Member Info for Yachty

Putney
Please just desist in this boring tit for tat, grow up and allow the rest of us to use this board in the way it was intended

Nick26, it's odd that only you and I appear to be concerned in this regard.
If there isnt confirmation on this issue to the workforce by next Friday, you may well have a lower entry point.

Well written piece, thanks

There is a BEE partner for the Brits project and the mining license is expected during our Summer.

We have been led to believe that there is considerable interest in SA in our story and one might assume a keenness to buy stock. This will drive our SP.

For me that is more than a huge disappointment
Slipping the distribution policy was bad enough but this I consider a real blow, as this could be the single biggest driver to the SP this year. The precursor to the listing is a move to SETS which we all seem to universally accepted might lead to more transparency in our SP movements relative to trading.

Up 36% in Frankfurt

I’ve had a little chat with Hargreaves L and suggested as their clients hold 17% of BMN equity, there might be some interest in doing a piece on renewables/battery metals/grid storage referencing BMN of course. My comments and suggestions have been passed to their analysts.

Has the Bushy PR Outreach team had any success?

Has

https://res.mdpi.com/batteries/batteries-04-00054/article_deploy/batteries-04-00054.pdf?filename=&attachment=1Stumbled across this research Relatively recent and don’t recall having read before.

FB I whole heartedly agree but what intrigues me is how SA institutions or others might actually take a position in BMN
Short of a placing aimed directly at SA investors, if this exclusivity is indeed possible, they will have to buy in the market. This will have obvious effects and make the exercise progressively costly.
Do we have unallocated share capital?

I recall some discussion regarding the possibility of an installation independent of the current Eskom trial, if memory serves me correctly.
If this is indeed a possibility in the meantime, surely this would put us on the map and the associated exposure benefit us greatly.

To those of the community that have knowledge of this, might this occur?

Regarding the SP bounce, this had been predicted by various TA models and the associated buying pressure of shorts closing is evident. However, until we see a TR1 or some such other evidence that the assumed large sell trade is complete, the SP might still have some resistance to moving to where it could be.

Copied you into an email exchange with one of the editorial team at Greentech, might lead to something if we’re lucky!
Enjoy the pow.

Here’s another article from the same author
Whilst Sonnen install a Li storage solution, this type of application would be ideal for VRFB and suggests that the potential market for our tech is enormous!

https://www.greentechmedia.com/amp/article/sonnen-virtual-power-plant-us-2900-home-project?__twitter_impression=true

The sooner the Bushveld Story is more widely known the better.

How’s the snow?

https://m.youtube.com/watch?v=c8py8u0pNso

https://mailchi.mp/3429299f3220/bushveld-minerals-newsletter-highlights-from-the-month-of-january?e=289d4f0280

I have recalibrated my abacus and look forward to seeing our Mcap approach 11B!

Thought Fortune’s presentation was superb, great to hear and see all of our goals set out, summed up or outlined during one presentation.
Especially repeating the 10,000 mtv so vocally.

RK
I would happily take £10 as a SP and sail away, but do you really believe that little ol’ BMN could have a Mcap of over £100 billion, more if we experience any dilution in the meantime?

Ophidian
I have been asking, but it appears that mine management are reluctant to share this info of late.
Anything I can ascertain will be shared.

Meantime thanks to you, Alpha et al for the time you continue to give this and the info and opinions shared.

RK
But the residual value of the vanadium on the balance sheet will fluctuate in line with vanadium spot prices presumably?
From an accounting perspective would this be the best way forward or is it the only choice?

PeterF
There’s a great deal of logic and sense in what you suggest.
Indeed there could be a coordinated or indeed a bandwagon shorting in addition to a large position being reduced.
Indeed, if I were to look at shorting, these are perhaps the ideal circumstances to effect said trade.
I would hazard a guess we are at or near bottom currently as there would be a huge risk in not closing should the large seller complete.
However, just another theory whist I watch my fortune dwindling!!