Member Info for cindercone

@Lamps56 " BMN is different: it is a flourishing business with a transformational vision"

But it's not flourishing - yet. IIs don't typically invest in companies with "transformational visions" - they're in it for the placing or some sort of guaranteed return. They're not going to make their move during a company's investment/growth stage. The big money winners will be the PIs - assuming everything goes to plan.

Looking at BMN's current profit levels, the SP is frustrating but not surprising, although there's still room for significant uplift if/when the heavy seller exits - assuming that call is correct.

Needs to stay away. Much better without him glued to the board 24/7 trying to manipulate every post and report everyone that disagreed with him. Board actually feels normal now.

BBN provides vastly superior insight without the over-inflated ego.

It was my post that did it - 5 recommends, now we're 9% up.

In retrospect 'big Al' should have been a lot more open-ended when it came to expressing timescales, i.e. only give timescales for things you can control, not what third-parties are in control of - especially UK govt. Like many CEOs he didn't really think about how the minutiae of his words would be perceived by AIM's investor asylum.

Ultimately, it changes nothing. Either the well-researched and patient will be handsomely rewarded and the AIM gimps will drown in regret or AVCT is utterly incompetent. I refuse to entertain the latter, which will have far reaching consequences for other arms of the business in terms of lack of investor confidence.

There's a big seller dumping every day and not enough buying pressure to ward it off. The V price rise is not significant enough to impact profits in the same way it did in 2018, hence SP not responding to that either.

Yeah, the comms are sh*t, but the company has been made aware of how some shareholders feel so no point banging on about it. Sentiment is in their hands, not ours - this bb isn't changing anything.

Ultimately, BMN is still executing it's growth strategy and not a lot to talk about until June's Eskom announcements. When the selling ends the SP is likely to re-rate significantly just as it did late-March. If holders want to risk exiting now that's their call.

LFTs being rationed, maybe there's a new (superior) test in town?

https://www.telegraph.co.uk/news/2021/04/13/mass-covid-testing-plans-disarray-pharmacies-forced-ration-supplies/

In times of doubt, it's typically worth re-evaluating your investment decision. Remember in late Feb when AVACTA had to dampen down press speculation regarding the government take up of their LFTs? Ask yourself where those leaks originated from, and why AVCT did not deny that they were working with the UK govt.

On the contrary, "Avacta continues to be in dialogue with the DHSC, and with other organisations in the UK and abroad, with a view to future supply of its rapid antigen test."

https://avacta.com/re-press-speculation/?utm_content=154990679&utm_medium=social&utm_source=twitter&hss_channel=tw-2279270671

The sheer stupidity of people never ceases to amaze me. If you don't like Calamari's posts why on earth do you respond? You've now created an entire conversation over a post that had you ignored four hours ago most people wouldn't have even seen.

What valuable information or research do you provide?

"Max buy 100 shares"
"Gone blue now"
"HL won't quote me for more then 500 shares"
... wow, essential reading.

I don't need to know the chemical composition of a VRFB to make an investment decision either. There's only one super sleuth to be grateful for and we all know who that is.

I agree, who cares. Nonsensical ramping/deramping needs to be abolished either way - it's not information worth sharing, and neither do we need individuals patrolling the board and manipulating the discourse one way or the other.

Unfortunately, we still appear to have a big seller selling. It's a frustrating time to be a holder, but we're just going to have to be patient and hope the board picks up on the message regarding poor comms.

Pdub "My point is that the REPEATED raising of the same negative point is potentially harmful to sentiment and achieves nothing, particularly as the only substantial negative that many here agree on is that PR is not as good as it could be."

Said points have to be repeated for as long as they are pertinent as you never know when an investor is viewing the board for the first time.

Negative comments should be challenged, but so should ludicrous comments such as "tik tok BOOM", "this will be £1.00 by the end of the month" etc. When new investors read that litany of unsubstantiated tripe, they'll think BMN is full of mindless rampers and immediately turn away.

If negatives can be damaging, then so can positives. Extreme opinions are never healthy, either way.

@BenAlder

BMN's channels of communication are unsatisfactory and the promotion of their business model and activities is not reaching the audience it warrants. In a zero interest rate environment there are record amounts of people investing in stocks that need to be led to water. The narrative of our age is renewable energy and that unfolding story could be pushed much harder to attract retail and institutional investors.

Fortune is a very busy man and not a marketing specialist. BE's Mikhail Nikomarov is rarely seen or heard. There's room for creativity in that space - how about a TED talk on VRFBs for example? If FM/MN are too busy with the logistics of running the business, they could appoint an individual solely devoted to that type of discourse to attract wider market investment. For a £200m company not to have a marketing department/strategy is inconceivable. Glencore and Largo have a marketing manager/marketing and sales director, why not BMN?

It's hardly surprising that people will start to get frustrated when a falsely created 100% positive narrative is not reflected in the SP.

Bye Alfacomp, maybe now we'll have a board that's open to the free and frank exchange of opinions without his 24/7 interference and banning orders. BMN has an amazing story to tell and it's not telling it. Holders will never see true value if every time positive news is released it's followed up with two months of deafening silence.

People should be more demanding of the companies they're invested in. No one's saying BMN hasn't done a great job driving the business, but their progress is part-built on the back of YOUR investment and you should expect to see the fruits of that reflected in the SP. They're rewarded with a handsome salary and bonus shares - what's your reward? However, criticism should also be proportionate.

I very much doubt what is published on this forum attracts enough/buyers sellers to move the price long-term. However, if your plan is to attract investors you want high-quality, long-term investors. That requires rigorous, balanced research and the open exchange of opinions. You don't want some amateur day trading gimp buying shares because some cretin posts "tick tick boom" every two hours. What type of investor do you think you're going to attract posting that rubbish?

As NCYT's PCR contract for the DHSC is not being renewed it only increases the chances of AVCT's LFT being taken up . Therefore, why on earth are people selling AVCT?

Libero, your naivety is coming to the fore. No serious investor takes any notice of broker targets, evidently, as BMN has never moved an inch based on a broker target. The whole industry is a scam and should be consigned to the dustbin where it belongs.

Seeing as SP Angel's John Meyer is personally invested in BMN, how on earth can you expect impartiality? They're a waste of time, and you'd be wasting yours if you think anything you do in that regard is going to make a scintilla of difference.

I'm not looking for respect Pdub. If you knew how bullish I am about BMN you probably wouldn't believe it as it's not commensurate with my reputation. My stake in this company dwarfs all my other investments.

Like I said "all that matters to me is that BMN fulfils its potential and to see that reflected in the price - so I'm still holding."

Trust lol. I was right two years ago about Ophidian's bs technical analysis, that SP Angel's price targets were worthless, that those saying this would be £2.00 in two years were blind ramping, that the Lemur sell-off would be "years down the line", and that it would be a long and slow climb upwards because "an increase in production will take substantial investment, cash and time".

Go find a post of mine where I've actively criticised FM or BMN's potential? Very easily done, but you won't - doesn't fit your narrative, because you, like Ophidian and others, sell into drops while trying to leverage your reputation to get holders to buy at the same time. That's what the attacks on me are all about - protecting your self-interest. That's what the MM manipulation nonsense is all about.

Dishonest? My problem is that I'm stupidly honest. All that matters to me is that BMN fulfils its potential and to see that reflected in the price - so I'm still holding. The huge irony is that for me to benefit, dishonest individuals I have no respect for will also profit.

Ophidian.... wasn't he the one who pulled up an Elliott Wave chart in an attempt to influence people to buy only to subsequently admit he was selling? When found out, I seem to remember him throwing his toys out the pram and disappearing, rarely to be seen since.

Like I said, trust no-one.