Member Info for Alfacomp

Their simply money making model breaks down when a company such as BMN appears which has the ability to step off of AIM and onto the main market - this, and all the fundamental factors that lead to it, are precisely why we are all here and all patiently waiting for true value to be attained in the SP.

Daisydog - it is quite simple - the UK Market Makers on AIM generally go short on companies on the market, selling shares they do not have at inflated prices when excited PIs turn up and then walking it down later so that they can buy back from those same (now apparently disappointed and definitely lossmaking) PIs or get an occasional windfall when a company does a placing and the bucket shops simply flip out the shares they got at a discount to the prevailing (manipulated down) SP.

The only thing that prevents the MMs from doing this is the concern that they will not be able to do this, namely that PIs are intelligent and do not simply sell on at the first or second tree shake and that instead more PIs come in to take advantage of the discounts on offer, for what is essentially the same company.

Either that or that they are caught out by surprisingly good news from the company themselves, in which case they simply double down on the short, repeating the exercise, selling short at high prices so that the average they need to get below to make money is raised, though the size of the short is increased. They can generally do this because the volumes of smart money available to do this on AIM is limited.

This is why the trace for most AIM stocks looks like an exponential decay punctuated by occasional fast jumps up - it is simply the MMs mechanism for leaching value away from AIM listed companies and into their pockets.

Well 152 Million were sold in march 2018 at 10.8p so you can decide how much of them may have decided to settle for only 100% profit.

DiamondLover - that's a theory that did the rounds here a few years ago. One of the first questions that Fortune asked me in Johannesburg was if I knew who BBN was (I do) - he too was pretty impressed that BBN was able to read the company so well.

More Buys than sells today. I expect that there will be large sells dropped in, perhaps even later on today, to avoid the possibility that news drops tomorrow and the MMs are caught napping.

Wrong again, as usual so-called - there's an excess of over 180,000 more Buys today.

https://www.solarpowerportal.co.uk/news/edf_buys_pivot_power_to_accelerate_battery_storage_move

EDF, Pivot power, RedT

... and us

.... what and lose the romance of drinking wine out of pint glasses ? Dryland where's is your inner poet ?

Malinky - this all started on August 18th 2017 when there was a flash short attempted about 1 hour before the end of trading on a bank holiday weekend. At that point I decided that there was a lot that could be learned by looking at the trades in real detail.

See here:- https://www.thebushveldperspective.com/blog/public-trade-analysis-6

gamblingbantam - are you saying that the FCA are asking you for evidence ?

Harts - yep that happened on the 31st October - all shares held by Vaneck were reduced by c. 1.1% so it seems that fundholders were selling up. To be honest I'm not surprised as the fund seems to just lose money year after year.

Maltby - nothing has changed there it was simply a server that was down.

Lindon - you've obviously never studied the 500 page IATA dangerous good shipping manual. DG by air is unbelievably expensive and time-consuming.

dubmaskullanga - I'd guess a relative density of 1.3 so 26,000 litres would be around 34 Tonnes. This sounds quite high for a 20-foot container so I'd be inclined to go with only 20,000 litres and a 26 Tonne weight per 20 foot container.

Having said that all this stuff (V electrolyte, Fe-Zinc electrolyte) is shipped around in dedicated c. 1M3 plastic containers that are Dangerous Goods certified in some way or other. I don't know if these can be stacked inside of a shipping container, but if not then I would guess that you can only get about 12 of these in a shipping container so that is only about 16 tonnes of weight.

If you work on the basis of 5000 tonnes of V per GWH and the V is only 1/8th of the overall electrolyte weight then you need 40,000 tonnes of electrolyte per GWh - one container gets you 1/2500th of this - so you would need perhaps 2,500 containers to ship 1 GWh of electrolyte abroad. Cripes !

... my money is on the original Cellcube boys, the Austrians and Germans, taking all the important knowhow with them, leaving the Cellcube husk behind with the Johnny-come-lately Stina boys. They've already got a new name to trade under and I expect that it would not take much marketing genius to come up with a rebrand.

I think that they have given up on V23 and instead the German Enerox company are somehow divorcing themselves from the Canadian-bought-out-Cellcube name - note how Stefan Schauss who was CEO has stepped down from the board recently to 'spend more time with Enerox GmbH' - the big question is who has the real knowhow and who simply has the marketing fluff ?

RK - the general problem is the lack of solubility of Vanadium ions in water - that is one of the reasons you need a pretty strong acid to put the Vanadium into as an electrolyte. This means that even if you were to somehow use a water extracting ray a la batman to extract the water from the electrolyte you couldn't simply just add the water back and expect to get back your electrolyte within a short time frame. Basically the Vanadium has to be slowly dissolved into the electrolyte liquid.

https://www.securities-administrators.ca/cease_trade.aspx?id=1481

then you might have to buy today. Otherwise things could be quite different tomorrow.

I think you may have those the wrong way around