Member Info for Sanchez599

It'll be in the Q1 update.

Hi Gambit, just to clear up the Abengoa position. It isn't that Abengoa ringfenced the project as that would still make it vulnerable to their overall issues. It was that the part of Abengoa involved with the project is ringfenced from the parent company.

I think the comment on people riding along with prevailing sentiment is actually quite wide of the mark. I think the reality is many people have simply supported Bushveld for a very long time and would like to see the results of that time investment start to bear more fruit.

It isn't a competition to see who can care the least about the share price. I think everyone here generally just wants the best for the company and their investment of both time and money.

HarChris, I was being somewhat flippant. They of course underpin long term performance but are even more effective when combined with the sentiment building AIM loves.

Anyway, lots to look forward to, just some treading water till we get there. Have a good day all.

Daisy, I have been watching a loss-making business with revenues of less than £2m reach a MCap of £200m over the last few weeks because it has some of the bigger names around backing it and sentiment is with it. I won't name it for obvious reasons. Fundamentals don't mean a thing. Sentiment is king.

https://twitter.com/Sanch3z599/status/1381976509200621572?s=20

Just for the twitterers...

You should go and tell the CEO of Largo, as their MCap is the equivalent of £740m. Apparently every Canadian investor is wrong and you are right. Or maybe FAR, who have a MC of £155m and produce 196mtv equivalent.

But as LS says, all you do is cherry pick. This is the same old Calamari BS of picking one piece of info and repeating it again and again and then disappearing once the SP starts rising.

1. Costs are high so that they can get iteratively lower and production can increase and supply the blossoming VRFB market. The markets will love that and you know it.

2. Bushveld will clearly be much more than a commodity miner as this year progresses. You also know this.

3. You only do this to try and get a lower entry point.

4. We are building an electrolyte plant, have invested in Enerox and are expanding and streamlining production at two locations. This is a growth company and that's what they do. Grow.

Why not tell everyone why you are doing this. That would be more interesting... you are a sad, sad individual with one tactic.

Alfa, I literally said I wouldn't continue discussing this here and I won't in order to preserve the tone of the BB. Your answer is nonsensical. It is nothing to do with being in or out. That is exactly the condescension I am referring to.

The gap is 330%. It isn't just about patience.

I won't be posting any more here regarding potential improvements because I can't be bothered with the fall out, denial and condescension from certain quarters, but it is weapons grade delusion, not to mention archaic if you think there is nothing the business can do to assist with addressing this disparity, beyond just being patient. Is SA a tougher jurisdiction than Brazil? No.

Ask yourselves why companies revamp listings, overhaul brand, install marketing directors, undertake Comms and PR campaigns, strategise newsflow etc. Clue- it isn't just for fun. I know, I have done it.

You are literally watching a competitor take a bold step towards a Nasdaq listing, rising 20% and just saying let's sit back and watch, it will be our turn soon. And let's hope some of that rubs off on us. That might fly if we were say a 50% rise away, but we aren't.

Anyway, I am happy to keep posts on this board to nothing but positivity going forward under the guise that that is going to make a difference somehow and my point is made.

Some of you may disagree, but there are a huge number who agree. Twitter has made that very, very clear.

I will also add that this Twitter thread is an example of being constructive, positive, whilst still challenging the company and is full of suggestions based on years of experience transforming brands, and is not on an email.

It has over 150 endorsements. That is actually making the effort to do something positive to help everyone. If you don't think that is worthwhile, fair enough.

https://twitter.com/Sanch3z599/status/1380203366924566528?s=20

Pdub, I am not going to get into a debate with you. Things never change without a bit of disruption in any walk of life. That is a fact. If you want to believe it's all down to emails and that some public discontent has had no impact that's your prerogative and I respect that. I would however suggest your inaccurate framing of endless negativity is a bit of a stretch given the support given to the business on many, many occasions through some pretty bleak times.

What's more interesting is that Bushveld have publicly acknowledged the Comms situation. I know certain people have not liked it being discussed publicly, but guess what, it has elicited positive results. Sometimes you have to stick your neck out and try, rather than just accept everything you are given and never question the status quo.

I for one am excited to see how things now evolve.

https://www.vanadiumprice.com/ameresco-begins-second-phase-of-department-of-defense-funded-flow-battery-investigation/

https://www.metalbulletin.com/Article/3983146/Vanadium/Ferro-vanadium-moves-up-in-active-spot-market-supply-concerns-provide-support.html

Interesting headline referencing potential supply concerns. As we know stocks are low...

To see Bushveld engaging and promoting BBN's article. I imagine many of us have enjoyed seeing a bit of passion from their social account.

I have added a few suggestions here for how the company and shareholders can build upon this and help build the wider market recognition which articles like BBN's lay great foundations for.

I think everyone would agree that what the company is building is magnificent. It really is just a case of helping grow awareness and making investors stick by showing very clearly what the upside is built upon and how great it really is.

https://twitter.com/Sanch3z599/status/1380203366924566528?s=20

Just a small extra note on this idea - if you factor in inflation over 20 years, there is every chance that the ROI for the vanadium alone could actually equate to more than was spent on the entire battery system. In the same way appreciation in value of a property works really.

For comparison as gold has been mentioned today, gold is up 700% in value over the last 20 years.

https://www.forbes.com/sites/davidrvetter/2021/04/07/2020-set-a-new-record-for-renewable-energy-whats-the-catch/

Interesting article on renewables take up.

Few key points. Especially interesting is the two statements below:

All over the world, the growth of green energy is accelerating. More than 80% of all new electricity generating projects built last year were renewable, leading to a 10.3% rise in total installed zero carbon electricity generation globally...'

The catch the article refers to is this:

Ember electricity analyst Dave Jones, who looked at the IRENA report, commented: “We actually used more electricity from fossil fuels in 2020 globally than in 2015 when the Paris climate agreement was signed. It’s not enough that we set a new renewable capacity record this year; we need to be setting a new record every year.”

“We still haven’t seen a single year of falling coal capacity ever,” Jones pointed out. “True, we are making good progress at building less coal and gas power plants, but we are still building them. We need to be retiring them.”

Very pertinently highlights that the energy transition has so much further to go to even start to put fossil fuels on a diminishing path.

The story for VRFB has really just begun.

A sidenote that crossed my mind when reading BBN's great article earlier was that VRFB could be the only battery in the world that ends up being more valuable at the end of its life than when it was purchased. It will be interesting to see companies calculating the cost of an install, starting to factor in the residual value of vanadium and demonstrating how much that can offset any CapEx through the whole lifespan of the battery.

Thank you, I do apologise for opening the door for Steve's BS about V prices. He is an opportunist and waits to piggyback his negativity on others posts.

As Gambit has recently posted on Twitter, the gap simply doesnt make sense and an epic re-rate is most definitely due. I just want to see it actually happen and post with the best intentions for us all.

I want to be explicitly clear that I am as bullish as Libero, which anyone who has read any of my recent posts here will know.

I also think the comms and RNS around Enerox has been fabulous. But it has taken us 4 months to wait for something decent and as a result we had to begin this latest run from a frankly derisory level of 15.5p.

Libero's last post highlights the valuation gap perfectly and I agree with him entirely. The upside, just from what has already been achieved is incredible, but that gap doesn't show any signs of closing and that is the point and that is why as I have posted on twitter, we need momentum. Not isolated good moments, once every few months.

I am sure the summer will be excellent as I have also said, but wouldnt it be great if we were building from 30-40p when we get there, not sub-20. That will take a comms campaign and regular good news and proactive effort to build the share price.

I completely agree about Steve. He was talking down the company at 15.5p, when it needed massive support and positivity. This is not for me about talking down Bushveld, this is about wanting them to play the market better and leverage the masses of sentiment which is around and wants to back the company, but is clearly sceptical of buying the SP up because we haven't made any real progress in so long. And let's be honest, as investors we haven't.

It really is a tragedy how difficult it seems to be to get past 18p.

I know everyone wants uber positive posts and nothing else - and I have provided plenty recently, but imo this really is seriously abject SP performance and is the price we are paying for one good RNS in the entirety of 2021. Opportunism for traders and no building of investment value for long term holders. Even LTH's have taken to retweeting ST traders, just to help boost the share price. That is desperate!

It is a really frustrating juxtaposition seeing how good the business is at deal making, but how absolutely incapable it seems to be at getting that progress to translate to any kind of value for investors.

I am surprised Bushveld aren't asking SP Angel to do some digging into how our value can be suppressed to the point where FAR can be 70% of our valuation with 3% of our production and 4% of our assets and no mine.

I know no one likes reading about FAR, but it is a cold hard reality of current investments into Bushveld that we are being shown up by a vanadium jumble sale that barely understands VRFB.