Member Info for LuckyLuciano

lol

shakhtar
interesting find and thanks for sharing.
From your link if I am reading correctly, it look like the Court if successful will be able to recover a large chunk of cash, the Zhevago own due to the bank scandal allegations, from the Kyiv Shipbuilding and Shiprepair Plant. This asset is also owned by Zhevago and go noting to do with Fxpo. It looks like the Court is focusing to confiscate this asset, although is not excluded that may act on Poltava and Fxpo . This was possibly the reason why there was a freeze on Zhevago sale of his shares of Fxpo, which has now been lifted. In my view and regard current sp drop, this news from the link are some months old....
https://finclub.net/ua/news/miniust-rozpochav-prymusove-stiahnennia-borhiv-z-zhevaho.html
and back then there was no effect on fxpo sp. Right now all the market in in down turn including miners that given the commodity prices should be doing fantastically. Possibly is the right time to buy, unfortunately I don't have anymore cash.
Also FXPO is a great tax payer to the Ukraine government and I doubt they will do anything to jeopardise this flow of income, it may be that at one point Zhivago will be forced to sell some shares to extinguish the fine he received by the Kyiv Court.
In a way I am glad that something is happening to bring to a conclusion this Zhivago saga, the best outcome is if they will manage to get the money he owns from other assets, and apparently he has mots of other assets not just Fxpo majority shares.....Let see what happens.

Also....
https://www.interpol.int/en/How-we-work/Notices/View-Red-Notices
Searched for Zhivago but he is not there....Wanted List?
lol

Find below a reply from Fxpo.
==================
Good morning –
Thank you for your email and reaching out; we are aware of the article in question and I can confirm that we are reviewing matters. Following similar events in 2019, Mr Zhevago stepped down from his role as CEO to focus on addressing matters relating to a separate business, and beyond that the Company is not in a position to comment on the personal matters of shareholders.

Kind regards
Rob Simmons

Rob Simmons
Investor Relations and Corporate Development
Ferrexpo plc

My research is often proportionated with the amount I am prepared to invest, moreover I have some 100 companies on the watch list, trading on many stock exchanges and ranging from mining to retails to biopharmaceutical to banks etc. I have no degree, not even in hospitality, trade which I have been working for the last 30 years. Still in the last 16 months I managed to turn 30k into 210k, and I am not prepared to give anything back to the market.
Excuse me if I speak my mind and I am not knowledgeable on some aspect of BMN operation, maybe next time for the information you gave me I could offer a round at the pub?
On Directors not been technically qualified in mining operation I referred particularly to the CEO and few others, which are also entrepreneur. Their past record shows that these guys have the habit of take on project with substantial financing backing and eventually turn around the businesses.
We can assume that with BMN the same is happening. I am not posting to discourage investors from buy BMN shares ,I am just trying to create arguments to know as much as possible, on the company I have parked my cash. You can say I should have done this before, in fact you can say what you like, but better late then never and also as I said I don't pretend to know everything...sorry about that.
If you read carefully my posts, not once I have stated that you should be selling BMN shares, I even tried to vent the conspiracy theory that someone want the sp cheaper to gain a fantastic entry opportunity. Moreover I am in as from this week...but have to be honest I am not ready to average down, what so ever.
We will se what the management will be able to deliver. The first crunch test didn't go as expected, and we will see on the legal front if there is incompetence, or just unfounded arguments from Garnet Commerce Limited.
My wishes is that we have touched the bottom on operation mishaps and that soon the positive news will start to come, I am sure is the whish of everybody here....

Pdub
you are perfectly correct sorry my writing laziness.
For mining I intended the whole operation, my point is that most of the Directors but one, don't have any academic background in mining, such as mineral processing, exploration, excavation, geology, and metallurgy, geotechnical engineering and surveying. Happy!
Please bring the evidences you are talking about and we will carry on chatting. For now I am off as have better thing to do....no offence intended. PL

BenAlder
Will have a look, last time I checked months ago I honestly couldn't understand it at all.
Maybe a second look will help.
On my decision to invest in BMN I did it because the price seemed right, as I am hoping that worst case scenarios 10/11p will be support, as posted before Vanadium price on the up and after Financial all bad news out of the bag....but sincerely I didn't expect the last court care new. Not that is objectively a big deal but you know, everything adds up to get a picture on what one is involved here. The fact that I am invested doesn't have to stop me from speaking my mind. As if by ramping up the shares will bring better prices, what for a day? If the management won't deliver, you can ramp up as much as you like soon or later the market will catch up with you, and the same is valid the other way round.

Pdub
on the subject that any business can be run by anyone even if not qualified in the specific field, well....is a long story.
Please explain what contribution a banker would bring to a mining operation, unless he/she is bringing actually THE MONEY.
I don't know maybe is me but it seems that high finance, edging, derivatives and all that madness are the reason why our economies are in debt, that will NEVER be able to repay. Do we really what to analyse what contribution financer and banker have brought to human kind?
Moreover please explain me what qualification a banker has, in judging if the head of mining operation employed by him is actually qualified for the job or not?
Well I suppose he/she has to gamble and take the chances as often happen in the financial world. Sometime it works some time it doesn't. But rest assured that when it doesn't work, those people have always the back door open. They are not gambling all their pension pot on nice words, or a nice smile from Mr Fortune. The get handsome salaries thank you very much and some shares awards on the way out.
I do get that is not Mr Fortune going down the mine to repair equipment, but if the people that he send down the mine are good or bad he will know only after the s@it hit the fan.
Same goes for many ministers in charge of many government departments, trust me there should be a law that allows only competent and qualified people to occupy cabinets inherent to their academic qualifications. Its a travesty. If I go for a job a baker and I tell them I am a builders I doubt I will get the job.
Why some business runner by artisans the learn the job of their life are the most successful in long terms, whereas other business set up with last minute financing and a bunch of people with little or no training are a hit and miss?
It seems to me that with this model of working society, humanity is and will be always trying to repair the problems caused by incompetence, in stead of foresee and prevent them.
Pl feel free to think differently as I know I am in a minority.

The fact remain that at first attempt to refurbish a mining op. they ****ed up. Now less production forecasted and possibly more cash to spend, and it may be just the begin of the saga if they don't get their act together.
The fact is that the only one with academicals background (meaning that this guy at young age study and has the vocation to study mining, not how to con financially people) is Mr. Ian Watson.
If you ask me if I would prefer to have a miner in charge of a mining company or a banker you know the answer, I certainly do.
It seems to me that some Directors are in BMN to create value and then sell when the price is right, (so called turn around) in this contest as RI, you can only win if your entry price is lower then theirs.
And please don't let me talk about the financial deal they have agree with Orion (I think??)
I am not the qualified person to talk about it but...have you tried to understand and figure out how much interest and what slice of profit Orion is going to get once the cash will start to roll in???
You get all my respect Sir. if you understand those calculations. Why do they have to be so complicated?
Sorry I forgot ...the BoD are financiers, not miners. Congrats....

Hopefully the bounce from 102 will hold.
https://tvc-invdn-com.investing.com/data/tvc_28592f5e8bb05f1235cf2ca5fd690b60.png
Day candle 200ma creating a base support, plus result coming out soon....also 38% fib level support?
the next fib. level below is at 87p a bit too low imo.

Right then!
Now that we can openly talk about negatives as well as positives for this company, please let me come up with my conspiracy theory which hopefully won't be seen too fat fetched, hopefully!
It occurs to me that Mr. Fortune our CEO, together with few other BoD, doesn't have a iota in mining back ground or experience.
What I mean is that the guy have no academic qualification what so ever in mining. In fact the only one among the BoD with mining qualification is Ian Watson, incidentally an Independent N.E. Chairman and possibly put in place to make it look like a proper mining company.
The thing is that everyone is good a borrowing money and make acquisitions trumpeting how the world is going to need vanadium bla bla...But when it comes to business execution is one know zero about mining operation and technical staff, there is the real danger that sh@it will happens.
Mr Fortune like his friend Anthony Vilijeon are both involved with VM Investment Company (Proprietary) Ltd, a principal investments and advisory company focusing on mining projects in Africa.
These people are financier entrepreneur not miners like in Australia.....And you very well know what's the interest of financiers.....surely not aligned with retail shareholders. For what is worth they might have a master plan to sell this company on the cheap to creditors, or indebt the company to the point that all juicy profit will be going to repay interest.
All conspiracy theory of course, and my apologies if spoiling someone dinner but is something that I had to get out, even if goes to detriment of my interest. At the end of the day Vanadium price rising might even save the day for some here, if not.....well lesson learned for next time.

Pdub
I am so sorry to ear about your health problems. I whish that everything will go just great for you and that it will become a thing of the past. For what is worth please do some research on "Intermitted Fasting" and "Autophagy". The best of luck.

...and on the post from onefcc.
All a retail shareholder did was buy shares in hopes they are more valuable at some point..value created by the work of other people====
So to buy shares and risk saving, pension and lively hood is noting now? Almost blaming if some may hope that the sp will go up one day. Unbelievable how people change view and opinion just to make a point.
Value created by the work of other people? Why the work I put on to get the money to buy shares doesn't count?
From this post it sound like one should buy shares, risk his lively hood and then pick up a shovel and go down a mine too....
probably doesn't cinder as he's out there losing sleep about navigating a company through a pandemic.
I am sorry but is " HE " (your leader) actually texting you every day complain about his sleep depravation??
Man I give up......18 up ticks for this post, tells me a lot about this board and what I got in to.
My last post people, I know I wont be missed.
Ciao

Pdub thanks for bothering with your answer to one of my questions raised.....the other question was about if the 3 majority shareholders (which are also brokers) of BMN are direct holders or via investors, and please even if the second question may sound stupid if anyone as a clue do bother to answer.
Back to Director's holding, one has to consider a little the back ground of such kind of question. Is not that shareholder here are blaming Directors not buying shares while the company is preforming to perfection, the share price is at all time high and project and business model execution is impeccable (FXPO come to kind..).
In my view this is the perfect moment when a Director with balls would put the hands in his/her pocket and show who is the Daddy...(I mean taking out money from the pocket, not anything else)
Sp is near the lowest since 2.5 years, Vanadium price is on the up and production expansion eventually will come good.
If many of us here are shouting that this share is cheep, undervalued and an opportunity right now, why Directors don't see it??????????
I think this is a very legitimate question.
As you say Pdub I am going to concentrate on the ball, therefore wont reply directly word for word to your last post, which seems to me excuse the BoD outright, when in fact there could be many point for which they should be made accountable for.
IMO the Directors here are the weakest link and if we will see a sp rise will be only thanks to Vanadium price. I mean did you expect today the latest RNS and another -5% in the sp???
If I did believe in conspiracy theory I would venture to say that Director here are trying to bring BMN sp as low as possible, for whatever reason one can imagine..
Anyhow please Vanadium price, pleeeese go up.

Pdub all nice words...but in the end when I tried to cast some doubt on BMN operation in order to ear different point of view and make my decisions, all I got from you is replies like, "patronising" "de-ramper" and other useless empty words.
Normally this reaction comes from either someone that is not able to bring some concrete argument to the table, or someone that is able to do so but doesn't want to because it would go against his investment decisions.
I prove no pleasure to call out people like you, and there are few in this board trust me, but my aim is and will remain trying to bring some objective arguments towards investment decisions, for the benefit of anyone reading and I will not get bullied by spelling mistake buls@it posters. (talking about patronising) lol

Pdub please refrain to reply to my posts.
Mine was a genuine point as I do have some interest in this company, but I don't need to ear the desperate attempt to ramp-up this share, from those which only objective is to get back some cash due to their wrong timing investment decisions.
I am prepare to sell my holding at a loss if I become aware that something doesn't smell right anymore and I sincerely suggest you do adopt this instinct going forward with you future investments. Sorry that is me patronising again.

I am looking at
Hargreaves Lansdown Asset Mgt some 20%
Interactive Investor 16%
Halifax Share Dealing 10%
Orange Trust 5%
A J Bell Securities 5%......and so on. Bushveld Minerals Ltd Director & Related Holding(s) 2.21% (£3 million circa)
Two points, the 3 bigger investors are also brokers, now the shares they hold represent private investors holding trough their platforms or direct holding?
Second point although £3mil holding from Directors could be seen a decent/substantial holding, is this via share awards or direct acquisition of shares? Wouldn't this be the best moment for Directors to show their commitment and buy some shares on the cheap?

Daisydog you are possibly right and I am too naive......
Perversely I whish what you say is true, because it would show the weakness of some financial institutions and what they need to resort to, to make some money.
No doubt internet and social media has levelled out many players in the investment space, I suppose some can see this has a negative but IMO its just great. I hope we will never see the days when Fat Cats will make millions seating at nice fine dining meals, on top floors of city towers. People have the tendency to get too lazy if something goes on for too long, was about time Mother nature changed some rules to slimline the hierarchy of how gets what. I am not disgusted by what's happening been hedge fund secret spy game or Robin Hood investors or even the fat cats in the city, this is human nature and is part of survival if anything....we can say that theses days opportunities are more there for the taking and shared than ever...

Hi
Been looking at this company for a while now and decided that this is the time to invest.
As usual is almost impossible to pick the bottom of a sp hence in at 125p and since then, looking at the sp drifting low albeit on poultry volumes.
I too see the rationale of Vanadium over Lithium for large energy storage, although I believe it will take time before all the fundamental commercial and market rationales, will converge in the right direction.
I see Invinity truly the right company going places in the V space and in due time I have a great feeling on my decision.
The Joint Development of a Grid-Scale Flow Battery with Gamesa Electric is for me the most important single factor that convinced me to buy in...
Gamesa Electric and Siemens are giant of their market space, just think of how much work would come Invinity way, if Gamesa was to exercise its option to acquire 10% shares at £1.75....
Short terms this year I am expecting some news flow that will support the sp ======
For projects to be delivered this year, manufacturing is now complete for 40% of stacks and 70% of the balance of system. The first phase of the ESO project is expected to be ready for delivery in Q3 2021, with all remaining projects expected to be ready for delivery before year end.========
For cash and visibility going forward it seems Invinity has more than one year finances available excluding sale revenue, moreover I am confident that management will be able to raise more cash at higher sp than today.
Lastly just to note that whoever buy Invinity today, is buying at a lower price than when first announced Joint venture with Gamesa on 11th May and definitely lower than £1.75 Gamesa entry price.

There is always the possibility that Invinity get bought out by Gamesa hopefully at much higher price...

I have no sympathy for this guy, if is true what he says , the poor crawling animal is only coming out now in revenge because he lost his job....I doubt this is genuine remorse.
Moreover I very much doubt any serious hedge fund would employ people to ramp/deramp shares on investor boards, but supposing this is true, in the end is down to us investors to do due diligence and research before investing. My point is if anyone would come out with bulsh@it on investor board trying to ramp/deramp, would/should be easily found out by those bringing counter arguments backed with true sources information, hence what's the point?!