Member Info for Alfacomp

No allthatguff - the clear evidence of yesterday's trading is just as clear as it was yesterday there have been no delayed reported trades that would change that

Not at all - yesterday we saw clear evidence of a shorter closing. The question is how many others will follow them and when will the MMs stock of tame shares run dry - as evidenced by the Erongo selldown either could happen at any point.

I make the current excess of Buys 620K

Raz10 - I make it 2.76M Buys vs 2.33M Sells. I believe that there have been c. 1M transfers of shares from tame seller to a short seller who is closing. This is a crime that has taken place in plain sight.

err maybe when it doesn't change

Daisydog - that is also my conclusion

only a small fraction of which is published here:- https://www.thebushveldperspective.com/blog/public-trade-analysis-6

Because adam there is clearly not sufficient unexplained volume before November 2018.

You may not be aware but there is significant analysis which is done every day of the trading in BMN

brasi - I guess it all depends on whether they think that listing on the Johannesburg Stock Exchange so that South African investors might invest in a company with a completely vertically integrated mines-to-batteries value-chain might lead to significant SP appreciation opportunities.

Adam - sorry how can you justify such a claim that 110 million shares (10% of the company) could be disposed of in only 200 days ?

After an initial couple of sells there was brief shorting attack at 8:30 but since then it has been almost one-way Buy traffic.

What is interesting is that in the last hour the MMs have been having to chuck in 100K, 75K and 50K Sells at 27.0p (a price none of us have ever been able to obtain) in order to offset the buying, for genuine Sells there have been few.

This is double interesting as it suggests that if MMs are prepared to cash in their tame seller's shares at these prices that they are not hanging around waiting for it to go lower - thus they may have concluded that they cannot get it any lower now and their short position cannot be closed out at anything lower than 27p from this point on.

AdamP100 - there may be no requirement for there to be any RNS post share sale as clearly there is only a single holder (First Island 41.3M Shares) from the March 2018 placing (153 Million shares) that was required to file a TR-1 (over 3% - c. 30M shares). Thus there is over 110Million shares from that placing that might be sold without ever a single notification.

brasi - as explained previously I don't think that the TPEP short of c. 8M shares is a conscious thing - it is simply offsetting the shares that they have bought via the Vaneck REMX ETF (23.2M shares bought). There have clearly been other shorters active in the past. We shall see if they continue in the way they have been.

Raz10 - actually at 8:59 I make it 326K Buys vs 274K Sells - so 52K more Buys than Sells so even more extreme than you have pointed out.

It seems that even France, with its significant Nuclear fleet is embracing offshore wind. Cost have come down to less than 50 euros per MWh.

The fixed price that the UK government is contracted to pay to EDF for Hinkley C power is £92.50 per MWh - about twice the cost of this wind power (https://www.bbc.co.uk/news/uk-36925580 ). Actually that figure is in 2012 pounds so when you adjust for inflation it is about £100 per MWh now - so about 220% the cost of offshore wind.

Critics will claim that nuclear is baseload but wind you cannot guarantee is available all the time. This misses the point - there is little point in having baseload supply with demand that fluctuates up and down during the day.

The grid has always had to deal with an imbalance of supply and demand - in the past it simply did this by makes more energy than they needed and then throwing the excess away as heat. Now there is at least the opportunity to use energy storage to store what you make now so you can use it later, instead of burning £100 notes for every MWh of energy generated that cannot be used

Thanks very much another 5 grands worth for me. When will they learn ?

until Vanchem deal closed - nice spot Sanchez !

Nice to see the price recovery continuing across all Vanadium commodities

I had not appreciated just how concentrated the shareholder holdings were - 6 or 7 shareholders between them own about 80% of the shares.

https://www.youtube.com/watch?v=B7dAg-x5PDw

Sanchez - I think this is the new generation of batteries for the Leaf that is the first to claim >200 miles