Member Info for Sanchez599

Almost positive there Daisy! A Christmas miracle.

Next week is looking like we are going to see more vanadium products hitting 180 day price rises, but have a look at Vanadium Pentoxide in China, it's at a 360 day high, by 4.5%.

VRFB is at least in part, finally driving this move. This is the structural change that many of us have been waiting a long time to see. The difference between this and historic rises is that this one isn't being driven by Glencore, it is being driven by the Chinese and climate change. It's remarkable to see a market that hasn't changed much for years, evolve like this.

Just wait till you add a furious global rebuilding programme post-covid into the mix.

Next year and 2022 is looking good, with Covid vaccines coming thick and fast. If you are selling at 14p, well, good luck with that. Momentum is going to hit like a train at some point soon.

*diversify

We still have yet to discover what Fortune was clearly excited and skirting around talking about in the last ten minutes of the Crux interview... Let alone continually rising V prices and nearing the cusp of Eskom news. This dam will break soon.

The religious tracking of the V price is making less and less sense as we diversity products, see VRFB take off, expand production, build our VIP platform and implement the refurb of Vanchem. We are unarguably much bigger, more valuable more strategically mature business than our SP and MC suggest.

It's been a long year, but the next few months are going to be huge for shareholders.

And for those many people reading who know this slating of Bushveld s commerciality is nonsense - why not stick your head above the parapet and say so.

Sigh.

1. We haven't 'designed' anything. That's the whole point about VRFB...

2. If the SP was higher and we were waiting for what most suspect is coming, would you still be saying all that?

3. What part of the work done to position us for Eskom, to acquire 50% of the world's V processing facilities outside China and to expand production as we are, divert sales to China in a pandemic, bring Avalon and RedT together, buy Enerox and bring vanadium leasing to market,isn't high quality commerciality.

4. What have Largo done beyond more successfully than Bushveld other than copying us and adapting Shell's V Power branding and buying a company with less experience? You have literally been persuaded by some Photoshop of a battery.

I can't wait for the inevitable backslapping of Fortune when he lands Eskom.

New posters arguing for more coal in developed countries in 2020, because we aren't damaging the planet with our emissions.

On the BB of a share which is driving adoption of renewables and energy storage because of that exact reason.

Whilst dropping all the usual one liners re: accusations of deramping and balanced discussion.

Sure.

More completely legitimate new long term holders that will definitely still be here in 6 months. I wonder how this will turn out.

https://m.engineeringnews.co.za/article/south-africas-renewables-plan-presents-remarkable-industrialisation-opportunity-2020-12-11/

I do love those thoughtful people who only appear when share prices are on the turn and have to clarify - after being negative - that they aren't being negative. What would we do without them...

I think you should give the BoD a bit of a break Bassguy. How was Fortune supposed to know he needed to write his business plan in crayons for AIM traders to understand they would be better off holding than selling when the vertigo kicks in after a 10% rise. PR needs to improve, not because the business hasn't been clear, but because AIM is full of day-traders and BMN is a long term hold.

Check out their Friday closing price....

Excuse me +150% typo)

Ended up closing at $1.51 yesterday. An 8% rise after a pretty minimal retrace.

An equivalent rise now puts us into the 30's.

We are now in the situation where we are looking at a 250% rise just for equivalence with a company that is 3 years behind us in terms of development.

That's how bad AIM is. It's not fit for purpose.

1. It won't. 2. Who cares if it did anyway.

People really need to start focusing on the big picture and stop torturing themselves. Fortune isn't here for a 20p per share business that never beats what it managed in 2018. This will be over £1. It's when not if. The question is will you have enough shares for it to be life changing, or not?

I bet they are....

'Hello is that the FCA? I'd like to report a daylight robbery.'

This rise has been much more gradual and robust than the last couple.

It actually looks like it might be a decent base for us to finally break this range finally. Largo's move has really exposed the game the MM's have played with this share. We should be setting the pace, not chasing companies that are behind us.

Breakout inbound...

Interesting that it takes another company's RNS on a different market and some Photoshop of a new battery to trigger a rise for us. Our own market has disregarded all of our own RNS' right from the moment we bought Vanchem and got Mokopane licensed, despite the fact we are streets ahead of Largo and they should be chasing our SP moves. It's hard to overstate how bizarre that actually is.

It certainly shows AIM is a follower, and not a leader in the financial world and the antithesis of the world-beating heart of global markets we keep being told the UK is.

How many new listings this year on AIM now? 2, 3? Pretty pathetic and why would you given how poor a job the MMs do and how terrible the market is at even grasping the basics of what businesses are doing unless it is Fisher Price levels of simplicity.

We shouldn't be talking about 30p plus, we should already be there, looking to go much higher.

That would make sense Mogwhy and fit entirely with the overall timescales and time to hit each site (in terms of delivery). I think that pretty much clears it up.

The inportant thing for #BMN is that their offer needs clarifying. They don't need to build it from scratch.

It's a shame you are so deliberately negative Drifter. It's stopping you from seeing what good news this is. Having decent branding and more importantly messaging within your identity is the easiest part and Fortune has literally alluded to the fact they are on with whatever approach they have decided to take with this.

Largo don't have Vanchem. They are also nowhere near where we are with developing a client in a company of size like Eskom. They also aren't building a dedicated electrolyte plant - at a port.

One last thing Daitom (et al) - the consultants appointment is for two years. That gives you an idea of the roll out plan for the 2nd and 3rd packages. The Skaapvlei appointment is for a 9 month turnkey project.