Member Info for Alfacomp

Ophidian - magnetic susceptibility or moment testing should surely be sufficient. After all it is that property that makes the magnetite usefully separable in the first place. We'll no doubt wait to see what Tando comes up with but I am not in the least bit concerned about the prospect of little bit of competition, good luck to them.

somtam67 - surely they can arrange a share transfer without the share ever being sold.

Bad luck with Wolf by the way Ophidian - I trust you got fully paid.

dubmaskullanga - a couple of immediate points

1) Their geology is consistent described as 'pipes' - the question I always have is - how big are these 'pipes' - without some kind of scale it is hard to say how this resource might compare with a section of nicely layered strata that runs for a number of Kilometres.

2) Why have they not quoted the in magnetite concentration in their rock sample. If they can afford to do the chemical tests to establish the vanadium concentration why cannot they establish the magnetite concentration also. Naturally we cannot assume all the Vanadium is necessarily in the magnetite so establishing the true in magnetite concentration of Vanadium would require separating out the magnetic fraction - it should not be hard to do.

Headancer et al - you need to remember that the production of Largo is quoted in tonnes of V2O5 and 1 tonne of V2O5 only contains 560 Kg of Vanadium

BMN Vametco, in contrast quote their output in KgV (Kilogrammes of contained Vanadium).

Spread nice and tight now 29.25 / 29.50

A few buys now would really put the cat amongst the pigeons

https://www.thebushveldperspective.com/trading-analysis-18th-oct-2018

was 29.77p then 29.745p now 29.7p to Buy - all in the space of 10 minutes.

They must really hate the fact that we know exactly what is going on here. Doubly so because they cannot comment here.

knuttie - yep now quoting 29.775p - we shall see if this is really the best price they can give buyers or whether the spread will tighten yet again over the course of the next hour.

It may seem that buying at the highest price that they offer us is a good thing to do if you feel that the MC is undervalued and SP should be very much higher. I am not sure about this - it might just be an easy way for them to spike you and then move the price back down - might be better to wait until the spread tightens as 1) you get more shares for your money and 2) you get to look into their glistening eyes as you tighten your grip on their proverbialls

Am being offered 29.06 to sell, but I am not selling I am buying - another 5 grands worth for me thanks very much

A reminder, minder, minder ....

https://www.thebushveldperspective.com/trading-analysis-17th-oct-2018

Ninvestor - they do it simply because that's how they run all of AIM.

They sell the shares first, get paid, and only then start worrying about how to get the shares. Usually they can assume that us mug punters lose interest after a couple of days of excitement and any buying pressure will dissipate.

When that happens they will simply walk the price down by 0.5p after every sell of 10,000 shares in the fairly confident knowledge that there's always a few Chicken Lickens who can be scared out of holding their shares.

Their approach breaks down once there is a really strong community of people who know what they are talking about but remember it may not be all the MMs that think like this - we might have 6 who are running neutral books and only one who is the inveterate shorting cynic.

As requested

https://www.thebushveldperspective.com/trading-analysis-17th-oct-2018

interesting times

Jeez 41 recommendations, no pressure then

Ok but I am on the M6 for the next couple of hours so will need some encouragement to get this out this evening

Gggareth can't say at the moment as I am at the Corley services on the way to solar and storage 2018

NickD - exactly, and to top it all BBN is bounding up the LSE recommendation chart to join us at no 1 and 2 spots.

Video now also available here:- https://www.thebushveldperspective.com/slides/bmn-video-1

9:30 - talking about world bank 1 Billion dollars for Energy storage - FM clearly knows a lot about this, some of which you can hear, and some of which you can see.

1:40 seconds in - Ebitda for H1 was roughly the same as what it cost BMN to acquire both YD and Sojitz's stakes. It's Fortune buying the company with its own money yet again. Incredible.