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Daitom - excellent article - it does everything except mention bmn by name - no problem I guess they need to be seen as not making a direct recommendation. Still it does show the kind of environment that the company may be benefiting from going forward

pb940 - nope I think it is great and an example that boards like these can throw up occasional gems of philosophical insight as well as the alas more common examples of misleading tripe.

And another pair on the 500K at 9:32:16 - this is very similar to the behaviour observed during the Erongo selldown so I think we are now in the middle of "Wogen 1"

Fantastic pb940 and Roscon - can I post this on TBP ?

fatbanker - there also something strange yesterday at the end of the day - 2x200K at 19.6 and then another 200K at 20.25p just after hours. That 20.25p price looks like someone desperate for shares getting held over a barrel.

1210 how on earth did you find that ? This looks large but actually is just a small triangular infill between the 1) existing black spoil/tailing heap, 2) the existing dam structure, and the 3) perimeter road so I wonder if it is an extension of 1 rather than 2. https://www.google.co.uk/maps/place/Bushveld+Vametco+Alloys+(Pty)+Ltd+Nitrovan/@-25.5854094,27.882869,1529m/data=!3m1!1e3!4m5!3m4!1s0x1ebe325510b6ef4d:0xb87f5cfd1495ea40!8m2!3d-25.584403!4d27.875906

Pdub - I have to agree. I mentioned in the board when the Wogen warrants announcement was made that it seemed that the large trades in the previous few days could account for roughly 2.5M shares being forward sold into the market. Why would they do this like this - why to provide the c 500K cashflow for wogen to exercise the warrants on 7.5M shares. Having exercised the warrants it is entirely conceivable that they may now wish to sell the remaining c. 5M share, as now paid for, of course they represent a tempting 100% profit. I think that they are doing this now and we are more than half way chewing through the 5M overhang that might have been present a week ago.

just managed to pick up 100K at less than 19p a share - brilliant !

nvhltd - please can you let us all know where such a claim was made by the company CEO.

somtam- see what price the SP opens at and then set a limit bid of that price +0.1p with your broker or platform if you can do that. Sometimes they actually do get you a better deal than you expect, especially for volume.

Cindercone - you are right to observe that there have been numerous 200K sized share trades today, whether these are part of the trading pattern you describe or not it is hard to say without any other evidence. A more general observation that it is interesting to take note of is that of the twelve 50K multiple share trades today ten were clearly sells (only counting one from the 8:55:30 nonsense). Make of this what you will.

Sanchez - indeed - but allowing this behaviour to go unregulated and unchecked will ultimately destroy investors faith in the whole market and then there is going to be nobody who puts any money into small growing businesses. The process can only work like this whilst sellers are happy to give their shares away cheaply. Remember that the SP is not a measure of what the average investors thinks, or even the lowest quartile, but perhaps only the very weakest 0.5% (5M shares in 1B). Thus 99.5% of shareholders, who by and large will be invested on the basis of company fundamentals, are suffering due to the behaviour of the weakest 0.5% who may be swayed by the occasional nonsense-monger or the ebbs and flows of whatever TA signal they think is the flavour of the month. This situation changes during a rerate when the fundamentals change in an incontrovertible way and the weak and irrational 0.5% are swamped by purchasing power from new investors. The other way to remove the 0.5% from dominating the trading pool is for long holders to actively trade there shares following each rerate - unless they have other cash resources they can call upon this inevitably requires them to sell into SP strength so that they are able to mop up weakly held shares during the MM manufactured dips like today.

Would anyone find a trading analysis for today interesting ? There's a very interesting period where the SP was stuck at 20p between 10 and 11am - would anyone who has any information about those trades care to post it here.

100 pounds worth at present. Those selling now are being taken for a ride.

I would never do anything leveraged - once you go beyond a leverage factor of 1 (I own precisely the amount at risk) then it becomes a emotional challenge to be able to stop at 1.5, or 2 or why not 10 ? - the upside always appears tempting whilst the downside may not be reciprocally considered. This is where investing turns into gambling.

Is it just me or can others not see the list of market makers in L2 today. I wonder if it is Cantor playing these games again.

more than 1000 pounds worth at the moment

BBN - indeed the Gibelini reserves only contain c. 90 kTonnes of Vanadium whilst Vametco is 10 times this at 862 thousand tonnes. Mokopane is of course even bigger at over 2 million tonnes contained Vanadium (more than 20 times the size of Gibelini) and the grades are much much better also (average for Mokopane 0.68% vs only 0.26% for Gibelini).

Indeed Sanchez- that's basically an admission of complete failure to talk down the share price. He might as well have run up a white flag.

Sorry Capablanca you are wrong again - VRFB adoption will happen because VRFB don't go on fire. The question of who makes those VRFBs will depend on 1) whether you own your own Vanadium mine - we do ! and 2) if a leasing model that completely removes the cost of the Vanadium from the VRFB capex can be introduced. And who do you think is best placed to make this a reality ? Answers on a postcard please.