Member Info for David1951c

SP drop is not warranted but suggests some "investors" are put off by unclear timescales to production and profit. Further when will 10,000oz target be met? In the meantime why not put money into companies with more immediate prospective returns and sell later to invest in BMV? Obviously disappointed as I have a chunk of shares. Patience will be rewarded but why park money when it can get a return elsewhere and still be deployed here later.

Looks very promising and a lot of news to come in next 3 or 4 months. With seven drill holes in about one month of 2021 campaign and 21 more to come the progress is 1 - 2 per week? Grades are paramount and if the imminent assay results are good the potential becomes significant. There are many prospects on Mt Oxide after Arya so there is a lot more to come in 2021 / 22.

In 8 June update copied below ONC refer to anticipated signing in Q1 FY22. As the financial year is 31 May, Q1 should end on 31 August.

"The anticipated signing of these new contracts in Q1 FY22 together with those contracts already signed in FY21 is expected to deliver revenue of approximately 50% of the FY22 market expectations for the ImmunoINSIGHTS business. With this high degree of visibility of revenue at the beginning of the financial year, we are confident in the Group's ability to deliver management's revenue expectations for FY22."

..... continues and is very disappointing but partly understandable with lack of news on new contracts expected earlier but now by 31 August. ONC has the potential but like most other companies does not seem to hit expected timelines, which on AIM nearly always means drift down. Opaque pricing methodology on AIM is not understandable. Today shares of £62k have been sold and MCap has dropped by nearly £5m. How does this make any sense? No wonder investors are suspicious of MMs.

Anyone who bought some a year ago the price was 0.37. A big turn round since then. The drop is hugely frustrating and it needs a stream of good news to get this back up towards 2p and over. The pipeline of projects is impressive and this needs to be turned into real revenue.

also typical a buy shown as a sell. Trade at 8.45am was a buy.

About time too! It implies a more regular news flow in H2 which should raise the SP to former levels and importantly mean a sustained rise. Been in this for over three years and lack of sustained progress when there are so many opportunities in the pipeline has been a frustration. I've given up on the Wood reports but hope there really are global opportunities. North Fork project needs to get cracking and would potentially mean a showcase for a huge opportunity in California. I would also like to see clearer timelines than "shortly". What are the objective or hoped for dates?

Would like to see an action plan with timelines to mining and production. BMV must have been working on all this during the delay period and have some clear views on how and when this will move forward. With the important step of acquisition largely out of the way, the next steps must have been worked on in detail including impact of the pandemic on resuming operations to get mining underway. Matters like grant applications and environmental compliance also ought to be in a state to allow early progress. Board need to show to shareholders more dynamism in driving forward.

Target SP 16.72p is around 300% upside which sounds superb. The big question in Align research is NPV discount of 50% which seems very arbitrary and lacks rationale. Why 50% and not 35% or 60%? It seems odd to do a detailed calculation and then knock 50% off without any attempt at justification.

The prospectus could take up to six months but it should be much quicker than that. Last one was over 200 pages! Sustained SP rise may only occur when there is a clear plan and timeline to production. Start of production and first sales are the really pivotal steps. Would like to see more dynamic statements, anticipated gold volumes, timelines and actions from the Board. They need to clearly show efforts to make up for lost time.

Great agreement finally reached and pity it was not concluded months ago. Hope those months have been used to get everything lined up to progress to mining and production as quickly as possible. Wish RNS showed more drive in that regard.

RNS is about results and update. It would have been simple for the update to mention AA. No need for separate RNS.

No mention of AA which is poor communication. Even to say discussions are on-going would help. Having joined recent webinars and increased holding on strength of management conviction, this is particularly disappointing.

Excellent news and potential is great but investors want to see this turned into revenue and profit. This ultimately will drive value, MCap and SP.
EPS is not a major player in Europe but is a specialist in water services so a good start for a partner in UK and Eire. This first needs to become a real competitive advantage for new installations as well as retrofits. GB hopefully will address the points and more news will be coming in next few weeks.

How long will drilling take? 800m should not take long? Glad I kept some of these just in case!

.... yes the downward drift is disappointing but fundamentals haven't changed. Many of my holdings on AIM have drifted down recently but that seems par for the course. Director selling recently was only 5-6% of his holding so not such a big deal although would have suppressed SP. Company has lot of potential and not much competition in AMR space. In absence of news, SP drift may continue for a few weeks more sadly but presents a good top up opportunity when it gets to a bottom - not sure when that is but will buy more at 110p.

Yes - very poor (perhaps appalling) communication and not much regard for shareholders at present. Of course there is a lot of Board and management skin in the game but suggests BMV cannot get a deal agreed easily on their terms. A shame this is taking a very long time and perhaps no news is better than a negative update on SP.

Update on 8 June mentioned that two major contracts not completed by financial year end of 31 May are anticipated in FY Q1 (or by 31 August) so not lost just waiting completion of legal and other formalities. The pipeline is significant (160?) so there should be this and other news in coming months. SP drop is very frustrating and is part and parcel of AIM ups and downs.

AIM pricing and fluctuations are nuts. Methodology is highly questionable. A small amount of sells causes a disproportionate drop in SP and MCap. ONC has lots of potential and news is expected in the next two weeks. Patience is a virtue!

Lately seems more likely to be Bluebird on Coniston Water. No updates from BMV for almost 4 months. Lack of news suggests they cannot bridge the SAU valuation gap at reasonable terms. No news is bad news in this case and BoD have not handled this well. MCap is only £14m so lots of potential but risk seems higher now than six months ago. Another song comes to mind "Should I stay or should I go". Next line contains the word "mine" - I wish they would!