Member Info for Sanchez599

Bushveld have just shown the market exactly how they will be capturing SA BESS, across the range of municipal and commercial opportunities.

Looking forward to Enerox's SA presence, our unbeatable local content offer and a captive audience of clients that we can pick off one by one.

Add in Rongke Power and the offer is unrivalled.

It's been a long time coming but it finally is arriving like a freight train.

Straight out of the Vametco playbook.

AIM is an utter joke. It wouldn't know how to recognise incredible strategy if it walked up and punched it in the face. Which it just has.

In response to your post yesterday - this is the difference between a major player that is building out the industry and a company that don't even have a mine.

£60m difference. More like light years apart.

Well I hope those who thought BMN selling IES shares was due to cashflow feel suitably stupid now...

Here comes Enerox.

(Sorry hit send too early)

Fortune has obviously read some of the bile being written and it is excellent to see he addressed that.

Well I hope those who thought BMN selling IES shares feel suitably stupid now...

Here comes Enerox.

Less than £58m between our two market caps.

Absolutely FARce. This market is as bent as it is possible to get. 30x the production. 23x the assets.

If this sh:t isn't FCA worthy, then nothing is.

And does anyone seriously think we aren't going to smash the Eskom BESS tenders after all this legwork.

It's been a crap winter for Bushwhackers. I think it is going to be the London 2012 of summers.

And also explains partly the radio silence. If Fortune has been pitching to II's, let's be real, they will want the sharpest entry point they can get, multiples of their investment back and that's what they have got and will get. FM stated very clearly he wanted to shift the balance between retail and II, and this will definitely have helped that to happen. I suspect this is all part of 'lancing the boil' as he described it.

There is going to be some sellers remorse soon.

FTSE listing inbound anyone....

This is just garbage, spread by people who want to undermine investors during this news blackout to drive the SP down. Unfortunately Vauch is in no position to refute it because he doesn't actually know anything about the company.

https://m.engineeringnews.co.za/article/world-bank-report-highlights-big-economic-benefits-of-an-accelerated-south-african-vaccination-roll-out-2021-03-31/rep_id:5581?__twitter_impression=true

Agreed JD, if you don't want to play the AIM game the obvious answer is to get off AIM.

Square peg, round hole.

It really is mad.

A 33% retrace despite the fact V prices have held well over $30 and are now rising again.

The argument we follow V prices is dead in the water. The simple fact is, none of the growth this company has achieved in 2 years is showing within the share price.

We bettered this share price when we only owned Vametco and the business was shut down due to a strike.

We are still also only £70m above FAR, a company who have literally a tiny fraction of what we have.

I'd love to hear what is said at head office about all this, because regardless of anything, given the huge buzz around Energy storage and VRFB building every day, it is mightily embarrassing.

https://seekingalpha.com/amp/article/4416839-vanadium-miners-news-for-month-of-march-2021

Europe vanadium pentoxide spot prices were significantly higher the past 30 days.

Vanadium market news - US energy storage market grows almost 200% QoQ.

Bloomberg NEF expects the global energy storage market to grow 122-fold by 2040, to 1,095GW/2,850GWh.

If this was a serious market where macro events and business strategy meant something, news like this would boost the share price. But it isn't, so it won't.

I believe we would be a billion dollar company if we were listed in the US. They have the capital and the vision to support a company like Bushveld. Instead here we are scrabbling around in the dirt working out what is the least we can credibly be valued at.

Major U.S. tech companies have joined forces with climate NGOs to urge the Biden administration to direct the federal government to procure 100% clean energy, available 24/7.

The U.S. federal government is the largest electricity buyer in the world.

Google, Adobe, HP and others are urging it to use its buying power to accelerate the transition to zero-emissions electricity. That means more renewables and more batteries at a huge scale.

15.7p given the macro economic moves happening to create the runway for Bushveld across the world from SA to China to the US is crazy. There should be a substantial forward view in the share price. Perhaps we should spin off Lemur, the market would probably back a coal mine it's that backwards.

https://t.co/nbe3G6OmQe?amp=1

https://www.investec.com/en_za/focus/investing/renewable-energy-the-infinite-investment-opportunity.html?medium=organic-social&source=twitter&campaign=sa-cib-revegoinvestecarticle&term=44281&content=article&position=&ctype=n&adgroup=&keyword=&matchtype=

https://techcentral.co.za/investec-backed-energy-fund-eyes-r1-5-billion-jse-listing/105263/

Revego fund launch info. This is crucial context for today's event. Majority black-owned, green focused fund, based in SA. 1.5bn Rand IPO coming up on the JSE around April.

Chinese prices are rising again.

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

Controversial view. It might not be the worst thing if some people sold.

Bassguy, I wrote a reply but honestly it's probably a waste of my time posting it.

Nothing personal. Just probably as bored of watching people act exactly as the market is trying to make them behave, as you are of no Comms.

Atb