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Perhaps there is life on this forum after all. A few positive posts summarising BMNs business were clearly well received. Don’t let the trolls have their own way. Be prepared to defend your investment and point out the progress made by the company and its future direction.
Just my opinion of course.
Trolls ! !
When Investors express opinions that might be contrary to yours ?
You don't own this space and have you ever heard of free speech ?
Cappa - is this you - if not I sincerely apologise ?!?!?!?
A Wikipedia snippet :-
Andrew Weaver (cyclist)
From Wikipedia, the free encyclopedia
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Andrew Weaver
Personal information
Born February 12, 1959 (age 63)
Columbus, Ohio, U.S.
Medal record
Men's cycling
Representing United States
Olympic Games
Bronze medal – third place 1984 Los Angeles Team time trial
Andrew Teisher Weaver (born February 12, 1959) is a former professional road bicycle racer from the United States, who won the bronze medal in the team time trial at the 1984 Summer Olympics. His winning teammates in Los Angeles, California were Ron Kiefel, Clarence Knickman, and Davis Phinney.[1] Weaver was also a member of the 1979 Pan American Games US team and won a gold medal at the 1983 Pan American Games. He is a nine-time National Cycling Champion.[citation needed]
Andrew Weaver received a bachelor's degree in architecture from the University of Florida and a master's degree in architecture from the Massachusetts Institute of Technology.[citation needed]
Weaver is a practicing architect and established Weaver+Associates Architects in 1994. He is a Registered Architect in Massachusetts, Rhode Island, Connecticut, New York, New Jersey, New Hampshire and Maine specializing in resort/golf-related projects, private institutional, sports and multi-family projects.[citation needed]
GLA
I think it's just when investors express an opinion which is demonstrably wrong (and a bit silly).
I think this guy even gets off on knowing people here are looking into ways to out him. He leaves these cycling breadcrumbs as he likes the fact people are spending their time on him. It's part of his fuel matrix.
Total narcissist, and really not worth engaging with.
? ? ?
I am a current Investor in this company, with circa 143k shares, and didn't join LSE to be insulted.
Total Narcissist ! ! For Your Information SIPPmeister
Andrew W, self employed, have my own 23 year old business, and I live in Lincolnshire !
Would put up more info, but maybe not a very good idea would you think ........
Don't own a bike, and have no plans to
I think there, uve got a lot less shares than virtually everybody else, so I don't see what you have to worry about on that kind of amount. Not that u should be worried at all.
Andrew you seem to think I was addressing you. If you are not a troll (please look up definition for yourself) then I was not referring to you.
But thank you for your interest in my posts. I am trying to reach a wide audience and good to know that you have responded. I look forward to further constructive dialogue with you.
Regards Paul
I am a genuine Investor in BMN, had have only made 4 or 5 posts since joining this board a week or so ago ! !
In that short time I have now been called
''A total narcissist'' by SIPPmeister
Accused of being ''A troll''
and
Mikinaman posted a Wikipedia page excerpt about me probably being some American cyclist (maybe) called Cappa ? ?
WTF ..... !!
Everyone gets insulted here. There's no way you're getting away with it. The very fact you're an investor here is insult enough nowadays.
Andrew my post was not aimed at anyone in particular, only trolls in general.
As I said before if you are not a troll then it was not about you.
I have now remembered that it was you that incorrectly said that the sp was falling at 3% daily when it has been flat for a month. You are not squeaky clean so perhaps a little less protesting.
@Pdub
I'm not sure that BMN is undervalued. The price reflects the company's bottom line and the fact that Mojapelo is to PR what Bernard Manning was to race relations.
As for BE, that element of the business was supposed to be a key value driver, but Nikomarov has been so utterly hopeless in conveying any sort of business model - or anything at all - that I'm more looking towards other players in the vanadium space to drive the demand that BMN needs for future growth.
Right now, I'm purely focused on production and the V price, which thankfully has the potential to deliver positive H1 results and a near-term re-rate.
Suffice to say we disagree. And by a very large margin.
However my post requested that you move on from your personal issues with particular posters. I am trying to treat all of your posts with respect. However the deliberate misspelling of someone’s name is just so childish that it makes that very difficult.
And worth remembering that your insult was aimed at a person that knows far more about the science of vanadium and energy storage than you will ever do. Sorry but it just comes across as a bit sad. Move on.
No need to move on. I'll continue to call out individuals who abuse the respect they've earnt to willfully and deliberately manipulate others into losing money so they can profit.
Love your analogy.I have to agree too about BE which has been a big let down so far. I. Am still hoping though.
Calling out your lies Cindercone. I have more BMN shares than I ever have had, and now more than Fortune himself.
So by your logic @cindercone BMN isn't undervalued and yet you think there's the potential for a near term re-rate? So for BMN to be fairly valued currently you must also think there's a decent chance that BMN will soon drop to 3p too?
Evidently it would take far less to go right for BMN to be back at say 15p (almost 200% rise) than it would take to go wrong for BMN to end up at 2.8p (50% fall) and in my view that makes BMN undervalued with a very positive risk/reward on offer.
@Alfacomp - you were simply telling people to buy while you sold and bought back low. Telegram group had you sussed too by the sound of it.
@HarChris - It all depends on the H1 results. Exactly what is being sold into the US and at what price is a little muddy. If we're hitting Fastmarket's assessment of the V price then there is potential for positive numbers. If so, I agree we could
see an impressive re-rate.
However, if, for whatever reason, those results are poor then it's going to lead to a lot of questions being asked about whether BMN can finance its debts.
I'm not going to predict what the share price will do under either scenario.
16.83 Rand to Dollar.
Alfa -nice to hear from you again and congrts on your holding so many shares
Your faith in this company will I trust be proven correct and then we will all celebrate .
I for one am happy to be invested in something I believe will shortly berecognised by the wider world as essential and good for humanity.
KN
KN, I too agree with your comment and I may even break my own internal rules to further increase my BMN holding.
Alfa, I really would appreciate your current take on where we are with BMN as the SP is absurd when compared to the business that has already been built and will be coming on stream. Ignore the trolls.
UncleJohn - you are correct - the SP of 75 Million is absurd.
... absurd when compared with Ferro-Alloy Resources' 66M valuation - they produce less than a tenth what we do, from old scrap they have had to buy in, and based in the puppet Klepto-state of Kazahkstan
... absurd when the 3 Kiln production infrastructure we will soon have at our disposal would have cost 300-400M USD to build from new - see, for example, the A$700M already spent by atlantic on Windimurra to try and get back up to a production level of 4,250mTV (7,600T V2O5)
... absurd when you consider our strong downstream links with multiple VRFB manufacturers, one of which we own a significant (and controlling) stake in, right at the point the VRFB battery technology comes on stream in a big way (and hell do we need it now !)
... absurd when you realise that within 6 months we will have up and running the world's largest Vanadium electrolyte facility in the southern hemisphere, right on the doorstep of the biggest economy in south Africa, right at the time that it starts to grapple with its notoriously bad carbon emissions at the same time as fixing Eskom supply intermittency.
The real reason that the SP is at this level is because AIM market makers simply act to punt out shares they got cheap in a placing, and if they did not get them cheap in placings then they sell short, knowing that they'll be able to drop the price back later on to raid those naive enough to gamble on spreadbet platforms or foolish enough to think that the short-term SP is the true measure of the business.
The trolls know all this which is why they spend so much time knocking companies rather than really understanding them.
The market irrationality, maintained, as it is, by a very restricted AIM investor base, can exist until the next herd of traders turn up to try their luck on a short-term punt that the Market Makers are happy to sell into.
Real investors know the true value of the company and hold long term, and the really smart ones buy more shares in good companies when they can see that the market is giving them irrationally good investment opportunities.
Excellent Alfa, thankyou for all that on behalf of longterm investors. I for one know our day will come, when genuine demand exceeds longterm supply caused as you say by a combination of the spread bet syndrome and market manipulators. Once the financials start to improve, as will be seen in the half year results, matters will change and new investors will quickly realise what they are missing out on. Just my opinion.
Alfa-Brilliant summation. Investors hold fast and will benefit. Our day is not far off. Description of FAR very concise.Ludicrous SP at present. I wishh i had more money to put in.
KN