Member Info for Sanchez599

30% up in a week from a pitiful low we should never have been dragged down to is not exactly something to shout about.

The fact we are even still talking about 18-20p is in itself a joke given what is obviously happening for the company and juxtaposed against the profitless companies and obscene rises that have characterised AIM for the last 12 months.

Given the recent Enerox announcements and scale up, Bushveld's desire to see local VRFB manufacture, Mikhail's recent comments regarding potential orders (projects that can benefit Enerox, BelCo and BMN), it seems many of those C&I projects in SA must be very close to fruition.

Given the June Eskom announcement date is only 9 weeks away, that is a very short time for even impatient investors to wait to make some serious returns and be part of that transition. Being able to make that investment and be part of that realisation of long-developing plans from 18p, in a few short weeks is quite an opportunity.

Another key point is that once the contracts start landing, be that Eskom or C&I, the long mooted hedge by VRFB, for the core businesses vanadium sales is finally fully in play and the DNA of the business changes forever and profits (as with our IES play) start to come from a wide variety of angles.

And the best part is for an aperitif we have sensibly rising, highly profitable vanadium prices to lead the way and add robustness to the SP over the next few months, as we head into that exciting new era.

Some of these IES holders should be a little more gracious in their comments. Bushveld literally saved RedT from failure by helping instigate and facilitate the Avalon deal and pumping cash in.

The commentary on why BMN have sold and the arrogance that accompanies it is absurd. The directors at Avalon and RedT (now IES) would no doubt be pretty embarrassed to see their own shareholders and particularly this Bluerill chaps bizarre, frankly poorly informed take and serious lack of respect for the interventions made by Bushveld to help them and the industry.

Not wanting to prolong this discussion as it is a quagmire of misinformation but it really is divorced from the reality of the relations between each company. Perhaps some IES holders should try and reflect the attitude and values of their company and the value placed upon the companies relationship with Bushveld.

It's just very poor form given the fundamental reality of how IES has come to be. All this good riddance stuff is best saved for the playground. It's cringeworthy.

Thanks LS. It is impossible to ignore how much the fundamentals are strengthening day by day and how grossly mis-priced Bushveld are.

50p in 2018 when this business was a small fraction of the company it is today.

A few well known traders have been talking about hitting 18p being the inflection point for a run back to 24p. Should see another wave soon.

https://www.brrmedia.co.uk/broadcasts/6065806f560fbf10fcc50714/bushveld-minerals-investment-in-enerox/

He is chairman of Duferco.

What is interesting about this study is the fact that shorter term storage can help to a point, but the peaker plants can't be fully replaced without the inclusion of longer duration storage.

It really illustrates yet again how this first wave of short term Li-On storage to augment fossil fuel based systems, will have to mature into more sophisticated long duration configurations to really get to the heart of replacing the current status quo.

It is also notable because NYC peaker plants are often in built up areas, and as we know NYC fire dept take the safety of batteries very seriously because of population density. VRFB obviously fit this usage scenario very well.

Situations like NY's with peaker plants really highlight something of the roles that VRFB and its unique benefits can play across the world as the energy transition continues to accelerate and becomes more all-encompassing.

U.S. Vanadium LLC (www.usvanadium.com) has successfully demonstrated the ability to recycle the liquid electrolyte used in vanadium redox-flow batteries (VRFB), a rapidly growing commercial technology that promises to enable intermittent renewable energy technologies, such as solar and wind, to provide power on a continuous basis (see Redox Flow Batteries Charge Forward, Chem. Eng. September 2016, pp. 14–20).

Against a background of increasingly prevalent waste-disposal issues faced by lithium-ion batteries, VRFBs have the important benefit of its liquid electrolyte being nearly 100% recyclable. Vanadium electrolyte, and its ability to be recycled for continuing use, is considered to be a key advantage for the technology that is expected to lead to increased worldwide adoption of VRFBs as an alternative to Li-ion batteries.

U.S. Vanadium recently demonstrated the technical and economic feasibility of recycling VRFB electrolyte provided by Invinity Energy Systems plc (Vancouver, B.C., Canada;). The VRFB electrolyte recycling initiative at U.S. Vanadium, where a vanadium recovery rate of 97% was achieved, was led by Mike Woolery, vanadium technologist for U.S. Vanadium. A description of the recycling process and other recycling options can be found at the company’s website in a March 8th blog post.

https://www.chemengonline.com/redox-flow-batteries/?utm_campaign=coschedule&utm_source=twitter&utm_medium=ChemEngMag&utm_content=Recycling%20electrolyte%20from%20vanadium%20RFBs

A combination of renewable energy, energy efficiency and energy storage can be used to effectively retire New York City’s entire fleet of more than 6GW of peaker plants by 2030, a new study has found.

New York City’s fossil fuel-fired peaker plants are among the most under-utilised assets on the grid and produce the most expensive electricity, but contribute highly to emissions levels, particularly nitrogen oxides, carbon dioxide and sulfur dioxide, contributing to greenhouse gas levels as well as health risks. Due to the densely populated nature of the city and electricity load constraints, most are sited close to urban centres.

The plants are only called into action during periods of peak demand, hence the name, but they are still paid around US$400 million in capacity payments to be available throughout the year, every year. This means that while electricity from them can be up to 1,300% more expensive than the average cost of electricity in the state, most of New York City’s peaker plants only run for about 5% of the entire year. Similarly, the vast majority are never called into action for more than eight hours at a time and generally for far fewer hours.

In a new study by Strategen Consulting, commissioned by a collection of environmental justice groups called PEAK Coalition, around 5.6GW of rooftop solar, 3GW of offshore wind, 5,400GWh of energy efficiency measures and 4,200MW of energy storage could fulfil the role of the city’s entire fleet by 2030...

https://www.energy-storage.news/news/new-york-citys-most-polluting-fossil-fuel-plants-can-retire-by-2030-thanks

Increasing the power density and prolonging the cycle life are effective to reduce the capital cost of the vanadium redox flow battery (VRFB), and thus is crucial to enable its widespread adoption for large-scale energy storage. In this work, we analyze the source of voltage losses and tailor the design of the battery to simultaneously minimize the ohmic resistance, maximize the transport of electrolytes, and boost the surface area and activity of electrodes. These strategies collectively result in an unprecedented improvement in the performance of VRFBs. At the current densities of 200, 400 and 600?mA?cm-2, the battery achieves the energy efficiencies of 91.98%, 86.45% and 80.83%, as well as the electrolyte utilizations of 87.97%, 85.21% and 76.98%, respectively. Even at an ultra-high current density of 1000?mA?cm-2, the battery is still able to maintain an energy efficiency of as high as 70.40%. It is also demonstrated that the battery can deliver a high peak power density of 2.78?W?cm-2 and a high limiting current density of ~7?A?cm-2 at room temperature. Moreover, the battery is stably cycled for more than 20,000 cycles at a high current density of 600?mA?cm-2. The data reported in this work represent the best charge-discharge performance, the highest peak power density, and the longest cycle life of flow batteries reported in the literature.

https://www.sciencedirect.com/science/article/abs/pii/S2405829719308657?via%3Dihub

Unarguably excellent, highly-profitable, upward-shifting prices. We simply cannot justifiably stay at this valuation for long now. It is time this businesses progress over the last few years was recognised and rising vanadium prices have to be the fuel that unlocks that.

There are a few more excellent headlines too from yesterday.

https://www.vanadiumprice.com/this-week-the-price-of-vn-alloy-rose-nearly-5000-cny-ton/

https://www.vanadiumprice.com/chinese-vanadium-pentoxide-powder-prices-up-2/

https://www.vanadiumprice.com/chinese-ferrovanadium-inquiries-keep-active/

http://www.asianmetal.com/news/data/1654703/7/Chinese%20ferrovanadium%20prices%20increase

'My problem is that I am stupidly honest'.

That is some weapons-grade humble-bragging. Imagine writing that about yourself with a straight face.

It's like going to a job interview and answering the question, 'so Mr Cone, what are your weaknesses?' by saying 'well, sometimes you know, I can just be too dedicated to my work.'

Congratulations on your ego (and your no doubt mind-blowingly withering follow up). It is extraordinary.

You really don't get that it isn't your views that are particularly offensive. It is just you. And obviously you care what others say about you because you can't help replying ad nauseam. Gosh you need a bit of self-reflection.

Here's a thought, you could just not be a knob.

We were at 24p without Enerox news (which is transformational for our VRFB plans) at basically the same vanadium prices.

We got trolled last week because there is a seller and an opportunity for a stupidly low buy in price.

Look around AIM , it is full of high Mcaps for companies that make NO money. Bushveld has the excitement and growth prospects of any of the green co's like ITM (look at their profit Vs MC) but also has a rock solid core business that has generated hundreds of millions of dollars in a v short time.

We have an overhang and seem to have perpetual efforts to smash our SP down whatever price we are, but honestly if FAR can be almost £150m there is no good reason that Bushveld shouldn't be a billion pound company. It's purely down to shareholders being rinsed by the market and gaslit on an industrial scale to accept this pitiful valuation.

And make no mistake, that is what it is..

You too Gambit and I am sure I am not alone having a fresh £20k ready to put in my ISA next week..no bed and ISA's for me.

Remember also folks, as has been mentioned numerous times and by LS today, we still have a seller. When that clears we will without a shadow of a doubt re-rate. We have everything moving in our favour now. Those who were here whilst Erongo were around know exactly what is coming.

Strong buy really doesn't cut it.
Have a good one all.

Remember the reason today's RNS caused an impact was because it wasnt in an RNS entitled 'Qx Report' and it caught investors eyes scanning the RNS feeds.

It isn't rocket science!

And it seems pretty obvious that any shares sold now are going to be going into investors ISA's for more next week.

Unfortunately we have been kicked and kicked so many times, it will take more than one RNS to fully rebuild sentiment and confidence. That is just a fact.

Now we really need to see the strategic ability of the business translate into building the share price and that means not burying good news in the quarterly reports, planning for regular iterative newsflow and starting to work with a market that wants the story told properly, the green story delivered and shouting about its successes, not underplaying them.

Today is an excellent start, but it's just a start.

Next week will see a big injection of capital into the markets and vanadium prices are heading towards yearly highs.

Pretty clear we will also be pushing at yearly highs again soon. Today has shown very clearly what is coming for BMN and VRFB in SA and that jigsaw piece just was not there when we got 24p earlier this year.

£143m MCap. Ironically the gap between us has shrunk.

Sure. That seems totally realistic and reflective of the two companies progress. Wtaf is wrong with this hell hole.

This is why refining market positioning and messaging now is so important. We aren't just a miner and it needs spelling out at the highest level of our offer.