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Endion,

I suspect that without significant buying to force the issue on the MMs they will simply slide the price down and will continue peddling the line to First Island that this is the best that they can get - the question is whether First Island are on the ball enough to see through this obvious BS

Tyfoon - that is not at all guaranteed Tyfoon - we have expected to see those on many occasions in the last couple of weeks but they have never come.

The only reason that they are walking the price down is that they want to be able to buy below 28.30p which is the average sell price of the 5M shares they sold short in the last 10 days.

https://www.thebushveldperspective.com/blog/public-trade-analysis-6/post/trading-analysis-19th-oct-2018-325

Sorry that should read Buys 15, Sells 1

Buys 8, Sells 1

140K more buys that sells.

Down almost 1% - these guys need to be taught a lesson

MatteBlack - they wrote the rules so can do pretty much what they like.

However now that their games are laid bare and explained publicly it becomes possible to see exactly what they are up to and, should you wish to, to trade against them. If sufficient numbers of people do this then the MMs will fail for the second time in 6 weeks - they like the have-a-go heroes we saw off last year may then decide that it is not worth taking on BMN shareholders.

The alternative is simply to take the long view and say that the manipulated peaks and troughs in the share price are neither here nor there - there is an inevitability about the eventual rerate that will occur on the share price so it is just a matter of when not if, it reaches £1.

Mrremmy - I understand that Vanadium Dioxide is of big interest to my theory chums because it has both a Mott and Peierls style Metal-Insulator transition. As an aside I overlapped a little with Neville Mott and once received an award from him - very tall man with a great booming voice.

Thus I believe it is interesting from the fundamental physics point of view but am less convinced that it will become the basis of anything that rivals semiconductor devices based on silicon.

There is another question that the futurologists really to answer and that is do we really need the ability to store 1000 Gigabytes on a mobile phone that is 100 times more powerful than all the computers that took man to the moon ?

The future will not be solved by a faster or fancier mobile phone. It will be made safer for all though if the global population starts to take climate change seriously and stops burning fossil fuels - the alternative is major socio-economic unrest and forced migration and hardship on a scale never before seen.

Loudspeaker - the point was that we always had a world class high quality Vanadium resource.

Now we have 3.

that people have seen the updated analysis for Friday.

https://www.thebushveldperspective.com/blog/public-trade-analysis-6/post/trading-analysis-19th-oct-2018-325

Very interesting how it is playing out again.

Mrremmy - he is no doubt talking about Lithium Vanadium Phosphate solid state batteries. These would no doubt have Vanadium Phospate for the electrodes with Lithium ions coming and intercalating/coordinating with high level bonding orbitals on the Vanadium to get higher Lithium-ion density in the charged state.

Like all solid state batteries the problem would be maintaining the performance over a couple of thousand charge-discharge cycles. There is however a lot of existing research using Vanadium compounds in the electrodes of these types of batteries, as mentioned by the researchers from Professor Bannerjee's research group at Texas A&M Uni here:-

https://www.thebushveldperspective.com/blog/public-articles-1/post/vanitec-2nd-energy-storage-meeting-part-3-208

In fact at one of the Vanitec meetings Prof. Bannerjee mentioned to me that the best electrode compound for multivalent ion (eg Mg2+) batteries already was known to be Vanadium Pentoxide. It is a remarkable material.

Wolfman - I don't recall anything with Charlie in the last year and half.

Endion indeed - those articles may snag some ill-informed investors early on but when they find out how far from producing they are they may bale. Those who bother to do a little research will inevitably discover us, and if they are based in the UK or South Africa may well end up buying a little piece of what will become a historic share.

How many shares 100 Bag ?

I guess ASOS is one but what about any others ?

AM - I'm not sure if I will be able to go this time - it is definitely worth having a look in. Last time we got to see RF give the keynote presentation and this usefully coincided with the announcement that Yellow Dragon was being bought out (if I recall correctly).

This time it would be nice to know why one of the Tuesday sessions is entitled 'Battery Metal' but another is entitled 'Vanadium Casino Minerals' - bit rude eh.

Tuesday looks like a good day to go on - one of the keynotes in the Africa Session is "Keynote Debate: Is everything a battery metal now? First it was lithium, followed by cobalt and graphite. Then it was copper and nickel. Now gold, silver and zinc are getting in on the we’re a battery metal act. If investors truly want to play the EV investment thesis, which commodities offer the greatest upside?"

If anything deserves to be called a battery metal I think that it is Vanadium, however it seems that some in the industry think that batteries only exist if they have four tyres and a steering wheel. hmmm.... annoying.

Gambit managed to get a free investor's pass for both of us last year - you'll have to do something along the same lines if you want to be able to get in - so good luck.

taufour - you seem to be doing something rather similar to what I have ended up doing with trade analysis on Bushveld Minerals ( https://www.thebushveldperspective.com/trading-analysis-19th-oct-2018 )

I must confess that this analysis has been worked out from very first principles (I was a complex systems scientist in a previous life) and I have never seen anything like this done anywhere else, least of all under the banner of 'Technical Analysis' - which throws away much of the data and assumes that the SP at the end of the day captures the dynamics.

Once you correctly and accurately determine the direction of flow of shares (PI <-> MMs) then you can establish if the MMs are running long or short positions against the PIs - this can be seen in the analysis above and is of course incredibly valuable.

Added a new contribution from Maltby2002 - seems like people are rather enjoying this little project.

https://www.thebushveldperspective.com/first-posts

Sharesahoy,

1000 MWh in a VRFB would take around 5,000 tonnes of Vanadium - so 200MWh is well within our capabilities in about 1 year. If the government/Eskom wants 13x this then I suspect that they are not going to want it all next year so we will have multiple years to ramp up production.

(the newcomer's perspectives)

Sounds like a hollywood followup movie - maybe one day it will be.

https://www.thebushveldperspective.com/first-posts

Haha I spoke to soon. First end day duplicated trade now reported - we may assume that this is 250K from First Island going to MM1 then being transferred to MM2 to try and reduce their short exposure.

Trouble is even if both 250Ks today are like that it still doesn't start to reduce the size of their short yet (I've already counted the 2x250K as sells)- there's just too many buys today.

Trading analysis updated for today.

https://www.thebushveldperspective.com/trading-analysis-19th-oct-2018

MMs short position exactly twice what it was. I expect that they will hold at this point for a few days to see if the buying holds up - if it does then they may be put into the position of having to double-up again. This may be the only way they can score any more First Island 250Ks.

If they cannot get FI 250Ks at less than 28p then they will have to sell a significant number of shares to PIs at >30p next week to avoid being caught in a pickle of their own making.

Anyone like the trade analysis for the rest of the day ?

Not the first time they have tried that