Member Info for stodgy88

Looking at some of your posts ,don't come across as someone who would just speculates,so sorry if the "just a hunch" quote offended you.

gambitxjs interested to know is your opinion on mokopane been granted before vanchem,based on a hunch or something more concrete,thanks.

I,m feeling exactly the same,the only upside ,ive managed to buy around 30% more shares than I expected to, so hopefully in time the shenanigans although annoying,will put more money in my bank account.

how the last time the SP was around these level,the board was in uproar,this time round hardly a murmur,whats changed ?

Minister says IRP will go before Parliament next week. @_sawea

with the caveat that earnings in H2 are likely to be markedly down from H1).
"I am pleased by the solid performance the Group has achieved during this first half of the year and I look forward to an even stronger second half." fortune 31st july 2019

thanks, the following paragraph, is the one that as stuck in my mind,as the sp as fallen. What forward earnings ratio can one apply to such a model, a model that delivers consistent dividends, a model that delivers recession proof earnings, a model that in mining has never been seen before and certainly never in such an exciting and expansive green industry. One thing is for sure, a common mining PE ratio simply won't cut it. .

one of fav posts from my fav poster BBN oct 2018
Largo is given such an elevated valuation on what it is achieving in this pricing environment and so it should. But Largo whilst bringing on line limited further expansion, is and will, as far as we know, always be a vanadium miner.

BMN is playing catch up but it not only will achieve that and then some on the mining side, but it will go on to outstrip any achievement Largo can ever hope to accomplish because it will be fully integrated.

When vanadium the mineral finally experiences lower prices driven by new mines, then Largo's valuation will adjust accordingly, and the market knows it. But with a successful and expanding VRFB development business that allows BMN access to the profits right across the process, BMN will create a recession proof model that will mean that consistent profit levels can be achieved, even in a downturn.

Why? because for a long time into the foreseeable future, the world's governments and associated funds will pour money into renewables and with it battery storage, in order to right the wrongs of generations past and present. Righting that wrong cannot be suspended just because the world economy catches a cold. Commitments to those funds won't be curtailed just because the purse strings are being tightened, the problem of climate change is too real now.

What forward earnings ratio can one apply to such a model, a model that delivers consistent dividends, a model that delivers recession proof earnings, a model that in mining has never been seen before and certainly never in such an exciting and expansive green industry. One thing is for sure, a common mining PE ratio simply won't cut it.

And that scenario is now closer than we all think, than we all dared to dream. The Eskom BESS Project offers the greatest front end opportunity for BMN to realise that dream, and it is right on BMN's doorstep, right next to all that lovely vanadium, that soon to be lovely electrolyte, thus creating the greatest possible competitive advantage BMN could ever wish or plan for right when BMN needs it the most.

When BMN completes that major piece of the puzzle and the market gets it's head around what it means, then we won't be comparing BMN to Largo because Largo simply won't cut it anymore.

Catch Fortune Mojapelo, CEO of Bushveld Minerals today @cnbcafrica, Power Lunch South Africa session at 12:15pm ?

currently 15.22 v dollar,every little helps.

on US shipments,been a while since last one landed.

#ICYMI: @Schmid_Blog has joined forces with two Saudi investors on their plan to develop and manufacture #vanadium redox flow batteries in Saudi Arabia . The trio seeks to create a “champion” in the utility-scale #energystorage segment. https://bit.ly/2E8EcgI #VRFB

Thanks for reply,very accurate as always,cheers.

Tweet from Mastermines earlier today.
Let's be perfectly clear on "structural shortages" I don't like the term because it suggests the market cannot respond.

Existing producers like @BushveldMin_Ltd @LargoResources1 and others I think have an amazing future. They have that future because they are LOW cost producers

Paludina,any idea when the next shipment of Nitrovan is due to land in US,not been one for a while, know people have used shipments to try and get a handle on how things are progressing,thanks in advance.

I also think that once the tender does come out and BMN start making their case more public, we will start to see just how important a cog this project is in the grand scheme of what BMN is planning to do in S.A. and on the world stage. Posted by BBN ,three days ago, so he, still seems confident,and that will do for me.

Please ignore bottom piece of article I posted.

One of my favourite posts , supplied by BBN , a expert on BMN,who mentions a possible recession. October 30th 2018

Largo is given such an elevated valuation on what it is achieving in this pricing environment and so it should. But Largo whilst bringing on line limited further expansion, is and will, as far as we know, always be a vanadium miner.

BMN is playing catch up but it not only will achieve that and then some on the mining side, but it will go on to outstrip any achievement Largo can ever hope to accomplish because it will be fully integrated.

When vanadium the mineral finally experiences lower prices driven by new mines, then Largo's valuation will adjust accordingly, and the market knows it. But with a successful and expanding VRFB development business that allows BMN access to the profits right across the process, BMN will create a recession proof model that will mean that consistent profit levels can be achieved, even in a downturn.

Why? because for a long time into the foreseeable future, the world's governments and associated funds will pour money into renewables and with it battery storage, in order to right the wrongs of generations past and present. Righting that wrong cannot be suspended just because the world economy catches a cold. Commitments to those funds won't be curtailed just because the purse strings are being tightened, the problem of climate change is too real now.

What forward earnings ratio can one apply to such a model, a model that delivers consistent dividends, a model that delivers recession proof earnings, a model that in mining has never been seen before and certainly never in such an exciting and expansive green industry. One thing is for sure, a common mining PE ratio simply won't cut it.

And that scenario is now closer than we all think, than we all dared to dream. The Eskom BESS Project offers the greatest front end opportunity for BMN to realise that dream, and it is right on BMN's doorstep, right next to all that lovely vanadium, that soon to be lovely electrolyte, thus creating the greatest possible competitive advantage BMN could ever wish or plan for right when BMN needs it the most.

When BMN completes that major piece of the puzzle and the market gets it's head around what it means, then we won't be comparing BMN to Largo because Largo simply won't cut it anymore.
BigBiteNow
Posted in: AMER
Posts: 4,306
Price: 10.12
Strong Buy
RE: Being manipulated
30 Oct 2018 14:22
About 50% profit Workover.

It's not about whether arguments hold water or not, it's about taking all fundamentals into consideration and assessing them against the current valuation.

At 10.3p the anticpated PE ratio is maximum 6.4. At 15.5p it's 9.7. At 9.7 the headwinds becomes more relevant. At 6.4 they have no right to start blowing yet because other more basic clearer fundamentals are stronger at that level.

yes, really appreciate the work you and many others put into the BB,and is the reason I am here for the long term,thanks.

does help thanks.