Member Info for Tyfoon

Debt? What's that? Don't think we've got any of that but might have some further down the line when we bring the Mighty Mokopane into production.

lol

Sorry chaps, had to go out for a while. It's probably the way Equiniti display their trades cos this is what I'm seeing on that site:

2018-09-24 10:40:28 28.25 250,000 28.60 29.00 Sell 70,625 O

Anyway, it doesn't really matter in the scheme of things because this is only going one way in the short- medium- and long-terms

Why on earth would someone be selling 250k chunks at 28.25 when the bid was 28.60? Makes no sense to me...

28.60/ 29.00 on HL

28.85 paid!

Come on 30p!! You little beauty :-)

Buying at 28.50 is relentless, they're going to have to let this go at some point. They're like the little Dutch boy with his finger in the dyke :-)

Could be but it's more likely to be someone doing a dummy sell and hit Accept by accident. I've done it myself...

And a little tick up 28.20/ 28.50

nm

Ta-daaa!!

Top recommended posters in the last 30 days
Alfacomp 3,011
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Plus it looks like there's another push happening on the sp

Agreed, and I reckon the next time the process runs you'll be over 3,000 recs :-)

you made it!

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Alfa and ND are 2nd and 3rd respectively and Alfa is a mere 106 recommends behind the leader Wassatt, and Bushy is 2nd on Hot Chat topics, great stuff! :-)

But they had to jump thru hoops to make it appeaar so, check out the prices around your buy

2018-09-24 08:00:13 27.28 3,629 26.50 27.30 Buy 990 O
2018-09-24 08:00:08 27.00 7,389 26.50 27.30 Buy 1,995 O
2018-09-24 08:00:08 27.00 100,000 28.00 28.50 Sell 27,000 O
2018-09-21 17:06:05 26.50 125,000 0.00 0.00 ? 33,125 O
2018-09-21 16:35:15 26.50 10,000 26.30 27.00 Sell 2,650 U

I suspect we'll see some hefty delayed sells later as the MMs unload the remaining Atlas warrants into the face of strong buying this morning

Don’t forget the H1 figures won’t contain any great surprises. The Q2 results have already told us the H1 Ebitda figures.

What is important now is Q3, but especially Q4.

Q3 has been impacted by the industrial action, but will still be good due to the increasing FeV price.

Q4 will be astronomical!

2019 figures will be absolutely incredible!

It’s not all about the quarterlies though, it’s the upcoming news that will move the share price into orbit.

We have a very exciting last few months of 2018 coming up. So much news to come!

Soaring vanadium prices caused by the structural supply deficit.
Any phase 3 production upgrades carried out during the industrial action?
Mokopane mining licence.
Mokopane news of early revenue generation.
Brits vanadium drilling news, very high grades expected, thereby reducing Vametco production costs even further.
Brits vanadium JORC.
Vametco drilling results.
Bushveld Energy business model cash flow capabilities and valuation details.
Bushveld Energy contracts.
Eskom VRFB news.
Electrolyte production news.
Brownfield acquisition (Vanchem?) to increase our production capacity further.
Imaloto coal BFS.
Imaloto coal platform sale/spin off.
Afritin production commencing Q4.
Dividend policy information - H2.
Johannesburg listing.
Possible takeover news??
Etc!

DYOR of course :)

When you consider that FeV prices are already in excess of $100 per kg, who knows what they could achieve in 2019.

The supply deficit won’t be going anywhere for many years. Demand is increasing and no new supply is coming on line.

My new favourite word is ‘frenzy’ to describe the current state of the vanadium market - ‘a state or period of uncontrolled excitement or wild behaviour.’

The frenzy in the FeV market is having an incredible affect on profits.

FeV is again expected to fly this week.

Imagine FeV prices of $125 per kg for 2019 - which could prove to be conservative.

Even if we use increased costs of say $35 per kg and production of 3,750 pa, our share of post tax profits becomes a crazy £140m!

A PE of 15 gives a share price of £1.89.

A PE of 25 gives a share price of £3.16.

That’s just for Vametco on 3,750 tonnes of production. There’s so much more to come after that!

Our future is looking quite incredible.

Babbler, re-rate underway, broker target is £1.26, strike ended, financials this week, so much news coming in the near future