Member Info for Libero

Noel Borg has 6,500+ people on Twitter who follow his trading tips, and he’s just tweeted the BMN saying he’s bought in at 21.3p because he expects us to reach 25.4p Very fast!

https://mobile.twitter.com/Borg74/status/1347268657685127172

He previously tipped us at 15p for a 18p ish target, which shows how he’s rather conservative with his targets. In order words, it’s likely we’ll see 2p above what he’s said there.

Long term target: 100p+

DYOR & GLA

I'm in a Telegram group called 'The Chartists' who post constantly about all sorts of trades going up and down and whatever...

...and today they finally posted about BMN saying that the charts are looking very strong for us to break through 21p resistance and rise substantially thereafter, so they have price alerts set up for if we close 21p+ so they can then buy in.

Know that we're not a fan of traders but actually they were necessary for us to re-rate from 15p to 20p, and they will help us re-rate again from 21p to 30p ish.

So, long story short, this is an opportune time to buy in and load up!

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

... in the 3 hours we have until close : )

Weathergeek, Thanks for your post, I had seen that, and it's very promising. We actually feature on Gehring-Montgomery Inc's website already, so it's clearly looking very good.

My concern is not with this revolutionary salt nor the crisps product, my concern is more to do with the production of both, assuming that Salarius is responsible for production ?

Hope I'm not sounding like I'm deramping. As I said, I'm invested and am very excited about all 4 companies that make up TEK, I just envisage the most issues with the Salarious one unfortunately!

Although let's be clear: This takeover attempt will clearly fail

I support !

- 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.

- Not only are the fundamentals super strong, the charts are too with No resistance until 25p

- 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.

- 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

What's the significance of the Baimskaya asset?

This is clearly so undervalued that it won't matter too much either way, it's clearly due a re-rate to 800 - 1,000p, and this should happen rapidly upon the failure of this takeover is finally announced. i.e. it feels like a no-brainer at these prices. But I'm keen to understand this because ideally I'd like to buy and hold for the long term.

Initial Thoughts:

- Lucyd seems to be the most established out of the 4 companies thus far, with a huge social media presence (140k likes on Facebook, 11k+ twitter followers, Youtubers reviewing the tech, etc). This company will certainly make some serious profits in the immediate future. And TEK own this 100% !

- Guident is hugely exciting, is developing and patenting cutting-edge tech very fast, and has started to become commercially established, with deals with Bestmile and Cirrus Core Networks in recent months. This is actually the thing I am most excited by because AV (autonomous vehicles) will be huge one day, and the likes of Tesla could wish to buy this out for a nice sum! 100% Owned as well

- Belluscara - If its patented oxygen concentration product gets FDA approval, it will list on AIM, and should do extraordinarily well. This should help us re-rate very fast !

- Salarius - Clearly developed a potentially world-changing product, which has 5 star reviews on Amazon, but feels quite far off being commercially established, when its "Out of Stock" without no known date as to when it'll be back in stock in Amazon. If it cannot supply enough for Amazon, how is it going to supply USA and Mexico? Or am I missing something?

Overall, it's an excellent group of companies to invested in at below their Net Asset Value (which works out at just over 22p for the lot).

My only real concern / hesitation is the level of fundraising and dilution there's been in the last year or so, with 24m shares issued etc, despite the fact this is profitable. Does anyone know why this is?

Also why did profits fall in the HY results? I couldn't quite understand why.

Apologies if these are dumb questions - I've only just invested a tiny sum as a starter position, and this is the first time I've had a chance to do some research

Floyd81 - Great find but why on earth has that not been RNS'd in 4 months ?? This really irritates me !

"Australian Vanadium Limited (ASX: AVL, “the Company” or “AVL”) is pleased to announce that it has
signed a Memorandum of Understanding (MOU) with Enerox GmbH (“Enerox”). Enerox is a global
market leader of VRFB energy storage systems. Enerox designs, develops, manufactures, sells,
installs, operates and maintains battery storage projects on a global level in the megawatt range, for
grid-connected energy storage and offgrid/microgrid applications, under the brand name CellCube.
The MOU establishes a cooperative environment to establish binding agreements for offtake of
vanadium products from the planned Australian Vanadium Project at Gabanintha (“the Project”) to
support global sales and services of Enerox’s well known VRFB product CellCube. Australian based
sales of VRFBs will be supported by the development of a vanadium electrolyte blending facility by
AVL. AVL will also assist Enerox with the arrangement of electrolyte leasing on project specific
demand."

Also worth pointing out that, with the average volume we had for much of last year, it would've taken 30-60 days to reach the level of consolidation we've already achieved here in such a short space of time.

Know we're still crazy undervalued, but it's nice to see such solid progress after so many months, and just bask in what we've achieved for a moment : )

Looking back on the volume, around 142.6m shares were traded in 11 trading sessions below

15 Dec - 4.7m - 13.55p
16 Dec - 6.8m - 14.1p
18 Dec - 9.7m - 14.45p
19 Dec - 8.3m - 15p
22 Dec - 25.5m - 18p
23 Dec - 20.8m - 18p
24 Dec - 8.6m (half day) - 19.25p
29 Dec - 19.5m - 20.4p
30 Dec - 16.1m - 19.4p
31 Dec - 5.8m (half day) - 19.5p
4 Jan - 13.3m - 20.7p
[5 Jan - Not sure, couldn't see this on LSE, so haven't counted it]

During the past 5 trading days in this 19-21p range, 63.3m shares have been traded.

All of which demonstrates how much consolidation has already occurred at this level.

Long story short, we were right to believe that once we reached 15p we'd reach 20p very quickly thereafter.

Happy days : )

Blue day so far (seeing 20.2p being paid at present) but can see us continuing to consolidate here for another few trading sessions, which is by no means a bad thing.

The traders have all sold out (clearly not understanding what they're selling!), and those shares have been all been bought up by those invested here (welcome - cracking timing!) and those loading up.

This means that the foundation is strengthening at this level, and the breakout to higher levels will be more powerful.

Without Eskom news: 32p (over the next few weeks)

With the Eskom win: 50p-100p+ very v fast

Nice find.

The FT article says: "Finally, don't discard Britain's Aim market. There are the familiar names suchas Asos, a clear beneficiary of the move to online shopping, and less well known companies such as Frontier Developments, a video games developer, and BUSHVELD MINERALS, a producer of vanadium - a metal with characteristics that position it strongly in the steel, allow and chemicals sectors and (playing to the sustainability theme) a key component in flow batteries."

So that means we've been mentioned in both IC and FT around the same time as we made the Stockopedia's Top 20 Stocks for 2021 list.

Think it's fair to say that the market truly is beginning to cotton on to the opportunity here.

Baffled as to how this is not rising

Will be topping up again soon : )

*out of thousands of stocks actually

Absolute no-brainer at these prices : )

- 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!)

- Tipped by Investors Chronicle in the most recent issue

- Tipped heavily by Myles McNulty, Michael Taylor, BBN, and many others on twitter

- 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.

- Not only are the fundamentals super strong, the charts are too with consolidation at this 20p level, before we move on to 25p/32p later this month.

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

Good point. I did think of that. However we could always spin it off and then sell off our shares in that entity 6 months down the line thereafter to reduce our coal exposure to zero.

Thanks for all the nice messages - I feel very welcomed here on the bb : )

Looks like the timing of toe-dip could've been better but no regrets otherwise. I feel lucky to have bought in so early on, it's clear a big re-rate is well overdue, and it all looks very exciting!

Smacks - what 3 big catalysts are you referring to?

Also, for a newbie here, is there a good summary / write-up of TEK and their various investments that I can peruse?

Thanks : )

Yes, I hate the fact we hold Lemur. We should either sell it or off or spin it off.

And agreed, 2021 is going to incredible - like 2018 but better still !

"We are consolidating in an area of the chart that has heavy resistance"

Well said maroonbells, it does seem that way, which is a good thing, 20p will be the base very soon. We're building the foundation now.