Member Info for Sanchez599

Bushveld Minerals will be presenting early on the Monday morning at the opening of our two day #MelloLondon investor event in Chiswick. It is a ticket only event but all investors are welcome https://t.co/lQJpCFJeU5 😀We have lots of great speakers and over 60 companies attending https://t.co/mFoxBAbyiq

We are up 10% since the beginning of MAY!!!

What a joke.

Dividend strategy, Mokopane license, BE business model, brownfield, Lemur BFS, Afritin production, update on Eskom battery, Brits resource update, JSE listing - all suggested as H2 items, plus usual quarterlies.

It has been slow, only really Sojitz RNS since June confirmation that phase 2 was complete, however it is going to have to accelerate soon to deliver even half of the above list. And Fortune did mention the busy pipeline of commercial and operational activity until the end of the year in the interims. I feel it's going to get busy here again very soon.

And our SP is up around a miserly 10% since May...

I'm surprised we aren't touching 50p right now.

It's worth noting we first hit 24.1 share price on 3rd May. At that time we didn't have Sojitz and the Vanadium prices are not too far off doubling since.

Puts our current SP into some stark perspective.

Vauch, you are literally replying to posts with that information on. Just click the links.

NEWS> #Vanadium PRICES CONTINUE TO SOAR ON #CHINA SPOT #PRICING
SEP 30-OCT 12 Movement
#V205 98% Flake hits a high of RMB480,000 USD 34.67/LB +14.25%
#V205 98% Powder USD 33.33 +9.5%
#Ferrovanadium +15%
#Vanadium #Nitrogen +8%
Strong indicators of + demand

https://t.co/embsKohGez

https://twitter.com/prolifix69/status/1050698888187793409?s=19

Vanadium pentoxide $26.9 China / $24.85 Europe.

Vanadium is this Christmas' hottest gift.

Cheers FB, thanks for sharing.

Good post Daisan. BBN offered the following recently and asked for some assistance on that very subject.

developments at AV has pushed me to re-visit the list of anticipated producers as listed in the BMN Vanadium101 presentation.
Seeing as we simply cannot drag ourselves away from this BB, I thought I would test the willingness of the learned contributors to help me fill in this list with the actual projects, and establish the exact stage they are at, and their actual timelines to reach production.
The list comprises 46,000 mtv of additional production, which is 88% of identified new production.
Here is the list (Name/Type/Stage/Measured-Estmiated Resource/Production Date/TPY):

1. Mokopone - Primary - PFS - 2022 - 63 mtv - 5,800 tpy
2. Canada - Co-producer - Feasability Complete - 152Mt – 2019 – 4,000 tpy
3. Australia - Co-producer - Feasability complete - 306 Mt – 2020 - 5,600 tpy
4. SA - Co-producer - Feasability Complete - 50Mt - 2018 - 191tpy
5. Australia - Co-producer - Feasability complete - 140Mt - 2020 - 11,200tpy
6. Australia - Prmiary Mineral Discovery - 35.6Mt - 2020 - 5,300tpy
7. Australia Co-producer - early exploration - 185Mt - 2020 - 4,800 tpy
8. Canada - Co-Producer - PEA Complete - N/A - 2023 - 9,331tpy
Nr. 1 is our very own Mokopone with possible production start of 2022. I am most keen to establish numbers 2, 3, 5 6 and 7.

By establishing who these projects are and where they are at, we can perhaps establish where vanadium supply and prices are truly heading.

Answers on a postcard please.

AVL and Balla Balla look like two of them to me. Both suggesting 2020 at present. It got lost in a busy day before, but if anyone wants to help answer that question...

For me the bottom line is the current share price. If it was where most believe it should be currently, no one would care one iota about what JM had to say as it would be irrelevant.

The market seems to struggle somewhat with the fact we are a very atypical South African miner, in a lesser known commodity whose dynamics have changed enormously helping build a new global market in a new technology. Half the time we are still referred to as a junior miner or just perceived as Vametco, even by our own major holders during their valuations, or we compare ourselves unfavourably to Largo who are themselves undervalued.

We only ever seen to be around at most 1/3 of a reasonable value at any time. Add to that how awful AIM is at managing upward movement compared to downward,how the MM's default position is downward and we are fighting an uphill battle.

I wouldn't credit SPA with having the influence to be the reason for where we are where we are despite recent issues.

Let's not let this issue ransack the board. The bottom line is our BoD are determined to succeed and so far they are. My trust is with them not any broker. We need to stick together. There are enough forces against us already.

https://www.google.co.uk/url?sa=t&source=web&rct=j&url=**************************************/blogs/savannah-petroleum-savp-john-meyer-vanadium-bmn-arc-copper/&ved=2ahUKEwjphcnx_IDeAhWED8AKHeVRCDYQjjgwAHoECAQQAQ&usg=AOvVaw3BN4IApsjZALdPyuqL_Zmd

Swap * for vox

The vanadium rise has 'got legs' - apparently just enough to raise long term outlook 'a little' to $45 average in 2019. Contradiction much?

The below is worth a second listen to see how close to reality SPA have been so far. It wasn't long ago - 11/7/18 that they mentioned they thought the vanadium had price peaked in Q1.

*/articles/prospex-oil-gas-pxog-savannah-petroleum-savp-and-john-meyer-on-aal-bmn-sml-krs--e724fdf

I imagine the fact they are a growing South African company with an upcoming JSE listing would help things somewhat... If it were to be attempted.

I think AimChaos will be proven right with Vanchem. If you got Mapochs, you'd probably need Vanchem as that's where much of the processing was done. Access to vanadium isn't our most pressing issue, processing capacity is what we need the most and that's more processing at Vametco and if brownfield, Vanchem.

Paid.

YTSS, not sure if that humour was intended but love how you used imminent as an alternative to 2018 - ie any time soon.

I suspect JSE this year as it was noted as a priority in the last update.

Mokopane has been long rumoured to be linked to early ore deals with the Chinese and possible JV's, as well as new greenfield / acquired brownfield processing. It is also our largest V asset. In simple terms means the small matter of unlocking value of a tier one asset that currently holds no value in our share price.

No, it's what I think will happen but hope won't. To find out it is politically leveraged to our JSE listing would be the least surprising development of all.

It might look a bit dodgy if suddenly after all this time of being 'imminent' the Mokopane license appeared just as we listed on the JSE. I hope that isn't the way it pans out. That would be a little too convenient for my liking.