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AMG Critical Materials N.V. NL0000888691

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    -0,940 -3,84%
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Bushveld

60 Posts
Pagina: «« 1 2 3 »» | Laatste | Omlaag ↓
  1. Zembla 3 september 2020 09:36
    London Stock Exchange, LSE:BMN, ISIN GG00B4TM3943. Nadeel is dat het op de AIM is genoteerd. Er wordt veel marktmanipulatie vermoed. Het kan naar mijn idee nooit zo erg zijn als hier in NL LOL.

    via google is er een quote, zoek in google op: LSE BMN

  2. forum rang 10 DeZwarteRidder 3 september 2020 09:41
    quote:

    Zembla schreef op 3 september 2020 09:36:

    London Stock Exchange, LSE:BMN, ISIN GG00B4TM3943. Nadeel is dat het op de AIM is genoteerd. Er wordt veel marktmanipulatie vermoed. Het kan naar mijn idee nooit zo erg zijn als hier in NL LOL.
    via google is er een quote, zoek in google op: LSE BMN
    Het probleem van de AIM is dat de marketmaker er tussen zit met hoge marges.

    Dus de Biedkoers is de verkoopprijs en de Laatkoers is de koopprijs.
  3. [verwijderd] 3 september 2020 09:56
    Notering aan AIM zou ook een belemmering zijn voor grotere investeerders om in te stappen. Er wordt gewerkt aan notering op JSE, al dan niet naast notering op AIM (of FTSE).
  4. Badeend 3 september 2020 10:23
    quote:

    De uitverkoop is gestart schreef op 3 september 2020 10:21:

    Is AMG niet iets voor Musk?
    Hij rijdt liever een Tesla dan een Mercedes denk ik...
  5. Huppeldepepup 3 september 2020 15:06
    quote:

    Zembla schreef op 3 september 2020 09:36:

    London Stock Exchange, LSE:BMN, ISIN GG00B4TM3943. Nadeel is dat het op de AIM is genoteerd. Er wordt veel marktmanipulatie vermoed. Het kan naar mijn idee nooit zo erg zijn als hier in NL LOL.

    via google is er een quote, zoek in google op: LSE BMN
    Zo te zien kan ik er in handelen bij Binck. Staan alleen geen bied- en laatkoersen bij. Ook nog een bron voor?
  6. forum rang 10 DeZwarteRidder 3 september 2020 16:27
    quote:

    Huppeldepepup schreef op 3 september 2020 16:23:

    [...]
    Ben niet thuis op die beurs. Is het nou 12,65 of 0,1265?
    Je kan het zelf uitrekenen mbv de market cap.
  7. Zembla 7 september 2020 21:28
    Vandaag een persbericht: polaris.brighterir.com/public/bushvel...

    Goed nieuws! BMN doet wat ze gezegd hebben. Ik las op het engelse forum een quote van Mikhail Nikomarov (Management):

    "In some ways we aren't in direct control. Let's take an example of a project like our minigrid. There we are the developers so we get a development fee when that project closes. We are an investor so we get the return in equity or dividends from the power purchase agreement that is signed to pay for the energy that minigrid produces. By the way we are supplying a battery too so if we want to we charge a mark up on somebody else's battery. If we are invested in that company we get an additional benefit because our investment has now appreciated in value because that company has now got more deployments. We are supplying electrolyte so we get a fee for manufacturing the electrolyte into that project. We mined the vanadium so now we've got a sale on the vanadium. This integration allows us really to capture the value sometimes 4 or 6 different activities on just one single project. Now I want to be honest we are not going to develop every single vanadium project every vanadium battery project in the world but if it's in Africa then it's extremely active. If it's somewhere in let's say Australia yes we are probably not involved in the development, but we may be supplying vanadium, electrolyte, possibly having equity stake into the company that invested there. Possibly having a stake into the rental product company that is supplying electrolyte for rental. So there's a lot of different ways and it can be extremely active. I don't know who is getting 6 ways to make money on one project. To some there might be only 2 or 3. But in either case it's more than just vanadium and that's what integration allows us to do."
  8. forum rang 10 DeZwarteRidder 30 september 2020 11:37
    quote:

    Zembla schreef op 30 september 2020 11:35:

    Vandaag zijn de H1 cijfers gepresenteerd.
    polaris.brighterir.com/public/bushvel...
    RNS Number : 5645ABushveld Minerals Limited30 September 2020Market Abuse Regulation ("MAR") DisclosureCertain information contained in this announcement would have been deemed inside information for the purposes of Article 7 of Regulation (EU) No596/2014 until the release of this announcement.30 September 2020Bushveld Minerals Limited("Bushveld Minerals" "Bushveld" or the "Company")Unaudited Interim Results for the Six Months ended 30 June 2020Bushveld Minerals Limited (AIM: BMN), the AIM quoted, integrated primary vanadium producer and energy storage provider, with ownership of high-gradeassets in South Africa,

    ("Bushveld"), is pleased to announce its half year unaudited results for the six months ended 30 June 2020.Key HighlightsFinancial highlights§ Revenue of US$43.1 million (H1 2019: US$78.0 million), impacted by the continuing lower pricing environment as well as lost production due to theCovid-19 pandemic.-

    Total lost revenue due to Covid-19 of US$9.2 million1, and costs of US$0.4 million associated with hygiene, screening, protective and preventativemeasurements in place. § Net cash used in investing activities reduced to US$5.0 million (H1 2019: US$11.4 million), in order to conserve cash during a period of supressedvanadium prices and uncertainty surrounding the impact of Covid-19.§ Cash and cash equivalent of US$24.6 million as at 30 June 2020, included revolving credit facility of ZAR125 million and term loan of ZAR250 million (31December 2019: US$34.0 million included term loan of ZAR250 million).§ The London Metal Bulletin ("LMB") Ferrovanadium price averaged US$25.70/kgV in H1 2020, 54 per cent lower than H1 2019 (H1 2019: US$56.30/kgV)and four per cent below H2 2019 (H2 2019: US$26.90/kgV).

    H2 2020 year to date average LMB Ferrovanadium price of US$25.19/kgV, as at 25September 2020. The LMB spot price at 25 September 2020 is US$24.73/kgV.
  9. Zembla 30 september 2020 11:42
    China's tekort aan eigen vanadium loopt op. Voor Bushveld maakt de export naar China nu 18% uit. Ik kan mij niet voorstellen dat de prijs van vanadium zo laag zal blijven. Zodra de vraag in de VS en de EU toeneemt, dan kan het niet anders dan dat de prijs omhoog gaat.
  10. psps 30 september 2020 11:49
    Ga nu rond de 14 ook wat aandelen AMG inslaan nu, genoeg positief voer na de
    extreme daling van de laatste tijd!
  11. forum rang 10 DeZwarteRidder 30 september 2020 13:02
    quote:

    Zembla schreef op 30 september 2020 11:54:

    www.miningmx.com/top-story/43821-bush...
    Is er iemand die inzicht heeft of dit een goede deal is?
    BUSHVELD Minerals, a vanadium mining and processing firm, has outlined plans to refinance its balance sheet in which it will replace a term loan and a revolving credit facility with funding from private equity firm, Orion Mine Finance.

    “We are excited to announce the innovative funding agreement with Orion which puts us on track with our expansion plans at Vametco,” said Fortune Mojapelo, CEO of Bushveld Minerals in a statement.

    Orion Mine Finance, a subset of Orion Resource Partners, has some $6.2bn under management.

    Bushveld Minerals plans to expand its South African vanadium production to 8,400 tons a year (mtV) from 2,931 mtV in its 2019 financial year. All in all, its expansion ambitions carry a $100m price tag. It spent $53m last year buying the Vanchem facilities from a rival company. It also has the Mokopane vanadium resource that it wants to develop.

    The deal with Orion Mine Finance is for provision of a production financing agreement totalling $30m which is linked to production and revenue performance and is guaranteed with the asset and company shares. It helps Bushveld Minerals pay down existing debt and secures production at its flagship Vametco facilities to an expanded level of about 4,200 mtV annually.

    In a separate agreement, Orion Mine Finance has agree to buy up to $20m in convertible loan notes under a $35m instrument which will be pumped into its Vanchem expansion plans as well as debt repayment. Bushveld said it would seek additional lenders to fulfil the balance of the instrument.

    The debt repayment is to Nedbank, one of South Africa’s four largest banks. Bushveld said there was an outstanding balance of R375m (about $21.9m) plus accrued interest of $0.3m owed to Nedbank.

    It is believed Bushveld has been working on this facility with Orion Mine Finance before the outbreak of the Covid-19 pandemic. However, Covid-19 has been a particular hinderance to the mid-cap and developing mine sector where capital demands are high and cash flow long-dated.

    Bushveld Minerals reported an operating loss for the six months ended June of $9.9m, largely informed by stoppages and a depressed vanadium price, down 65% to an average of $24.20/kg. Revenue was subsequently 45% lower year-on-year. The company has cash on hand of $24.6m down from $34m on December 31.

    The company downgraded full year production to between 2,700 to 2,850 mtV from a previous guidance of 3,000 to 3,200 mtV.

    Mojapelo said that the previous owner of Vanchem, Duferco Participations Holding, had agreed to an early repayment of $11.5m of its $23m convertible loan notes. Of this outstanding amount, $6.5m will be repaid through the issue of new Bushveld shares whilst $5m of the loan notes and interest of $1.15m will be settled in cash.
60 Posts
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