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B u g g e r me!

Assuming that VRFBs capture only 20% of this market that is 32 GWh per year. Since Each GWh requires 5,000 tonnes of Vanadium that is a demand of 160,000 tonnes of Vanadium per year - i.e. double what the world currently produces.

So, we have a two year exclusivity agreement on the supply of all V products.
I wonder if this applies to existing projects........I’m guessing it might as clients will in all likelihood wish to use our lease product. Notwithstanding, I wonder what the real and projected requirement for OUR vanadium products will be and the cash value of this?
We have bought a guaranteed forward income stream and equity in a merged VRFB business for loose change. They need us as much as we need them, perhaps more.

Great piece BBN and the timing of your post just too much!!

Now I’m looking forward to your reviewed analysis in view of the two RNSs

Exchange controls still exist in RSA and may dictate the currency in which local corporate entities borrow.
We earn USD but we have considerable local expenditure to address.
Hopefully, before long we will have Rand revenue also, which I sincerely hope will be substantial, all of which will no doubt drive the share price down further.

PIs hold in excess of 40% of Bushveld equity, perhaps around 50% from the figures in the most recent capital structure admission from the company’s website.

Perhaps we should be asking OUR board what action they could be taking to protect the value of our company?

However, the Fool lives up to its name and completely misses Bushveld Energy, where the real potential to “double” your money is.
Kind of diminishes the value of the article by a factor of 10.
RK, if you still have the author’s contacts, might want to enlighten him.......

Well done RK
Just keep chipping away!

The more VRFB adoption, the more exposure we will receive; and the more the wider market will realise how investable the Bushveld story is.

But still 9.5M shy of the required 17M as suggested earlier, as at 23rd
Where can the fund’s asset allocation statement be found confirming this weighting?
Still I guess buying pressure such as this still won’t move the SP

I wonder who else has the capability to manufacture electrolyte and what the current demand is.
I would surmise that when we are indeed manufacturing the same, ours will be amongst the lowest cost of production globally.
With East London and now Vanchem, presumably we will be able to ramp up production to meet increased demand quicker than most.

AJW
I just followed you on Twitter @1508
Your settings don’t allow direct messaging from others!

I believe news will follow in short order after Vanchem completes.
The news I’d like to hear is what BE have up to behind the scenes. We have had a few hints that they’ve not been idle but some flesh on the bones would be good.
Together with that, I want to know exactly when we will dual list and the various implications there in.

Partnerships with battery tech companies
Early BE mandates outside of Eskom
Brits license etc are all milestones which I feel we will here more of as soon as the dust settles

So YD can become another “orderly tame seller” of 30M shares in six months added to which the potential sales of the CLN if converted.
Possibly why the market has a muted reaction

I don’t criticise the wisdom of the BOD, much of it is inspired but another potential drag on the SP

AJW
Are you on any media platform such as Twitter, that might allow direct messaging?
Thanks

The timing of the Mokopane mining right announcement was a bit of a surprise, though maybe forced due to being leaked.
I wonder if Vanchem confirmation might land this week........?

After that I’m very much looking forward to a plethora of further announcements

Coffeecups is telling fibs over in a chat group on Twitter

Here’s one particular quote In response to whether there’s a chat group for Bushveld.
“there was I started it then left ....”
“ you weren't allowed to say things like what happens when Eskom failover or did you know the railway lines from Mokopane to the ports and mines all run on different gauges ... how will they unload and reload in the mountainous areas ... join and ask.... you will get reeducated ...”

get in!!

Moi aussi, hier soir apres quelques regattes.

Twittercon with Mastermines

https://twitter.com/vanadiumworld/status/1171576138520379392?s=21

Monaco for lunch! Yachty out.

Thanks Uksteve
I had seen that and have posed a question directly.
Let’s see if it elicits a response.
Meanwhile, I’ve given up trying to fathom what is going on with both the SP and V prices and then trying to assuage the concerns of the many that followed me into this investment over the last year!

I’m going yotting (racing) for the next six weeks so will have plenty of distractions!!!

Bon chance à tous!

I’m keen to know why the V price is where it is, having witnessed such a spike at the tail end of last year, but still being suggested that the market is and will be in structural deficit for some time to come, not considering VRB demand potential.