Member Info for MALTBY2002

Again the hope is that the update on the different facets of the business will be drip fed over a series of RNS’s and not lumped together in one Q1 update when potential share enhancing announcements can get lost

Just to change the heading. FM and his team have done a remarkable job in getting BMN to where it is at the moment and the future remains exciting and potentially highly lucrative to SH particularly those who are in it for the longer period. However the infrequent reporting to the market and the increasing tendency to bundle all updates into one quarterly RNS rather than a continual flow of news plays into the hands of traders and MM who are adept at manipulating the share price. As reflected in some of the posts today that leads to frustration and potentially further downward pressure on the SP particularly as this BB is read by people who benefit from this type of manipulation. Time for a change in the PR methinks!

Graham and Majid typically bullish in their proactive interview. The CV crisis is a double edged sword. On the one hand they seem to have negotiated a much cheaper deal than originally planned as a result of the low oil price and they are clearly looking to use this deal as a platform to buy further Canadian assets in this depressed market. On the other hand starting the Serenity drill late Summer as planned will create severe logistical difficulties as well as making prospective farm in partners less willing to offer them favourable terms at such low oil prices. Interesting 6 to 12 months ahead for genuine investors

Bet I am not the only one who would have loved to top up but has no available cash now I am retired! At least with all the holidays cancelled I haven’t had to sell any to pay for them. Every cloud!

10k from me Alfa. Thanks for all your efforts

Might Fortune be using the delay in the purchase of Enerox from Cellcube by the Consortium to beyond the end of February to negotiate a lower final price in the light of the market turmoil? He has form!

More time and due diligence required then

With the exclusive due diligence period on the sale of Enerox due to expire by the end of the week and the relisting of RedT following its proposed merger with Avalon by March 16th, this is not the time to be on the sidelines looking for a cheap reentry point. The fuse under BE is well and truly lit and the next few weeks could well see it’s value finally added to the BMN share price. Good luck to all LTH

Another comprehensive and very strong 15 minute interview with Fortune particularly on the opportunities open to BE specifically relating to the SA market which he believes will be in the top 5 energy storage markets world wide. No mention of potential developments at Mokopane and I am still unsure of potential time frames here as it is never included in the 8400 mtv targeted for 4 years time

Fast track listing to the JSE particularly if no capital raise can take as little as 3 weeks then. A big positive for me if BMN follow that route

From 11 minutes on vox. JM enthusiastic re the potential roll out of the BMN mini grid to other companies following the de reg comments from the Minister on Tuesday. Similarly the stimulus to the Chinese economy following the virus and its impact on infrastructure spending and therefore steel and vanadium. All very encouraging

No a dividend policy was promised and delivered not a dividend itself

In relation to SPA comment re the impact of the virus on potential demand on China steel and presumably the V price, Bushy only sell 10% of their output to China and the virus could equally impact on Chinese V production

The delayed implementation does enable Bushy to increase their V production and hopefully by then the East London electrolyte production will have started so the delay does have its benefits as well

C

You can always rely on JM to promote the company as he picks Bushy as one of his top picks for the year

Good to see a good Rotherham connection with Bushy. We might get a bad press but we know a good share when we see one. Taught in Maltby for 42 years so I deserve a bit of success in my retirement

Why has shorting not been made illegal?

Good RNS today with the granting of the interim contract to mine diamonds on their SA resource meaning 100 per cent of the revenues now go to TTAU. Monies from here to finance further gold exploration in Australia. LSE listing next year on the main market?

All credit to the 2 execs for doing the interview and not hiding as many would have done. They both looked shell shocked and as major shareholders were insistent the SP fall was overdone as the resource base was now much higher with the success at Serenity. Still multiple funding opportunities available before any equity raise. Like others sitting on a large paper loss but with at least some confidence of pulling this back next year