Member Info for Sanchez599

If anyone noticed yesterday, the early trades Alfa so kindly highlights flashed up at 22p. Look at where we ended yesterday.

Suspect, at best.

This post Vanchem shorting/selling is all about a fast buck. Those involved may try and portray longevity to this situation leveraging a short term V price argument to do so, however as we have already dropped a fair amount when arguably we should have risen (30% increase in production, rise to 28.5p the week before etc), the game changes slightly. It is now a question of timing an exit so as not to be left holding the baby when others make the decision to close or re-enter. BMN didn't suddenly hit a difficult period by completing Vanchem, it in fact unlocked a great deal of pent up potential - increased production up to nearly 9000mtv, the potential for 3 more kilns, diversified product and geography, Mokopane's supply chain, early electrolyte, better downtime management (already pretty good) and so on. Strategic excellence that takes Bushveld to a whole new level of influence within the vanadium market.

Sellers and shorters know what Vametco ultimately did for BMN and Vanchem will deliver similarly in SP. It didn't happen overnight when Vametco happened and vanadium prices were lower than today. Have a look back, it is worth your time.

This negativity that pervaded yesterday is a flash in the pan on this story. In the grand scheme of things for those that have been here years it presents opportunity. Just as the dips from 10p to 7.5p did.

Fortune deserves and is worth backing. He is delivering relentlessly and will continue to do so.

http://www.asianmetal.com/news/data/1523573/Ministry%20of%20Commerce:%20China,%20U.S.%20agree%20to%20cancel%20additional%20tariffs%20by%20stages

You literally wrote a textbook post trolling Pdub, calling him oversensitive and then try and play the high and mighty card. Sorry, but I will stick up for him all day long. Respect is earned and your lack of is why you are not being shown any. Grow up.

Lol you really are terrible at this.

Beginerman. Ahhh diddums.

You are a trader and it's obvious from your flip flopping so please don't play the old free speech, bullying and balance BS. It doesn't fool anyone here and you lower yourself to Experts level. I don't care if you have BMN shares in your SIPP or up your backside to be honest. Share your opinion as you wish, it matters not a jot to most of us.

If you were watching the SAInvest conference yesterday you may have seen a rather knowing look between Gwede Mantashe and Fortune when discussing solutions for baseload power.

All the positioning work, all the manoeuvring has got Bushveld perfectly positioned for this tender.

Certainly sounds like Bushveld....

Exactly JD and when you look to next year, when BE are selling electrolyte, taking more V out of a constrained market and underpinning our pricing, the refurbishment intiiatives at Vanchem are underway, the button has been pressed on Mokopane, supported with a rise from these lows in the V price, the SP will no doubt reach new highs entirely.

With niobium prices rising and signs that the V price drops are levelling out, it is just a matter of time.

Trolling on here today. Everyone will note I am sure that so far they have managed to achieve almost nothing in terms of a move down.

Amazing how all these nobodies turn up for the day...

I doubt Fortune is hugely frustrated given he has a good idea of the future of the company. As Ophidian said, let the sellers sell and shorters short. It will all add fuel to the fire when we bounce back.

And that is why having a sensible timescale and strategy for your investment really matters.

With the quality of what is being built by Bushveld, I am sure most serious long term holders are more than happy to hold for the returns this company will inevitably deliver. If the MM's want to drop the SP and the market insists on extrapolating our future perfomance based on immediate V prices, as Alfa has said many of us will just keep using those times to our advantage. Knowing what we now know about Vanchem and BE's progress, any future dips will look very appetising indeed. Investments need time to mature and boy are Bushveld maturing at a rate of knots. If your timescale is only days or weeks then really, more fool you.

One dissenting voice among many be the loudest. They aren't genuine opinions, they are to goad you. He was working hard this morning - ask yourselves why before you bite.

Check my twitter feed

30% production increase, highest run rate per month so far, great yearly average $, reduced acquisition price, the key to unlocking Mokopane, early electrolyte, a wider product range, diversified geography and multiple kilns.

All in a day.

That's why I am relaxed. The MM's knew some would want to bail first thing when their weak constitutions got the better of them.

Ask is picking up, and unless you plan to sell all your shares today, it's great news. BMN delivering again. When aren't there games.

And as for our visitor if it wasn't a share full of positives and upside,he wouldn't be here.

With current run rates, a bit of low hanging fruit-type improvement at Vanchem as Ophidian has previously suggested, we could be looking at a run rate approaching 4500mtv next year. That's a 50% improvement on this year.

Yep Buzz, for all the comments about V prices, the actual results speak for themselves. Our low cost base is standing us in remarkably good stead.

And a margin of greater than 50%.

Most businesses would give their right arm for those figures.