Member Info for Bfdinvestor

gizmo, i don't just understand your frustration, i share it.

like most here i'm in the red, although my average is well below 0.5p and i expect to make significant money if a half decent exec team can stay in place for atleast a year.

the reasons i retain a good degree of positivity, although not unbridled optimism are as follows

the last year or so has actually seen significant progress, both strategically and operationally. we now have the right focus on the right projects and aren't trying to do too many things at the same time.

han**** is now significantly derisked and as long as the licence is forthcoming it should still get to mining in the next twelve months.

although i am exceptionally peed off with the bod's december comms, they are experienced people and their options have an elongated vesting period, so they need to stick around and make it work to get the serious rewards.

time will tell and kodal had the benefit of a ceo with total integrity and a stickler for detail and doing things the right way. but it does prove that some aim companies do finally come good, even if it takes a lot longer than expected

Gizmo, my post about KOD clearly proves that you are wrong. They got Bougouni seven or eight years ago with the original intention of producing in 2020. They will be in production inside the next twelve months.

Sometimes things take longer than planned but are worth waiting for.

The resources in the ground here are phenomenal for the market cap, the issue as I continue to post are the resources in the business.

Daytradenovice at some point you may understand that Kamani is not part of the growth plan. Carole Kane isn't participating in the first two tranches either

It's really not that difficult

Okehurst, I'm intrigued, with most analysts saying Boo will return to profit in the next twelve months why would a fund raise be required.

In any event a £250m RCF is in place until March 2026

A merger of Boo and ASOS would be the worst possible scenario to me

I'm far more interested in a minority spin off of Debs and the Arcadia brands, which I think is a far more likely scenario

Gizmo, what is your back up for that silly statement

I'm also invested in KOD which originally planned to be in production in 2020. They are now fully funded with a long term strategic partner.

So it would seem that your statement isn't true

Smalley that is complete nonsense

The Q3 RNS states 70k tonnes for 2023, with the vast majority being invoiced in year.

It also states that 10k carry over from 2022 has been invoiced and the majority of the outstanding. 22k tonnes would also be invoiced.

There is also the outstanding money they are due to receive from the court case.

So there is plenty of reason for an RNS

Ianb that is largely correct I think

Simple supply and demand economics would preclude a 20% sp fall when a single entity has bought 50% of all the shares traded in a two week period, as happened in January.

Broken smoke, just look at the sp movement patterns every time he buys, it is exactly the same.

As a simple example, in the first couple of weeks of January Frasers bought 4% of the company, in the meantime the sp fell the best part of 20% for no apparent reason. This included a one day near double digit fall on a day when the retail sector was blue. The average daily volume at this time was way below 10m, so in my opinion the MMs were clearly scraping shares.

Can you provide an alternative explanation other than it being walked down for Frasers

Cheers Lloyd, that's the kind of info that needs sharing!

Aim my post wasn't intended for you.

It's fairly pointless for anybody to accuse anybody else of lying or not really being a holder when they don't have a clue.

Generically, if anybody disagrees with what anybody posts, challenge it in a respectful way.

This has always been a great board, resorting to childish insults just does everybody a disservice

James just to say I think you are wrong that there won't be news for six months, I think there will be a strong news flow in the next six weeks and hopefully starting in the next six days

Different opinions are all good imho as long as they are backed up and add to the debate

Guys you need to stop jumping on James.

You just create a bad atmosphere on the board.

What James posts isn't negative in any way, it's just a realistic view of where we are.

Once again we have the obligatory 2% drop and the stupidly large spread, which is obviously done for a reason. So what James is saying is actually correct for now.

The beauty of this share is that, as we saw yesterday, the stupidity of the sp can reverse in minutes and will do at some point in the near future.

We need a variety of views on this board, an echo chamber and childish insults do nobody any good

MMs are struggling to get Frasers their latest allocation by the looks of it.

A sudden spike followed by a TWO SHARE UT to artificially lower the sp, seems like an attempt to shake shares loose to me

An update is now two weeks later than last year and overdue imho

North of 60?

You need to add a one and a decimal point in front of it imho

Funnily enough I find days like this encouraging

They show how quickly this share can explode.

Also, looking at the sell patterns, somebody wanted to kill this rise today and they can only do that for so long and when there is no news

Well that's my latest little top up

Each one is meant to be the last!

Aim I get what you are saying and if they had posted an exact completion date i'd totally agree with you. However, acquisitions are complex things, Christmas and New Year fell in the middle of the two month period, so I'm happy to give them a little leeway.

The encouraging thing to me is that if they had found anything horrendous I'm sure they would have pulled out by now.

I've been saying for the past couple of weeks that someone is accumulating

Aim, when i say its not important to me, I'm referring to today's date, not Semnet acquisition.

Semnet has the potential to be a fantastic piece of business, which i actually think we are getting on the cheap, as long as the price remains the same and the books have no surprises.

James, totally agree the big picture here is phenomemal, although not without risks obviously. Thats why the odd exact date doesn't bother me