Member Info for JMC69

As Endion was saying yesterday, it's very easy to make a downward price prediction and then do a retrospective 'told you so' if that's the point at which you predetermine to stop shorting it.

Excellent work Alfa and many thanks for the time and effort you put into it.

I was thinking along similar lines yesterday so thought I'd draw a comparison with one of the few other shares that I have a passing interest in, and that's only because I have a friend who works for them, (I've been to their office and seen their Mines and Money award), and that's CAML, Central Asia Metals (bear with me on this one, it certainly isn't a plug but there are some similarities).

My friend who's a very clever guy describes them as "a very smart company making sh*t loads of cash". Too right, their H1s last year were roughly the same and ours and they've got a similar sort of mcap of around £400m.

Here's another comparison, they'll announce their full year 2018 results on Friday and their dividend. Last year it was a very decent 12.5p per share. Far fewer shares in issue so would equate to around 2p per share for BMN. So, a few financial similarities.

Anywaaaaay, similar ISA trades for CAML yesterday: £20k buys - 1. £20k B and Is - 1. Plus a £60k buy.

Versus how many for BMN - 40+? Wow, that's confidence.

To regurgitate what I believe was one of your previous posts Pdub, and one that's been very much on my mind too:

16 Dec 16 Appointment of SPA as joint broker - 6 Apr 17 Vametco acquisition
13 Dec 18 Appointment of BMO as joint broker - Apr 19???

Admittedly in the former case it was all very well signposted but BMO are here for a reason, they're a big broker and will be charging accordingly. Brownfield acquisition?

Yeah but what would the guy from Roskill know? A known, repeat offender internet troll says there's a supply surplus. I mean, just who do you believe??

"in South Africa Bushveld and Glencore are likely to increase output or maybe acquire new brownfield sites".

There's the link: https://www.proactiveinvestors.co.uk/companies/stocktube/12749/tightening-supply-bodes-well-for-new-vanadium-projects-12749.html

Passionate, honest and articulate - she's fantastic.

Ah OK. BMN now have a very high profile broker and PR company - this feels like very positive progress. Still can't help thinking that BMO hold the key to Fortune's next rabbit out of a hat trick.

Good spot. No mention of LIFA who were on the Feb 13 RNS email. I'd say we've moved up several leagues. They look like a very big financial PR company. Look how many offices they have globally.

https://www.brunswickgroup.com/where-we-are/

Fortune Mojapelo, CEO of Bushveld Minerals Limited, commented:

"We are pleased with the drilling results received to date from our exploration work at Brits. Although, the average grade of 1.66% V2O5 in magnetite concentrate is slightly lower than Vametco, they are still among the highest in the world. The results confirm the continuation of the orebody being mined at Vametco and provide the potential for additional feed tonnages for the Vametco plant and future brownfield processing plants.

"We look forward to announcing further results shortly, as well as the maiden resources estimate by mid-year."

You can tell from the trade logs that they were bought on Monday morning:
18/03/2019 08:46:04 36.95 12,146

Each to their own and certainly not my business to judge but I'd say in AIM you need a little more patience and resilience than that.

Host utility Eskom.

MN one of the speakers from 'Bushveld Energy Botswana'. Botswana?

https://www.terrapinn.com/exhibition/solar-show-africa/speakers.stm

I'd say you weren't the only one FB - that looks like 6 x 50k buys since 10:04 to me.

Also re-tweeted to my whopping 351 followers. Most of them work in broadcast media so can't hurt.

Also signed this morning. It's odious, destructive, reeks of greed and often seems to be carried out by people bereft of any morals.

However, over on that other forum where LSE exiles meet to hook up with like-minded toxic individuals, Le Maillot Jaune has also suddenly become a Man City fan. Quite a coincidence.

You'll have to wade through a few pages. Thurs at 21:22.

https://mobile.twitter.com/BMOmetalsmining/status/1100464111715082240

Bushveld Minerals CEO Fortune Mojapelo estimates China’s newly launched steel rebar standards increased global vanadium demand 10-15% in 2018. He expects BMN’s 2019 vanadium production to exceed the 2,560tV achieved in 2018; expect guidance update in Q1/19. $BMN #BMOConference

Good stuff. Liked on Twitter.

@Mrremmy. Absolutely - yes, please feel free.

Absolutely AlastairMcgrift and Beechcomber. Win win - a better future both financially and environmentally we hope.

I completely agree Ken.

I'm slightly embarrassed to say that a few months ago, my son who's 12 was doing science at school and the teacher announced they were going to talk about vanadium - "Does anyone know what vanadium's used for?" No-one says a word. My son waits. And a bit more. Not a thing so he puts his hand up "Miss, isn't it to do with renewable energy and batteries". The teacher looks slightly surprised, as if this this was news to her so goes to check online. What do you know, she finds VRFBs so she asks how on earth he knew that. "My dad talks about vanadium a lot" he said.

Trust me, we play football and talk about daft things most of the time, but the point is that a high school science teacher knew all about vanadium but had never come across its renewable energy application. Afterwards, once I'd explained the steel strengthening use to him I pledged not to be so dull in future!.