Member Info for Alfacomp

If it turns out that anything is revealed tomorrow then I fully expect that the stock will be suspended pending investigation of insider trading

what exactly are you people buying ?

set to burst

antelope - I have to agree - the thousands of tiny trades on this stock look exceptionally strange to me.

DBB - for about 30 minutes I wondered if Enerox might be interested in RTO-ing into PNPL - then I thought about it and realised that Enerox main market listed whilst BMN were still on AIM would not be acceptable to very many shareholders here, so I no longer think it a serious possibility. I think PNPL have managed to jump on the back of lots of positive response to the IES flotation but that absolutely does not mean that Enerox needs to buy them out.

Personally I think that Enerox will float in germany instead to try and diversify the shareholder bases the BMN stable couples into - there is absolutely no point in cannibalising your own shareholder base.

oohhh and it seems that Lockheed Martin wont have a flow battery product for at least 2 years. All vapourware right now. Capa and NVHltd will have to try a different tack.

big win for flow cells...

Sue Babinec - at some point (in cost vs duration) Lithium cannot compete ... its the separation of power and energy plus equally important the lack of degradation ... and ultimately it is the lifetime cost that is the big win

Sue Babinec - (talking about energy storage) - this is more than once in a lifetime, this is once in a hundred years ... related to the fact that the energy market is transitioning.

Sue Babinec - the estimate for the stationary energy storage market by 2030 is 160 GWh and 420 GWh by 2040

Anthony - so is it a Megawatt or a Megawatt Hour problem

Sue Babinec - its not a megawatt or a gigawatt problem - it is a Terrawatt problem

willdo - I guess once they have finished that minigrid project they will show you some pictures of it.

St0wski - I guess that if they did and were happy to sit tight when the SP was 8p then they will be even more happy at 20p

Libero - they do not care about the market - they only care about the huge loss that they will make if they have to spend more than 20p (or whatever value it is) to buy shares to fill their X million short. If, entirely hypothetically, X was 10 they would have to spend £100,000 more for every 1p more they have to spend to close their short. They do of course have the temerity to call this 'making a market'.

GLR - having analysed the trades in meticulous detail over the last couple of weeks I do not think there is a large seller here.

What I think is that there is a market maker who sold short into the rise from 16p to 24p and they are extending that short with large 'Sells' in order to try and keep the price tethered near 21p so they have a hope in hell of closing their short position with sells from those who are bored or otherwise distracted by opportunities elsewhere.

For example yesterday it was clear that there was an real PI excess of at least 2 million more Buys than Sells - miraculously just the right number of 'Sells' appeared late in the day to perfectly offset this. I do not believe it.

Exactly right Pdub

60 Tonnes of Concentrate per month, 40 tonnes of contained tin, worth about £10M a year

Phase 2 coming next - 6-fold increase in production rate = £60M revenue per year

Then start adding co-products such as the Tantalite and Lithium and revenue could be over £100M a year

Is ATM still really only worth £25M as a company ?

Pat48 - It depends upon whether growth has been achieved doesn't it ? I don't think you are in any position to lecture the board.

up over 30% TODAY on the news of those price increases

James I think that must be a mistake that will be reversed out at some point