Member Info for Sanchez599

L2, just for reference, pretty much every price I have ever seen shared by you is way over what I can get on my platform. You do seem to have to pay a premium for some reason.

https://www.youtube.com/watch?v=p3QUjIL1rJQ&feature=emb_title

Or simply a transfer, less commission.

DBB, to add some context to my reply, have worked in branding and design for many years, building and selling a business. My professional life has essentially been built upon telling big companies stories to their audiences.

If it were me, I would be looking the simple fact that when anyone explains Bushveld, including Fortune, they firstly explain mining and then they tell the BE story as an addendum.

For me this is critical because it is exactly how the market also talks about Bushveld. It still sees BE as tacked on and not generating revenue when in fact it is the lynchpin that will glue the entire Bushveld model together. The market just does not believe that yet and says (as Matt did) yeah, but when will VRFB happen (it already is), and also you are a miner that obviously needs a perception change.

Where the levers truly lie for me is in focusing the way Bushveld is presented, on vertical integration. It is the spine that links the entire proposition together and brings together every revenue stream, every activity,every part of the company and places equal weighting upon them all.

Can you can imagine listening to a Bushveld presentation that tells the full VI story, using VI to contextualise each facet, each step along the model and each revenue generating opportunity. It is a story that tells itself once you get going.

Compare that to 'we are a mining business and we have Bushveld energy which does X.'

Bit busy ATM, but hopefully that gives you a gist of my own opinion. Atb

If you can't fault MEM's strategy, you really do not get this business Mr 1 post, and honestly that is just fine.

Because there, in this confusion, lies the huge upside.

Faramog, I disagree that V prices are the only trigger. Fortune literally spent the last ten minutes talking about rebalancing the proposition to allow the wider Bushveld story to be told. That is a huge part of the problem - we are perceived as an AIM Jr miner and what we actually are is something wholly different, that currently the market doesn't quite get, and that is also without much precedent.

If we accept that as Fortune certainly has, the challenge is to actually present that effectively to the market, shift perception, and showcase the full extent of the evolved business model and the massively diverse revenue streams that are being built.

Vertical integration is the heart of that story and it was probably the most exciting part of the interview, seeing Fortune continually emphasise that work to change that perception is underway. I think there are some substantial changes afoot in this respect.

This is a business in transition and looking forwards, and looking to shift away from perception that the vanadium price is all that matters because ultimately the days of wanting inordinately high prices are over and talking about when the next spike will be, are over if VRFB is to truly succeed.

Given every fundamental is improving,Orion were happy with 17p as a baseline and we are a sub £150m company pitching for to help fix an entire countries electricity supply, it is more surprising it is taking this long.

The market is going to move very quickly when it actually pieces together what looks to be happening with Enerox and thus what our business will truly look like going forward.

Vertical integration facilitated by Eskom....

Sorry just seen your post Jimbo. Still great news.

Mean business... Check out all the jobs.

https://invinity.com/careers/

Ramping up capability.

Many of us bought into VRFB a long time ago now. With Dalian completing and the technology proving itself in a wide range of contexts, it looks like 2021 is going to be the year VRFB really starts to flourish.

Sorry - corrected paragraph.

We are starting to see the first signs that EU / US and Chinese prices are starting to come back together from when the markets decoupled during Covid.

We are starting to see the first signs EU / US and Chinese prices start to come back together when the markets decoupled during Covid. That is the absolute surest possible sign that a recovery in pricing is coming.

As frustrating as parts of this year has been, and let's not pretend they have been easy for us or the BoD, there is a perfect storm coming powered by all of the acquisitions we have made, VRFB hitting it's stride, Eskom increasing production, Mokopane over the line, and V prices hitting a sensible median, that is going to reveal the butterfly that has been developing in its chrysalis during the last two years. It must surely leave our rise to 50p in the dust. We are 10x the company we were then. We just need to get better at telling people.


In other news some may remember the 1500MW of new coal in the IRP2019 determination, well according to the CEO of Eskom, it is being binned and replaced with guess what.... more renewables.

Change is coming. Time to remortgage... ;-)

https://twitter.com/MylesMcNulty/status/1331529206568775681?s=20

Read the phrases 'momentum in green tech' 'Tesla-esque re-rate' and 'playing the sentiment' and note again how they go hand in hand and then marvel at how easy it would be to address this situation if we just stopped being so passive and expecting a rerate to just fall out of the sky.

Persistent, positive news.

Doing the same thing again and again and expecting different results is the definition of insanity.

We'd be over £1bn right now if we were measured as IES currently are.

Largo back approaching yearly highs.

That would be a near 100% gain for us if we were to do the same. And that's before we start talking about comparable progress.

How many VRFB companies have Largo helped happen?
How many do they have a stake in?
How many government tenders for BESS are they in for?
How much are they expanding by?

Great for them to see a recovery.

As for us, it's coming. Even this broken market has to eventually acknowledge the impact of a Biden administration, vaccines and a renewed focus on climate change and what all of that means for us, given the fact the world will be building renewables to recover from Covid.

The world needs our assets.

Hit £2 in the last hour. Great investment.

Production up, V prices creeping up, Vanchem starting to deliver, VRFB demand hitting global V markets. What is really bullish about the current position is that it looks like the overall pricing cycle has now bottomed and so have we. We should really be starting a longer term up trend soon, given everything that is developing.

It sounds absurd at 12p, but I still truly believe this is a billion £ company in the making. If I didn't I would have sold out by now after the years we have had. You dont invest in AIM to make 10%, unless you are insane.

Up 16% to 195p. £139m MC vs BMN @ £146m..

£7m from overtaking us on revenues a fraction of the size.

I agree with that. Positivity here and the nature of our news communications go hand in hand. The Bushveld Energy section ahould have a summary of investee performance showing the gains that investment has made, project wins (MW) and the amount of V that project would use. That's the sort of detail that would excite investors and make our news releases feel like a business that is growing into the VRFB world at a rate of knots. It would also highlight our role.

You do if you want to rebuild the SP and persuade investors to buy shares.

Aim is driven by sentiment. The battery sector is hot. VRFB is arriving like a train and imo we still aren't delivering the persistent news assault this period in our history needs to build that wave of sentiment, against a backdrop of 6 months of relentless sells that have not been explained - it isn't rocket science. But with Eskom ahead and closed tender periods that can be forgiven, but not indefinitely. We have to stop being so passive. We simply don't have the mCap to be understated.

Very solid results and we'll done to the team. I really like that it was presented in a way to try and start to move on from the Covid era. We are clearly undervalued and to be honest, more than this morning's RNS I am interested in what follows because that is what is going to build back our value. The way Bushveld articulate their transition away from being just a mining company through sustained positive newsflow is what really is going to change the game for long term holders.

The Bushveld Energy section was a little short, once we start winning tenders and projects that needs to be of similar stature and depth to the mining business.

Time to move on and focus on what will hopefully be a far better year for us all in 2021. Also Fortune - hire that Marketing Director.

Happening this Weds. Still time for questions...

https://twitter.com/CruxInvestor/status/1330912846515941376?s=20