Member Info for faramog

I bought first at 124 then again at 150 (do an av of 139).... At 180 I did consider selling but not really a trader.

I bought TILS (with risk) for the potential of several of its tech.... Quiet, out if fashion it may be, but I bought with a 2 year horizon.

So whilst down circa 35% I may be, but in the grand scheme it changes nothing.

And to cap it all, I think I made the Accustom record date for the first lot ....

Just hurry up & wait right now

Exactly @BF ....

pointing out the obvious @Libero .. you do not speak for everyone and you cannot claim 95% agree.. you have no idea.

Equally, you have no idea whether there is a 'tiny minority' who disagree ... you just don't know. None of us do.

As for emailing the company .. good luck .. but I suspect after the 10th email basically saying the same thing, then rinse & repeat next week the filter button may get used. I am all for better comms, but I am also of the opinion, that a barrage of moaning emails will achieve little... each to their own. I rather suspect by now, the company has the message. What we do not know is what they are able to meaningfully do given the confidentiality of possible contracts right now

Remember, BBN largely left this BB over the noise, Alfa has now stepped away, I can list a few others who are only occasional now and we have increasing endless ra-ra and moaning - Now if we can bring in Brexit every other message we can be like the Lloyds BB

Right now, it is a holding pattern where we await the SA government (largely) to get its pieces in place to set the order machine going .. everything will follow then in short order. If I recall correctly Gambit spoke of a rapid re-rate coming in April... I rather feel that is coming on the SA news.

As for the 'mirror' SP pattern with Largo ... does look striking ... but cash is king. In the end, this company will be producing cash faster than we can imagine. There will be a re-rate.. just hold and wait

Now .. back to a great afternoon of European rugby

GLA

@BenA .. you do realise the Lemur project is not actually on the continent of Africa !

At some point, selling makes financial sense I expect it to be sold off. I am amazed by those wanting to just give it away - would you give away your car just so you could show off your shiny new Tesla (other models are available) ?

There has been some not inconsiderable investment in terms of capital and time. As a shareholder, I want a return for that, so selling, at a profit, is what I both want and expect FM to do.

A nice few quid to either use as working capital for expansion works or (as I hope) at least some returned to shareholders as a special divi. Not just a reward, but also a public and very visible 'No More Coal' flag.

There is no great reason to do this before a move off AIM, but certainly timed to align with main board and JSE would make a lot of sense.

As for 'get off AIM' .. then do JSE, I doubt that. I see the two being aligned together. There is great changed to do, a lot of cost and not inconsiderable legals stuff. Why do it all twice !

On other points, whilst I do think new investors my stumble upon, or find this BB, anyone basing their investment decisions based on an anonymous forum's jabberings wants their head examining. There seems to be a developing view that endless positivity is needed and constantly emailing the company to 'do better comms'. I have never made it a secret I rather prefer all comments (warts & all) - Perhaps this is why I am spending less time looking at the post streams and often don't look at them all.

A couple of days ago, some back of the fag-packet numbers showed it is perfectly reasonable to see a $250m+ gross profit in 3/4 years. The back of this will be substantial FCF. Go look at FM's Linkedn post of a few days ago (https://www.linkedin.com/posts/fortune-mojapelo-79647828_bushveld-minerals-some-key-thinking-activity-6785954884471549953-1diO/)..

In the chat was a Chinese CEO and former Broker at Peel Hunt .... 'In the not too distant future the MC will be 10x where its ..... I am inclined to agree'

These are influential, clued up international financiers and businessmen .... just hold ... it is all coming !

The lowest I bought at was 1.6p .... so that wee investment I feel very confident about 100 bagging

This time next year Rodney ....

found it .. wow .. some comment ...... worth a twatter ....

don't see that comment Gambit- maybe I can't see it all .. but yup .. the picture was clear 18 months ago. Covid rather put a big delay on things, but the pieces they stack up.... eventually there will be that 'come to Jesus' moment for a few key players !

and @Gambit ... don't forget Mokopane and any development there

pretty much the numbers I came to .... a nice juicy $0.25B gross profit.

Not hard to see an SP 10x+ where it is now ...

yes .. blaming UK supply chains taking AZ vaccine made in Europe ... when of course none has travelled from Europe to us (only Pfizer) .. all the UK AZ vaccine comes from the UK (or India).

They seem utterly terrified of brexit success .. well .. despite the politicians seemingly being ruled by a bunch of ever more bonkers researchers and doom-mongers, I rather think the UK economy is going to start recovering strongly in H2 .. whilst the Europeans will be mired in more waves of doom ... all utterly self inflicted.

Whilst I revel in sticking one to the EU and watching those 3rd rate failed politicians **** up ever more basic things, I am very saddened so many families will suffer so much when the science has been very clear.... truly terrible and avoidable :-(

All those banging on about the so far unproven link to a very small number of blood clot cases might wish to look wider and see how many blood clots there are more more mundane jabs, surgery, knocks, falls and generally normal medical life ... data is all there published

get behind 'matey' ... jeez .... you do realise Alfa has well north of 10m shares and has steadily been buying .... I mean ... how much more 'behind Bushy' can you get ? How many shares have you got ?

Be as frustrated as you like, as positive as you like ... but there are others with different views !

what are you on about @eccles .... Bushveld reporting annuals is totally in line with very many companies. It is perfectly normal to report final audited accounts 6-9 months after the year end

I might add, that given the forensic analysis of quarterly operational updates, there are few surprises to be expected

We are, I feel, just awaiting some big news. We know that production has started and JJ's factory contact alludes to how positive it all is.

There are clearly some great summaries that I referenced and now there is more material. When news flows come out 'imminently' and the picture has clearly changed from a holding pattern, I shall post an update on a couple of forums (like Reddit).

https://www.reddit.com/r/UkStocks/comments/l84146/bushveld_minerals_an_unloved_gem/

@L2 .. I did do a long article a few weeks back on Reddit. I was planning on another as soon as some news comes out... a lot more to add

you are anointed Lionel ... still waiting for my reply from yesterday ! (and no I did not moan about comms.... made a suggestion for future reporting following the discussion on 'equivalence' of mtv vs V205 vs Nitrovan).

Not holding my breath but you never know

as regular as clockwork ... we are vulnerable to a TO ... no we are not (at least not a low ball)... I suspect rather move than 100M shares are held by LTH's who recon 100+ at least.

Any TO attempt would need shareholder approval, and I for one would not even consider less than 100 right now

There is of course the other fly in the pot ... Ramaphosa... hardly going to let a sunrise industry float off to god knows where - This is a SA that will play a huge part in the next decade or two of SA's economic recovery and energy restructure

Ain't going anywhere (IMO)

well proven in the cars that have not caught fire perhaps !

just beat me to it Alfa ..... BBN is a star !

cynic ... LOL

seems suggesting TA is akin to drinking tea and looking at the pot remnants is not allowed .. my post to our cyclist chum is deleted ....