Member Info for BenAlder

So funny! Just looked at both your posting history's. Self congratulations or what!

lol. sorry if I am wrong, but come on..! lol!

you just started another round of speculation in terminating that one!

" larger volume inquiries", "supply tightness"

I love the daily vanadium porn figures!

Cheers Loudspeaker.

"Build it and they will come."

Consider yourself as the smart guy that got in first.

ITM is a hot air balloon on its descent to reality.

How do I know? I plan to top up! Money was not available on Friday, so sods law. Production update. Vanadium price update too, will hopefully add more tension to the spring.

I'd say it was a retrace caused by shareholders fear of a retrace. Bet some are back in already.

Seems like a lot of people do their “research” and buy the share, then complain about the company and want to change it! Complaints about the price dropping daily only indicates that the holder is a trader with a short term target or someone who bought the share before they understood the company, and now doubt that decision. Some believe that BE is the tail that should wag the dog. If you are any of the above, I would suggest you either do more research or sell and move on. You do not understand or believe in the story, and will only be stressed out by daily price movements or slow progress.

I can forecast earnings over the next few years with some degree of certainty, based on what I know, but I am dependant on the management to deliver on what they say they will. They have earned my trust so far. I have to wait to see the results, and can only watch out for the unexpected over that timeline. I can put a realistic Mcap/SP to BMN now and in line with the planned growth. I understand where the planned growth is likely to come from, but can discount it, until it is certain, but it adds value. I believe that the growth potential to the share price over the coming years is more certain and greater, than if I constantly chase short term profits elsewhere. Less stress and risk in my eyes, but each to their own. I just can’t find a better story at the moment. BMN could out produce Largo within 10 years if world demand supports it.

I believe that I may have to wait until the goods are delivered by BMN before this market will pay me fairly. In that time Mr Market will move the price all over the place following the bulls and the bears, working off greed and fear. Price rarely matches value, but all PI’s work on the concept that value will out in the end. The market sometimes gives you chances to buy great value at great prices, but never for long. Subtle ramp there. BMN still has a long way to go to fair price, without pricing in any of the future aspirations and possibilities that look like coming. You get those for free at the moment!

In time, patience will be well rewarded by Fortune and his team. Keep your head and keep DYOR! ATB!

Thanks codder.

What is there to clarify regarding share ownership?

Thanks RG33. I saw that and thought I'd try a nice friendly email on Monday, but I agree with you. Stationary address probably only leads to an empty office/post box in the VI's and a telephone that rings out or is not there anymore.

This forage to pick up cheap shares off of certificated share holders reeks of something underhanded, whilst suggesting there just may be some return to shareholders in the future. Which I expect to be better than that being currently offered.

I note the CGH web site has been updated to a single paragraph which states its aims. Only hope Groves has enough self respect and pride to make good or do the right thing for shareholders instead of milking them.

What I find odd is that we have this total silence from him, but he sends out these targeted letters, without ever explaining what is going on with the business. Already written these off in my mind, and as a lesson in picking stocks. I will not get my hopes up, but this could be interesting. Iron ore prices are at a high again too, so Nimba must have some value to add.

I want out, just not this cheap! Can only hope for some happy surprise outcome for us all. GLA

CGH not CGO, own 41% see CGO RNS Fri, 8th Jan 2021 14:05

SBLM worth 0.7p min. Do not sell for 0.2.

ATB!

There are I think, from my notes : 1108627584 Total SBLM/CGH shares.
CGO is valued at £19m today.
CGO own 41% see CGO RNS Fri, 8th Jan 2021 14:05

That implies SBLM holds £7.79M worth.
779,000,000 pence / 1108627584 = 0.7 p a share.

Dont get ripped off, we have waited in silence this long. Hold.

For any of you that received a letter, please can you put all the contact info on here, eg address, tel No, email, that was contained on the stationary.

I'd like to talk to Mr Groves.

Downing has been topping up!

https://gcaptain.com/chinas-offshore-purgatory-snares-more-australian-coal-cargoes/

Despite a Chinese ban on coal imports from Australia that’s left about 70 ships, 1,400 seafarers and 6.4 million tons of the fuel in offshore limbo, some vessels continue to make the voyage. While the stranded cargoes and crew are trapped between authorities who won’t let them unload and buyers who won’t let them leave, perhaps most curious of all is what is driving additional shipments.

While mundane matters like contractual commitments play a role, traders are likely motivated by a mixture of hope and money. China is considering accepting cargoes that arrived before the ban boosting optimism restrictions could ease. If they do, a windfall awaits as the gap between Chinese and Australian coal prices has widened to a record.

“Chinese buyers with stranded cargoes are reluctant to resell these because the cost of these cargoes is so much less than domestic prices,” said Rory Simington, principal analyst at Wood Mackenzie Ltd. “Even if the cargoes are not released for another six months, the cost including demurrage would still be well below where the domestic prices are currently.”

A single 100,000-ton cargo of coking coal from Australia would cost a trader about $14 million based on seaborne prices not including transport costs. The same amount bought in the domestic market would be roughly $28 million. The cost for failure to unload a bulk carrier, known as a demurrage fee, is between $13,000 and $17,000 daily.

The Australian ban has never been publicly acknowledged by Beijing, making pinpointing its start date difficult. Chinese power stations and steel mills were verbally told to stop using the fuel in mid-October. Authorities also ordered traders to halt purchases of a raft of the country’s commodities, including coal, from Nov. 6.

Mike and Marty!

Mike and Marty are in the office working late.

"Do you want to use the bots tomorrow?" asks Marty whilst facing his computer screen.
"No way man!” chuckled Mike. “We've wound up the punters enough this week and besides we will need to sort this mess out tomorrow." He added, flipping a bunch of papers across the desk.
"Why, what is it?" Marty asks, still typing.
Mike sighs "Oh, you know how we decided to drop BMNs price earlier, when we really should have put it up."
"Yee-ah" Marty replied, stretching out the word, eyes still glued to his screen."
“Well the boss didn’t check, before he's only gone and agreed a deal at mates rates to some wag he knows!" said Mike getting angry. “So tomorrow, you and me chum, is going to have to screw a few shares out of weak hands.”
“Ah no way man!” Moaned Marty.
“I Know. We’ve been doing it all week and I don’t think there’s many left.” Mike said wincing.

Marty turned to face Mike and cried “No I mean Burnleys only gone and beaten Liverpool!”

At the end of the fifth day of battle Blackrock and his allies, the Capital Boys, are gathered around the war chart. “Well done Boys, I knew you could do it!”, The Rock says with a smile. “Hard going for a while there. Didn’t think we would actually bust the 105 mark, but thanks for the loan of a few troops sir.” Said Rye. “Aye, and we’re holding them good at the moment.” added Bay. “What do you want to do tomorrow General?” Blackrock put his hand on the chart, pushed it towards the Boys. “Tomorrow, we..” he stretched his finger out and placed the it on the chart, “..push for this.” The Boys gazed to the left of the Rocks finger. “99p” Rye gasps aloud. “Makes sense.” Cape adds. Blackrock continues, “We’ll dump everything you lads have left on the Blues in the morning. Sub £1. If we gain ground easily, keep pushing. If we are heavily resisted, we will start the orderly retreat and reassess over the weekend.” The Rock turned to the door and opened it. “See you Boys on the field at eight then!” “Sir!” the Boys rang out together and promptly marched out the door.

Thrones try starting here. https://www.lse.co.uk/rns/PFC/

I think you are right Fishy. On AIM - If the hype wont do it , the revenue will.

We really have been on our belly for a while, but the money comes in fast as V price rises along with the production figures. I cannot see V prices going any other way but up for the next ? years. Our income has been all over the place, but the worst is behind us now. Each set of results published should show continued earnings growth. Growth is built into this share. You just have to wait a bit for the real prize, but the risk is low.

Meanwhile, Mcap/SP still has a way to go to current fair value. ATB