Member Info for bassguy

And 20 comments in an hour...
Shows where sentiment is... hopefully this will change a bit now we are shown very as profitable.
yet they are still downplaying everything it seems?????????

Unless there is more to come they are still very schtum. The E plant still seems some way off and I want to know what they delay was, judging by Delay on the news re the test battery we will find out next year I suppose. Pleased they are debt financing and have this approved, one less potential drag if someone was expecting another way of financing.

Great numbers considering, not sure why the long wait for the report as not much in there new (suprise suprise).
We can hope for another release on BE at some point

Thread change...

Boring...

Boring....

Boring..... and transparent

That is all I have argued Pal, we suffer self inflicted wounds sp wise...

13p has been a floor for a while now, suddenly bashed through. PM RNS logged maybe??, last grab for some shares maybe, hopefully, nice big FU to the market curve ball please FM...

Really hoping we get some juice info on increased capacity, numbers may down due to lockdown but the trend will hopefully be there to be seen.
Also hoping we get a bit of info one or or two other projects...
Exciting
!

Of course if they wanted to split technologies they could go for VRFB and Lithium, maybe Invinity quote for one package and Enerox the other, or a joint joint venture with BE as the hub.
Need to see how BE is going to be presented to the world and how the various acquisitions actually fit in with BE and who actually runs the show when tendering. No doubt this will become clear and will help our current woes..

Had them before...

Kind of why I want to see expectations managed because the way this market works if BMN do not get part of phase one, then even though nothing is priced in for BE and we are way under fair value for just steel, the sp will be massacred just because they can.

Southern, that is just this weeks topic for deramping for him. He keeps changing like the wind and if you debunk anything he just moves into the next topic.
Somewhat rooted in the past I think and clearly has an agenda against BMN no matter what they succeed with. Maybe he was an original owner sold shares for $800 or something :)

Im hoping for some expectation management prior to the tender decisions, I do not expect us to get all of Eskom, or even half but when other suppliers are awarded, particularly if they get the first phase without Bushveld involvement, then without management we will be punished, because the market can... so hoping for a bit if careful expectation management soon.

You need minerals to invest here haha...

I agree Faramog, the market sees much less than we do for what ever reason. IIs are not involved either and we can either blame them for not being far sighted enough (why should they, plenty of other fish in the sea to invest in...) or BMN for not painting the picture for all to see. There must be a reason for the quiet presentation but the board cannot be unhappy with little II inyerest if they do not do what's needed to attract attention.
The upshot is that they must be happy with the current sp as they are ultimately not addressing it for what ever reason yet.

See DBB...:)
*no one

Anyone reading my posts DBB will well know that I CANNOT type on my phone.... predictive or not :)

Ultimately I have no worries BUT it is just galling that all progress made is not recognised and I do lay a lot of that at the Boards feet due to how the story is told and the gaps...it is my only complaint however as the business development is stellar, but there has to be a benefit from that...otherwise what is the point in investing (which many looking to invest may say right now, hence they are holding off) yes people will say be patient but for how long...1.2 5 10 years? Even two years ago no one would have expected current pricing after all the news thus the sp cannot just be left to itself and investors are not out if order questioning this as, some would say. If any business says you will only make money holding our stock for ten years, possibly, no know would invest on this market. Comms need improving, play the game, work the SP to keep it where it should be.
BG

This Conpass is the root of my criticism, the board are not making enough noise about the business publicly ao people are NOT buying in numbers to obwrwhelm any manipulation.
One we "we see no reason" RNS and the price wiuld recover I am certain but no we will get one massive q2 with loads if info telling a small part if a very complex story and many will just bypass it. I think they truely do not understand what is needed on AIM, the SP needs to be worked by them as well as every other market participant and will not just sort itself out.

Cobalt may have the odd supply/price issue.