Member Info for Macanman

Please everyone, can we stop responding to this entity. He has allegedly only been posting since 4 October and he thinks he has the right to trash our investments with his bull***t. Please do like me and filter the p***k.

Someone on here has already worked out that the fact of any dilution by Duferco would be within the range of 3 to 4.5%. If such dilution had a proportional effect on the SP then a 3 to 4.5% change is well within some of our daily movements. So in other words, no big deal, and like a great many other things in life, once out of the way and shown to be harmless, could lead to a significant rise in the SP.

Infest well, thanks for responding to my excellent news but try to spell my name correctly next time, it’s Macanman not Macadam.

Regards.

Just thought I’d return the conversation to something more wholesome than the current infestation of deramping rodents.

GLA

V prices are up in China by 1.41 to 2.25%

http://www.asianmetal.com/VanadiumPrice/Vanadium.html

He moved to Telegram.

I don’t normally post here because I have such a small holding with HZM, but I notice that there is no record of an open short taking place here. Do those of you who do the research know of a large holder that is selling down? Has the company website any information that would tell us? Is there anyone in investor relations that would be able to give us an idea what is going on here?
BBN has a lot of confidence in this company which is one of the reasons I have a holding, so it is bizarre that someone is selling at this point in time unless something very clever is being orchestrated to let someone in at a lower price point.

....of a deramper.

Rmkuro, jagadish beat me to it but after you have read everything there, go tell your friends on stockwits.

I used to work in a university biochemistry department as a technician in my younger days. One of the gases I was trying to detract from a bacterial culture was carbon dioxide. The instrument for detecting carbon dioxide relies on the fact that it absorbs infra red light like crazy. Minute amounts absorb infra red and this registers in the instrument telling you what you have. The CO2 absorbs the infra red turning it into heat which is why we have global warming. Simple physics. End of.

I thought we had established months ago that Lucky had cycling connections and therefore equalled Capa.

I have had him/her filtered forever.

Good find Jim. I have forwarded the link to the Faversham Society.

There appear to be a lot of 50000 sells today plus other round numbered sells as well. Got to end soon.

...information hasn’t been updated on the BMN website since April. It would be good to know what movements have taken place considering the question about who might be downsizing.

I copied the link to the Innova expose to Jon Ashworth shadow health minister and I received a reply containing this paragraph.

“There is a strict Parliamentary protocol that Members of Parliament can only take up matters on behalf of their own constituents. Therefore, I politely ask that you include your home address and postcode in your email to me. If this was not included originally, please kindly reply with the information.”

Which is unfortunate since I am not in his constituency. Anyone here eligible? If so a copy of the warning letter to Innova might be a useful addition to send him.

TallPaul, haha, so have I along with Chris Whitty.

The table in this latest Spangel article has some figures.
http://www.bushveldminerals.com/wp-content/uploads/2021/02/Bushveld_Q4_FY2020_10_February_2021.pdf

At the moment my energy supplier is Shell Energy. I got an email today asking if I had solar panels on my roof and if so whether I wanted a Sonnen battery to go with them.

This made me look up Sonnen to see what technology they use and it turns out that their batteries are LiFePO4. Sonnen claim them to be the safest storage battery. However, I found this link.

https://www.solarpowerworldonline.com/2020/02/just-how-concerned-should-the-solar-industry-be-about-battery-fires/

HC I would agree. What has happened to FAR defies rational explanation other than the bullish forecasts it has received, whereas BMN does not go in for unrealistic forecasts, hence my case that in the absence of a get rich quick scenario that is popular amongst AIM investors we have to be patient. This figures speak for themselves and I am happy with them if a little impatient myself.

SometImes reading this bb is like trying to explain BMN to my wife. Same argument over and over again once she looks at the share price.

Paul put this post up earlier today and I think it explains our position perfectly.
http://www.bushveldminerals.com/wp-content/uploads/2021/02/Bushveld_Q4_FY2020_10_February_2021.pdf

To me the table in the Spangle article mirrors what we have experienced in all the time I have been invested in BMN. The post-tax profit from 2018 through to today shows quite clearly why the SP has dropped. What do people expect when it falls below zero in 2020 and is predicted to be only very small this year. Remember we aren’t talking about a COVID stock with promises of fortunes to be made overnight, this is a normal successful company that is going through a process of renewal.

The table does however show a rational argument for rapid improvement next year and the year after based on V prices that are lower than they are today, so we should all take heart from this and look forward to a proper re-rate some time after the end of 2021.

As Paul said this article is worth a read and the table provides a fairly reasonable roadmap to BMN’s forthcoming re-rate.

Just my opinion,

M