The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Thanks Colt, appreciate it. I can then compare with the info I have. :-)
I will seek an update DBB and let you know. Colt45
This bit:
I was also assured that OT and YD have no plans to sell BMN stock anytime soon as the huge upside potential is there for everyone to see. That response to my questions was / is good enough for me and I plan to stay here as this exciting business realises its full potential.
What have you been told that YD's position is now.
Which part was not right?
Hi Colt45, I think it was James that was enquiring about your holding not me, I was saying that the information you gave regarding YD I believe was not right.
Morning DBB - still holding strong with no plans to exit anytime soon. My average is 16.3p so just popped under water recently. Not too concerned tho as I am very confident in the way this business is progressing. Yes, some things could be done a lot better (as highlighted frequently on this forum) but the business in general is moving in the right direction re production etc.
The big unknown / risk with this company is the price of vanadium. We all know where it needs to be for the business to make a profit which is then used to fund expansion and eventually pay dividends. With so much government spending pumped into infrastructure projects around the world surely the only way is up over the short to medium term.
In relation to production costs for Q1, these have been distorted by the shutdown period. I expect the cost per tonne figure to drop back as production ramps up over the remaining 3 quarters.
In relation to the comment re me being a 'MM having some fun' - well, that did make me chuckle.
I do not post very often as I really do not have anything to add that is not already posted by few well educated folk on this form. You know who you are and very much appreciated by me.
You will note that I have not mentioned BE. This is pure blue sky for me and in my opinion contributes nothing to the current SP. That said, it is hard to see how V will not have some input to battery storage with so much momentum in that space.
Colt45
I always thought he was an MM having some fun.
“Ten Four” Big Daddy! Cheers :-)
James, just go through his posting history, his declared buys are all there.
DBB - not sure where your 9 million shares comes from, but if Colt is holding that many, at current SP I would imagine he is significantly underwater!
Daddy no arguments from my side at all I’m at peace with everyone apart from 2 ( but I think I’m not the minority with that view) but going back to colt actually I’ve not spoke to him since early March so don’t know his position at moment, regards Alex
James, if he hasn't sold any he must hold over 9 million.
Gambitxjs, not going to argue with you as we are on the same side, I was just replying to James. Let's just say the information I have is different to what Colt is receiving. If you are in contact with he/she then maybe you should ask what YD's position now.
Gambit - is he still invested with his few million shares (if you feel comfortable in answering of course)?
Daddy I am in personal contact with him and everything he has told me to his knowledge has certainly been true - no stretch
gambitxjs, I'm not doubting he's well connected, let's just say some of the information he gave regarding yellow dragon was stretching the truth.
James, don't worry it's friendly fire :-)
To be fair DBB he did seem genuine and his significant purchases were often announced prior to being reported.
I guess you never really know who’s who on an anonymous BB. You could be DaddyBigFraud or DaddyGob****e for all we know! Just kidding lol
Oh oh .... shots fired! :-)
Daddy to defence your completely wrong about Colt he is a genuine holder who has had some dealings with Bushvelds associates , a good egg my friend.
James, I'd take what Colt45 says with a pinch of salt.
Wonder what happened to Colt45, who seemed to have his ear close to the ground.
Hasn’t posted for a while but from posting history was buying 7 figures a few months ago when we were in the 20’s. Would be interesting to hear if he is still invested and whether he could shed any light on recent institutional share activity?