Member Info for Sanchez599

Today is especially easy - if it is above 21 it is a buy, if it is below it is a sell.

Agreed Alfa. Personally I am hoping to see very little sold from Q4. It will be a huge demonstration of the financial robustness of the company to see them not needing to sell at low prices. No doubt some will try and use that against us, but ask yourselves if you would rather a business that protected its margins and had good enough cashflow to do this, or one which needed to sell everything whatever the price.

Colt, all I will say is it is great to see you buying.

Interesting how Colt turned up buying before our drop over Xmas, then went quiet. Now buying into a rise again....

Great post Endion, hard choice for a troll - do they pick a rising vanadium price or the last profitable quarter of record production, Vanchem being introduced and further lowered costs.

Slim pickings.

Personally I couldn't care less whether the MM's choose to move us down or not around Q4 results. All it will be is a chance for even more bonus cheap shares before the inevitable rise this year. People would do well to remember that if it happens.

You suggested it could take time for prices to get to $25 Steve, to springboard the Chinese moves. I am sure you will be delighted to know that there already offers over $26 in Europe, only one day later than I posted.

Certainly moving up more quickly than some have suggested.

Bid and ask are both rising.

Really great interview with VRFB customer Lucy Stuart regarding her VRFB installation on her farm nr Bussleton in Australia. Nice work AVL.

https://youtu.be/YPXcrrfCVL0

European FeV up for the 4th day in a row. The gap is closing. That is no doubt the necessary precursor to wider market moves.

Also if people aren't aware the US and China have also signed phase 1 of their trade agreement.

If news like this doesn't spell out to people what is coming then they should probably sell now and let the rest of us buy their shares.

Puts last night's inept Fisher Price trolling worrying over fractions of pennies (relating to shares that don't exist) into context.

Avalon has its corporate HQ in Oakland.

Fancy that, people don't want their batteries to kill them and they actually want them to last.... Who'd have thought it.

Where California goes, many others follow....

The California Energy Commission has excluded #lithium ion technology from applying for #energystorage grant funding, instead showing support for emerging energy storage solutions like flow batteries that can out-perform existing technologies.

https://t.co/aKJMnhClcV | #VRFB https://t.co/nzLwn9bPIy

There's been a few buys, they may not be showing on LSE. But yep def odd.

http://capita.moneyam.com/trades/BMN/Bushveld-Minerals.html-trades

European prices are also up for the 3rd day in a row on Asian metal.

Lui39, thank you for perfectly demonstrating how a genuine shareholder can share his or her concerns in a positive way.

Everyone wants to see SP progress and it's been a long time since we had a serious rise that held. I think one of the main reasons we aren't seeing it yet, is that the market simply does not yet know how to value the multi-faceted vertically integrated business yet. So all it falls back to is the simplistic use of Vanadium pricing.

This will change. As FM alluded to himself, the market wants to see granular specifics around BE and how and crucially when it becomes revenue generating and what impact the acquisitions will have, and Vanchem, and it's commercial impact. The first time we will get a sense of the latter will be through operational and financial metrics in the Q4 results and audited financial results.

Hang in there.

@Afritin_Mining in the news: AfriTin remains committed to reaching its $100-million revenue target. Read the article in the latest @BMMagazines edition https://t.co/sLXuO0zUJ8

https://twitter.com/Afritin_Mining/status/1217405029105250306?s=19

He would have had to have actually owned shares in the first place to have gone.

The flip side of this low period in vanadium prices is that it is a great chance to see how Bushveld really performs at the low end of the pricing spectrum. Anyone who has actually built and run a business knows that you learn very little about your company when prices and profits are high, and everything about your company when they aren't. If Bushveld produce what they have said many, many times that they will - a business that is robust and cashflow positive throughout the V price cycles, then investors will see a real demonstration of a company that is insulated (as much as is practicable) against market trends, before VRFB demand starts really putting pressure on demand. It will be a huge endorsement of the underlying robustness of the company and one investors should welcome seeing on full display, and crucially, being tested. I for one believe that some are going to be surprised. Particularly those waiting for the results to buy in.

The VHS Vs Betamax analogy doesn't fly because this isn't a situation that ends with a single winner. The energy market is simply more nuanced and requires a variety of solutions to meet its various ends. These have to be in line with the mined materials that will actually be available to meet demand, and the differing contexts, geography, scales and requirements within which ESS will be used.

I agree with Kevkan. This hasn't even fully got started yet. East London is not yet built and the ducks are being lined up. It is too soon to be demanding revenue from BE. Take time to understand the timescales and let them do it properly. It simply isn't the case that there have been 100s on enquiries and no results. There are a multitude of new revenue streams coming and project development has to be in line with delivery capability. Mikhail has already talked about 6 ways of generating from VRFB projects. And that was before our investments in Avalon and Enerox.