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Never heard anyone say that before

Also new contracts are often finalised between now and end of June, or at least they attempted to get them over the line before the summer break.

We were told we would get a trading update in June

https://twitter.com/wikipenny1/status/1529050347217604615?s=20&t=HLA1xHalynZSComUD2_PIQ

Plenty of companies not following the market.
RR is insane

I did not see much "the incessant optimism", weird way to put it really. You are hoping for 20p and are probably annoyed at the prospect that we might not retest support.

The company is insanely undervalued on almost all metrics. Not everything moves in line with the market.

Durban is bracing for potentially more floods. Terrible year for them.

Hopefully it's not as bad as April.

Especially with inflation so high and people being strapped for cash, COVID crisis over, deliveroo is not going to have a great time.

lol yes because it hasn't tested 20p enough times already.

Well they were not going to to tip Capita, they absolutely hate them

What shares are not annoying to watch at the moment

I was hoping for it to be more useful than this, but you are welcome. If I write to MB I'll share their reply.

I asked them in the previous email. They did not reply.

Not sure but the MB is based in the US not Asianmetal.

I found their reply very unprofessional. Tempted in sharing it with the Vanadium analyst who replied to me from MB.

I do find their reply pretty strange especially the "all suppliers would become rich overnight"
Prices have been much much higher multiple times before. We are in a commodity bull market rather strange that somehow vanadium is the only exception to the rule. And the Ukrenian crisis is obviously disrupting supply chains.

They are definitely not making me confident in their data. Also believe the metal bulletin is a respected data and analysis provider so dissing them is really not the way to go.

Reply from Asianmetal this morning. They did not reply to any of my questions. Mainly are your sources only Russian? According to them everyone is wrong except them (12/05):
How many tons of FeV 80%min could you sell in US market one month? Do you have cooperation with SA Bushveld?
Every suppliers want to sell at a higher price level, we are glad to see that they could sell accoring to MB high quotation. Pls trust me, MB prices don't represent the real market, even the price they quote in Europe.
Our clients in the US they even said that USD29.5/lb V is a joke, if this price level is ture, all suppliers would become rich overnight.
We advice you to have call with the real insiders in the US, you can confirm how is the current price level. Pls don't follow up MB or Argus, they selcome call insiders to bargain the price.

When people start saying that profit doesn't matter it is indeed time to leave this cesspit

You are right UKsteve.

H1 usually, as it has in the past, give the numbers we want to see. Imagine the rerate if indeed fastmarket and others are right. Recession or not.

I wish LSE left us correct our posts so I could fix typos and others. Anyway sorry hope it makes sense

Was going to write a longer post but my little girl was dying for attention.

Good loudspeaker confirmed this too.

Fastmarket are not the only ones pointing to higher prices Argus is too. Fastmarkets is also based in America.

Now excuse for saying this but I am more likely to trust data coming from the yanks than the Chinese on absolutely anything. Hate me love me I don't care.

I'm being very pite to Asianmetal and I think it is in their interest if indeed they are wrong to review their methodology or sources concerning this. At the end of the day premium clients will pay for reliable info. It's also in our interest if they are wrong for them to correct.

Who invest in BMN or most AIM stock for that matter, are PIs. Most PIs rely mostly on free info. Doubt many of you are paying 6k/year for fastmarket data. And asianmetal seems to be the only supplier of free Vandium "spot" price. It's therefore in our interests also for them to correct if there is correction.

Asianmetal might be right. IMO they are not but I am obviously biased on that matter