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Daisydog - I agree however we need to take the context into account - coal in the UK is not the same as coal in Madagascar.

We have a well established grid which can take electricity generated by many different sources madagascar doesn't and would need someone to pay to build their grid as well as power stations.

The UK had already deforested most of the country by the 1700's thus has plenty of space to install PV. Madagascar has not yet and given that it is one of the most biodiverse ecosystems on the planet we should not be encouraging any further deforestation there.

The UK also has the largest offshore wind territory in the whole of europe and are also close to manufacturers of wind turbines so can install significant wind generation assets both onshore and offshore. Installing wind turbines in Madagascar would be significantly more expensive than here.

Obviously we're not going to consider nuclear so are there prospects for cleaner hydrocarbons such as gas - it seems that there may be resources of gas and oil in the region of the Mozambique channel. In fact Madagascar Oil (which was AIM listed at one point) does seem to be supplying fuel oil for power generation in the north of the country.

However Madagascar is a large country - two and a half times the area of the UK, with a population of 22 Million - and only 15% of them have electricity - thus the country needs significant development of electrical resources in the south.

We have to be pragmatic when telling developing nations what they can and cannot do with their resources but equally here in the UK we need to recognise that over the period 1880-2004 the UK was the world's second largest emitter of CO2 behind the US (Sustainable Energy without the Hot Air, p 14, Fig 1.7)

The argument that we need to only attract 'pure' or 'green' investors is perhaps one which would not be made if the market SP better reflected the true fundamentals of the Vanadium side of the company.

Thus we cast around looking for negatives to explain the fact that the SP is currently not where it should be - but the simple fact is that an illiquid market can easily be gamed or dominated by one share seller (see TBP passim) which makes the SP not a fair reflection of company value. The AIM market is not and has never been rational.

I understand that PIs can typically have 20 days to deliver the shares when they have sold. I suspect that if Market Makers were hamstrung but similar tedious requirements then they would either find a way around this or get the rules changed - thus I don't assume that they have a 20-day limit.

However I have noticed that there are stronger fluctuations on the 4 week period and so there is some experimental evidence to support the 20-day expectation.

We are now starting to build our list of journalist contacts - both Headancer and Jamiejojo have found a good number - can anyone else suggest any useful journalist types in the energy/investing area.

Also once we have this list we need to have people who will be able participate in contacting these people. Approaches by individuals on a one-to-one basis are always the most productive so who wants to be part of the Bushwacker PR outreach army ?

As requested

https://www.thebushveldperspective.com/trading-analysis-16th-oct-2018

curious enough to wonder what the balance of trades is today ?

Faramog - indeed and we are now building a PR contacts database that we can use to systematically promote the best that we here and at TBP can offer.

Headancer - just seen it - brilliant stuff. Mind if I sort by organisation so we can see our coverage.

MarcoT - yep the earlier one might be better.

Whilst we contacted LSE.co.uk about these missing posts some time ago it doesn't look likely that this problem is going to get fixed so your flashes of brilliances may ultimately be consigned to the garbage collection heap of history. A modern version of newspapers and chip wrappers etc.

A real pity as I was hoping to be able to trawl back through all this for the book.

Thanks misterg and gggareth

up to half past twelve: 24 Buys (370K) vs 10 Sells (312K) I don't mind if the MMs choose to kill the market or not as I am not short. They are however and need someone to sell them some shares at some point.

https://www.carbonbrief.org/the-carbon-brief-profile-south-africa

an excellent article that poses the problem of having to cut back coal mining jobs whilst also increasing the percentage of renewable energy in SA's electricity mix. The answer is obvious - switch coal mining jobs into Vanadium mining ones, make Vanadium flow batteries and export them throughout Africa.

It would be good to raise the prospect of a VRFB based energy storage industry in this context, together with some of the points about the IDC made earlier by BBN.

spbhoy - I suspect that some of these 50K,100K trades are people either closing or renewing T20 buys - so you may see 50K or 100K buys later in the day.

I don't believe that it is First Island as the previous sells during the post sojitz rise were 250K and I believe in the main delivered as duplicate pairs so as to fill a 7M short hole in one of the MMs books.

If what is effectively a seller's strike continues then expect to see some shakes to try and loosen up shares and of course make sure that you don't have any stop loss orders set.

bassguy - thanks - more than 90K more Buys than Sells so far today. MMs only got out of jail briefly by getting 2x100K dropped around half eleven.

MarcoT - I found your 28th Sept post but see that you bought in Oct 2017 so there might have been an earlier post that LSE is not showing me. Probably best if you email me at editorial @ thebushveldperspective.com

Daisan - a spreadsheet would be helpful as there no tabs or commas in the data to delimit it.

Sanchez - I agree - can I have permission to publish it on TBP daisan ?

Not at all Daisan - what I am saying is that keeping the message inside our own little BMN bubble is not going to bring in new investors.

In a week's time, unless you write it up with a graph and publish it on the Bushveld Perspective then your post will be subsumed under another 1000 posts and people will have forgotten about it.

If we are to get the message out to new investors then we need to proactively promote the board, the company and the Bushveld Perspective outside of these four walls.

Daisan, you're preaching to the converted mate.

What we need is to be metaphorically out on the streets looking for sinners.

AM - Indeed - hence Sanchez's suggestion that the broker may have been going on the assumption that the price was USD 120/tonne. He has a point.

Yep the price went straight back to that - either they deliberately stiffed the buyer or are simply choosing to muck about with the buying price to try and confuse.