Member Info for bassguy

Hopefully we will no longer have to endure the Golden Shower (See what I did there) and BMN can rise like a phoenix to something like fair value, admittedly that is hard to determine presently which still think is one of the reasons we are were we are but the future should be good. But we are only really at Plant Asset value presently with nothing for any other investment or future growth with naught for BE.

"Let's make BMN great again"

Or rather the SP anyway :)

How can someone who is always right be polarizing?

:)

looks like we are only allowed 5% movement today.

Trump probably better for the UK, short term
Biden better for renewables

https://twitter.com/bushveldmin_ltd/status/1323894542513438720?s=21

Daves been looking like a Cheshire cat for a while, maybe a few choice releases over the next few weeks I think.

No worries getbusy, its always nice to hear great news. Congrats I hope it all works out
Bg

There was the 444444 early on?

Are you really surprised, what is the sales value of that phosphate??? Its tiny, will grow in time yes but several years before anything significant as I understand. Togo is the value driver here and the share base has been near doubled for the phosphate, I think it has done very well to hold this level to be honest.

Pickler, very interesting idea, is Vanchem worth $118m with no access to ore? My understanding is it needs a supply and as such BMN can profit from acquiring it due to our V assets. You may well be right and a deal to suit both parties has been cooked, this indicates they will hold so is good news. The timing with GS is still astounding however, ah well.
Gla

One one hand MMs may dump it mercilessly as with everything else probably. On the other we are so undervalued, more so than March we may see people flood in as we are so close to GS being out now and are not UK based to be affected by lockdown. Mind you I thought we were undervalued in March so did not sell when it started falling thinking it could not go any lower, how wrong I was.
Should be the last great buying opportunity whatever happens, good luck all and keep an eye out for amyone struggling in lockdown

That makes sense Mogwhy, and sort of answers my query re lack of comment on the situation from the company. Whilst not happy they are running with it perhaps. If no rns news to appease Duferco as Sanchez suggests ( who are getting a better deal than they expected anyway...) then I hope they hold or buy more.

https://go.nature.com/34DX2Kb
V potential in hydrogen release from water.

Why harsh, I am actually thinking it is strategic and maybe a kind of backdoor placing to get an interested II on board who will hopefully hold. Maybe Bushveld said "we want you on board", Duferco said "yeah ok but we are not paying market price", then Bushveld said "OK we will do a deal, reduce the Vanchem price and we will pay a big chunk in shares, which you well know will be worth a packet more in 3 years". Duferco say "OK" then internally " hey Doris get Golden Summit on the line I wanna have lunch..." or... Bushveld know GS are about to offload and make the suggestion to pay more in stock over cash to protect the balance sheet a little more and gave Duferco the nod so they accepted a discount.
Either way it is massively convenient for Duferco, there is no comment from the board despite shareholders disquiet but I find it amazing a deal could not be cooked between BMN, Duferco and GS where all would have won instead of just Duferco.
If Duferco are sticky then fine but Jehaisus it has been a torture for current stockholders, that seems on the face of it unnecessary.

Or just a great big coincidence... wont matter once we get some BE business in however
All imo of course. Ill buy more next week again...

I keep thinking about the renegotiated price for Vanchem

750k from midday ish

Did you ever get a response to your last email?

The boards silence on this and inactivity suggests they are happy with proceedings. I have felt for some time that deals within deals are going on, there is just no other explanation other than they truly dont give a ****e about UK Pis. A timely buyback to help the sp to protect Investors, even a hint would help ....
Alas it is what it is
First time I have seen you actually comment Sloppy G?

guess we will see a delayed pop up at some point, do the MMs have the same printing machines that the central banks do, albeit on a smaller scale?

Hey that's not in the plan.. could everyone please refrain from buying any large amounts until the target has been hit, people have put a lot pf work into this only to have the buy back in plan ruined by some selfish private investors buying at the wrong time...

Good, the world will need more vanadium, just let us get there first ...