Member Info for SIPPmeister

Well that blows out the troll angle that those USD prices were not being realised.
Next!

Sentiment is temporary. Fundamentals always win in the end.
Patience (yes more) required for macro events to play out and fundamentals to come to the fore.

Covid delays DD? Court case dragging on?
It probably could have moved a bit quicker but you have to take these into account, as they would have had quite an impact. It's this type of RNS we have long been waiting for, so i think it;s a bit of a sigh of relief that it's there in black and white at last!

Alright yoda!

Which is what any good investor should be looking for in terms of value.

Good fundamentals, underappreciated by the wider market. Value for the medium to long term.

Ben - do you honestly believe that Bushveld's vanadium is not going to be used in battery in SA for another couple of years? If you are about to split hairs about BE & BMN they are under the same umbrella in my view. Revenue can (and frankly on AIM more so) also be a major SP driver as well as out and out bottom line profit. FM has often commented that BE is seen more as a facilitator in the BESS space, so while we may not see BE in lights re the ESKOM tenders it's playing it's part in the background and i for one think that BESS value will be delivered by the group on the whole towards the end of this year. My opinion only.

Costs c$37 capex for future improvements included, c$12 profit per tonne generating huge profits

alright Elton

Loaded Q there hux

It's already known he did play a part in improving efficiency in production, the last two quarters bear this out. That's why it is such a shame he has left and this is the topic of conversation.

Think the costs were around $36, but that included capex for improvements this year. Not sure what the costs are once those a stripped out. Either way, it's a figure that only more puts more $ in the coffers

Bushveld Ultras?? That's a new one. Well done!

The typical troll line trotted out - 'I know this is going to attract hate speech' then throw in what you think is an insult...but i quite like it, i'll wear that badge cheers!

decision only released by courts 49 mins ago - possibly writing it up, might have further info to share

While it's a possibility that Duferco may be selling it's by no means a certainty, and maybe not their entire stake either. I don't think there have been any TR1s on this as yet

dribbles and his drivel a close second

No - sweet spot as in considered low enough for VRFB traction whilst maintaining good income from steel sector . Niobium alternative to vanadium comes at a much higher price...$80 i think but i could be wrong

pcr

For my investment time horizon the current SP, whilst not enjoyable viewing, is irrelevant. The company are laying the foundations of a bigger, better more profitable company. The SP will follow in due course.

Most exciting share i hold, despite being underwater to the tune of 40%.

Yet your comment relates to yesterdays announcement to today's market reaction, thats's a proverbial 5 mins in my book.

FFS take an investment view longer than 5 mins.....

i force my kids to eat veg. I know its good for them.