Member Info for Libero

Lionel - great to hear from you and thanks again for your work summarising the incredible investment case here!

Holy smokes, I hadn't seen that, will now use that link in future : ) Thank you!

- Tipped by Investors Chronicle in the most recent issue, and also by the Financial Times yesterday, as well as being tipped heavily by Myles McNulty, BBN, Michael Taylor, and many others on twitter.

- Out of hundreds of companies, Stockopedia came up with their Top 20 tips for 2021, and BMN came 3rd (and will do better than the two above it!)

- Ridiculously low market valuation at present vs any analysis of Fair Value. Let’s not forget annualised production has already increased almost 40% since the start of the year, and is due to increase so much more over the next year. On this basis alone, ignoring everything else, we should be at 30-40p already.

- Vanadium prices have risen massively in recent weeks, and are expected to reach $40kgV at the bare minimum this year (another 25-40% from here)

- Green Stock as well as an excellent mining stock. We're in the shaded bit of the Venn Diagram between Miners and Green Energy - both of which are in fashion right now.

- We're on the cusp of transformational Eskom BESS tender news in the next few weeks! (It could even be tomorrow)

- We’re also due a RNS updating us about the Electrolyte Production Factory any day now. (This was catch the market unawares!)

- The market is finally starting to cotton on, but there’s so much more to go from here.

For newbies, please read Lionel's Summary posts on 1 January
https://www.lse.co.uk/profiles/lionelgreen/

Short term target price: 50p+ (should be in Q1 given the huge news above)

Longer term target price: 100p-200p

GLA & DYOR

Hahaha completely agree Sanchez

eatstocks - Had you sold at 23.5p and then we had a Monster RNS the very next day at 7am, you would've either missed out, or found yourself buying at 30p+

When news can come any day now you'd be mad or stupid to try and trade this... unless you truly didn't understand what you're invested in !

The jump in production, revenue, and profits is just insane !

Also it's hugely encouraging to see that there's been growth every 6 months, even during the worst of covid !

Revenues have grown as follows:

H1 2019 - GBP 14.3m
H2 2019 - GBP 25.0m
H1 2020 - GBP 29.44m
H2 2020 - GBP 48.1m !

So cash generative as well.

And the copper activities are only just getting started really.

Incredible! I've therefore just doubled my holding @ 13.6p !

STRONG BUY

He's also said that BMN is part of his 3 "Core Holdings" (whereas MKA isn't actually), which sends a very clear of how he rates the investment opportunity here higher than almost everything else out there!

https://twitter.com/MylesMcNulty/status/1349631755695878145

"Vanadium and rare earths pricing continue to rally:

https://vanadiumprice.com

https://metal.com/Rare-Earth-Oxides/201102250592?type=3%20Years

My green metal plays:

#BMN: evolving into THE superheavyweight of the global V. market.

#MKA: holds a strategically important asset in Songwe. Severely undervalued v. comps.
Quote Tweet"

Nothing. Vanadium prices have actually risen over the past 3 days so if anything w should've risen !

"The fact that the MMs appear to be able to take this up and down at will is a major ongoing concern for me"

You're talking as if we haven't just re-rated massively UPWARDS in just a few weeks !

The MMs have some control and influence but they can't stop the tide. We're in an up trend at the moment and just because we've dipped a little in past couple of days doesn't mean there's any reason to despair.

Nothing moves up in a straight line but look at the bigger picture, we're still re-rating !

SP is heading back up to where it started at 22.6p ...

Alfacomp

Completely agree. This does not look like a genuine drop to me. Sure we'll rise back up again soon.

https://investinghaven.com/forecasts/lithium-stocks-forecast-2021-bullish/

- Tipped by Investors Chronicle in the most recent issue, and also by the Financial Times yesterday, as well as being tipped heavily by Myles McNulty, BBN, Michael Taylor, and many others on twitter.

- Out of hundreds of companies, Stockopedia came up with their Top 20 tips for 2021, and BMN came 3rd (and will do better than the two above it!)

- Ridiculously low market valuation at present vs any analysis of Fair Value. Let’s not forget annualised production has already increased almost 40% since the start of the year, and is due to increase so much more over the next year. On this basis alone, ignoring everything else, we should be at 30-40p already.

- Vanadium prices have risen massively in recent weeks, and are expected to reach $40kgV at the bare minimum this year (another 25-40% from here)

- Green Stock as well as an excellent mining stock. We're in the shaded bit of the Venn Diagram between Miners and Green Energy - both of which are in fashion right now.

- We're on the cusp of transformational Eskom BESS tender news in the next few weeks! (It could even be today)

- We’re also due a RNS updating us about the Electrolyte Production Factory any day now. (This was catch the market unawares!)

- The market is finally starting to cotton on, but there’s so much more to go from here.

For newbies, please read Lionel's Summary posts on 1 January
https://www.lse.co.uk/profiles/lionelgreen/

Short term target price: 50p+ (should be in Q1 given the huge news above)

Longer term target price: 100p-200p

GLA & DYOR

Soz if posted already but this reads well

https://investingnews.com/daily/resource-investing/battery-metals-investing/vanadium-investing/vanadium-outlook/?mqsc=E4125019

http://www.bushveldminerals.com/wp-content/uploads/2020/12/Bushveld-Minerals-%E2%80%93-Innovative-financing-reignites-growth-drive_01122020-3.pdf

Apologies BG, I did misunderstand you

Fair play. Tbf the support lines still haven’t caught up with us cos we’ve re-rated so fast in the past few weeks. Some sideways consolidation wouldn’t be a bad thing for a couple of days, especially when the trend is still clearly on the up!

Roughly a month ago, when we dropped about 6% from 14.45p on 14 Dec to 13.55p on 15 December, there were naysayers on this bulletin board talking as if a re-rate was ages away, and look what happened since!

Since yesterday we've dropped by almost the same percentage, and now once again people are saying that our re-rate may have run its course... and once again I disagree and am as bullish as I've ever been!

Vanadium commodity prices have risen to levels which are profitable to Bushveld, and they are still rising (up another 2% today in Europe), and we've never been closer to transformational news with

(1) Eskom news on the way;

(2) A Big electrolyte plant update on the way --- the market are clueless about this. We only know about it cos I was googling away to find progress! This update will 100% be communicated this month. If not in its own RNS, it will be part of the Q4 Update in a fortnight's time.

So everything is looking incredibly bullish to me, and I would encourage the rest of bulletin board to look at things the same way I do!

so I've bought a few shares : )

I saw it on the chart on google haha

Either way, we had sells going through close to that level, and now we've ticked up.

Whilst it's clear that the FY Trading Update this month will be fantastic (no doubts there), and whilst it's clear lots of Covid testing is still going on and will be needed for a good while yet, what is the longer term outlook for Novacyt? i.e. what does the future look like post-Covid?

Full disclosure, I discretely joined the party last Monday at 7.5p and have already doubled my holding (averaging up of course) since then haha!

Is that all ?? Hahaa we're looking very strong here!