Member Info for bassguy

However you look at it, it ain't pretty and there is no clarity so back to BG criticism no 1. But hopefully we can get past this period and enjoy what is coming with VRFB and some major growth once this bout of fun and games are over.
Going to enjoy the sun now, interesting chat all, thanks
BG

I agree Alfacomp, it is in Dufercos interest to hold BMN stock especially is there will be pressure in V supplies moving forward. Other market participants may expect the shares to hit the market, in which case they are scuppered and one almighty squeeze will be on... but I just cannot really believe anyone would be so dumb to be frank?. So either someone is willing to give mms near 10% of the shares in issue (if not Duferco then who) or we are all barking up the wrong tree and this is a really clever smoke and mirror job giving the impression of massive selling...bashing the price down just before someone potentially gets shares as payment for Vanchem

Clive
from yesterdays posting by taufour it looks like around 40 million has been dumped since June 4th in either 250-500 or 1m lots, this does not include the myriad 50k and 100ks we have seen as well which would not suppose me to be of similar amount. Sold into any rise consistently, or just after, anyone selling genuinely has ensured they get the worst price as if they held even a little bit to allow sentiment to return they would get better pricing for the sale.
If it is Dufercos shares being pre sold then it stinks (and does not meet the terms of the deal), but at least they will be out of the way. If it is someone else it will be interesting to see, I would not be surprised if we never actually see anything to highlight the situation and there has been some sort of transfer going on in public but it has been used to push prices down to allow accumulation... if it is a naked short someone must surely be screwed as everything is pointing to a big upward reversal, hell even traders are starting to talk BMN up now, unless again they expect to be able to get the shares back from someone and only one source may potentially have these in quick order but that deal is subject to a 6 month orderly disposal requirement I recall... who knows. What ever I am convinced the board know and cannot say, which I don't like but have to accept I suppose. I am holding my shares, have accumulated 3 times my original stake and may do more yet but I feel for any who have had to sell for what ever reason during this period enforced price reduction, Largo proves it is not normal.

GLA

I imagine anything is possible Alfa, why not the broker or the company itself however? Which is the crux of my single criticism here (comms) which I am attempting to argue/explore in a constructive rational way. Which ever way I come at it I don't understand the situation or the boards response

Highveld, no one sensible is criticising the business decisions, company progression, growth and further potential, job creation is wonderful. The criticism is that this is not being reflected in company value. If indeed there are actors working against the company value why are the board not at the very least recognising it, it just feels odd, almost dismissive of shareholder interests. Maybe that is the issue, London markets are a long way away and were maybe a means to an end? Whatever it is the company refuses to really comment or engage, we are on AIM, which is dirty, trust needs to be maintained and the board are hunkered down almost as if hoping this will pass soon but its been 18 months so far, but it does now seem things are changing, hopefully. Personally I think the sp is a blind spot for them, or they know and can do nothing which I would find mildly disturbing but perhaps to be expected if corruption is a rife as portrayed in SA

Alfa, Yes if indeed this is the case, as you have said naked short for some time, why oh why are the board so silent on it instead of protecting their investors? Many things they could do but simply calling it out would help as that would affect sentiment, and or director buying, or even if they wanted they could buy shares short term to be released on the JSE listing and make a few quid for the coffers in the process?
Bushveld is going to be a big company, investor relations will become a much bigger factor in time...institutional investors will want the sp safeguarded for their own investors, yet these are the ones we cannot secure for some reason...????!
If its just a big seller getting out I can understand them being silent however, but if it is fraud it NEEDS a response from the business!

Thanks, really interesting

Just popped up timed to stifle the rise this am

Interesting week...

Daddybb, general trashing to be honest, I actually think there has been more sophisticated bashing here fir a long time, which is why I am so frustrated by the communication from the company. The gaps and uncertainties have allowed manipulators and "balance" artistes do do their work and push the price down in my opinion. But my opinion is well known here now and I know others disagree so I will shut up as I don't want to create negativity, I see no fault with the business development.

Rather like my GGP shares would have just done...Had I not sold them and bought BMN :)
Ah well still have high hopes here and then some. I remember the bashing GGP got before it rocketed, not dissimilar to what we have endured over the last 18 month.
Gla

Don't worry we have 100's of enquirys

Yet highly hinted at in an email to a Pi??

Is that not worthy of an RNS! After all it they have been signposting it for literally years now? Enerox and Invinity were signalled to the market before completion so why not tell the world we are here, nothing to lose as everyone knows the intent and I dont see any commercial security issues highlighting intend plus its just been said in an email.....so cannot be a big secret IT IS MASSIVE NEWS!!!! and also transformational for the company that we are in a position to do so etc etc.

Sounds exciting but again we are scrabbling in the dark. What would be interesting is if by using a consortium to bid... we win all three phases due ti the combined capacity of the consortium!

Suspect and hope we will see a big correction very quickly

Starting to think we may see a real biggie pinned just like that, without amy effect and then sp will start to rise gradually just like in 2018.
Summits' up...

I guess will be all round numbers at 12.9999999 :)

Yesterday was a great day in the board for GND and Pdub, again well done!
Also interesting that we saw so many big buys (while the board was occupied...conspiracy hat on).
Ante seems to have been upped and it feels something may finally be clearing, we will see.

Or manganese VV for the increasing use of NMC chemistry.