Member Info for faramog

@James ... a good point but I would just point out two things. Firstly, Alfa's forensic analysis (especially back in the Erongo days) and secondly, we are essentially a small miner of a less than fashionable commodity. Whilst Vanadium itself is not a hedged material (yet at least), that does give the ability for those savvy enough to much about.

May well be a lot harder in future as the different revenue streams come online, but essentially Bushveld has a vulnerability that can be exploited....

Whether this is right or not, I don't know (no one really does), but I am happy enough with the long term picture and future value creation..... if only the goal-posts and time-frames did not keep moving out. After all, originally, BE was supposed to be producing electrolyte last year. As it is they have yet to really start the build. Mokopane was a great ticket but delayed over 2 years and in a year since the licence the only this is a barely started plan of mapping.

All just going to take longer, but after almost 5 years invested, I am perfectly content to wait

Bobbyaxe ... so you think a re-rate/transformation would be 'immediate' ... I don't. It is certainly a possibility, but I very much doubt it straight away.

That is my point - there is ample talk of move off and off we go. No, it is move off and a wider newer bunch of investors will start to have a look.

After all, just think, if a sudden re-rate was more odds on than not, would not these II's and fund investors not steal a march by pre-investing ?. Maybe, but I doubt they give research time until they have to.

That is the only point I make. So whilst I respect your 'strongly disagree' view, I don't think either of us disagree that both a long deserved re-rate is warranted and that it will happen sometime

It is is in the US (but I agree, its not absolutely massive).

Point I make is that a move off AIM will not immediately translate to anything

A move off London and solely onto TSX would need shareholder approval - since the majority holders are on the UK exchange, why would turkeys vote for christmas. There is no possible reason for such a move given that Copl is not a wholly Canadian operation

True Alfa... But the Tils so is depressed in no short part by shorting .... Just a different type of manipulation.

But the sooner we are off AIM the better

nicely put Sanchez and whilst I very much want to get off AIM, just remember it is not golden bullet. A couple of weeks ago TILS moved off AIM onto main board and despite extremely positive news has fallen 25% (there does seem to be a fair bit of shorting going on though), but a move would be good in general, but a big re-rate on a move might well not be the case

no .. Libero talking about his emails from Chika

@marksmith6 .. I would not worry - no one cares about the broker valuations. Indeed, at one point they had 81p - before Vanchem, before Mokopane, and only owning 54% of Vametco whilst producing about 2,000 MTV

The note has no reference to Lemur, NVP of mining rights, any valuation for part ownership of Invinity, Enerox tie up or indeed anything for BE.

Frankly ... it is useless

Gushing prior to Bushy about copper in Zambia.... But a bit underwhelming really. Clearly there is some wider back room disquiet about the reporting issue and whether they are now being too cautious

But remember, he had to get permission to by bushy tokens personally last year.... Get the feeling he is as frustrated as we are

I feel sure Libero you care not one jot, but I rather prefer posters who post all (warts & all) - endless ra-ra is an utter turn off... but that is me

no James .. I said traders trade the sentiment .. I did not say I do.

News and information is not always positive, but to create a picture is needed - so whilst I like being positive, being exclusively positive is juts ramping by another name ... GLTY though

Be nice Gambit ... but a pace akin to the Ducky of Grand Fenwick's moon shot would be just as dandy

@Libero
"No genuine investor only comments negatively, without being bullish on any share out there. " .... a bit harsh. By the same tone, they might just call you a Ramper (you never ever post negatively).

Facts ... it is what people point to positive or negative that is surely what we want and need.... not defending, just pointing out the rather one-sided view you spout

well put Sanchez ....

You invest in the long term value, you trade on the sentiment flow

2 weeks eh... Imminent then

https://www.londonstockexchange.com/news-article/ODX/uk-government-contract-and-trading-update/14861068

I will buy you lunch to cheer you up Alltorque .. when we can move again .... not long now .... did you buy any of what we spoke about earlier ?

https://twitter.com/BBCNews/status/1359554603147284482

why no stamp duty ? .. just curious. I thought it was 0.5% on all purchases

Well Gregg22 - you can never loose by taking profits and building on them, but I rather remember some secrets of the big time investor type articles and a common fault is not letting your profits run.

But that of course pre-supposes you know when the turn will be.

GLA .. in the words of the late Sir Tom ... "Tomorrow will be a good day"