Member Info for Sanchez599

Again....

And unbelievably this rise puts us 7th on the risers board. Shows what a state the markets are in.

There isn't anything to worry about. If the price drops VRFB's have an easier sales pitch which will cause more adoption and thus greater downstream demand in the medium term. If the price stays high, it's because the deficit is so great and the industry then has to work together to deliver a stable industry and ultimately to make leasing work. Either way, Bushveld win.

It's a great place to be.

I imagine a little slack is being given due to the V price rises. It won't last though, the reason behind the change is ultimately too serious and has needed dealing with for years. A little flouting from China won't be enough to have much more of an impact. Equally if the price drops too much, the opportunity will be too great for a future profit or some cheaper vanadium.

*ignore the 'or any VRFB's' - I dislike the mobile version of this site immensely. Hard to edit! Apologies.

https://www.proactiveinvestors.co.uk/companies/stocktube/11609/roskill-talks-vanadium-price-spike-11609.html Worth a watch. Confirms what we already know but always good to hear Roskill say it - particularly for new investors and at a time when some may try to say the V price has peaked,.with the most short of short term views. Short term fluctuations driven by China will ultimately be dwarfed by the fact they still need 10000mtv of additional vanadium for their domestic market alone, this year and before any VRFB's or further changes in rebar legislation (India - looking at you), or any VRFB's. That's a hole that needs existing production increased, dormant production restarted and new production. Of which we have all 3.

No doubt a few will sell into a rise now they have experienced a fall in their share values for a short period. Who knew that even on a great share they could go down for a bit too....

And we are still in the MM's Goldilocks zone...

41.39

Got to love a discussion that involves people who have had shares for a long time being frowned upon for using the stock market to make money.

Paid.

It'll be from the MM's at this rate given the amount they may need to close their own position.

Bushveld Minerals appoints BMO Capital Markets as a joint broker https://t.co/EAllIUig7G @Bushveld_Min @BMO #BushveldEnergy #EnergyStorage #battery #batteries #flowbatteries #VRFB #Vanadium #Mining #SouthAfrica

Turned out to be so well timed. It shifted the conversation from the short and share price at exactly the right time. Fortune may not have intended it, but what a great defensive move it actually was.

In keeping with the mood created by our in-house poetry team, one of the things I love about how BMN operate, is that no matter how much research gets shared here, they still manage to surprise everyone. Like any great story, the twists ensure it is riveting whilst the overarching plot is simply masterful in its conception.

What a day.

38.9...

38.85

Paid.

Crossed posts! Sorry

I wouldn't want to be short right about now...

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Of the recent Tweet from BMN regarding being bold and innovative. I can't help but think that demand for electrolyte must already be greater than anticipated. Our plant design is so close to meeting the Eskom requirement and not much else, we know there are other clients and projects - perhaps we are about to change the scale of our intended operations. If so, we clearly need the vanadium production nailed down to support it, beyond what was already intended.

Add in the BE job vacancy - clearly Mikhail needs assistance! Perhaps it's going better with BE than we yet know...