Member Info for RichKen

Great shame a certain poster on this board doesn’t go and sit in the back of a drawer for 5 years!
If they brought just one bit of real research and contribution it would nearly be excused.
Unfortunately not and has as much idea as the extremely embarrassing Labour MP who is not very good at Maths who sat on the free not bench! No names but I think you know who I might mean.

Seems as if we are really ready to move up!

Hi Bella,
Your question has been sent to the interviewer via a direct message!

It is a question we all want to hear the answer too!

I am sure that Fortune will be answering that question with an RNS within a short time!

Beginerman - shorting does occur on the FTSE. But the system is automated and cannot be manipulated by shifty market manipulators (sorry 'market makers')! The control of the share price is automated by buys and sells - buys it goes up and sells it goes down. Given the new money which will enter the company when it enters the main market and it is joint listed on the JSE we will expect to see the company reach a far more realistic value. Given the energy market sentiment and specifically Energy Storage is about to go huge, this will be a very good thing indeed. If you consider the interest in a main market global company on the London FTSE it will be high profile and investors from around the world will take note!

There is much more to gain than to lose in my opinion! The gravitas listing on the FTSE will give Bushveld Minerals should not be underestimated!

Cheers, RK

South Africa – Moody’s decision to keep the sovereign debt rating in investment-grade territory late on Friday despite a downgraded budget outlook presented earlier.

The agency did cut its outlook for the debt from “stable” to “negative” on the back of a material risk that the government would not be able to fix the budget.
A cut in the rating would have caused the debt to be excluded from bond indices and a sell off by institutional investors.
Some commentators suggest the government has now three months to demonstrate a tangible progress ahead of its budget in February or face a downgrade.
Bond yields dropped and the rand climbed on Monday and Tuesday on the back of the news as well as a general rally in emerging markets amid speculation of a positive trade talks’ outcome.

Ferro Vanadium 80% FOB (China) US$30.2/kg vs US$31.0/kg

https://www.uploadlibrary.com/SPAngel_JohnMeyer/SP_Angel_-_Morning_View_-_Tuesday_05.11.19.pdf

As usual BBN you hit all the nails on the head!

The company has and is making amazing progress and Vanchem on its own is a huge deal and has such a massive impact. For many companies that would be enough on its own!

But we have Mokopane works in terms of the DFS and implementation of off-take based initial location of opening the mine and getting the infrastructure in place for starting that operation.

We have EL Bushveld Energy Electrolyte Plant - design, plan, build and start production and at the same time be planning Vanadium Electrolyte production at Vanchem.

These projects need lots of competent people and they need to focus on getting it right. There si lots going on in any business which is not visible to shareholders but is truly essential for a successful business and people easily forget the detail and the team building.

So far everything is going very well and our will is that it will continue in that vain and be a mega-successful business. Investors come and go but the business needs its people to have expertise, vision and hard work to deliver each day and make the reality with the market growth as the business grows!

So far so good and this business is going next level at every level!

Hardly surprising when most of the Russian Oligarchs made there billions on Oil and Gas exports!

Russia doesn't make wind turbines and solar panels and Evaraz sold some of its Vanadium assets to a certain Bushveld Minerals so they are not world leaders in VRFB either! Although they do have a solid reserve of vanadium in Russia.

But if Europe and Asia said oh we don't need your gas any more as we have wind and solar and the global oil demand went down by 75 to 80% then their economy will look very fragile!

Alfa, The Plastic IBCs are rotationally moulded and are used for lots of chemicals, acids, alkaline etc. They cant be much bigger or you need a non-standard rotational moulder. So normally 1000 litre volumes. So logistics may be interesting. That is a lot of liquid and a lot of electrolyte for 1000MWh!

Thanks guys!

All very interesting aspects of the vanadium electrolyte chemistry!

Just for interest 'dubmaskullanga' where is says that it is completed 'gravimetrically'. That means all the components are dosed in by weight using either powder or liquid feeders - this is usually by a loss in weight continous feeding or batch feeding and then blending all automatically! I know a little about this as I sell equipment to do just that!

Thanks, BBN and Ophidian for your thoughts! On this. The port and the consideration for export and transportation by sea in specialised tanks does make sense.

The thought process behind my thinking is transportation is expensive and carbon emission heavy.

Given the quantity of water/acid which could be procured locally and then blended with the vanadium which is heavy by comparison at 3.357 kilos per Litre compared to water and acid. I could imagine multiple electrolyte plants around the world all run by BE in time of course!

For now, though the process has to be learned and perfected and quality control over the next 2 to 3 years will need to be ascertained. There will be huge demand from SA no doubt at all. I am also sure that 1000MWh will not be enough for annual production in 18 to 24 months time.

Many thanks, Gents!

CHeers, RK

Any more questions from anyone?

I can direct message them if you have any pertinent ones ;-)

Cheers,
RK

BBN and Ophidian, I think strategic partnerships are critical for our future supply agreements. For electrolyte and development work. All the VRFB companies need a reliable supply of V Electrolyte and Bushveld are looking to be one of the most reliable potential partners due to our huge resource.
I think there will opportunities for licence agreements for electrolyte production around the world using Bushveld Vanadium. As it may not be practical to ship thousands of litres of liquid electrolyte around the work whereas the dry mix for the electrolyte ready for local production would be perfect. They may even be opportunities for Bushveld Energy to build through the wall operations at each VRFB assembler? What do you guys think?

I wonder is going to get the lions share of that project.......?
South African content, serviced and supplied by a SA supplier... There can only be one!

They have there next meeting on the 14th November and Mikhail is one of the main speakers talking about the inclusion of energy storage 2019 IRP. This is very local to Bushveld SA HQ.

Bella, CRUX just retweeted your two questions! So they have seen and registered them!
Cheers, RK

There are a lot of trades on HL not on LSE and the SP is rising nicely!

Moving nicely. Not live!

Hi Bella, I have put your questions on to Crux. Hopefully, he has time to add these.
There are some good posts linked thorugh @BushveldMin_Ltd on Twitter so might be worth having an account even if you just wanted to monitor Bushy traffic. I started that way.
Cheers, RK

I am expecting a strong two to six weeks leading up to Christmas!

So much news to come and once today's interview with Crux goes live with some clear answers to questions and some more info from Fortune, I think we can expect some strong interest.

This is an investment right now to 'buy' and 'hold' for some time. The upside is strong, the long term dividend prospects are exciting and the Energy Storage market is going to be the talk and trend of the 2020's!

Have a great week all!

Using Li-Ion Kers - Lewis Hamilton is 6 times world champion!

Sorry for ff topic - but that is some achievement!

Looking at a strong week ahead in my opinion!

Thanks, Bella, BBN and Alfa for building the picture more clearly on Cellcube!

Great discussion. I would think that Avalon would be more likely right now, but we don't know everything yet or the future for Cellcube. Of course Busheveld Energy with the VIP partnerships may actually look at installing over time units from multiple suppliers as they expand the system. Not sure if they will a place for an installation at Vanchem and Mokopane in the long term. Also why not install a minigrid and storage system in the ELDZ for the whole industrial park? Now they could make revenue from that Minigrid! Just a thought...

I think this question will have an answer based on the decision Bushveld Energy have in terms of installing Minigrids with a Solar or a Wind partner. If they see long therm there is a reasonable return on leasing a system to company or local authority as an independent energy supplier they could easily monetise the system. It will just depend on how far the Bushveld Energy project leadership decides to grow. You could easily see them rolling out to mini-grids and working in a part-owned partnership and thus earning revenue. This has not been explained or suggested but given the progress with the Vanadium Partnerships why not Independent Energy Suppliers - Vertically and Horizontally integrated.
A perfectly throughout out question with possibilities!
That is a question for Mikhail! Shall I ask him?