Member Info for Sanchez599

Knuttie with the greatest respect, I was simply debating BBN's post and to be honest hype is the last thing I try to ever post. Simply my opinion.

I sincerely doubt anyone is expecting $200m.

Personally I am hoping we work a little bit harder to achieve greater value for Lemur given the time and resources that has been ploughed in to date rather than relinquish the value to the Chinese at the earliest opportunity. Aligned or not, it is due to be worth substantially more in the future.

I do appreciate your conservative views BBN, but I feel as with the placing you suggest is coming that perhaps you are aiming a bit low of late and I understand why of course. I would like to see the business show the world how far it has come by funding using debt, rather than equity for Vametco expansion and getting a better deal for shareholders for Lemur than just cutting it adrift for a fraction of its value as soon as possible.

Historically Bushveld are renowned for periods of radio silence before releasing substantial news.

It's now over a month since they have posted a tweet and 4 months since the last major news.

I am sure I am not alone in thinking things are about to change dramatically around here. My hope is that the bringing together of news around the JSE listing is a determined effort to deliver a cohesive and in-depth update to the over-arching public narrative and clarity over the whole strategy for our assets, expansion and acquisitions for our new SA investors rather than a slow dripfeed of detail.

This should have the aim of providing serious ammunition to establish higher long term targets for investors and brokers which will be needed to clearly shift the upside beyond the £1-£2 mark which will be essential to keep investors shares held tightly going forward.

I am sure the BoD are very aware that this is essential, given the level the new investment will enter at and the returns that type of investment will aim to achieve.

Someone asked me the same question on Twitter when I retweeted that link over the weekend.

Bit more detail below.

Essentially to maximise the value every gram of NitroVan can add. Transporting in moisture controlled bags of this size eliminates waste and losses that may happen moving product at a higher volume. It also makes weighing, portability and inventory control straightforward.

https://www.argusmedia.com/en/news/1829554-chinas-inspections-to-speed-up-rebar-standards-rollout

A few of us have shared the article above on Twitter today. A few interesting points about the increasing reinforcement of the rebar regs and obvious upward pressure that will add to pricing, but also noted that there is a growing preference towards vanadium-nitrogen feedstock due to its greater effectiveness and lesser amount of product required.

Looking great for NitroVan going forwards. That hunger for a more efficient feedstock is only going to grow.

You could try Google translate, just use the English to BS setting you normally use.

You realise 'pertinent' means relevant and 'information' means a fact learned about something and doesn't mean posting your own opinion right?

If some people should learn to reply directly within a thread... :)

Must surely be starting next week. This is turning into a great week for pre-positioning the SP ahead of what is to come. Many would no doubt like it higher but to be ending this protracted Xmas period around 15% off all time highs with the gap in news we have had, the Christmas trolling and the dip in V prices, this really is a brilliant position to be facing the real start of our year, rising vanadium prices and the rapid expansion of the company.

Paid. A move above our recent range is going to catch a few eyes...

Paid... Getting interesting now.

I left out a lot on that list PDub! The point being that those alone provide the requisite upward pressure. As BBN said yesterday and something I have also been banging on about for a long time all of our current SP targets are Vametco targets. Everything else is a free carry. That's 87p minimum for Vametco plus everything else and our expansions and acquisitions to come.

AVL now up 25% in the last week or so.

The market is starting to show some signs of believing it might come to market. Big Capex for Vince to find. Let's hope he does. There's a lot of vanadium needed for a VRFB supported future.

The pressure is building.

Agree Knuttie, a neon sign saying it would be less subtle. Look at the last two years. Same time, same pressure building. I disagree with the post yesterday that suggested we don't have the same upward pressure as when Vametco was purchased. I think with BE and what is going to happen with our expansion plans, and a rising vanadium price, it is as strong as it has ever been at present and with far less risk.

Are rising en mass.

Vanadium battery sector rose sharply Xining Special Steel daily limit
2019.01.14 14:50:39 Sina Finance
Sina Finance News January 14 news, as of 14:50, vanadium battery sector rose, Xining special steel daily limit, Panzhihua Iron and Steel, vanadium and other stocks rose...

https://finance.sina.cn/2019-01-14/detail-ihqhqcis6042348.d.html?from=wap

Agreed. I have posted similar things about Mastermines before. His tone changes with each trip to China and new round of client acquisitions. I enjoy his posts but take every thing he says with a pinch of salt. He is definitely promoting a lower price for VRFB adoption narrative after being one of the cheerleaders for the price holding at high levels.

Strangely a 40 and a 40.25 just showing but real bid hasn't dropped below 40.33.

I would add that I doubt very much that was a legitimate post airing genuine concerns.

Where do you start with a post like that.

Everyone wont be doing anything. As always some people will do some things. If everyone was here for 49p, they'd have already sold out being that we have been there twice. Thats pretty obvious.

If you are thinking of selling at 37p if it drops there, seriously investment is just not for you. Not being out of order, just honestly cant believe anyone would even ask that. If you are worried about selling at 37p, sell now at 40p.

£1 to £2 valuations are on simply knowing what our assets are worth now and in the near term.

No one is going to hold forever. Not even Fortune.

Anyone who ever succeeded here has bought the dips. This is a dip.

Terrfying what some will do with their money on knowing so little.

It was more an observation that we are about to repeat history for the 3rd time than a no doubt much desired update on my relaxation levels. Although if anyone's interested, which I sincerely doubt, imagine someone lying horizontal on a sunbed, bathing in the last rays of the day in their favourite holiday destination, enjoying their favourite long cool drink. That's how relaxed I feel about my shareholding in BMN.