Bushveld Minerals (BMN) - Vanadium Producers with Eyes on The Future

Matthew Gordon,
Ptolemy Capital

5 Months ago

Mojapelo is a sharp individual and knows that he can’t afford to drink his own Coolaid. He tells us that they have been careful to test their own thesis regularly to ensure that not only are they watching costs but that their expenditure is firmly focused on being an effective integrated Vanadium company. Now whether that means distancing itself from being a mine operator (in name) and migrating its positioning further downstream, waits to be seen. A Production Finance Agreement and Convertible Notes gives them access to $65M. So now what. We discuss his approach to Bushveld Vanadium and Bushveld Energy and what the money has been allocated to. Both are in different stages of market growth. Problems with UET and ESKOM are explained. And technology adoption, take up and timing are debated.

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