Member Info for Daisydog

No. I think you may well be right. I cant see any other reason and the timing fits well with the green application.

Libero....haters...? Bit strong to describe disgruntled shareholders perhaps ?!

MB. Thats fine. But in that case I would have liked MN (through BMN) to TELL us about them in no uncertain terms: revenue / timescales etc etc. It simply isn't helpful to keep this information to yourself when you run a listed company!

Let me first say, I believe we will get sizeable chunks of the tenders. But it set me pondering: how do you VALUE the effect on the company? Naturally it increases revenue and there ought to be profit in that. But how much? We simply don't know and unless anyone has great insights, I dont think we can estimate this. And then there is the value from " proof of concept" if you like . What would this do. This is neither a ramp nor negativity. A simple question. What is it all worth to the company? I'm salivating at the thought.

Can anyone explain please how a 3 % rise in V price overnight which adds around $1 to the profit margin and means an increase in profit of around $4million annually translates into a loss of MCAP of around $ 10million?

If there ARE ongoing projects in these areas, then nothing has been said officially and it would be another sad indictment of the communication from the company. I'm conflicted: hoping they are - for proof of rollout....and hoping they aren't as it would signal an ongoing failure in communications!

You must be a sandwich short of a picnic and will kick yourself if you look back in here in a month. The main rise is yet to come.

Had to unfilter coffee cups to read..but I agree Knuttie. The road has been bumpy. The journey has taken much much longer than anyone guessed ( remember the £1 tosh of 2018?) and over-promising has been rife ( unmet production targets for 2019 which we still don't meet, MNs "100s of enquiries" but no solid contracts).
Like you, I think the BOD have been stuffed by the lenders they turned to and despite Paul's support of FM they have to take some blame.
But...I think they have been so far ahead of the game they might be compared with Semelweiss ( went mad because no-one believed Drs were killing people by transmitting bacteria - then unknown - on their hands) or Barry Marshall ( had to drink helicobacter to prove it caused gastric ulcers as no-one believed him that it was an infective condition). You could argue Trump was a factor at just the wrong time as climate change theory came into question. I really feel they are on the cusp of being proved right as the world catches up.

Thanks for posting Steve. Encouraging.

HaleSpur. I have reported your utterly disgusting slur on poor Coffeecups. It was uncalled for......drinks nescafe........im still laughing out loud......

Those were the days..." the company share price was down to 41 5p.....!"

If he's sold over 1million shares, he'll have a big CGT bill anyway on 163k minus annual allowance.

FFS. They really need to get a grip. Not only are they not buying, they seem to be selling large chunks ! Around a third of holding in Watson's case!!

Not quite Somtam- for me anyway. I am very hopeful the BE side takes off. Its been a long time gestating now. Eskom is important for that " cherry on the top" (as I view it) but I dont personally value BMN right now on the potential VRFB side even though it might be huge in the future.
The bit that is increasingly frustrating is that the profitable mining operation is not being valued sensibly by the market. Literally everything else with a "V" in it is flying! We are making more, selling more and the margin is increasing. Now, you can say we are in a much better position now than we were 2 years ago. But I'm afraid that comparisons with the SP then don't stack up. Simply, we were WAY overbought by November 2018. But at some point this has got to change even if its driving me nuts on a day to day basis.

Alfa, you alternate rudeness with arrogance as usual. I gave a couple of options. I personally do not believe that it is entirely the crooked market meaning the SP languishes where it does. You are entitled to hold a different view.

Alfa. I understand that. BUT: why not do it at a far higher SP? You would pretty much pull the strings in exactly the same way at 20p 40p or 60p. No, for me it is the presence of a big known ( to MMs) seller that allows this to happen at 16-18p. Not so much the bent market. Seller wants out at any price where they are still in profit. In effect, they short change all other holders.

Alfa, I agree that has explained it in the past, but it cannot explain it persistently. And our BOD have done nothing to change it, so they either don't care or have decided not to for reasons known only to them.

That there is something odd going on is obvious . I'm more interested in WHY?
OK. TSX values miners much more highly. Largo doing ok makes some sense. Once again, the only things I can come up with to explain it are1. A large persistent seller offloading in profit above 12p. ? Duferco. 2. An appalling inability of the company ( and FM) to communicate its strategy meaning very few buyers especially as the news flow has dried up completely over the last 6 months.

Gotta be honest , I have never ever ever been so frustrated with a stock .

Blue when you get back.......F me James , how many miles are you planning to do then....