Member Info for Sanchez599

Some may be frustrated at the current SP, but there will be others with more foresight seeing the enormous value on the table and taking positions at these prices. This is a buying opportunity, plain and simple now.

Sorry just to note, it was the 5th the article went live so approx the 19th for handover, as Steve also kindly mentioned.

*couple

For those wondering, here are 3 quotes that succinctly capture the strategic positioning BMN have worked towards for the last ouple of years, ahead of tendering for the Eskom BESS project. (Thanks to BBN for the reference).

Trade and Industry Minister Rob Davies at the recent Indaba:

"The development of hydrogen fuel cell-powered buses and vanadium batteries are some of the initiatives aimed at beneficiating South African minerals."

Extract from Ramaphosa's 10pt values Indaba speech.

"Several companies have seen the logic of local benefication and are keen to work with the government to develop downstream industries”

Christo Fourie - IDC

"The signing of the Agreement with Bushveld Energy marks an important milestone for the IDC's initiative towards the development of a sustainable Energy Storage Industry for South Africa. The IDC and Bushveld Energy share a common vision for the development of a new industry that will ultimately benefit all South Africans through increased local minerals beneficiation, the creation of jobs across the value chain, the increased availability of power and the overall stimulation of growth in the economy. We are excited about our partnership with Bushveld Energy and the contribution that this project will make towards the achievement of our industry development goals for the local Energy Storage industry."

It's pretty clear how well positioned we are, that those that matter lucidly understand what is on the table and most importantly of all, that we have the right solution.

The Eskom battery was up and running and around two weeks away from final handover to Eskom when Alfa's Eskom site visit article was published. (9th Feb).

https://www.thebushveldperspective.com/blog/public-articles-1/post/eskom-battery-site-visit-410

As seen in their recent headline, 'Sirius Minerals investors excited as boring machine arrives in Yorkshire'.

Good luck Pdub!

Unfortunately for our visitors the underlying fundamentals for a hugely cash generative, debt free BMN creates a large upside that is only further enhanced through a lowered share price. That value will soon draw this period of short term infatuation to an end, as they very well know.

Whilst they drone on the business is developing at a rate of knots. Production is going to quadruple in the medium term and increase up to 30% in the short term. Capital allocation policy is coming in Q1, JSE listing is coming in the summer. Brits updated resource is coming Q1, Our electrolyte factory is now under construction. Eskom being revolutionised starts this summer. Chinese activity in the V market is building. Mokopane is coming. Etc.

This is just short term, tiresome noise.

And those orange skinned republicans.

Looking at the way the vanadium prices are coiling ahead of the Chinese buyers returning to the market after the recent CNY, the SP will be raging long before Mokopane influences our share price.

Just a note to the entire board, I'd keep off discussing our visitors and concentrate on Bushveld. Chinese New Year has just finished and most vanadium prices are showing signs of rising again. It s about to get a lot more interesting here. It's time to move on from the last few weeks.

It's not about just positives at all. You lot are trolls and you know it.

You can, as completely expected, twist this into that to suit your disruptive narrative - as you have done since your arrival. It is about facts and preventing needless disruption that is unrelated to actual company progress. Why do you think LSE are now in discussion with Bushveld.

This is just the start. I'd encourage you to think more carefully about this very obvious disruption you are so fond of going forward.

That's all you are getting from me. The rest you can enjoy as it happens..

What's going on is LSE are doing EXACTLY what they said they would and good on them.

*literal.

Excellent morning so far all. Brilliant to see such well thought out posts.

If you had seen the detail behind it, you will understand that it is way more than your literally interpretation. LSE will be working to police individuals like you and to stop your subtle disruption that is gift wrapped in a loose veil of vague negativity.

Thank you. This is a great start.

https://www.geopoliticalmonitor.com/in-the-long-haul-vanadium-will-prove-durable/?platform=hootsuite

Admin - Just FYI - I will accept removal of my post (over 20 likes) in the spirit of you purging this board of trolls. I have it saved so if you do not follow the course of action stated I will post it up again.

Isn't that exactly what you do to Alfa?

LS, he is like Trump explaining climate change. Sure he knows it all,but it's obvious to everyone else, except his small group of friends that he talking nonsense.

The initial phase of the Imaloto Power Project will potentially increase Madagascar's baseload capacity by approximately 15 per cent and almost double the transmission lines in the country. This is particularly important as the southwest region is mostly rural and about 95 per cent of the population does not have access to electricity. In terms of the in economic impact on southwest Madagascar, the Imaloto Power Project is set to contribute close to US$200 million in foreign direct investment into Madagascar and will create over 1,000 jobs and approximately US$1 billion dollars in revenue for the government of Madagascar over its useful life.

Just worth noting this paragraph for those discussing the rationale for Lemur and its place in our portfolio.