Member Info for Alfacomp

As requested - it has been a bit of a magnum opus today and I am fully aware that I have not yet completed everything for the previous day yet - that analysis has been done just the commentary not completed.

Here is the final update for today's trading which has beaten all previous records.

https://www.thebushveldperspective.com/trading-analysis-26th-sept-2018

The significant volume of delayed trades is rather remarkable, and little bit of an annoyance.

Jamiejojo - the other's can include private individuals - eg like AIm_Chaos. None of us lives forever, except through our good works.

I guess some of you guys might like me to go through all 425 trades today and work out what happened ...

Jamiejojo - it was yellow dragon and many unnamed others. One of which may have forgotten they had them, or died.

updated

https://www.thebushveldperspective.com/blog/public-blog-1/post/warrants-outstanding-224

Sorry MTB I turned off after the second sentence:- Vanadium supply is somewhat opaque with roughly half of it coming out of China.

Nothing is coming out of China, they are importing now.

The author of that article claims that "revised Chinese rebar standards could lead to increased demand" - only 'could' - had he bothered to read the new rebar standards, as drafted by Vanitec, then he would know that it explicitly requires Vanadium.

Furthermore one of the people who helped draft those new regulations, Terry Perles, has actually bothered to calculated precisely how much Vanadium will be used by the new rebar standards and he comes up with a figure of between 16,500 and 24,300 more tonnes V per year required. ( https://www.thebushveldperspective.com/blog/public-blog-1/post/vanitec-4th-energy-storage-meeting-part-1-274 )

So a rather poorly researched attempt at a hatchet job on Largo there.

another one for the troll list

Nick - what dept figure do you have for Largo now ?

Google sheets has a limit on the total number of cells you can have in a single spreadsheet and that eats into it

The key is the same as in the first graph - it just means that I don't have to duplicate a spreadsheet of c. 10,000 cells just to get the key correctly labelled.

SMT1 - the SP Angel vanadium assumption is show in the chart on the second tab of the analysts tracker here:-

https://www.thebushveldperspective.com/blog/public-blog-1/post/analyst-watch-232

As each day goes by the disconnect between reality and what SP Angel are putting out becomes greater and greater.

I have gone from giving Meyer the benefit of the doubt and keeping quiet to keep Pdub happy to concluding instead that there is something decidedly fishy going on here. I shall be making my opinion known to the BoD of BMN at the earliest opportunity.

as so few of you were interested I took my time today.

No seriously there were an awful lot of trades - the most ever this early in the day. Here's today so far.

https://www.thebushveldperspective.com/trading-analysis-26th-sept-2018

I am working on yesterday still - who know maybe there are some more delayed trades to come ... (deffo)

https://www.thebushveldperspective.com/trading-analysis-25th-sept-2018

I guess nobody is interested in this today, right ?

Daisydog - that is an excellent idea but one which should be properly thought through in association with FM - thus I would suggest this for the next cup we challenge ourselves to, possibly at 60p in 2019

Naturally we all know of UK charities that could benefit from this process here in the UK but we may need more assistance from our South African colleagues to explore the possibilities in SA. However that would be a brilliant way to encourage dialogue between the UK and the SA investors who will no doubt join us once we list on the JSE

I think Christopher Ecclestone has huffed off. Apparently we didn't know enough about what we were talking about.

Analyst Tracking page updated

https://www.thebushveldperspective.com/blog/public-blog-1/post/analyst-watch-232

To be honest it is the press office for AIM that should be looking to make a good story out of this - anyone know anyone useful at the London Stock Exchange ?

Ipad - actually it is 11M but what is 1 million between friends when we made more than that in August alone

nope still can't buy - is it just me this morning ?

Can anyone else buy anything at the moment ?