usually the institutions can build themselves healthy stakes by hanging around in the wings for when a company needs the money to expand. But the 2017-2018 Vanadium price peak has left BMN with around $100 Million dollars more than it would otherwise have had which is why it doesn't need to cut in the IIs at the expense of PI's, and PI's know that.
RE: How many BMN Investors / Followers are there?19 Nov 2019 12:39
Bryn - indeed it does seem to make more sense to focus on what someone might intend to do in the future rather than what they did in the past. The term 'LTH' can be read in two different ways - [I have been / I intend to be] holding for a long time so can easily lead to misunderstanding and misrepresentation by those that would like to divide our community.
RE: How many BMN Investors / Followers are there?19 Nov 2019 12:27
faramog - I was being serious if you are investing in the long term development of a potentially huge business such as BMN and the VRFB energy storage sector then you need to have at least a 5 year outlook. This does not mean of course that you have to have been holding for 5 years before you have the right to have an opinion, but given the fact that the 'H' in LTH explicitly mean holder then that would seem to be an appropriate definition. In a similar vein it is not therefore unreasonable to refer to 2-5 years as medium term holder and less than 2 years as STH, but this may be somewhat splitting hairs because there is not yet more earth shattering news announced this morning.
If instead we wish to refer to those (or ourselves) that are invested for the long term then we could use the moniker LTI or I4tLT
RE: How many BMN Investors / Followers are there?18 Nov 2019 20:46
RK - I can recall reading about the world quality Mokopane resource in an article on a private investor's site called el1tetrader. [
To be honest he should have been called el1teinvestor as his articles were more in depth and factually reasoned than you would ever find if you took a year's worth of Investor's chronicle, took out all the supposedly "look at informed us" sounding stuff and the fractionally distilled with a pinch of the Stockopedia small caps report. But I digress.
At the time I was looking for an investment that had undeniable long term lasting power. I found that in BMN with Mokopane however I could not have imagined any single one of the following:
The remarkable purchase of Brits and then Vametco at the bottom of the Vanadium price cycle. Making around $150M profit from the 2018 Vanadium price spike Fortune Mikhail and Bushveld Energy strategically bringing the world's Vanadium producers and VRFB manufacturers together under the auspices of Vanitec. The arrival of VRFB's as a megascale energy storage technology, with multiple GWh's of VRFB development in China Vanchem, bought again at the bottom of the Vanadium price cycle. The world bank, IDC, Eskom and the 1.44 GWH Battery Energy Storage project Vanadium leasing, Avalon and Redt The dawning realisation that by 2035 we are going to need to invest something like $50 billion a year in battery energy storage Cellcube and the VIP