Member Info for Bella6532

OK going way off piste here in view of some thinking/talking T/O.
We have a link to an independent Consortium of investors. We have no idea who they are but just know they are looking to invest in V Battery OEMs.
Australian Vanadium is looking cheaper by the day..???

BTW...Investing is showing todays total trades as at 16:04 = 21.88m whereas LSE is only showing 19.8m so LSE seem to be missing around 3m trades.

A few numbers for you...
DAILY TRADE TOTALS only 5m+
02 Jan 6.74m
19 Feb 6.81m
28 Feb 10.79m
06 Mar 6.13m
09 Mar 18.96m
10 Mar 17.07m
11 Mar 21.55m (up to 13:30)
In a balanced daily market roughly half of the above would be buys and half would be sells.

Based on shares in issue
1% = 11.5m 3% = 34.5m
A new buyer would need to inform when 3% crossed and 1% thereafter.
An existing shareholder would have to inform as each 1% crossed if reducing up to the 3% mark.
So do we have a Large (Tame) Seller? or do we have a Large Buyer? or do we have both?
Or is it just pi's buying at the lows and selling out or selling then buying in lower?
Or is this the end of the overhang Alfacomp...if so, then who's buying all of a sudden?
It beats me, but all I know is BMN as a company is getting closer and closer to issuing some news...Q2 isn't far off and I think much of what we are waiting for should be coming out then if not by the end of March...Sorry RichKen, I don't have your list to hand but perhaps you could post up what are the likely End March through Q2 news items we are expecting...

BBN - thanks for the financial summaries too...one thing to perhaps also bear in mind is our new Consortium of Investors...with the sudden drop in values around the World, wouldn't it be a good opportunity for them to seriously look at another VIP right now with valuation low and cashflow perhaps being one of the biggest problem for many OEM's over the next few weeks/months.

Above 10m

Biganuf... Most companies globally have seen a decline in their SP/value this week basically due to th drop in oil price which the markets did not see coming and therfore did not get chance to factor in and this came right when CV is front page on every newspaper and lead story on every TV station globally. This is not about BMN being got at/undermined/takeover target... Its about millions of investors globally... In our case PIs.. Being spooked into selling.
Nothing has changed as far as BMN is concerned in fact it has they have established a very special licencing agreement with RedT. Yes we have a lower valuation today than we did last Friday but so has everyone else.. Its called a market correction.
Now is something going o. In the background.. Yes... There is always something going on in the background. What is it? Nobody except those involved have a clue... Is is good or is it bad.. Again we don't know... Is it a buyer or a seller.. Well its both because you need both to transact a trade. There is a huge amount going on in the BMN camp right now... We have a bunch of VIP investors.. Is it to do with them? We have lease deals being worked/negotiated with external entries.. Is it to do with them?... We have a possible seller/overhang.. Is it that?
What I do know is the potential is amazing but it ain't going to happen overnight... but it will happen. 10 RNSs could do nothing for our SP whereas 1 could send us skyward...shorters beware...

I suspect they are linked to the 2.2m late trade put through around 12:50 as a sell but it was from yesterday so suspect that was the buy and these at close are the sells.

Looks like the buyer and seller are being given a better deal today than they were given yesterday... Haha...

NCYT will be selling the majority of their stock/production via their Distribution network. They will in some cases have direct sales/house accounts too. These will include OEMs and very large pharma where volumes are high and prices low.
Most manufacturers don't know the full Distributor account details and if they do they preserve confidentiality.
I suspect production is geared to order placement as they indicated in their RNS and there will be delays at peak ordering times or should their supply chain have a hiccup or two. This is normal.
I suspect they are happily pushing product out through the door to locations far and wide and their second production facility will be used if needed.
Any significant price sensitive information must be relayed to the markets immediately so as we haven't had an RNS then there obviously isn't any major earth shattering news out there just yet but that's not to say there won't be...just have to wait and see.

Around 7m trades today...still connected to the 4m but yesterday?

Morning BBN.. Thanks for that and I for one totally agree...
It should also be remembered that yesterday's market correction was as a result of 3 factors... CV worries, the oil price drop and the fact the market has been banging on about a correction being due...so it all became somewhat self-fulfilling... Just what many of them wanted I would say.
Now with regard to oil...the markets didn't see that coming so what to do...perhaps they will now start to look at how much they are going to hold as they buy back in. This could be a point in time when those analysts start looking outside the box and at companies like BMN...
Once Avalon/Redt complete their merger and the Enerox deal is done I'm hoping we will get lots more free press on the back of these companies issuing their own news items/PRs. I've noticed that many articles covering PV installations etc often don't even mention whose battery is being installed just that there will be battery storage...the sooner we can get our name out there in connection with these battery installations and rental agreements the more the market will realise we are a multiple trick pony with numerous income streams...

Remember Primerdesign have a US address albeit virtual and that will count.. But more importantly they offer a OEM service which US companies can take advantage of and use their own brand and because this is offered on a confidential basis we will not be given names but we will see it in sales numbers. From years of experience as owner of large agent/distributor business in the US you would be surprised who buys from who and how much outsourcing and rebranding takes place by the biggest names working with some of the smallest of niche companies.

Asian markets all up this morning...

Markets in Asia are pretty much all up this morning.

OK so it's from 2012 but I wonder if they feel it's still feasible or not.
http://www.redtenergy.com/electric-vehicle-applications-flow-batteries/

Alfacomp.. I keep reporting the problem to LSE and Craig kindly keeps confirming the tech dept are working on it.... ??

Faramog... 'We expect this market to start to grow quite quickly from here'
I spoke to Meyer a couple of days after he returned from the show in SA and he still had a spring in his step re BMN I hadn't seen/heard before.. Remember his interview too...

His note today really sounds like a pukka sales pitch... And after my nagging he finally added heat stability into he pitch...no need for heating and cooling in extreme weather.
If I was looking for a hint of something else to come then I'd be looking towards Australia.
California covered... UK/EU covered... Africa covered... My best is news on a VIP in Australia next.
Sly little wink here...who's in the club?

Oops! should read: deployed/worked on

Apologies if already posted...but just to be be clear, there have been two brilliant RNS's this morning.
One from BMN re Electrolyte Leasing Agreement and Electrolyte Production (in the UK) with RedT and it also confirms there will be a third party Leasing company.
and
One from RedT regarding their Oxford Energy Storage Project getting the go ahead.

9th March 2020
redT energy plc
Energy Superhub Oxford Project Update
Manufacture of 5MWh of flow batteries to commence, Vanadium partnership with Bushveld

‘redT energy plc (AIM:RED), the energy storage solutions company, is pleased to announce that the Company has received a provisional notice to proceed from Pivot Power, an EDF Renewables company, in respect of the Energy Superhub Oxford Project. With notice granted, manufacturing of 5MWh of Vanadium Redox Flow Batteries (VRFBs) for the project can now commence…’

‘redT is further pleased to announce that the Company has concluded an agreement with AIM-listed integrated vanadium producer Bushveld Minerals ("Bushveld") to create a vanadium financing partnership (the "Partnership"), which the Company intends to utilise to provide the vanadium electrolyte for the ESO project.’

https://www.lse.co.uk/rns/RED/energy-superhub-oxford-project-update-rp9r75pty45eyjd.html

GAME ON GUYS…..I read this as the Avalon/RedT deal will be going through with BMN/BE as an investor in both the new company but that BMN/BE/Avalon have agreed to allow the Lease Deal they developed to be extended/used by the new company so this project and others can be secured/unlocked. Today’s RNS’s from BMN and RED IMO are very exciting.
BTW as far as Energy Storage projects are concerned, there is no reason why these won’t continue to be delpolyed/worked on regardless of the current hyped, Govt mishandling and social media scaremongering of the CV issue. Jeez get a life everyone. CV will be old news soon as memories are short lived…just ride it out…for the MAJORITY of the WORLD it is business as usual….

If there were no tests there would be no confirmed cases...as each case is confirmed this then leads to a whole bunch of tests needed to be carried out on those who may have come into contact with the person confirmed as having CV...these tests will pick up new cases if CV has been passed on and those cases will then lead to more testing etc etc etc....more kits needed each time.
NCYT/PrimerDesign have a large network of Distributors who will all be actively promoting the CV Test Kits they represent to their customer base and many will take orders in advance of local authority authorisation if required above what has already been granted and these order will be firmed up once the authorisation comes through. Many of these customers will be extremely loyal to both their Distributors and NCYT/PrimerDesign and many of these Distributors will have direct contact with Government Agencies and in some cases will also have them as customers.

The process of getting national approvals through agencies such as the FDA is a) not that easy and b) not that cheap and local Agents/Distributors are usually needed to cut through the red tape/language barriers etc. Companies without a strong Agent/Distributor network and supply chain just won't be able to cut the mustard.

Any companies with strong connections to big Pharma who are able to produce kits on an OEM Own Brand basis should also be very well placed.

Let's see what this week brings...

https://www.investorschronicle.co.uk/shares/2018/11/09/the-truth-about-market-makers/

From 28 Feb RNS update.
'Novacyt is currently involved in active discussions with representatives from a number of countries which have an acute need for tests as part of their national screening programmes.'Now which countries have an acute need as part of their NATIONAL screening programme. Italy, China, USA come to mind...and how many govts would put pressure on their approval departments to get their hands 100% accurate test kits which can be used with several different makes of lab analysis equipment and wh already have a track record in this type of testing. ..mmmm bit of a no brainer IMO.