Member Info for Sanchez599

Haven't checked but is it possibly to do with the Share Centre / II merger.

Behind us... Just too long! Sorry

This analysis highlights two things for me.

1. How robust this entry point is and how, for those with an investors mindset, Bushveld potentially offers a phenomenal ROI from this point onwards. Risk/reward is great from this MC/SP with the structural deficit adding real confidence to current pricing.

2. How important it is for Bushveld to illuminate their vertically integrated and VRFB ('The Great Vanadium Price Hedge') stories. This includes but is not limited to clarifying the role of Enerox & the scope of partnerships, tenders coming over the line, refining market positioning, larger leasing deals, VIP, progress on ELIDZ, customers and new projects, and they all need to be delivered with high quality, regular MarComms that explain clearly what these mean for new investors who haven't done years of research.

If Bushveld get that right the win is leveraging the behemoth of sentiment waiting to back green energy transition, supercycle and economic rebuilding stories through 2021 building the share price and register steadily, punctuating the year with excitement, all in readiness for 2022 and a major attempt at that £1 valuation.

This is critical because AIM is a sentiment driven market, attention spans are short and we are up against some very bright rainbows at present. This means not just assuming investors will stay interested whilst the vanadium prices make their moves, but pro-actively try to bring more onboard by capitalising on the times when we have a lot of eyes on us, converting buyers into investors and also getting some big-hitting new II's interested. A slow but great story is arguably at odds with how AIM actually works so striking a balance here is critical.

Two final points on this - I remember the USTDA grant and how we didn't RNS that because we were a $400m company. Let's please never be that complacent again whatever size we are. Personally it still bothers me to this day how happy we were not to promote that.

2. There was a quote from the Indaba that has stuck in mind - that Fortune 'could become the Elon Musk of Africa.' Now we all know Fortune is a very different character - but whether you like him or not, what Musk has achieved with Tesla for their investors is huge. Fortune has a chance to have a truly impactful legacy that will put SA in the spotlight with VRFB, help to finally fix the issue of energy supply in Africa and deliver epic returns for investors.

Him taking that chance personally is a big part of us moving from being a company that always scrapes the bottom end of its potential valuation to one that is seen as a market leader and agent of change. Why should we always have to settle for the absolute bare minimum of what we should be valued at? Tesla investors aren't. Sometimes I feel we spend so long dissecting the base case (which BBN does so well and thank you to him) that sometimes it is arguably to the detriment of showcasing the possible upside should fair winds really get be

https://www.businesslive.co.za/bd/opinion/columnists/2021-01-31-peter-attard-montalto-putting-a-just-energy-transition-at-centre-of-sona-would-be-a-winner/

Daitom, you might enjoy this article w/ref to your comment regarding the upcoming SONA.

Daisy, my sincere apologies. I didn't mean to get in the way of the important business of your endless moaning about your own investments.

Proofreading - "proof reading"

Corrections - "Coolrections"

The irony on here this morning is at magical levels.

Yearly highs for vanadium and rising. 19p SP.

Speaks for itself.

https://www.metalbulletin.com/Article/3973954/FOCUS-Tight-prompt-supply-more-consumer-activity-boost-vanadium-uptrend-alloy-at-1-yr-high.html

"We mine vanadium and that is it"

Are you actually for real? What do you think Mikahil does at Bushveld? Hand out spades?

That's not strictly true in this instance Faramog.

If there is vanadium leasing involved we would have exposure to that, there will no doubt be some professional fee-based elements too. We will potentially have exposure to the O&M aspect too dependent on our wider team structure. What is to say Enerox aren't involved in the ongoing maintenance.

That ITM Power comparison annoyed me so much I bought another 100k shares.

Yesterday's bashers will all become supporters or be completely silent by Monday.

H2, sorry (obvs).

Daisy, have a listen to the Q4 link I shared earlier. It is absolutely explicit from Fortune that the aim this year is to under promise and over-deliver with regards to expansion and what might be achieved and when. The business has very clearly learned that stretching goals that aren't reached is not the way forward.

This year is going to build and build like a wave as Vametco aims for iterative improvement post Q1 and potentially beats its targets and Vanchem's kiln 3 is refurbished and operating into H3.

Add into that a world getting vaccinated and economies that are itching to start accelerating again, consolidated by the effects of European and American demand kicking back in as the year develops, the impact upon supply of 21% of our product now going to China and the vanadium allocated for VRFB projects off the market.

https://webcasting.brrmedia.co.uk/broadcast/60117c87c4904929abd82a91/601c0c96e463db2612a609e9

You are right GKB, you really do deserve to be spoken to with more respect for all the respect you show everyone here. You definitely haven't benefitted from people's research whilst contributing nothing yourself either. Good on you for all the good you do and the manner in which you do it.

Spot on Paludina.

As BBN rightly points out, I wonder how many out there really understand that we will a producer of circa 6000mtv in 2022 and nearly half of that production is now 100% owned.

Compare that with 2018 when we didn't even own the share of Vametco we now own and Vanchem was a distressed asset rusting away.

It won't take much of a vanadium price rise to demand that we see all time highs again. The year of covid is now out on the table and now its all about the expansion and vertical integration.

I did not insult you.

The MM's were struggling to get a single share off anyone yesterday, they are now getting them below 18.5. Given how loose they have been with the bid it seems very obvious they have been given a gift today.

Ask yourselves why someone with no apparent interest in Bushveld has posted so many times this morning, then guess his desired buy-in price.

Interesting use of 'potential investors' and 'we'.

PJ - I am not sure why you think people would want to share their analysis with you given the fact that we have seen your "novel" approach approximately 1 million times before and it is completely transparent.

Obviously following a year with Covid and being at the bottom of a now upturning pricing cycle, our results are not going to be our best ever. The key is clearly not what has gone before, it is now what comes this year. With production rising and pressures on V prices from inflation and post covid building and energy transition demand, this is clearly an entry point and it is very apparent that this mornings posts reflect your understanding of that.

But sure, you could just go and buy some multi-year highs and commodities at the top of their range and see how that goes.

As I mentioned a few months back on Twitter, any brand update is going to be built around bringing the vertical integration message to the fore. It won't be a rebrand or rename or anything else that has been suggested, it will be crystallisation of this message. Bushveld liked the tweet at the time (very rare) and this is the evidence it is coming.

*been