Member Info for Sanchez599

Sorry a couple of words got jumbled. Phone gremlin.

...other ideas.

I think we all accept the story is building in the background and ultimately I am sure it will pay off. Everyone knows Bushveld can be frustrating in how they communicate but that's not to be confused with the way things are developing behind the scenes. I do wish for example they would add context to days like today - IE whether they have a bid involved - the fact people have to even ask this when the results are being read out is a perfect example of how opaque the story can be. Hopefully this will change as VRFB starts to be more readily adopted in SA and they are past the positioning and pulling levers stage.

No booms, no % levels of how nailed on it is - just a few reasons.

Hippydays, a few reasons - from my own perspective.

Arbitrage as Halespur says. Clearly Largo and BMN have been played off against each other.

It's also near financial results which will mark an end to a long unprofitable period with lots of spending and not too much earning - putting this behind the business is important and I would expect Comms to improve post that period. It's a very big deal going back into profit. The market wants to see it proven. And rightly so. BMN have been a explicit about underpromising and over delivering. It's nearly time to see that manifest in results - starting with Q2. That's pretty exciting and could signal a much needed sea-change in meeting/exceeding targets.

The company currently has real control of its overall strategy which is undoubtedly excellent (barring perhaps not yet really getting the long-mooted VRFB hedge to start delivering profitability during low prices yet - for obvious reasons) - I am sure this will ultimately deliver the SP people want. However, it has almost no control of the people it has brought in to buy shares in large quantities or who have been involved in deals it has done and whilst they are selling (as we have seen before) they aren't really building the story publicly so it cuts through to new investors, barring perhaps 3-4 good days of communication the entire year. BBN has done a far better job distilling it, I think all of us would agree and thank you to him for that. Rightly or wrongly only they are fully focused on strategy delivery, not telling people about it.

It's pretty obvious to anyone who looks in an unbiased way at 2021 so far for BMN that every time this year that there is a green a significant shoot silence has followed and the opportunity to build momentum hasn't been taken. This may be deliberate - we all know Bushveld never say more than the bare minimum. Whether or not this approach that has worked in the past still works in a social media-driven 2021 and the covid era is another question.

Imo until the sellers end and/or they grasp control of their own story via newsflow and show how peripheral news (100mw threshold etc) truly affects the bottom line (in the form of supply agreements projects or contracts) this malaise will continue to some extent. I imagine they know who is selling, how this arbitrage is being used to manipulate the SP and see there being very little point going all out on narrative during this period. Ultimately we are talking about when things will change, not if they will.

As a side note it's interesting that Australian Vanadium have been liking tweets calling on Bushveld to be an industry figurehead in the way they engage. It's not only shareholders who see this opportunity to be a touch more public in their championing of VRFB and their story - whether some like it or not, or even care, it is an opportunity that could be taken. Personally I would like to see them try and build a higher base but they clearly have oth

BMN - down 24%, Largo up 29%, Vanadium prices (Average) up c 33%...

Largo pretty much tracking V prices. Bushveld doing almost exactly the reverse.

https://twitter.com/CyrilRamaphosa/status/1402935803513294852?s=20

...to see Bushveld tweeting as they have today - in a way that shows exactly what is happening on the ground at ELIDZ.

Nearly 100 likes - it is absolutely crystal clear that this is the sort of content investors want. It helps tell the story with real clarity, it's engaging, interesting and it is doing this alongside delivering the brilliant strategy, that brick by brick, will help rebuild sentiment.

Well done. Now don't leave it weeks till the next post and do the same with RNS' - There have only been two of note (Enerox) since mid February, beyond the normal expected ones. It's not enough in a market that is noisy and demands real cut through and strength of narrative.

If you agree show them you do.

Gambit, the person who can improve things is Fortune. I am very careful to say that I understand how great this company can be, every single time I post.

And with respect to those shareholders I am planning to take a break from Bushveld related posts to give the business time for improvement because I have definitely made my point and because I am not stupid and appreciate it isn't helpful to sentiment, but equally I think some of you also are wrong to never question anything this company does. How many times have you been wrong about what is coming and when? That in itself is damaging because it is a hype train that does not arrive.

And in the same way I respect your point of view, perhaps you could do the same.

I will get behind the business again when the business gets behind us. But for now that's it from me.

V price rises might be the only thing that delivers any results and saves our year! 5 months into a year we started by hitting 24p and here we are back at 15.5p with little excitement, a downbeat CEO, downbeat investors, barely any news in 5 months, an analyst call that was really very poor (Tanya's answers wtaf) and still the same people who are religiously incapable of acknowledging pretty woeful business performance and continually demonstrating their own lack of imagination and desire to see this business improve. Again we should all be grateful for BBN's posts but this is his 3rd 'year of pain' and as much as I like having explained why it's absolutely fine that we are getting worse at making money year by year, (which I do understand anyway), I would like to see Fortune actually step up after two years of watching this deterioration of value and try and do something imaginative to compensate for it. Who seriously thought at 50p we'd be raising money with Orion at 17p a few years later. Covid or not.

It's almost as if some shareholders don't like making money. They would rather watch their holdings erode than hold the business they have backed to any kind of account.

Who seriously thought the electrolyte plant would end up being pushed back again and again to a vague H2 2022. It's just all so uninspiring. Where is the drive, the dynamism, the enthusiasm, the deals, the creativity, and the R.O.I?

The fundamentals of the company are potentially great but at the moment they are like a car crash of expense and we are the ones paying the price. Not the BoD. Us.

However you dress it up you cannot hide from the YTD share price chart, or for that matter, the one since 2018.

How many hopeful posts of RNS, game changing news and so on have we read and they never arrive. I feel embarrassed for those people who constantly put themselves out there as if tomorrow the world will change. Where have those moments been this year? We couldn't even break 20p on Enerox news.

I have been told to sell my shares twice for daring to have a view that isn't all rosy. But that's not the point is is it. The reason sentiment and the community have deteriorated is the erosion of positivity that has come because of the companies own lack of delivery and major shareholders throwing their toys out of the pram when anyone dares to question why their shareholdings are now worth so little or how that could be addressed, rather than being capable of actually discussing anything like adults. Shareholders have a responsibility to hold businesses to account.

Where has relentless ramping got any of us? Many of us have supported Fortune for years to get told to then sell our shares when there is any discontent. Where is the same support for us? Where are the BoD taking a hit to support this growth? They aren't.

I want this business to succeed because it could be exceptional. But at the moment it feels a long way from that.

If you aren't interested in the Karpowership fiasco, don't click the links. If you are, enjoy the madness.

https://twitter.com/jsphctrl/status/1393157644672765955?s=20

https://twitter.com/bronwynnortje/status/1392817694580383747?s=20

Great to see the Crux interview booked in for next week. I assume some here won't be watching due to the lack of value it will inevitably have as it is nothing but pure marketing.

Have a good weekend.

Bassguy, do not put words in my mouth. I am nowhere near where you were. I am 100% positive about the fundamentals of what the business does. I just see opportunity for improvements and rather than just repeat the same old lines, I share what I think they are.

No one said it was.

Roscon, in your continually defensive world view nothing the company does can ever be improved because the business shouldn't listen and it should never change or take onboard feedback. I am sorry but I disagree and honestly that is a very blinkered perspective to have on a company thriving upon global innovation and driving a cutting edge energy transition. Good companies are both strong minded but also listen. Fact.

As a listed company it also has a responsibility to the shareholders who are invested in it.

If this company got both of these things right, rather than just the latter, the sky would be the limit.

I really like this company, but I stand by absolutely every point I have made about this issue.

Pdub, you could and should say exactly the same about Bushveld if you are to level that at Faramog. They could support our investments by being more positive. Thy are certainly better placed than we are to do so.

There was actually quite a lot of good in that RNS. It read like the minutes from a funeral.

1. Pretty much as expected for me. Gambit is right about production capability. This looks to be setting up for the stronger Q2 and H2 we all want. This is the low tide point in terms of news, maintenance is done, costs will come down. From here on we have demonstrably higher V prices and production levels.

2. I do think they could sound a bit more passionate about their own business. Whoever writes these has 0 flair.

https://twitter.com/Sanch3z599/status/1392793672207450115?s=20

Just look at those numbers...

Any excuse to squeeze shares out of people for less than they are worth...

V prices at a major inflection point vs US inflation fears and the latter takes precedent.

What a joke these crooks are.

I agree. Let's hope Fortune does. You'd think he would be laser focused on seriously profitable opportunities like this after the last two years.

I will believe it when I see it Jagadish, bit jaded by the lack of progress and promises of improvement atm. I am hopeful though. It's such a glaringly obvious and easily profitable move.

Just imagine if we actually announced a deal... It could treble our MC overnight, raise cash funds inordinately, allow us to be debt free again, perhaps bring a dividend, pay for expansion and so on...

You'd think it was the most open of open goals...