Member Info for BOJO2020

You have a simple choice. Hold before approval or after. I would suggest you take some profit before approval if the price gets crazy. One thing is for sure, it won’t go up in a straight line.

Good news and congrats to all holders there.

ATB

Yes was showing as year high 79p. Strange

Dyor!!!!

Nice to hear from you SAS. I think £1.25 is quite achievable.

10 is very hopeful tiger, nice try!

I think you are right Mav but Lanstead could have a lot more selling to do. Should make this a bargain.

Can I have

BMN
ECR
OMI

Many Thanks

I really do think this has legs.

If we are able to secure FDA approval then we can start to roll this out for other cancers.
The need is very clear and it can prove useful not just as a diagnostic but also a tool for monitoring treatment and much much more.

Anyway, lets get over the FDA hurdle first!

ATB

ALGY7,

Nice plug of the MC of OM...I!!!

However you are not comparing eggs with eggs...

I was talking about the SP which of course relates directly to the value us retail investors hold in our hands (£££'s) and not the potential values based on fundamentals, sentiment, assets etc.

I think we can all agree that GGP in particular have shown the way and the valuations of those that follow (OMI, Panthera etc) are factored in as the markets have a proven model; GGP. To to be clear GGP were stuck at 10 to 13p for a long while before climbing to 21p and eventually hitting 30 to 35p. That has taken a year whilst OMI haven't turned a drill and they hit 48p! You see what I am saying? It is all good as rising SP in either company means profit for us.

Don't get me wrong I think OMI has a lot more legs, especially with drill updates in FEB 21.

ATB

Personally I think most mining companies are over inflated but I still hold them as I am in profit.

OMI for example is nearly the same price as GGP was two weeks ago. GGP have a JV and OMI only have the prospect of one. That is just plain crazy IMO. Like I say I will take the profit mind.

BMN are truly undervalued IMO. I would say they could hit 29p based on the markets understanding of them or rather the vanadium supply market. If FM is able to pull a rabbit out of the hat, then who knows. I think he is a great CEO and I would love to see him do it and not just for selfish reasons.

ECR seem to be going to the moon but I am very nervous as news of JV seems to be taking for ever...

ATB

What ever you do you must have enough shares to top slice. I think Troajan would agree with that.

Clearly we can’t buy all the mining companies but it is a good idea to have a spread.

ATB

Yes,

Its a fair kop. I ate the Malteasers but cant account for 1509. :-)

Just for balance!

https://news.sky.com/story/covid-19-trials-begin-on-antibody-treatment-that-could-prevent-illness-in-those-recently-exposed-12172623

https://news.sky.com/story/covid-19-trials-begin-on-antibody-treatment-that-could-prevent-illness-in-those-recently-exposed-12172623

I have a spread of investments that are generally looking very perky.

I am happy to carry Angle and DNL for as long as it takes as both are excellent companies with very bright futures IMO.

Just to add, if the markets are going to pick up with news of a potential Brexit deal etc. Then I believe there will be less selling pressure on stocks like this. Once portfolio's start to look stronger and investors regain confidence, normal service should resume and Angle will no longer be quite so undervalued. It is already happening with other Biotech/Pharma's...

Happy New Year.

A belated merry Christmas from me.

It looks like many Biotech/pharma stocks are finding their feet again. Many of these still have a lot of development or proving up to do.

I feel confident that we will see good times here at DNL. After all, it has proven itself before with Alkindi, and no doubt will with Chronocourt.

Just need to see that we have an effective route to market IMO.

ATB.

Now that we have a bodged Brexit deal are you rethinking your 2 month timeline or is that specific to your particular investments.

ATB

My thoughts on BMN after holding for 9 months:

Fortune Mojapelo - Underestimated by the markets.
BMN - Undervalued by markets.

Much is made of the market not getting BMN, not seeing where the real value is. It is said it's unclear whether BMN are a mining company or a green energy company etc, but that isnt the point at all IMO.

Fortune continues to add value to different points of the supply chain... Think about that for a moment, 'different points of the supply chain.' Which other CEO even does that!

It would be all to easy to mine vanadium, process it and sell it to the Chinese. In fact we have been doing that for some years and the SP has reflected this. Despite being a significant supplier/processor to the market, we are conditioned by that market rates and not as strong as it is possible to be.

That is where genius FM comes in. I believe that he and BMN are not only supplying the market but also in the process of creating the market. If he pulls this off, then this is going to another galaxy, never mind the moon!

The foresight to back and invest in IES. Rental agreements that give customers the best opportunity of selling vanadium products ( two examples of creating a market).

Then there is the contracts we are waiting to here of. The $65 million dollar investment to upgrade production. Don't be fooled, that extra vanadium will not just go into the market and sold at market rates. It will be sold into the markets created by FM and BMN.

Creating a market increases demand...

If FM is as smart as I think he is, then that vanadium will be used for our own VRFB's, mini grids, to service our contracts with States and Countries. Wouldn't it be marvellous to not be at the behest of the Chinese. Sure, they will get supplied but the mates rates will have to get the elbow.

I may not be right on all these points but this is the general direction we are headed.

The current SP increase is pretty much down to the increasing demand for vanadium, it doesnt even factor in the plans that FM already has underway.

The penny will drop for the markets into Q1 & Q2 of 2021 IMO.

Merry Christmas and stay safe.

Alba are .0054

ARS are 5.6p

Better buy would be ECR or BMN at the right price, as both ARS and Alba may have peaked for now. Give the a month and they may move higher still. Alba may see 2.5 to 4p before retracing back to 1p with good news. Hard to read the prospects for ARS. They will be cash positive but the deal may not be reflected in the MCAP. Only reason I am holding is because Toni Manini is a good CEO.

DYOR of course.