Member Info for Sanchez599

Investor81 - the post you refer to was made by a swing trader who hasn't understood the detail of our Capex because he isn't genuinely interested in understanding it. Otherwise he would have read the results properly before posting and Ben more objective. I would leave him to discuss with the 3 people who liked his nonsense.

Much to digest but you have to be impressed by what the business has delivered during a global pandemic.

Europe and the US are going to find that supplies are tighter and tighter as we come out of Covid. 21% now going to the Chinese, along with internal company sales means a lot less for the rest of the world. Which means more pricing pressure to come and evidence of real demand for secure supply for the VRFB industry.

Solid increase in production for last year and the year ahead. Being so close to guidance is remarkable in this climate.

Interesting note of leasing and Pivot Power - more to come: 'continue to support and collaborate with global VRFB manufacturers as per Bushveld Energy's VRFB OEM partnership strategy. This includes scale up of the vanadium electrolyte rental product with new contracts, comprising the rental contract with Pivot Power, part of EDF Renewables.'

Costa rising slightly due to electricity costs and the 1% slip in guidance enhances the fundamentals of the Vametco and Vanchem self-generation projects and is again reinforcing that Eskom needs to move to increase the threshold for self-generation.

Cash position is relatively good, albeit topped up by recent funding. Significant Capex on Vanchem is great news, it means that we are pushing on with works. Technical studies associated with the Vametco Phase III PFS are progressing and are expected to conclude during H1 2021. This will see more iterative increases in production than at Vanchem if the button is pushed, but looks like they are keen to crack on. Which means they see the demand (notes that it has ramped up in H2). Kiln 3 is due to be commissioned in H2 with the full benefits arriving to deliver the production upgrade in 2022. Costs therefore increase slightly this year at Vanchem but looks like much work being done to optimise throughout at to offset this where possible.

Vametco obviously suffered from the extraordinary rains in Q4 a little but it simply meant being less than 1% short of overall guidance so not the end of the world albeit a problem that must have frustrated at the time and hit q4 production a little.

These are the results of a business committing to growth, being bold as we turn upwards in the supercycle and working very hard to make the impact of Covid neglible. They should be commended. What a year it must have been on the ground to achieve what they have.

There is no way Bushveld are divulging that there is material newsflow coming that the market is not aware of, in an email to a PI. I am all for enthusiasm but this commentary really does not sit well. Chika does not operate like that and I would be very disappointed if that were the case. It would be uber-unprofessional.

Imo adding 'green' to your name is a bit 90's / 00's when being 'green' felt a bit novel. Also doesn't fit the mining angle. Remember energy from renewables is not going to be a novel idea, it is going to be the norm. If you think about it there are very few companies who feel the need to be that literal these days. We also already have Bushveld Energy so it would basically just be a more dated version of what we already have.

I hope it isn't a full rebrand. That is not what the company needs. It just needs a bit more visual polish, the story streamlining and the pieces that are hidden made public.

There is a lot of brand equity in the Bushveld name, particularly for a company wanting to build out a new supply chain in SA and to promote itself domestically. I would challenge anyone to come up with a name that would do that more effectively.

FTSE listing yep, a full rebrand no ta.

Despite all of the furore around the SA variant, it is brilliant to see that new cases of Covid in SA have dropped almost 90% from the recent peak to just over 2500 cases (from around 22k).

Well done SA.

Interesting run of RNS' too. All the ducks getting put in a row before the more material newsflow.

That being said, taking over a month to RNS the holdings seems rather protracted.

'Is it not of concern to anyone that there were no director share purchases last year when the stock price was so low?'

That is the second time you have asked that and have been answered, you also deramped on VRFB pricing, amongst other recent negative posts.

Just a suggestion, but perhaps if you stopped deramping people woul be more inclined to help you. Fortunately the fact you don't understand such basic requirements such as why II or Halifax are listed in the top 10, shows you actually know very little about investing full stop.

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/

'A Sona for a just energy transition, maybe? A green recovery budget? It ticks all the boxes — investment; infrastructure; foreign direct investment; bank lending; jobs; skills; world-leading natural endowments; energy security; manufacturing; (sustainable localisation); small, medium and micro enterprises; big business; tax revenues and liberalisation.

A sweeping narrative arc that plays out as much on the evening news as it does globally to investors can easily be constructed on this theme. It shows leadership and agenda. It shows you need two terms as president.

So much work is going on in this area that needs to be unleashed by different thinking in the government, the ANC and the Treasury.'

Filter engaged.

https://twitter.com/chrisyelland/status/1355880663912751106?s=20

Have a look at the link and the clipping posted by Chris Yelland. Battery storage looks like it is about to get a lot more serious in SA.

Now that's exciting.

I started reading the word salad and gave up. I am sorry for offending your fragile sensibilities Bushmaster and making you feel the need to share your life story with a group of strangers. £16m and you are trading on Aim and losing you rag because someone didn't like a word you used. Nice work.

Using phrases like the 'SP is tanking' is cheap trader talk that tells you exactly what the interests of said individual are. We have seen it hundreds of times before when the SP is reaching the end of a retrace - look at all the noobs posting in the last few days. Everyone can see the trading opp with what is coming.

If Fortune was going to spin off BE it would mean the end of the Vertically Integrated aspect of the company which Fortune himself has said is the heart of what Bushveld Minerals is. BMN would be a producer and miner and BE would be an electrolyte producer and project / solutions developer with a leasing product.

It would make holding shares in BMN lose most of their green credentials and turn an extraordinary offer into a boring and mundane one.

It is clear awareness and profile of VRFB is rising organically and with what is deemed to be a revolution coming in large scale energy storage, we don't need to be diluting our USP's and losing the opportunity for the entire company to profit from the VRFB value chain.

AfriTin was an abject disaster for existing shareholders and the BoD must know that. It's not exactly a secret. I think this is the chap on the VSA capital podcast trying to be cute with hints dropped last year on how to get recognition for BE.

Fortune would be insane to wreck the USP of his business.

If you look at the #BMN hashtag on Twitter there are at least 3-4 posts in the last few hours from traders all calling the current SP move completely differently.

Just goes to show how inexact a science it is and how you can frame any chart according to your own current position.

His post belies the real truth here - that many others are trying to outdo each other for re-entry. Always a good sign when that kind of inanity starts. Oversold and probably already bottomed.

Correct Faramog. They have a limited window to do this. They know it, we know it. Look at how aggressive they have had to be. Personally I don't plan on helping them out. I also back Fortune to dramatically increase the value of my shares and deliver on his request for everyone to keep the faith.

People should really direct their frustration in the right direction. Bushveld's newsflow is clearly being dictated by NDA's and sensitivities around their partnerships. Demanding news won't make it happen any quicker.

The MMs set the price and they are the ones who have let it capitulate by 25% in no time at all to meet self-serving objectives. There has been plenty of buying at key resistance points but they have waited for it to ease and move it down again each time.

That is a choice, not an inevitability.

Hi Biffy Boy, have a look at what has happened to the GameStop /AMC /BB/Nok share prices look at the Reddit forum r/wallstreetbets, #stonks on Twitter and read the article above.

Basically a redditor tracked down hedge funds with obscene short positions and suggested other redditors work together to buy up their stock. This garnered a lot of attention and other investors quickly joined in. The hedge fund who was shorting GameStop was part of a short position that equated to an absurd 139% of the shares in issue.

When redditors started buying it pushed the price up and subsequently forced the shorts to close in a rising market pushing prices up further - the fund with the largest exposure has now filed for bankruptcy when their losses exceeded the entire valuation of the fund.

The 'bad words' element refers to the efforts to shut the forum down over some obscure Icelandic swear words. It's all in the articles. Wall Street don't like it because they don't like it when other people realise they can use their own tactics against them.

Even Elon Musk got on board... and by the looks of it nearly every 18 year old with Christmas money in America.

It is all over social media. Have a look.

I hope no one is now in any doubt as to how rigged this deck is now.

The MM's manage to get the price down by nearly 25% to hit mid 18's the day before tax return sales must be made, alongside the fact we know they sold short on the recent rise, despite recent commodity price rises, proximity to Eskom news and the fact that it could not be more clear that sentiment for this company is hugely bullish.

Sure.

Thanks for those who have recommended. Be confident that your peers think the same as you.