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Buzzzz - briliiant sleuthing.

If my numbers are correct then Splendid Victory could have had held 20.7M in their own right since October 2015 - as that number is lower than the lowest holding shown on the BMN shareholders list.

In addition to that they apparently had 18% of MWI - I cannot see how many shares that was as the Lemur bidders statement doesn't seem to ever finish downloading.

So there is perhaps the possibility that Splendid Victory simply reorganised and consolidated their shareholdings into one easy package and then sold them to, or was renamed as, Golden Summit.

This would explain the rather minimal buying pressure which was observed pre the 19th October. There is still no information as to the origin of this weeks 15M share trade

excellent research Paludina

thanks for all the recommendations and cold advice.

As requested;-

https://www.thebushveldperspective.com/trading-analysis-2nd-nov-2018

I am off to bed now.

nice one fb - can we all agree to stay off fb's boob, if not both boobs.

459 trades published today the largest number I have ever encountered and I have a stinking cold.

If you want an update tonight it will take 37 recommendations

Thanks SoTRR - no obvious connections there alas. I feel that this must have been some kind of off-market transfer of shares between one of the March 2018 placees and Golden Wonder, er I mean summit.

Who had the link with the list that showed all sorts of funds and unusual outfits holding

I just had another 20 grands worth - I think next week could be pretty good.

now published - edging up slightly around 37p

https://www.thebushveldperspective.com/blog/public-trade-analysis-6/post/trading-analysis-2nd-nov-2018-338

Actually to be fair I think he stated the Vanadium situation in China wrt rebar steel quite accurately.

I expect to see this reflected in their update to their Target which I predict will be 44.15p some time next week.

The facts have just changed as another trade at 12:19 for 250K turns up - this makes two duplicate pairs, within 20 seconds of one another, all at 36.60p so the nett trade position is 250K closer to zero - i..e only c. 450K more Buys than Sells by 1:30pm.

bassguy - I don't think that the 2x250K are separate sells - I think that they constitute a triplet structure - if you look on ADVFN you will see that the earliest of these trades is duplicated.

Accordingly I only count 1x250K towards the effective nett trading position for the Market Makers - the other trades, all within 20 seconds of one another are I believe Inter-MM fumbling around to try and fool us into thinking there have been more sells than there really have been.

https://www.thebushveldperspective.com/blog/public-trade-analysis-6/post/trading-analysis-2nd-nov-2018-338

It is unfortunately the case that the stuff does not dig itself out of the ground and purify itself - thus the KRC ore was always going to suffer in comparison with deposits such as ours because theirs was not 1) a particularly high concentration (0.3% average vs Mokopane's 0.68% average grade) and their 'ore' was not contained in magnetite, which is easily concentrated by magnetic concentration (typically up to 2.2-2.5% in magnetite concentration for Mokopane).

It is all too easy to fool investors with the whole 'look at the size' thing instead of the 'feel the quality'.

Fortunately in Vametco, Brits and Mokopane, we have both.

always helpful bassguy

updated now

https://www.thebushveldperspective.com/trading-analysis-2nd-nov-2018

coffeecups - not just the MMs - anyone can do the calculation of 5.88e9/35 * (SP-35)/35

In fact I just did and for SP =37 as 960,000

Interestingly we have significant sells of 400K and 450K popping up this morning so I suspect that either FB is a man of his word and these are his, or FB is a man of his word and this is just a massive coincidence

MassiveRay - that ain't going to happen. There is an argument to say that we need to discuss it more to make it clear that we understand their games - however that might detract from all the excellent information that is posted about the company fundamentals so I won't make that argument here.

What I will say is that we are planning the first of a pair of articles from BBN on the subject of Bushveld Energy - to be released, and strongly promoted, this weekend.

same market makers as yesterday swansea

bassguy - nahh not really because there's this handy little thing that computers can do called sorting by time

bassguy - ohh it is deliberate