Member Info for Alfacomp

I had another 10 grand when I saw that fatbanker was back

is back I see

Cindercone, the SP was at 18p at the start of July, so 6 weeks ago, so yes you are pretty much correct the only real difference is that Vanadium prices have been over 80p for another 6 weeks since then.

Apart from that there does appear to have been little fundamental that has changed.

Still I am not going to keep going on about it, John Meyer has been consistently positive in interviews on the subject of BMN, and we have been consistently saying that he can be even more positive in future. We can all be consistently positive about the incredible future that BMN is going to have and I see no reason for any negativity.

I can appreciate why Meyer would like to be conservative as he can always state that there is some profit on the table for new investors. I for one can accept this as a boundary condition, but lets not stop saying that we can do better.

maillotjaune - you have not read the instructions properly - you should be trying to get the share price to go higher if you want to short the stock. So talk it up a bit, there's a good boy, then once the price has risen and you have got a chance of getting a good price for the stock you wish to sell, then you should try coming up with this sort of nonsense. Really this is shorting for dummies 101.

Madasahat - fair points and I agree with your assessment of the quality of this board. That was the key reason that it made sense to me to set up TBP in the first place.

As far as herds go I believe that we have had intermittent visits from the momentum traders, but as for the great british public, perhaps not yet. I recall that there was something of Vanadium or BMN mentioned in the Daily Mail last year but I made the mistake of commenting factually on their website which earned me a lifetime ban from the Daily Nazi, a badge I wear with great pride.

Everything since 12:05 at 28.3p down to 28.16p is a buy.

Madasahat - I guess we could assume that a new investor might arrive without doing much significant research but enough to have found the SP Angel target prices. It is certainly true that there are ill-informed agents operating in parts of the market - I believe that there are numerous examples of shares that have received sudden buying boosts because their ticker was mistaken for something else. What can we do about those people - nowt I would hazard.

The fundamentals here are so strong and the investor base so well informed that I suspect that even if there were some in the buying audience like this they would have minimal impact.

kevkan - I think you are right. I also think ARC are long overdue for some sort of update - they are getting left behind.

As far as Hallgarten are concerned I think we left them behind a long time ago. If they don't update their target within a month then I think we can assume they have fallen off the back of the bus and I will remove them from the graphs.

https://www.thebushveldperspective.com/analyst-watch

has been updated to show all current analyst targets (apart from SPA's scenarios 1 and 3 from today) alongside BMN share price and the FeV/V2O5 prices and analysts assumptions.

They have 3 targets now

Scenario 1) 34.5p
Scenario 2) 33.6p
Scenario 3) 51p

I shall only be showing the one that they have publicly nailed their colours to (scenario 2) on the TBP analyst tracker

jogj99 you don't think I just went to switzerland for the cuckoo clocks did you ?

kevkan - I think it is just a small facet of their communication strategy - optimised for Twitter by marketing people who seem to know better about what to do than me with my mainly scientific and engineering background.

They do seem to do their analytics properly though which is the main thing I learnt when optimising my own adwords strategies - if you are scientific about it and measure your results then you can definitely increase your marketing effectiveness over time.

I think on other platforms (Linkedin) they are doing deeper dive things, and ... you may not be surprised to learn ... there may be something else coming from quarters closer.

knuttie they wish to obscure that trend because they don't want potential sellers holding on for a better Sell price, they want to try and fool them into parting with their shares now.

Well it seems Buys are outweighing Sells quite easily and the SP is heading in a sensible direction. Still a long way to go before we start getting any kind of fair value.

Toronto markets open in 3 and a half hours - it will be interesting to see if Largo repeats the 9.5% it rose on Friday. Seems that the big money is now waking up to Vanadium.

or does the 14 minute period between 8:46 and 9:00 look unseemly quiet ?

Yep but don't follow the ask for the underlying trend because they keep spiking buyers on it. Look instead at the Bid, which is ticking up nicely now.

faramog - the PE of 25 is only the same that every other member of the AIM120 averages out at. Actually if you take the better measure of enterprise value it is higher than this, but lets be conservative at this stage. It was all covered in Calder Capital's TBP article yesterday.

A reminder of the articles posted yesterday evening:-

https://www.thebushveldperspective.com/bushveld-minerals-vs-aim120-financial-analysis - 154 views already
https://www.thebushveldperspective.com/the-race-for-aim100-update-12-aug-2018 - 67 views

Fine summary Richken - have you ever thought about contributing a piece to the Bushveld Perspective?

meanreverter - of course there is almost twice as much antimony produced per year as Vanadium which is one of the reasons why the price is currently so much lower than Vanadium. The reason that Vanadium is at such a high price at present is a long studied thing on this board but it basically comes down to the fact that up until this point production of Vanadium has been dominated by the by-production from steel manufacturing, and this of course has been in balanced by the demand which predominantly comes from the same sector.

Thus up until this point in time the price of Vanadium has not reflected genuine market economics. As more production comes from primary sources the market will become more response to conventional supply and demand pressures but that will take many years and until that point is reached we can thank our lucky stars that we have been producing Vanadium during the longest and biggest price peak in history.