Member Info for Daisydog

The bit I don't understand about the manipulation of the SP is the exact setup and how it benefits those involved. To my mind, there has to be both a seller , a shorter and an MM all simultaneously involved for it to make sense to me. Without any of these it doesn't work.
The shorter has their position open, but the MM has to drop in the sells from the seller . No shorter = no overall financial gain and thus no incentive. No seller = impossible to keep driving the price down. No MM = no access to cheap shares.
Has anyone else got a model that works and explains it all, because I can't see another way of it working. Clearly, the seller loses as their shares are sold below fair market price.

BobbyAxe - I agree with you. I think you'll find that most of the LTHs do....!
The frustration (indeed enormous frustration) is that the market makers and the investing community tend not to at the moment. Why , I don't know, but at some point the profitability of this company has to be reflected in the SP....

Somewhat disappointingly a 50% rise only takes us to 30p and still 40% below peak. Now, several days of 50% rises and you're talking......

The formula for calculating the price-earnings ratio for any stock is simple: the market value per share divided by the earnings per share (EPS). This is represented as the equation (P/EPS), where P is the market price and EPS is the earnings per share
Earnings per share is a company's profit divided by the number of common stock shares it has outstanding. EPS shows how much money a company makes for each share of its stock

I.e. I don't think you can use revenue.

@Madasahat. Fabulous sleuthing.

I'm also very very disappointed by the performance of the SP over the last 9 months . A 60% fall from peak is tough to take. But I can see good hard evidence of the progress the company is making. The degree of profitability is also stunning and contrasts sharply with overrated shares such as Fevertree who have a saturated market and no growth prospects but are loved by the market. Whilst its been tough, I havent sold shares as I think the re rate will come and when it does will be spectacular.

Interesting Ophidian and thanks for sharing.

Surely........Back at prices first reached 15 months ago in April 2018. This is a completely different company to the position then.

@COdey. You didn't have Quindell shares then. ....

A new thread needed .....

Yep. Different approach this time.....but same result.

Played golf yesterday with CEO of a company trying to raise funds to build an environmentally sensitive electricity generating barage across Morecombe bay. I asked about battery storage. He hadn't heard of VRFBs and their numerous advantages over Lithium. He has now......

Really great for transparency and boosting investor confidence however this has come about.

@St0wski
Your comments really don't make sense to me - another very frustrated and not so uber positive (as some) LTH. So , you apparently don't think the improvements in capacity and cost reduction are being overlooked if the SP depends solely on the V price? And the impending purchase of Vanchem is irrelevant then? And the BE progress regarding electrolyte leasing all to be ignored? Put simply , I think you are incorrect. There is something very odd going on with the SP although I'd agree fall in V prices have at least been a factor.

Thanks Ophidian.

Does anyone have recent information about the ownership of this? IRL bought it at auction in Sept 2017, but the sale was blocked by SA competition committee in an announcement in July 2018. A year on I can't find anything else about it. FM did use the plural when talking about brownfield siteS although I'm not sure adding Mapochs would be a priority right now with Vanchem to be secured.

Ros......it was a joke. Paludina has been contributing all the much appreciated shipment tracking work.

So, an RNS that demonstrates reduced costs and better production and which adds probably 10s of millions to profitability (v status quo) puts a whole 0.15p (0.59%) on the SP I.e. around £1.7 million on the MCAP. Rather odd that the increase in the MCAP is less than the implied improvement in annual profitability!!!! You could not make it up.

Part of the problem now is loss both of momentum and investor sentiment. Even as a LTH my sentiments about this share have changed and I've had to downgrade my expectations. I didn't think my last few purchases would be up to 60% down over 8 months. And some of the expected developments like Mokopone / JSE listing and clarification of dividend havent arrived as early as was expected which hasn't helped. Even the BE progress with Eskom seems to be taking forever. I sure hope Elliott wave theory proves accurate.

Hope it's an exciting H2, because H1 definitely wasn't. If anyone had told me in November that the SP would be half of what it was then 8 months later I would have laughed and said they didn't know what they were talking about.