Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
How about we start the new tax year with a bit of positivity and cut out the b itching and running the company down. New investors will maybe have reconsidered their portfolios and be looking to back great companies in great sectors, so they research, hear about us, turn up and run into long winded argumentative threads. I dont doubt some people wont be able to restrain themselves, and derampers will be derampers, but at least lets try to have a board that allows informed decisions rather than chaos.
https://www.youtube.com/watch?v=Pcv5rjDiOJc
ies mentioned 5.30 mins onward
joker. By the way BMN arent yet fully out of IES as your heading implies, although I expect the remainder will be sold this month, as BMN Nomad has said as much in the sp angel update.
I will top up when it drops.
bluerill, you posted this on a thread headed BMN in financial difficulty.
james - Hold the snark. BMN, and Fortune in particular, have put a lot of effort and capital into Bushveld Energy and IES is the only undertaking that has come remotely close to a successful outcome. Meantime, despite that success being evident to all the partners as still being in its earliest stages, BMN's sell-down of their IES stake has been spectacularly unprofessional and consistent with the behaviour of a seller in some real level of distress. Sorry, but that is where the strong circumstantial evidence leads.
admit it you had a pop at BMN, and it blew up on you.
skibba - lets say you own shares and your shares are in xyz nominees account.
on the list thats being quoted it would be xyz showing as holder, not you as owner,https://t.co/lhnRTCJ3Ou?amp=1
likewise city financial is on the list as holder, but the actual owner is fidelity. its this fund.
https://www.fidelity.co.uk/factsheet-data/factsheet/GB00BH7HNZ83-fidelity-uk-opportunities-w-inc/portfolio
premier miton did major selling across the market when that famous fund manager whose name escapes me right now hit the rocks and sold and miton followed suit. They were major holders in Afritin and sold a lot there.
i think the 16mil holding has been in play for 8 quarters according to
https://www.morningstar.com/stocks/xlon/bmn/ownership funds tab
Bluerill, circumstantially a big holder selling down their holding suggests to me the performance of IES might be in question. lets face it its just as provable.
By the way I am invested in both.
guys bmn have a fully agreed 65m usd finance line in place and are selling vanadium products at a healthy margin. If there is any pressure its to speed up the expansion of its production facilities and electrolyte plant. which is well documented,
In financial difficulty, I dont think so.
I must object to those who single out certain posters for trash talking this share. I cant be expected to watch the board non stop so I like to bounce around their posting histories to find shares that have dropped or will likely drop, and buy in the dips.
These people perform a valuable service