Member Info for Daisydog

What makes you so sure today is the day? Hope you're right though!

Whats happening today Gambit! Have I missed something?

Sammy is it worth reminding them of corporate liability and that the information about the risks of lithium batteries is already within the public domain.

OK.. sorry...me being paranoid then....!

If aimed at me you're becoming a bit paranoid BG. But i confess to being very miserable at the moment seeing us as a very low cost producer go nowhere when companies selling the same commodity into the same market are flying.

19 Feb 2020. Largo 1.05 now 1.23. Up 17% on pre lockdown. BMN was 23.9 , now 12.75. Down 47% in the same period. Crazy.

.....another equally valid interpretation is that there has been so little buying it hasn't been necessary to resort to the big sells to suppress any rise as the SP has remained in its range.....

Couldn't agree more BG. Not indicating the investor base for EHL and clarifying the % we own is secrecy gone too far. I noted that we couldn't actually work out whether the Enerox deal was a good one without knowing what we had bought.

Pat. You havent even spelt his name correctly. Can't help feeling that your research might just be a little lacking?

Every time I get excited about this share, my expectations are taken down again.

The sequence of placing before good production RNS is hard to understand. Surely you want the SP higher to minimise dilution . Unless you just don't care about your existing investors.

Frustrating. Looks like a bigger holder still clearing out. Had hoped it had finished.

Brilliant by the MMs. Use a little bit of momentum to spike buyers early in the day for the shates you will need to buy later....then drop it back hard to make them cheap. Im pretty sick of waiting for FM to get us off the cr*p shoot.

Ah.. I understand now...Sanchez is really Eric Cantona.....!

Mogwhy. I also struggle to see why you'd short this right now after 75% fall from highs and a pattern in the last months suggesting its being rigidly controlled in a tight band.

I'm afraid I agree. Impossible to know if this is a masterstroke or whether we have overpaid for a tiny % of Enerox from the info provided. Quite why the % ownership of EHL seems to be a secret isn't clear to me. But FM has proved a shrewd negotiator in the past and I think we'll find this is another good deal when the dust settles.

Can't tell whether you are being sarcastic or have missed a "not" out of this Pat ! Another good piece of news putting the jigsaw together and the MMs drop it . No surprise there , then .

Libero. Those cash figures you cite might just hint at % ownership.

Then the consortium have committed to giving Enerox a loan of EUR 3.7m / $4.35m between now and year end. Of which $3.288m would come from Bushveld.

I would have thought there would be proportionality in the loans from BMN and the others. It would be a bit lopsided to attribute most of the loan costs to one party. If so, this would mean 3.288/4.35 = 75%.

If that is correct, its a great deal. Not sure how that figure squares with BEL having a minority share though!!

Sounds like a good deal . But an opaque RNS. You can't work out the % ownership for BMN as we dont know the proportion of EHL ownership. So whilst I'm excited, I cant work out how significant our share of ownership is. And this makes it difficult to value the deal. Anyone able to see how BMNs share can be calculated? It only says that BEL will be a minority share owner.

same old Alfa. Complete lack of empathy!