Member Info for cindercone

"no LFT equilibrium price"

But there is an LFT, which has merely been temporarily suspended. If Medusa can market it as gold standard in a US market where people have no health insurance and EU/US business feel its distribution can cut down lost working hours, the opportunity remains enormous.

Have to assume the (very) large sells lately are them, in which case they've probably dumped around 2m shares already this week. If V prices keep rising and the buys keep BMN above 10p, we'll see the end of Duferco within a month or two.

First patients of pioneering CAR T-cell therapy ‘cured of cancer’
https://www.theguardian.com/society/2022/feb/02/first-patients-pioneering-car-t-cell-therapy-cured-of-cancer

In 2016, Avacta announced CAR-T cell therapy research collaboration: https://avacta.com/avacta-announces-car-t-cell-therapy-research-collaboration-major-us-cancer-centre/

Alastair Smith: “CAR-T cell therapy is an emerging and very exciting area of immuno-oncology which holds enormous clinical potential. We are delighted to be working with a world-leading team in the field to demonstrate the benefits that Affimer technology could bring to CAR-T therapy. The generation of positive data in these validated models of disease has the potential to open up highly valuable licensing and partnering opportunities for Avacta in this therapy area which has attracted so much attention in the past couple of years.”

Wow, great sleuthing detective RazorShultz pmsl

And yet my posts frequently get more recommends than yours. Doesn't say much for your credibility does it?

By the same token, lying to investors and bigging up an RNS for no good reason only to see the SP retrace only ensures wet behind the ears investors sell and never come back. Better to just let people make their own mind up.

@Pdub

Is meeting expectations progress? Meh. Is paying debt progress? Meh. Like I said, nothing bad, which is something I suppose considering BMN's track record over last few years, but nothing exciting.

Would be nice to read an RNS one day that exceeds expectations. Explaining wtf Nikomorov is doing at BE would be a start.

If you have utmost confidence in BMN getting where you expect it to be, why would you give a toss about a poster trying to deceive? You give a toss because you're insecure and lack confidence in the company's goals. Rather than accept reality, you want to control the narrative and distort it.

Apart from that, nothing I or anyone else says, including you, will ever have a material impact on the share price, so you're completely wasting your time.

Bashing people who criticise the company's operations does not show confidence in BMN, it shows a complete lack of confidence/fear.

The numbers are underwhelming and the RNS is flat, but at least there's nothing bad in there, which is what we've become used to.

I wonder if people are missing a trick regarding Avacta/LFTs. For me, the world has changed and LFTs are here to stay, permanently, to identify not just Covid but flu and other infectious disease. Taking away the immediate danger of Covid prior to it becoming endemic, I believe giving free LFTs to employees is cost-effective for business simply in terms of having a healthy workforce (not to mention at-risk employees) and to avoid lost hours due to the spread of infectious disease in the workplace.

There is millions to be made in revenues on an indefinite basis, albeit dependent on Medusa's marketing prowess and ability to own the space.

You really shouldn't be investing if you can't even figure out why the SP has dropped today.

If it's not shorts closing it's Duferco selling.

No, cos Duferco have 60m shares to sell.

I wouldn't say the SP indicates the board is out of its depth (yet). What it does signify is that they're arrogant and couldn't give a toss about investors. That's why I feel zero loyalty to the board, either they deliver on their pledge to create a value-generating vertically integrated Vanadium business or they should get out of the way.

Even though I'm not exactly bullish, and it's true that management are overpaid, it's worth remembering that there is a strategy being played out and that has not changed. Production is being ramped up, VRFB usage is accelerating globally and this will place demand on vanadium supplies and, theoretically, make it a super-commodity.

There are plenty of gripes to be found in terms of BMN's lack of communication, Nkomorov's uninspiring leadership of BE, the dilution and continual dumping of shares that has cost holders for years and sees us in the sorry mess, but the opportunity remains intact. It's more a case of whether the right people are in place to see this through or whether they're too lazy, complacent and incompetent to take advantage.

If that's the question mark I have over BMN management, it's because their refusal to engage with shareholders leaves this opinion open to interpretation. 2023 is really the year of reckoning for BMN. If they can't follow through with their vertically integrated business model in a convincing way, Mojapelo and Nikomorov need to be removed from the board and replaced by individuals with the appetite and know-how to succeed.

This may sound harsh, but when you're a publicly listed company you have an obligation to achieve returns for shareholders. Their salary and the company's growth has only made possible through shareholder funding, so they have to be made accountable for that and the clock is ticking.

Duferco has 60m shares to bin-off that's probably what's going on.

I'm devastated.

Apologies Pdub, but it's you that's missing the point of the thread. Let's start again, Agricore said "Forecast price from 2 analysts put BMN at either 20p or 30p. One bag or double bag either way things are improving here."

This infers that he believes in the broker forecasts and that things are looking up because, according to those forecasts, the SP will double or triple. I'm saying, broker forecasts are worthless and BMNs history of horribly incorrect forecasts proves it. According to rumour, one of BMN's brokers (Peel Hunt) just got dumped for giving a ludicrous forecast whilst simultaneously shorting BMN (lol).

Ultimately, because I'm honest enough to accept that broker forecasts aren't worth the paper they're written on, I'm accused of being a deramper, and the scum all come out of their holes to beat me down for offering a rather uncontroversial opinion that is backed up by evidence.

That's the story of BMN on lse.co.uk - people wanting to control the narrative and shut down any opposing view that doesn't fit their agenda, not 'trolls' blah blah. If people don't like trolls, there's a filter button.

Pdub, there's no intelligent discussion on the Telegram group, it's full of idiots posting cartoon GIFs and ramping the share.

Hope you're well.

I'm not asking people to trust me, unlike your fraud mates Ophidian with his Elliot Wave Charts, Alfachump and all those other LTHs who have almost completely disappeared after ramping BMN to hell and back so they can trade the share.