Member Info for Sanchez599

Yep it is a peach and his excitement is tangible. Clearly Fortune is thinking big re: SA's footprint in the vanadium space, it's really just a question of Bushveld spelling it all out to the market and building some buzz. We should be showing companies like FAR how the big boys do it!

I also wonder whether we might see a bit of diversification as the business grows given the broader opp for new era metals, the quality of our assets and the upcoming shortfalls in many materials supply chains. That would also help hedge our vanadium platform.

(Martin Creamer - cropped a couple of letters in the title). Worth a watch, follows up on the Fortune interview.

https://www.google.com/amp/s/m.miningweekly.com/article.php%3fa_id=579704&rep_id=5582

Cindercone, apologies if I have you confused with Expert. If it wasn't you I am more than happy to apologise for referring to you, despite your turn of phrase.

Lindon as the voice of honour. Now I have heard everything. When has he ever stuck up for anyone being given a rough ride? Where was he when Cindercone got banned for insulting Pdub regarding his cancer diagnosis? Or when Alfa is routinely insulted despite sharing more research than anyone on this BB.

Strange hill to die on. The post to Faramog was too much yes, but if you are going to be that guy, at least be consistent.

£150m MCap.

Have a good week in the twilight zone all.

Pdub, I agree mostly and as you, I don't buy this endless trashing of the company. The release of frustration is a combination of grievance at FAR's ridiculous rise and the inevitable venting during this radio silence and low SP period. I am sure everyone is to an extent feeling like we are being hard done by, given FAR can reach £140m on hot air and all of the achievements made by Fortune, from Mokopane's license to all our investments and acquisitions have delivered nothing to us as investors, since Vametco. Anyone with even a small sense of fair play would look at the situation of the two businesses and concede Bushveld seemingly have to work many times harder to get any recognition.

As someone with a brand background who has built a company from nothing and helped many other well known businesses tell their stories effectively I have seen first hand what telling a great story well can do for a business wanting to grow and how it can bring its audience along on the journey.

We are not doing that. There may be a brilliant reason for it, but we aren't and that is at least worth acknowledging. For those of us that believe in Fortune, it is a constant battle against this negativity which exists because there is a vacuum that the business is not filling. And it is tiring! Shareholders do more to promote the business than the company and that is rather bizarre.

And I agree on the FTSE listing.

*on a market so driven...

Pdub, I think you are missing quite a vital point. AIM is sentiment driven and news vacuums get filled, usually by negativity. Fortune has left the door open for this cr@p we are reading. I don't agree that PR plays no role and I am surprised you can even make such an argument so driven by herd movements and storytelling. If we got our green credentials right and played that message to a market hungry for green stories it would have an inevitable impact. In the same way you think those being negative are blinkered, it's also worth trying to look yourself a little more in the round.

The business has not even tweeted about the self-generation cap being removed. That's really a Ronnie Rosenthal standard miss of an open goal. (Sorry Halespur).

This is an interesting thread on the 3 floating powership projects that were announced on the preferred bidders list.

https://twitter.com/HarryWinkler/status/1372996727934947332?s=20

Anyone else find it hard to believe that floating gas powerships are going to be a great choice a few years down the line or even in one years time.

25 year lifespan VRFB on the other hand that would celebrate local industry and be future proof....

Seems like a hugely odd, expensive and high-maintenance choice. Just what SA needs - more high maintenance energy.

Good point LS, pretty much double it again. Forgot they produced V205 at 56% contained vanadium

FAR have a broker target of 171p from VSA Capital. That is roughly £500m.

Our production is 15x larger. Our assets 20x greater as Alfa presented yesterday.

On this basis and excluding Brits, Mokopane and its license, ATM, Enerox, IES and the rest, we should be looking at a broker target of £7.5bn.

It's ludicrous.

Tbh Mark, this situation for both companies makes a mockery of even bothering to understand fundamentals. It undermines the credibility of the entire market because knowing the detail behind each company counts for nothing when this is the outcome and this is what the market considers reasonable. What is the point of knowing that BMN is undervalued and should be at X if it simply can't get there and a company that has no meaningful production can reach these heights with no comparative movement for other companies in the same space.

Just tagged 35p and a £115m MC.

Libero, that is your prerogative. But it doesn't make you right. As much as I might be wrong, so might you.

It's an opinion based on being a shareholder here and seeing the evidence of every dirty trick that has been used here in the last few years.

VSA should be looked at for putting a 171p price target out there and ignoring the insane dilution that lies ahead.

Well done Dave. Mark,they are BMN buys.

A long chat with a friend this morning and the conclusion we reached was that Fortune is being punished still for not letting the bucketshops in. It is hard to see this as anything other than a vendetta by some London shysters to stop BMN reaching fair value because they haven't been allowed to play. You can bet if we had a discounted placing and dilution we would be allowed to fly upwards

I am sure that they expected that these years of suppression would have actually parted LTH's from their shares and it hasn't worked.

Some might find this hard to believe, but I honestly don't think people realise how petty AIM can be.

It is a disgrace. Fortune clearly has this figured and realises he won't win whilst we are on AIM.

I am expecting a JSE listing and a FTSE listing, a repositioning in the market and big news regarding our role in this Tsunami of renewables. Why else are we expanding to 6000MTV so quickly and telling the world what an opportunity there is for VRFB in South Africa.

Thanks for the discussion Mon Ami.

Hi Lawrence, it does look like out of date info on this occasion.

Hi Lawrence, thanks for this, do you have any links for those upgrades? Cheers