Member Info for Lamps56

I agree that there is a certain dignity in not publishing an RNS for every step forward (and getting the mini-grid underway is surely a positive step) but we could do with some news flow from BMN if only to get rid of these pesky shorters and get some momentum on the SP.

The 'opportunity cost' argument, assuming it relates to free cash, is only relevant if you are a short term or day trader surfing the market or shorting for a quick buck. If you are investing for a company with long term growth prosects it is irrelevant. Quite happy to feed the ISA thanks.

Would be interesting to ask Fortune about his vision beyond the known vertical integration strategy, and to what extent it would be ‘life changing’. I have a hunch that he is targeting a transformational energy environment for Africans.

Here we go. Friday night and the craic is on. A thought just occurred to me. Perhaps our favourite trolls are merely agent provocateurs planted by the more knowledgeble PIs to provide a mechanism for informing us of the facts. It seems to be a possible explanation for the likes of HMHG and Tropical Ape to keep vomiting unsubstantiated twaddle in the interests of some amorphous mass of potential investors all doing a Coronation Street Mavis (ooh I don’t really know!). So are you real, or simply double agents? Just another conspiracy theory? I don’t think so.

It doesn't look like anything Albi except that the is no news, and the reasons for the dealy have been published before. Anybody know why lse is showing 2 x RNS today? I have only been notified of the routine CDI movement.

How soon do you reckon maqsood? You are pumping hard so how soon before we blow?

And only got to reach the low 0.7s (the likely open offer price before the Align debacle kicked off) and I will be back above water. Oops, forgot the !!!!!s.

Masqod! Take it easy! A lot of LTHs here have suffered a lot of pain with IRON over the last year or two! It's a long way back! I am sure it will get there eventually. ................ !!!

Invariably the way it goes when you give a long lead time before the offer. Primary Bid being the classic.

Thanks MTB. `Barriers to Entry ' is a key criterion on which to base long term investment decisions in this market. Yes, you can turn a quick buck on a SPAC with a new resource, but the solid bet is a proven producer like BMN.

So that’s a ‘No Opinion’ then?

SIPPmeister: what SA did before and what they are about to do with an international pariah state, plus one which is on the verge, are not quite in the business as usual bracket.

Yeah, good find sz8 and good shout. That’s not going to go down well in the West.

Re pdub’s point on market conditions, geopolitics will increasingly influence marketing strategy. Key suppliers of strategic minerals will need to choose sides, and I believe that BMN are making the right choices for destination markets. In a similar way, IES are right to choose Taiwan as a key market.

You got one minute to buy some cheaply Cinders.

Nope, we are red.

Takes time to absorb, but at first sight I would say it’s a bit of a Curate’s Egg.. Great that there are substantial growth opportunities, and it all needs funding. Increase of issued shares by over 30% will not go down too well. Not sure how much my preferential share purchase price will be worth by close of day tomorrow. Keeping the faith though.

Mac - 7.5:1 ratio Buys/Sells to be precise. And before anybody starts saying it's all arbitrary, the big spread today has clearly delineated the blue/red.

Was it a picture or a graph that speaks a thousand words?

Pdub just said what I would have said if I wasn’t just trying to be a literary smart*ss, and actually knew more than a tenth of what he knows about this company. Suffice to say, let’s get back to the facts and stop the BS sweeping statements based on the prejudice of what we have won or lost on this rollercoaster.