Member Info for Serenus

Terry Perles gave an update on the vanadium market during the Largo Resources Ltd earnings conference call (14 Aug 19).

Link to conference transcript - Terry is the fifth speaker.

https://finance.yahoo.com/news/edited-transcript-lgo-earnings-conference-123235210.html

Link to tweet Brasi tried to post (if it works)

https://mobile.twitter.com/BushveldMin_Ltd/status/1174340740836667393

https://www.internationaltin.org/afritin-announce-jorc-resource-at-uis/

"Our view: Producing more than 5,000 tonnes of tin concentrate per year at full-scale operations, Uis has the potential to be a globally significant mine. On top of the potential for expansion based of the initial JORC resource, there is further exploration upside to the Uis project. The maiden resource is based on drilling results from the historically mined V1 and V2 pegmatite ore bodies, however, more than 100 of these geological units have been identified with AfriTin‘s mining license area."

Thanks, Bobby. I'd like vanadium smart windows myself, especially as heatwaves are becoming the norm. VRFBs are my favourite use for V, but cool windows come a close second. As we know, there's also rebar, aerospace, tools, superconducting magnets, etc. So many possibilities for vanadium and BMN has tonnes of it :-)

There's also the vanadium dioxide smart window market. Energy saving windows that keep indoor temperature cool in summer and warm in winter.

"The “smart window” market was valued at $US1 billion ($1.4 billion) in 2014 and is expected to be worth almost $US3 billion by 2021."
https://stockhead.com.au/resources/the-multi-billion-dollar-market-that-could-give-vanadium-stocks-a-boost/

That was a great buy price, PABLOG. It's showing as a sell. Nearly all the trades over the past week have been reported as sells (including my buy). I don't think it's a true picture. GLA

I concur, the 15,000 @ 3.059 is my buy, but has been reported as a sell.

Big thanks to Ophidian and Alfa for taking the time to put this together. Simply the best information on the salt roast process I've found anywhere online. And, BMN is shaping up to be a world class producer of high grade diversified vanadium products. Exciting times ahead.
https://www.thebushveldperspective.com/blog/public-articles-1/post/salt-roast-a-summary-427

- Evraz said steelmakers returning to vanadium as price fell
- Battery consumption is also recovering, Russian company says
https://www.bloomberg.com/amp/news/articles/2019-08-26/top-vanadium-producer-sees-demand-increasing-after-prices-slump?__twitter_impression=true

RK, that's wonderful news! Best wishes to you both, time for a glass of bubbly and Lindt choccy balls :-)

Australia has a 100% solar powered train - different to UK project as power is provided by solar panels on the roof and at charging stations. Nice little video in this tweet. https://mobile.twitter.com/MikeHudema/status/1163802711474737154

The article may have been about the Riding Sunbeams project

https://www.railway-technology.com/features/uks-first-solar-powered-railways/

YinYang - a week ago, you also spent over 5 hours de-ramping BMN, then posted that you would probably buy at circa 19p, and make a quick 20%. The post was deleted along with the whole thread. If you're trading the share and looking for a lower entry point, fine, but please don't feed us the balanced view rhetoric with constant digs at LTHs.

It's not just LTHs you're insulting when you suggest they're responsible for newbies investing at higher prices, it's also condescending to newbies. I still class myself as one after 10 months. Did I invest in BMN solely on the back of this share chat? Nope. I read the posts, did my own research, then bought at what I considered a fair price. I'm responsible for any investments I've made on this share and others.

I could flip your argument and say that you're responsible for influencing investors to sell their shares on the back of your incessant de-ramping, but I give investors more credit than that. They have their own minds and will hopefully make an informed choice.

No doubt you will want the last word.....

Good night and good luck all. Very best wishes to Pdub.

The Vanitec video is now on YouTube:
'Vanadium Redox Flow Battery vs Lithium Battery'
https://m.youtube.com/watch?feature=youtu.be&v=PHytm3H4GNg

Thanks, VV

https://www.bbc.co.uk/news/business-49402296

Vauxhall Viva - your email may still prompt Barrick Gold to consider VRFB energy storage at their African mines.

"Barrick Gold stated that this renewable energy project is part of its strategy of moving away from thermal power in Africa, where lack of infrastructure means that many mines need to rely on self-generated diesel energy, making this their largest cost item."
https://im-mining.com/2019/02/13/barricks-loulo-gold-operation-readies-introduction-off-grid-solar-hybrid-plant/

BMN has started development of a net 1 megawatt ("MW") mini-grid combining solar photovoltaic ("PV") generation and energy storage using VRFB technology at Vametco. This will help showcase the tech to other mining companies in the future.

Thanks, 1210 - its good to see Bushveld Energy will have such a strong presence at Power Week Africa. In the speaker line up, I notice BE is the only company to have more than one speaker; we have three! Recognition of our leadership's credentials.

Nice to be discussing BE here today. There's a lot to look forward to :)

https://www.power-week.com/Africa/Speakers/index.html

MadasaHat, many thanks for sharing. Any news relating to Bushveld Energy and the East London electrolyte plant is great to hear. This is exactly the kind of valuable research that proves that BMN is working hard in the background, building the company into a key player in energy storage and the VRFB supply / development chain.

Fortune and Mikhail covered this in the recent Recharge Podcast saying "the energy storage market has the potential to be 5 to 10 times bigger than the commodity market."
https://www.thebushveldperspective.com/blog/public-articles-1/post/recharge-podcast-with-fortune-and-mikhail-426

Fortune also presented at the Natural Resources Forum last year outlining BMN's plans. That's worth another watch too.
https://naturalresourcesforum.com/companies/bushveld/

DYOR and GLA

I've been invested in BMN for about 10 months and I'm underwater. I respect all opinions shared here, both positive and negative, when they are constructive. South African politics may be an issue, e.g. the challenges faced by Eskom, roll out of the REIPPP, mining licences being granted in a timely fashion, and ministers / unions supporting the transition to include renewable energy storage into the energy mix. These are all work in progress. However, the demand for energy storage and vanadium is WORLDWIDE.

VRFBs are gathering momentum and vanadium used in rebar and other applications is on the rise. I believe BMN will continue to have a healthy order book while it pursues its goals in SA - goals that focus on the growth of BMN. We have a talented leadership team in Fortune and Mikhail to steer the ship.

My frustration with the share price improves when I read the latest VRFB news about key players in the industry (see Vanitec and The Bushveld Perspective). Also, the support, research and news shared here and on Twitter is second to none. Thanks to everyone.

DYOR and GLA

Great news, Pal.
With all the trolls, shorters and MM shenanigans we have to put up with, the shipping delivery numbers are always a mood booster. BMN continues to generate cash and has solid fundamentals. Thanks again for sharing these updates with us.
DYOR :)