Member Info for Sanchez599

Haha class.

Its a 100% rise to undo the last 6 months falls to get back to where we were when V prices were $23. That's absurd but is exactly where we all are.

We need boldness. Not getting into any negativity, I am pleased with todays start. But that all it is and the fact we are even talking about 12p share prices says it all.

Also Mr disgruntled, maybe change your user name back. You've been here a long time and I won't embarrass you by naming you (I have it figured), but you don't need that ID. You're better than that.

We have been thrown a few crumbs today. That's all.

Demand more from your investments, otherwise what's the point of even making them.

Largo absolutely smashing it today. Nearly back at $20cad. Well done to their mgmt. What different years we have had for two companies in the same sector.

Also if interested, have a look at everything about this tweet from them. Makes Bushveld's comms look and sound dated. This stuff matters, it's about making the right impression and conveying quality, and scale and being representative and part of of a forward looking contemporary industry with a bit of panache.

https://twitter.com/LargoResources1/status/1417829026874499078?s=20

Solid RNS today, not earth shattering, but green shoots. What we really need next is news that is going to turn heads because really who cares about whether we are at this meagre 12 or 13p or even 15p really and scraping together out lowered guidance. We need to be delivering newsflow that gets us back into the 20-30s and above. This is just getting the basics back on track which is great but isn't something to get the party poppers out for however some might like to celebrate it. The SP is still very poor. People in the company are making a lot of money and shareholders simply are not.

A while ago, this basic stuff would have been a given and all the talk would have been about VRFB and what was coming to set fire to our SP. The business needs to cultivate that sentiment pro-actively. There is actually a lot going on but the co make almost nothing of any of it. And set against tough markets and covid, the current approach is just not cutting through. Whether people like it or not, it isn't.

It is massively apparent if you can be objective that we need seriously reigniting and that is down to Fortune and Mikhail to really start building on this - excuse the appropriate turn of phrase - minor reversal of Fortune.

Let's hope they do. Its been a rubbish 6 months here.

http://www.asianmetal.com/VanadiumPrice/Vanadium.html

European prices move up again. Chinese prices stable.

https://m.engineeringnews.co.za/article/new-study-assesses-ways-to-scale-up-off-grid-solar-across-africa-2021-07-20/rep_id:4433

Solar only works as a long term, practical solution if it has batteries that are safe, long-life and long duration.

This piece of work is basically what Mikhail was talking about as BE's aim a couple of years ago.

https://twitter.com/TerenceCreamer/status/1417522267949568000?s=20

Ramaphosa finalising economic relief package. This should help build upon recent efforts to stabilise SA.

Up 5%

BigAl, it is very clear that everything you have written about being a long term holder with an axe to grind is made up. Yes there are things that can be improved with Bushveld, obviously, but honestly you must think people here were born yesterday if you actually believe anyone here finds your story of turning up on the day of a market crash and being a long term holder plausible.

You sound exactly like one of the Advfn troll crew.

Fake personas like you are the worst part of being an AIM investor. I personally have not been happy with a fair few things that have and haven't happened this year, but at the very least I know most people know I have been here holding shares since 2017.

One of the main reasons I would like Fortune and Bushveld to grab hold of their narrative and newsflow is to escape imposters like you for a while and see the good the company has achieved come to the fore. And yes it is frustrating that the company has not done that this year and shareholders have as a result had a very tough 6 months, watching every issue get exaggerated by AIM, which is how AIM works.

For those who are genuine holders, have a look at the hashtag RebuildSA on Twitter. There is a monumental effort going on to restore normalcy and calm. Credit to those helping. We also know that despite how the SP has been hit anyway, that recent unrest has not been harmful to Bushveld, and vanadium prices are up 80% since Jan whilst the SP is down 50%. We are closer to FAR in value than Largo despite the fact we are much closer to Largo in size and production, and FAR produce less than 8% of our volume.

And nothing re: the brand being updated or JSE listing as was suggested by Libero a while ago..the list of items the co is avoiding is quite stark.

Steve

You might be right you know -

No Comms
No marketing
No Bushveld specific PR/articles
No twitter
No Mikhail
No Crux investor
Bare bones newsflow
Dropping SP
No response to any difficulties
No future gazing
No BE updates
No BelCo updates

Why else all the above?

John, FM (during Investor Meet) unusually said this month for Q2 and was positive about what he could see, so there is that. If Bushveld can't encourage buyers at 12p, objectively that is a pretty poor reflection on their ability to promote their own company to investors, regardless of quarterly updates. Production is still way up on the early years. Look at Gambit and Liberos posts - Jan $23 /23p SP. July $40 (fr 44) and 11.9p. Presenting the upside here from 12p should be like shooting fish in a barrel. When was the last time you heard BMN really try to enthusiastically showcase what their future could look like beyond just blandly parroting production volumes they hope to achieve down the line. Where is the discourse around the value added by vertical integration, the VRFB opp in SA, what Eskom wins could mean, what BelCo could do for the bottom line, what commercial ops could come from the mini-grid, how Bushveld will be bringing new industry to a country in transition, SA is planning entire new cities etc etc etc. Mikhail should be all over this!

Steve, who knows! Probably 15p and Glencore at this rate lol. ;) Yikes.. One things for sure, it there were a potential buyer, they would be pretty happy to see the current SP.

Hi Steve,

I think most would take it at this juncture if it was even a moderately reasonable level. And I agree that it is a possibility. They are doing nothing more than the bare minimum at the moment and that is plain to see. If it is a sale, it appears that they will be fully backing it.

Ninvestor - I am thinking of using my creative skills to create a 'Where's Mikhail?' book along the lines of Where's Wally.

Running a business is a love affair, and you have to want the absolute best for your company..it's been a long while since I have sensed that same hunger from Fortune that we could all see in 2017/18.

Hi Libero, all good with me thank you and the same to you, coincidentally was writing a reply to JohnPWH over lunch, but nice one for sharing your tweet. Ties into my reply below. Tbh, it is probably the most disappointing thing at the moment for me, seeing the complete lack of fight from the company to support their valuation and shareholders. It's almost inexcusable how flaccid and ineffectual their response to the current underperformance is and the lack of positive newsflow.

The company is coming across as pretty weak ATM and they definitely need to show they have the stomach for this fight and that means newsflow and righting the ship in terms of sentiment. The lack of fight to date is very disappointing. Fortune keeps telling us he is the man to do it, yet we still haven't seen any kind of response.

John -
Correct John. As I said, sentiment is the one thing the company can affect in their actions and that is done with delivery, newsflow and positive Comms. That being the case, the very least they could do, the absolute lowest hanging fruit would be to release some positive news.

If more care and attention was paid to sentiment by the BoD on this *sentiment driven market*, we quite probably wouldn't be facing difficult market conditions most are today, having already had the entirety of the backside already ripped out of the share price.

The MMs and whoever has been shorting us must be absolutely loving this shambles.

Sorry following Oxford, not for Oxford.

Yep - $23 in Jan with a 23p share price. Now $40.

This morning we have also had announced 2 more superhubs for Oxford - more good news.

https://www.pivot-power.co.uk/press-release/pivot-power-expands-energy-superhub-model-across-west-midlands/

Also this morning we have a dump of about 150 trades from random points over the last few months and an ludicrous move to dip below 12p.

As I have said, it is beyond time for Bushveld to grab hold of their own story and thus SP. They don't control the market, but they do control newsflow and can affect sentiment. They really need to stop rolling over and letting their shareholders be continually shafted.

Some good news - Covid cases and deaths in SA have dropped by around 50% from the recent peak and looks like SA is in full cleanup mode now from what is going around on social media.

..are worth backing.

So come on Fortune, let's see what you and BMN are really made of. You see what a business is really all about during difficult times, so let's see it.

We have heard all the talk about larger leasing deals, 100's of enquiries about projects, all of the positioning with Eskom etc etc, all the talk about things like the JSE listing, steps to help the SP, let's see some of this come to fruition and please for the love of God, stop the ineffectual one liners if you have no plans to back them up.

Lots of great stories around the 'net of SA cleaning up after last week's disturbances. Good to see.

I agree with much of what Pdub has said today. Especially around the company that is being built. Look across the world at how climate change is impacting so many countries just in the last few weeks. It is obvious batteries and construction have got an inordinately huge roll to play in tackling these issues. The opp is there for Bushveld.

Being frank Bushveld seriously need to get hold of their own story again. By that I mean RNS based, material newsflow to disrupt this BS. Use of the RNS system (including writing of RNS') has been so unbelievably poor this year - including the recent prime example that they could have come out on Friday via the RNS system and said there had been no impact on their operations, instead of a via a random link shared via PI's. No doubt that would have started much more of a bounce.

At 12p, with the MM's clearly using recent events to destabilise and overdo the hit to the SP, (look at us Vs FAR and LGO - we should NO WAY be just above FAR). MGMT haven't got space to be complacent any more. We need to see this business show some resilience, fortitude and ability to attack, not just defend, and start taking ownership of its narrative and public perception in the investment world as they have inescapably done a fair bit of damage to themselves this year.

For me the issue isn't particularly current events as difficult contextual problems are true of many businesses in more tricky jurisdictions. (Look at Largo and Brazil's covid experience), it's seeing that the business is actually invested in supporting and delivering for its shareholders and that has been very, very weak in 2021. We have seen so little effort from them regarding building any kind of momentum and encouraging new investors, it's no surprise some vent their frustrations. EG if we assume VRFB is the added value piece most buy into, where is Mikhail? Why does he never speak to BMN investors about he is actually doing? You would have to be strategically blind not to see that using a passionate, articulate & knowledgeable speaker is a good idea to build positivity.

The business up until this last year has a reputation for exceptional strategic excellence. For me it's showing that reputation matters & seeing that they can build sentiment, deliver a solid Q2 report, start delivering material newsflow that actually is SP accretive and start tackling this malaise head on. The thing that would make me sell is not some social unrest in a developing country, it would be not seeing that the management have the best interests of investors at heart and that they are trying to get on the front foot. So far I am on the fence about that. Investor meet was good, but so was the 'we hear you' / 'there is something we can do about the SP'. There has been no follow through whatsoever.

It's time Fortune reminded the investment world why he and BMN are worth

Lets hope so. It would be even better to see Bushveld try and build some momentum with positive newsflow - and show they have the cajones for this fightback. And I am sure you and I can both relate to that.

It's hard not to think back to 2018 and the flurries of news and progress and what that did for sentiment. Confidence breeds confidence and the covid era demands strong cut through and decent newsflow. I feel we have not seen the best of Fortune, Mikhail or Bushveld this year and I wish we would.