Member Info for Alfacomp

Pat48 - the Index that the Vaneck fund tracks, that they also create, indicates 3.49% weight, which would correspond to about 17.5M shares.

https://www.mvis-indices.com/indices/hard-asset/mvis-global-rare-earth-strategic-metals/components

that nonsense aluminium battery is busted here:- https://www.youtube.com/watch?v=OmHnKKuBdco

As of the end of Friday Vaneck appear to have 13,503,125 of the c. 17.5M shares that they have set out to get - so roughly 4M shares to go.

This corresponds to an adding of 2,738,654 shares during Thursday's trading and these can be clearly identified as arising from two trades at the end of Thursday - one of 1.5M at 27.43p and one of 1,238,654 at 27.50p.

This leaves a number of large trades (4x1M, 2x 300K, 1x 450K) that appear in the half hour before this and in the very tight price range 27.25-27.30p - these would clearly appear to be the prints of the Sells being taken from the Tame Seller needed to help fulfil the Vaneck requirement. This 5.05 Million shares would appear to be about 2.3 Million more than would be needed to supply that day's Vaneck block and on the surface of it this extra is needed to supply the shares needed for a separate 2x 1Million Buys that appear earlier in that day.

This is the first interesting point - the appearance of a second significant buyer at this key time.

The second significant point is that when ALL the trades for Thursday are factored in there is a nett excess of SELLS of more than 1.8 Million shares, yet the SP increased by 0.25p from the end Wednesday finish. This is great news because it indicates that the Market Makers are accumulating shares for the next step up.

We will need to wait til Monday before we are deemed worthy enough to be shown the delayed share reports from Friday. Maybe then we will discover that Vaneck made it to their magic 17.5M figure by the end of the week, as I suspect was the plan all along.

Still, excellent news from a couple of perspectives. Even better now that les artistes de BS have also suddenly shown up as that tells you that someone is concerned enough that we are on the right track to send out their paid nonsense-mongers to try and steal and cheat LTH's out of their hard-won and long-waited for profit.

indeed Sanchez - your use of the terms 'progress' and 'video' inevitably lead me back to this video which shows the Erongo overhang being released in early 2018:- https://www.thebushveldperspective.com/slides/slide/bushveld-minerals-in-a-minute-50

For a year the company share price did not leave the 8-10p band and multiple increases in ownership at Vametco or the price of Vanadium was (seemingly) entirely ignored by the market. Only once the Erongo overhang was finally worked through did the SP actually increase to reflect the fundamental improvements in the company position.

exactly right Endion - by stringing it out it gives them the chance to sting foolish traders such as the have-a-go-knobber that turned up on Friday night into shorting. Plus also it allows them to keep one of the big boys happy so that hopefully they can pick up similar gigs in future.

Anyone foolish enough to try shorting this now should will quickly wise up next week. The only question is who closes out first.

may think they have been smart by spotting a share price rise and then hold for a few days.... so they've shorted it, assuming that anything that goes up and reaches an apogee must be just about to fall back down.

Alas they don't come up to scratch when it is pointed out what the real reason for the hold is. Namely the pinning of the price in the 28-27p band so that a 13.5 Million buy can be worked for the Vaneck REMX ETF. By shorting at this time they have directly handed shares to the Market Makers, who will have needed to use less shares from the bucket of tame seller's shares that they have been regularly dipping into since Nov 2018.

What happens next is that the Market Makers will release the price to rise in response to buying pressure and those that foolishly placed a short in the last few days will be forced to close out by buy back the shares that they previously sold. This will be at a loss so for the second time in just a few days they are handing something to the Market Makers. On this occasion it is cash, not shares that they have borrowed.

Some brilliant trading strategy, eh ?

Exactly compos, they come on here spouting their nonsense, having done next to no research about the company and even less about our community.

For those who remember the end of the Erongo overhang will see what is setting up right now, for those who don't or weren't here at that point, this short video is a useful summary:- https://www.thebushveldperspective.com/slides/slide/bushveld-minerals-in-a-minute-50

As of the end of Friday Vaneck appear to have 13,503,125 of the c. 17.5M shares that they have set out to get - so roughly 4M shares to go.

This corresponds to an adding of 2,738,654 shares during Thursday's trading and these can be clearly identified as arising from two trades at the end of Thursday - one of 1.5M at 27.43p and one of 1,238,654 at 27.50p.

This leaves a number of large trades (4x1M, 2x 300K, 1x 450K) that appear in the half hour before this and in the very tight price range 27.25-27.30p - these would clearly appear to be the prints of the Sells being taken from the Tame Seller needed to help fulfil the Vaneck requirement. This 5.05 Million shares would appear to be about 2.3 Million more than would be needed to supply that day's Vaneck block and on the surface of it this extra is needed to supply the shares needed for a separate 2x 1Million Buys that appear earlier in that day.

This is the first interesting point - the appearance of a second significant buyer at this key time.

The second significant point is that when ALL the trades for Thursday are factored in there is a nett excess of SELLS of more than 1.8 Million shares, yet the SP increased by 0.25p from the end Wednesday finish. This is great news because it indicates that the Market Makers are accumulating shares for the next step up.

We will need to wait til Monday before we are deemed worthy enough to be shown the delayed share reports from Friday. Maybe then we will discover that Vaneck made it to their magic 17.5M figure by the end of the week, as I suspect was the plan all along.

Still, excellent news from a couple of perspectives. Even better now that les artistes de BS have also suddenly shown up as that tells you that someone is concerned enough that we are on the right track to send out their paid nonsense-mongers to try and steal and cheat LTH's out of their hard-won and long-waited for profit.

These trades appear to lift the number of buys on Thursday to an excess of over 8M - this is more than 4M higher than previously estimated so there is clearly the possibility that Vaneck have completed their acquisition spree and the Market Maker that was deliberately holding the price whilst they executed that order now no longer has any reason to do so.

a whole bunch of big trades from yesterday.

I guess I go to work on this now, right ?

posts about this seem to have been removed for some reason... ?

Perhaps these guys are the source of the higher contrast images in the presentations seen over the last 9 months or so

you can forget about - I am confident that they will be reversed off later today

As suggested yesterday the 3.2M share trade reported on Thursday, which took place on Wednesday was actually the buy for Vaneck. This took them up to just under 10.8M shares.

Yesterday the MMs kindly decided to break the large trades into multiple 1M or so blocks - perhaps these are all buys, or the very tight spread may mean that they were the sells being taken from the tame seller and, as in previous days, we are yet to see the even larger accumulated Buy trade for Vaneck. I estimate that there were 3-4 Million of these yesterday.

I estimate that this now brings Vaneck to around 14-14.5M of the c. 17M that they are looking for -i.e. only 2.5M to go.

Given that the accumulation rate over the last few days has been 3M, 3.2M, 3-4M it would seem entirely plausible that the remaining requirement will be fulfilled today and that Vaneck may have told their friendly Market Maker that they want this entire deal done this week so as to be ready for the newsdrop in the next.

All of this is pretty much self-evident - the only question that remains is how many of their 13M new shares have come from LTH's, how many from people who may have bought in on Monday this week, and how many from the tame seller that has been selling down since November last year (presumably from the march 2018 placees at 10.8p).

I for one am not convinced that all the trades on Wednesday morning, when there was an extended period of market inversion, are really what they appear as. Ditto yesterday morning. Given that all the Buys on Monday, pre-RNS, that yielded a 9% rise in SP, only amounted to 2M it is not clear that even if ALL the soft money trades had cashed out they would have made much of an impact on the 13M or so required by Vaneck in their latest buying spree. However if they had then they may wish to come back here later today, or on monday, because that is when the SP is going to be rising again.

So... today we are faced with the mouthwatering prospect that Vaneck will have finished their buying and the MM that took control of the SP to fill their order will then relinquish their tight control over the trading range. Clearly this MM has been primarily fulfilling the Vaneck order courtesy of a tame seller that they have on their books. That tame seller has also just seen the price floor rise from 20-21p to 27p and so they may be less inclined to have their shares flogged off at these levels for much longer. Maybe the MM in control will be able to score a couple of million extra at these price levels for their own book, just before they let go of the balloon - it would not be unknown !

Halespure and vauch - assuming those 3.2M shares bought on Wednesday and reported today have gone to Vaneck that would give them just under 10.8 - that leaves around 7 million to go.

If you tune in here ( https://www.vaneck.com/etf/equity/remx/holdings/ ) just after midnight you should be able to see for yourself how far they have got as of the start of today.

beginerman - you cannot simply project a nett trade imbalance / SP trace and extrapolate this over dozens of days to yield anything that is meaningful, just as you cannot compare the behaviour in one companies trading versus that trading in another company.

Fosters can you please explain how a valuation last year can have anything to do with events that have happened this year.

You do realise that time only runs in one direction - that the cause has to come before the effect, and that this basic fact is not overturned by either of the theories of relativity. ?

supply and demand does not work in shares

Fosters - don't be flipping dim - as well you know this market has been hugely manipulated in the last 12 months. Get over it and stop making yourself look like a fool.

Fosters - it's pretty simply really you need to multiply the number of shares in issue times the share price.

Ekrane - as you can see here https://www.thebushveldperspective.com/blog/public-articles-1/post/fca-complaint-case-ref-205882095-422 we have already filed a case with the FCA.

Feel free to contact them to ask how that is getting on but don't expect to get an answer.