFB that is 12 GWh per year equates to an extra 60,000 mtV per annum! Currently, the world is only producing circa 90,000mtV per year today!
- Vanadium demand is going to increase year on year and Bushveld are in the prime position with low-cost production at less than $20 per kilo!
- Our current market cap is so undervalued so our potential growth for shareholders is incredible!

That is very exciting news - oh and today we have risen a smidge! But more is coming!

Thanks, Pdub, you are true gent! I just see myself as an ordinary poster and just so pleased to be able to give something back in a small way to all of you for your support and info!

Being positive keeps us smiling! This company is moments away from making even more amazing progress and soon the market will realise! I think there will be a lot of very surprised people when we do lift upwards and many who wished they had bought in!

"That is a lot of you reading this board"

Where is my proof reader ;-))

So 24 hours later and there have been 216 Recommends on my post from 16:00 yesterday.

That is a lot you you reading this board. A massive thanks for taking part in this experiment. It is good to know as well, that those who put so much in here with so much research, knowledge and background information are so appreciated. There truly are some incredible minds involved in this research as well as some contact in the industry which of course gives incredible insight.

I would truly like to pay tribute to some incredible posters myself:
Alfacomp - The knowledge of everything VRFB and much vanadium chemistry!
Ophidian - The Mining and processing knowledge!
Paludina - Our shipping magnet!
Pdub - Bushveld Minerals Ambassador and transcription specialist!
Nickderby - one of the inspirational investors and good for reminders - known as the Hover!
Fatbanker - Specialist knowledge on banking and finance and the odd 80085!
Knuttie - Accountant extraordinaire!
MassiveRay - Clearly the resident doorkeeper!
Loudspeaker - The Vanadium Price watcher!
Sanchez599 - Bushveld Perspective assistant!
BigByteNow - Our insight to unlocking the potential in the business and "some people say Fortunes right-hand man - all we know is he is usually spot on!"

And a big thank you to all of you for making this board the best on LSE! What a team!

Now, what's coming next for Bushveld Minerals and Bushveld Energy.....?

Thanks, Ladies and Gents!

So only 1 hour and 45 minutes left and we have 205 readers registered on LSE who have clicked on the post from 16:00 yesterday.

That is a lot of regular readers!

After 17 and half hours that is 189 readers of the board who are registered on LSE! That is way more than I thought there would be! Amazing!
I think we should repeat this exercise when we really start to rise! It would be interesting to see on a big news day!
Is there bigger news coming than Mokopane or news on the BESS for Eskom?
Thanks to you all!
Cheers RK

That really is a big opening for Energy Storage and possibly larger IPP projects than we are going to build at Vametco.

There is definitely a change in direction and it had to happen at some point. There is also the point that we will start to see our share price make a solid lift to a point closer to its real value.
There will be a point I feel in the not to distant future where people will see where this is going and as a company which is highly profitable and will be paying a dividend, when we do start to rise I think we can expect a lot of new investors from around the world and certainly not just private investors.
When the VRFB energy storage market really makes an impact this could be up with some of the world’s major companies and become a stable of many a pension fund.
One thing is sure in my mind the days of our SP being in the 20 to 40p range are limited and our months on AIM are becoming very short.
This is going to be a very exciting year ahead!
News is just breaking of more Bushveld shipments!
Exciting times!

Vandium Redox Flow Batteries:
- Long life span cycles - ability to repeatedly charge and discharge over 35,000 times for a life span exceeding 20 years (note Lithium-Ion is 3000 to 3500 cycles)
- 100% depth of discharge - without performance degradation- unique to VRFB!
- Recyclable -100% of the vanadium is reusable upon decommissioning of the system
- Scalable capacity to store MW range - 800MWh Dalian and 200mWh Hubie both on stream in 2020
- Safe - no risk of fire or thermal runaway
- Flexibility - allow the capture of the full value of the energy storage in a grid application
- Very fast reaction time - less than 70ms
- No cross-contamination - Only one battery element - unique in flow batteries!

So that was some experiment today! - In 4 hours since 16:00 today there have been 165 people who have read this board and acknowledged by responding. Thank you!

For me and for quite few I think that is incredible! As investors, we are all looking for the lastest news seeing if there is something we can learn or even share! That is the power of this share chat!

Thanks for everyone who took part.

The question is now what do you thank is the most important factor which lead you to invest in Bushveld Minerals?

Why invest in this company?

Months before I found the LSE board, I was looking for a new technology something that could change the world - I was searching on battery technology not being convinced that Lithium was the long term answer as every lithium battery I have had lasted two years and it was time for a new device! Then I found this magic technology! The Vanadium Redox Flow Battery - read as much as I could find about it and then thought, they need a lot of Vanadium where can I invest in this? Then found Bushveld Minerals on the AIM market read the website and followed the share price for a few weeks which turned out to be a mistake! I should have bought in on the day I found it! Still middle of March 2017 was a good place to start. I didn't find the LSE share chat till some time later! Amazing that I though so many people knew so much about this company! I was hooked and quickly bought over 2 million shares! I have added many more since and I am minded to keep adding too. I still think this is one of those amazing shares which has so much to give!
What is very important to me is the fact that this technology is going to make renewable energy truly work and going to allow low-cost power to be stored and used in the most remote parts of the world benefiting many, but in the long term it has the power to make our planet one with much more fresh air to breath than we have today. That has to be a good thing! The reliance on gas, coal and oil which has for years changed the world for the good in many ways, but know the planet has such a huge population we need to be smarter still and vanadium really might just prove to be that beautiful mineral that does change the planet for good and all our lives!

So what about you?

U.S.A. 2nd and SA 6th. My guesses!

#faramog - ok sorry that was not a great comparison from a 'political point'. I am certainly not in any way condoning the actions of the party which Oskar Schindler was part of!

But my point to underline is that whatever the SA financial situation Bushveld Minerals will succeed because the global market has such a need and to be fair Fortune and the Board of Directors want to make sure the workers and the community around the plants are well looked after by installing pride, rewarding success and being an example to South Africa as a multicultural and global company!

Sorry if I offended anyone with my reference!

Yes welcolme Edinburghchap! Good to have you join the board. I hope a few more readers do the same!

Faramog - Oskar Schindler succeeded not only to make an incredible business, but in a place where it should have been impossible. He was an exceptional man.

Bushveld Minerals are in an exceptional position with a resource which is one of the best in the world with a low-cost basis and whatever happens in SA you can be sure that business is going to become one exceptional one.

Fortune Mojepelo is doing the same with Vanadium as Oskar did with his!