Member Info for Sanchez599

Out in force today...

Just another 'genuine' debate.

People love to mischaracterise the entire energy storage industry when they are trolling Bushveld as if it is some bizarre hunt for a single technology to rule them all. It is t Game of Thrones, it's an industry with room for multiple technologies.

It is very telling how Alfa's simple explanation of why this endlessly debunked technology isn't one of the answers,is completely ignored by those with a well known negative agenda.

So many on the hunt for cheap shares, it's remarkable they think people can't see through all these de-ramping efforts.

Favourites of today - doom and gloom OMG what if earnings drop, but I am definitely a buyer at 10p because clealry this is a company going places.

Look at this unproven technology with no industry behind it. VRFB is doomed.

Ridiculous. And the same old BS artists.

Understandably, plenty of bed and ISA chat today and due to macro circumstances clearly there are tranches of people who believe there is still downside at a 13p share price.

Stepping away from this short termism for a moment and remembering why most of us are here, in 18 months time, what do people think these 13p shares are going to be worth? When our electrolyte plant is operational, when plans for Mokopane are unveiled and underway, when production is again at record highs and we find ourselves in the midst of a world driving the energy transition harder than ever before as we all rebuild.

If you spend even two minutes on that question, it will put the current debate over whether there are a few pennies still to come off the price into some stark context.

VRFB is going to come of age in the next couple of years. The world is moving on from short duration storage to stationary storage that needs to work hard, reliably for a long period of time.

If anyone has not yet listened to the VSA pocast with InVinity, I suggest you take the time to.

Investing is about maturation of a company. Bushveld, the vertically integrated behemoth, on the grand scheme of things, is just getting warmed up.

It's not about being flamed. People just disagree with you, as with Stowski.

No one can stop anyone posting but to pretend this BB is just two sides of a debate is ridiculous. There are long term holders who buy into the vision and plans of the company, there are swing traders who will say anything to suit their position at the time and trolls who have a vested interest in lowering the share price from wherever it is.

There is no such thing as genuine debate on a share Bulletin board. That's why people don't lap up this 'balance'. Because it isn't genuine.

I am not sure why you think people should welcome your interest in a lower SP with open arms and roll the red carpet out for you. You aren't exactly being a joy to deal with yourself.

You might get your buy in, but equally if BMN are proven to be selling stock into rising V prices and the shutdown doesn't continue for them, when clealry the market has priced in an elongated closure I think you will be hard pressed to.

Looks like sellers and shorts getting roasted again.

It's pretty obvious someone is loading up ahead of next week.

I wouldn't be so sure, there's clearly strong buying support resisting those who are trying to bash the price down.

We already know there's a stockpile of more than 10% of our annual production finished and ready, outside of what is in-line. Assuming we haven't sold it already of course.

Apart from the fact there is a critical meeting about which mining cos can resume production, and we may be deemed materially important to Eskom and infrastructure there is almost nothing materially different. Just a tiny (enormous) detail.

I wonder how much we have actually shut down.

To buy again

I wonder with our proximity to Eskom, whether we would be near the front of the queue to be allowed to resume operations, following the meeting tomorrow.

Given we are 50% below where we were post-Mokopane and Vanchem and with InVinity now in place, there is a lot unaccounted for in our share price at present.

Hopefully good news tomorrow..

NT to buy

If only we had a 440mt stockpile ready for when the lockdown ends and prices have risen further..

Rand also now 19.11 Vs dollar. Costs falling and falling. V helpful for this window.

With clear skies opening up around the world, don't underestimate the desire of the world to make real changes post-CV to help retain this improved climate. Batteries will play a huge part for a global community that will not want to go back to the same level of polluted skies and dirty air.

Markets bouncing in Asia also.

Having to explain the dividend policy is like having to explain why 5g masts are not spreading Coronavirus.

Excellent post. Number of shares is meaningless. Everyone's shareholding is important to them and everyone's buying has helped everyone else. Personally I can't stand people grandstanding the size of their shareholding. 10m or 10000, everyone is currently in the same boat, hoping South Africa's powerful early interventions work and that Bushveld come out fighting on the other side.

GLA.

Hang in there 1210. It's only natural given the absolute farce unfolding before our eyes.

That frustration is what those looking for cheap shares are literally banking on.

Alto, you really need to work on your definitions. Bushveld hasn't lost anything on their investment. They subscribed for shares that are currently trading at a discount. Hardly surprising given the new entity doesn't even have it's correct ticker yet, you might also have missed that there is a pandemic currently disrupting the markets somewhat.

At 9p, just as the RNS hits.

That is just unbelievably blatant.

The world’s largest (200MW/800MWh) #vanadium flow battery (#VRFB) manufactured by #Rongke Power in Dalian, China will be completed in 2020. The battery is expected to slice off about 8% of the Liaoning Province port city's expected load.

https://t.co/ok17KzhpBZ

Mind-blowing scale. I wonder what China will do when they see how well it works.