Member Info for Sanchez599

Alfa, literally one person said that. Chill out.

I agree Pdub. Fortune is the best person for the job! I was not and would not advocate for that.

Thats why Q1 is so critical. They have said "keep the faith", "we hear you", "there is something we can do about the SP" etc etc etc.

It's time to stand tall and deliver. I have made my views abundantly clear in that respect. I have the upmost respect for Fortune, but this isnt a charity and we aren't here to lose money.

The business is on the cusp of what is probably the most important period in its history. Q1 matters because it sets us off on the right foot and will help us to start building towards a H2 that will include the highest ever production capacity and our VRFB story with Eskom finally launching. The stakes couldnt be higher really. Look at IES news - VRFB needs production growth and we are simply the best placed company to deliver it. The game is truly afoot and the days of talking about VRFB coming are coming to an end.

Gambit, I am so ready for you to be right. This story needs some highly rewarding curve balls. (Of a positive kind!)

BBN, sorry to hear you aren't well, I hope you get well soon.

The onus is on Bushveld to turn the last two years performance around. They know it, we know it. Lindon's gonna Lindon - it doesnt affect anything in the grand scheme of things. There are things to improve, everyone knows what they are and most people agree they need improving. Q1 report is the time for the company to start showing they are on it and showing the Vametco upgrade has gone well, that Q2 is going to be better, and that the over-delivering starts now and even moreso in Q2.

The market wont really care about last years results now, in case people haven't noticed, we have been paying the price for them for about 12 months now, so there is literally no argument possible that they are not already priced in.

The story is about rising vanadium prices, increasing production, returning to proper profitability, heading towards a win with Eskom, showing Abengoa was no issue for the mini-grid, site progress on BelCo and showing the company is right back on track.

The markets want to see that Bushveld can actually run this business and in a way that beats expectations, not falls short of them. Fortune literally said that in the last analyst call. They know they have to deliver. Anything less is not good enough and I am sure that is the entire BoD's attitude at the moment and Steve is right about timing to make sure they do. They know patience is wearing thin and they know investors have been frustrated at the lack of performance and news.

Hopefully this is finally the point we turn the corner and we now see iterative, relentless progress. It is obvious that investors are positioning for this to be the case.

You are absolutely pathetic.

Bluerill, I have no interest in a battle with you, I don't know you. I simply disagree with your arrogance (it is very, very ugly and unnecessary) and have a different opinion to you on specific points you make. These are public bulletin boards and you have zero ability to dictate who should and shouldn't post - you could perhaps set up your own forum? And honestly if you think Alfa has any influence over anyone else posting, you are way off the mark again. I also do not appreciate messages concerning me being shared between two parties and then posted here who I have no direct involvement with or interest in. It's absolutely paranoid and ludicrous that you think that is even the case. I find the fact the two of you are even messaging as you are with the suggestion either of you have influence in that respect over even one other poster quite absurd and mind-blowingly arrogant. It's the worst part of LSE tbh along with petty calls of 'cultism' for anyone who just backs a company. You could arguably say you are displaying the same behaviour you accuse others of.

You obviously aren't completely stupid, and I will leave you to your board, but seriously try reigning in your delusions of grandeur, and influence. They are wholly unprofessional and don't do you or InVinity any favours.

All the best with your investments.

Probably shouldn't mention Lemur to Dave.

£ not $ naturally.

Just announced... Price not confirmed yet.

Siemens could ultimately end up buying both Bushveld and InVinity. Certainly I think it is inevitable that they will buy InVinity if this development process goes well.

Alfa called Siemens as the eventual buyer of Bushveld years ago. What a call that would be...

Bluerill again showing how arrogance is simply weakness in disguise.

If you don't think security of vanadium supply at a reasonable price is an essential component of this deal all you are showing is that you have a chip on your shoulder that is getting in the way of you being rational and seeing reality.

You also wouldn't even have a company called InVinity that could do this deal in the first place without Bushveld.

I would caution people to be careful not to listen to this chap too much. He says a great deal, but seems to actually understand quite a lot less.

The other point about regular RNS', (Uncle John) is if they are more frequent, it stops people selling out at every single one because they aren't as sure there will be a month gap until the next one. Currently it is just made easy for every negative force circling us and it is naive that the business can't see that and don't stop it. Less sells equals a rising SP which leads to more buying which leads to... etc

Anyway, let's be hopeful Q1 delivers and starts us on a positive trajectory finally.

Exactly Lionel, and it is actually more than that as Steve says.

Whether some disagree with my recent posts or not, it is safe to conclude that the strength of feeling and general agreement is massive.

Nearly everyone here believes in Bushveld and has backed them vociferously and financially through what have been truly woeful periods, and in all honesty, to our detriment. It is time the business showed they back us and delivered some ROI to shareholders, responded to feedback and hit some of their own targets and deliverables. Remember, we should have already been at 5000mtv! Hopefully the Q1 update will show this beginning. But they seriously need to grasp the concept of momentum. It's mind-numbingly frustrating seeing these huge silences and promises that drift and drift.

It is 2.5 years now. It is absolutely time Fortune stopped the rot. There are so many decent people invested here and it really does gall seeing them all fight so hard for a business that as yet is not delivering for them, but is actually costing them money, whilst the BoD enjoy huge returns. And I am fine with those, as long as they deliver for everyone else too.

As an example, Pdub and I often don't agree, (I think and hope overall we do!) but my goodness I respect him and as someone who has been through the big C, I want to see him enjoy some rewards from his support and investment. He just deserves it! And yes maybe this should be an email, but when they take circa 3 weeks to reply, (another fail), who even wants to write one.

'We hear you'

So prove it.

If the business has any sense they will pay attention to the fact so many continually agree on these points. Even BBN agreed that they would benefit from staggered iterative telling of their story. (Sorry for name checking). The majority of the investment community is in agreement on this fundamental point and still it hasn't been actioned.

The reason I am adopting more caution in my posts is simply that I feel that until the business starts promoting itself in a more consistent and effective manner, why should its shareholders do all the legwork.

When they step up and deliver upon phrases like 'we hear you' and 'there is something we can do about the share price', and suggested items like the JSE listing and the endless suggestion of supply and leasing contracts coming, and they start putting actions to their words, then I will respond in kind.

However you look at it the SP is in the doldrums and that is juxtaposed with Mikhail bragging about amazing returns, without acknowledging they have been custodians of a 65% drop in their share price with no comeback. That to me stunk of complacency, inexperience as a CEO and arrogance and showed a lack of understanding of the experiences of their shareholders. That makes me concerned because it shows they aren't in touch with their investors.

The only person who seems to be doing really well out of Bushveld at present seems to be Fortune. Until that changes, why should anyone ramp blindly and not question the status quo?

And for clarity I believe this will be a multi-billion pound business if management are able to really deliver what they have suggested.

People also need to separate the idea of being negative from frustration at underperformance. It is perfectly possible to fully back this business and also think things could be being done better. This binary discussion that says if you aren't blowing smoke up Fortunes backside then you are being negative is absurd. This business is not perfect. It is very good and strategically very strong, but it isn't fully realising its potential and there are things that could be much, much better.

Nice story of a pre-production, pre-revenue $18bn valued battery company doing the rounds on Twitter...

It's not just Comms. It's the whole market positioning of the company. Some seem insistent that the valuation can't come before all the pieces are in place and that's fine - I disagree. There are countless examples of green stocks absolutely flying when they capture the markets attention and are in a hot sector. Everyone knows a few examples.

Fortune could transform our market positioning, bring the battery story to life, fix our green credentials, get rid of Lemur, get some green funds on board and tell that story... Anyone seriously think we would still be at 16.5p if that was done? Currently, where would an investor excited about our green/battery/electrolyte story go to find out more or get enthused by what we are doing in that space? How would they even know we were tendering for Eskom? How would they find out what that means for the company?

It's all just shrouded in layers and layers of unnecessary opacity. South Africa itself might get behind the story if the public could see what it could do for them! Which might make it even harder for the government not to fully back it.

Some of the folks here need to realise that the stock markets are evolving. Fundamentals play much less of a role than they ever have. And that is not to diminish their value before the usual old-fashioned views flood in, it's to emphasise the importance of being clear, telling a great story, being dynamic, bold and aiming high. Bushveld is a rare example of a brilliant company that could simply have the best of both worlds.

Clearly the current approach isn't exactly delivering great returns or capturing the attention of the markets. That is an unavoidable truth.

Just a quick response to the comments regarding support of substance over style. Simply put, in the real world it isn't and should never be a binary choice. Truly great businesses do both very well and it's a bit odd to counter the point by stating which you would choose if you could only have one.

I personally want Bushveld to be the best company and success it can be, deliver the greatest ROI to its shareholders and take its chance to position itself and VRFB within the energy transition as effectively as it can. And as a shareholder if I see something the business can do better I will continue to air that view, because both VRFB and Bushveld would and could benefit enormously from their message reaching a much wider audience. If VRFB had fully made it and we were a billion pound company, then fine but it hasn't yet and we aren't. And at 16.5p and treading water I am honestly surprised more people aren't demanding more from this company too.

So much about Bushveld is excellent and I love sharing why I think so, but equally this is a serious business and where there is room to improve the business itself should be hungry to do so, hungry for feedback and certainly more keen to tell the world its story (at such a time of revolutionary developments within its own market), than any shareholder is.

It's not just about wanting better PR or Comms it is about a well-rounded, business pushing itself hard, demonstrating how well run it is and truly seizing the opportunity that is presenting itself on the global stage.

Agree fully on the current timing for BMN. However this is the point that is continually missed or just accepted as 'oh well it's BMN and they can't do both' - It is absolutely possible to have both style and substance. To deliver rich substance in a polished, mature manner. It is possible to build some excitement and enthusiasm, and to be clear and engaging to new and old investors around those key moments of delivering substance. If substance is delivered with style, it will have greater reach and potentially more impact.

It is literally why companies have marketing budgets.