RE: International Flow Battery Forum highlights19 Jan 2021 14:27
Bassguy, try and get some perspective. I honestly think you are focusing on the minutiae without giving equal weight to the broader context. The world is at the very beginning of a transition into new forms of energy supply and technology. It is the biggest change in a generation, if not more. Look at the numbers Alfa is quoting. This is all to come... Waiting isnt easy but you only have to look outside of BMN to see the bullishness around commodities and the energy transition.
Remember that at this juncture Bushveld simply cannot go trumpeting their potential project pipeline, or the partnerships they are building because those same partnerships and projects are currently in competitive scenarios and no-one tendering for projects of this size would do that. When the tender results come out, we will start to see how for example the behemoth that is RKP fit into the picture, but you are seriously on a hiding to nothing wanting that info now. No business would share this information because it helps the competition. I don't mean this harshly but there is no point keeping going on about it every time the share price dips. It is counter-productive and isnt helping anyone. It doesn't lead to critical discussion - there wasn't any in that thread - it just gives license to vent.
Meanwhile South Africa has to change and it needs stable electricity. It wants to achieve this in a way that builds out its own economy and starts new industry and supply chains. Who else is there that can seriously enable that to happen using locally mined materials? How do you think the market will view a company that can actually help make that happen for a nation.
Equally - if Fortune really understands - which I believe he does - that the story needs distilling into a more investor friendly narrative, don't you think that will have the greatest impact if it is tied to winning some contracts, launching the electrolyte plant and launching all of this is a more joined up way.
I honestly think most of your issues are going to be addressed in the near future. I just think it is important to remember that sentiment is not wholly down to the business, it is also down to how shareholders represent themselves and support the company in the public domain.
Also remember what Bushveld have actually achieved since 2018 and think about what happens when that aligns with project wins, a rising vanadium price and a herd of investors wanting to make green investments. You are in early. Yes there are frustrations, but try and temper your expectations with the actual reality of what Bushveld are managing at present.
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