If you would like to ask our webinar guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund a question please submit them here.
I don’t understand. If MMS need shares, why are they selling them at 17.20? Yesterday the mid price was 17.60 at close, which was lower than previous days so where have they got shares from that are cheaper than what they have been selling them for today? It doesn’t make sense.
I have a relative who has worked as an investment manager for many of the major banks, both UK and International. He is currently working for a hedge- fund, but seems very cagey about identifying which one. His client are well minted and I don’t have anywhere near enough money to be of interest to his company. I have discussed investing with him many times and what is clear from our discussions is that AIM is a cesspit and he considers me crazy to entertain the idea of investing in anything on AIM.
It might also be argued that as the bonus shares have been newly created, we the shareholders have paid for them including settling any tax imperatives by dilution.
I’m not complaining as the effect compared to what the mms do to our investment every day is insignificant.
BBN your argument is very persuasive. I see not difficulty with it. However, you have not factored in the possibility that Vanchem kiln 1 might have a greater output than 1100 mtV after its refurb has been completed. This doesn’t matter too much of course but only add a little more flexibility to the likelihood that the production guidance will be easily met.
Stumbled across this today.
https://otp.tools.investis.com/clients/uk/gresham_house_energy_storage_fund_plc1/rns/regulatory-story.aspx?cid=2430&newsid=1448688
Also it was on the television news this weekend how the insurance premium for apartment blocks with suspect cladding has risen more than 10fold and that leaseholders now can’t afford the huge increase this has made on their service charges.
Baring in mind that this all kicked off with only one serious fire, think what the comparative risk could be attributed to say having lithium ion storage in or close to a large residential or office building.
Applying the same risk assessment must totally rule out the use of lithium ion for storage in this way.
https://en.zelbv.com/
A glimpse of the future.
The ninth major shareholder is greyed out on the Bushy website. Why is that? I assume Grafton is something to do with the Vanchem deal. GS is no longer in sight and I wonder if they are still selling. Patience required, all will be revealed and come good soon, I’m sure.
Gruff, no but I have three other investments that are awaiting good news “imminently”, and all of them are behaving in this way. On all three boards the conclusion is that the MMS are up to their usual tricks. AIM is a cesspit.
If FM did actually say that he wasn’t overly concerned about the price of Vanadium then that would surely be said in the context of BMN being naturally hedged and him becoming more interested in the price that he can sell electrolyte in preference to vanadium.