Member Info for Alfacomp

Henry the Hoover is cleaning up

Leon Cooperman is considered by many to be a bit of a genius investor. What does that make us considering BMN is even more undervalued considering that Largo is now valued at 1.1B GBP

Who would like TBP to produce a comparative assessment of BMN vs Largo ?

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

If you are a 20M company then you can crow about getting 500K you don't have to pay back. Once you go over 200M that starts to look a little bit desperate.

What they don't tell is more revealing than what they do tell you. If that means that we have to wait a little longer until everyone and their uncle wants to buy BMN shares I don't mind as it gives me more chance to buy more shares whilst they are cheap.

Those who are struggling to understand how the 'market' can be so irrational should remind themselves of this:- https://www.thebushveldperspective.com/blog/public-blog-1/post/the-end-of-erongo-260

You keep talking about sentiment McMuff can you let me know where this is defined ?

5 grand more for me this afternoon

dimmented and faramog, once the profitability of BMN is confirmed in black and white and the BE is published so that people can see what a growth business this is we should be on a PE of 25+

ARC - people should not confuse 'ARC Advisory Group' whose US author Rick Rys wrote the article extolling the single virtue of Lithium (it is light enough for cars), with "ARC - Alternative Resource Capital' who are our joint Broker.

They are completely different entities.

Endion - I think we should forget about the recurrent dream of putting flow batteries in cars. I don't believe the energy density will ever be up to it. Larger, slower moving devices, like ships, perhaps, but not cars and definitely never ever aeroplanes.

The quant nanoflowcell car is considered by many to be vapourware, founded as it is by Chief Technology Officer Nunzio La Vecchia who is better known as an italian singer (https://www.youtube.com/watch?v=0pv2Z4Fo_HQ)

Endion, and no doubt BBN later on - it all appears to be coming together doesn't it.

Governments love making out that they are being all innovative an' that but I like the precise fact that VRFB's have been around for 30 years and therefore have all the bugs ironed out.

I agree 100% with every other word they say though, which is a first for me for a government press release.

Got it knuttie - I think that only makes a small difference but thanks anyway.

https://www.thebushveldperspective.com/trading-analysis-29th-aug-2018

Rob - has that been reported yet ? - I see a trade at 23.70 at 8:13 but not 23.74p

Nick, thanks - that does make quite a difference.

Did anyone manage to buy at less than 23.50 in the period between 8:10 and 8:13am ?

.. and even then you have to factor in other things such as Bed&ISA/SIPP combinations, if they are known about, or can be reasonably guessed at.

Jamiejojo - well the simple answer is that LSE cannot tell if it is a buy or a sell if the price is at the Bid-Ask mid-price - these are reported in black not red or blue.

Having said that the LSE attribution of trade types is very simplistic, based only on the mid-price, this is why I have to spend time doing a proper analysis which takes into account lots of other factors to try and establish an effective accumulation-distribution line that separates the Buys by PIs (from MMs) from the Sells by PIs (to MMs).

Chish, yes it always helps make sure I'm on the right track - anyone else have any useful information ?

Well spotted Pdub - who would like some trades analysis ?