Member Info for biganuf

I strongly suspect that Cloudflare is giving me a problem.

I use an Excel spreadsheet to record details of my shares and within this I have hyperlinks to LSE, HargreavesLansdown, InteractiveInvestor and lots of other miscellaneous web pages for various stocks that I like to look up easily from time to time.

Well, until today that always worked fine. I had a direct link to the ‘chat’ page for BMN by setting a hyperlink with an address of http://www.lse.co.uk/ShareChat.asp?ShareTicker=BMN , but now I get an error “The site reports that the request is not valid”, all other links apart from those to LSE pages are fine.

Just wondering if anyone does this nerdy kind of thing, and if they have a solution.

http://www.power-week.com/Africa/Speakers/index.html
Mikhail Nikomarov, Pat Frampton and Peter Oldacre are all mentioned as speakers in the upcoming (9-13 September) 2nd PowerWeekAfrica international conference in Johannesburg, maybe that'll be near the time of the JSE listing??

There are quite a few ‘buys’ at 24 to 24.10, no trades at all for 24.11 to 24.33, but quite a few buys at 24.34 or more,
Need an expert to confirm, but looks to me like everything marked as a buy up to 24.10 is in fact a sell.

MVIS control the index that underlies REMX
Vaneck run the ETF and own MVIS - all sounds a bit too incestuous.

@mcgrco, when do you think TPEP first started investing in REMX?
The short tracker shows them short on BMN on 8th May, but the list of Institutional investors of REMX (as listed by Fintel) that includes Institutional owners up to 16th May doesn't mention TPEP at all.

Alfa, is there any evidence that TPEP have actually invested a serious wadge in REMX, or that they have a similar short to offset the LARGO part of REMX? I understand that a lot of those constituents in the fund are in China and might prove difficult for a PI to trade in, TPEP are (they claim) experts at investing globally and on their web site claim "Significant investments in larger and faster growing economies, namely, China, India & Russia".

Maybe you are correct, but it sounds simpler for TPEP to just invest in the Rare earth companies they like direct, REMX after all only has 20 holdings

Does the 0.71% mean the percentage of shares they have borrowed (and maybe not yet sold) or does it mean the percentage of borrowed shares that they have sold (and maybe they have more that they have borrowed available to sell)?

maybe of interest

https://chinadailymail.com/2019/06/01/chinas-electric-vehicle-industry-hit-hard-by-policy-shift-as-beijing-turns-toward-hydrogen-fuel/

If the current global equity sell off continues and US/China trade war looms ever closer we can feel pretty safe with BMN.
I imagine BMN becomes an even more attractive proposition as the overall market declines, right?

I'm really feeling for any shorters out there right now with losses.
I'm feeling pretty darn good

a bit underwhelming I think

https://www.esmap.org/node/181518
The requirements of developing countries’ grids are not yet fully considered in the current energy storage market – even though these countries may have the largest potential for battery deployment. The current battery market is driven by the electric vehicle industry and most mainstream technologies cannot provide long duration storage or withstand harsh climatic conditions and low operation and maintenance capacity.

There is a clear need to catalyze a new market for batteries and other energy storage solutions that are suitable for electricity grids for a variety of grid and off-grid applications and deployable on a large scale. To enable the rapid uptake of variable renewable energy in developing countries, the WBG is convening an Energy Storage Partnership (ESP) that will foster international cooperation

...World Bank and/or ESMAP normally make major announcements?

Here is the fund description:-
VanEck Vectors® Rare Earth/Strategic Metals ETF (REMX®) seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the MVIS® Global Rare Earth/Strategic Metals Index (MVREMXTR), which is intended to track the overall performance of companies involved in producing, refining, and recycling of rare earth and strategic metals and minerals.

So, they aren't making any decisions themselves about the composition of the fund.

https://mg.co.za/article/2019-05-03-00-gauteng-too-close-to-call-for-anc

No reason to suppose that the pollsters in SA are any better than those in the UK, but are the cognoscenti on this chat board concerned at all with the impending S.A. elections and the reported fall in support for the ANC?

i've cracked open a bottle of Abbot

to Pdub and Gambitxjs

Nothing to do with my anatomy, just a play on words ‘big enough’, I often mutter to myself ‘I’m big enough (to ignore that)’ and it helps prevent me going into a hyperbolic sarcastic foul mouthed rant whenever I feel hard done by. I used to have awful road rage.
But I am actually quite large.

K’notary, notice that they often come in pairs with the second trade just a few shares short of the first – it’s fair to assume these are Bed’n’Isa transfers I think. 1st is a sale the 2nd is a buy.