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With the revenues generated from BE still many months away and the market apparently unwilling to put any value on it at the moment, the SP seems to be a binary play on V prices at the moment. The recent falls in these prices particularly over the last few days have certainly not helped to create any positive momentum in the SP and may or may not have affected any last minute changes to potential dividend payments. A bit of a frustrating cap on the SP at the moment but so much positive news to look forward to.

A great read and a total vindication of BBN’s great previous analysis. Bring on on the tech based re-rate

POD approval for Duyong. Another box ticked

To the uninitiated who may not be au fait with the Bushveld story, Fortune’s speed of delivery may make it difficult to follow some of his key messages. I suppose it comes with the territory when he has such a great, detailed story to tell but only a very short time to tell it. The summary of his key messages in the last slide are critical here.

Funding package coming together nicely de-risking the financing a bit more

The disconnect between the 2.2p agreed with VAST for the diamond interest in SA and the present share price screams buying opportunity but the problem is the illiquid nature of the NEX market. The analysts report from last year also talk about it been undervalued and that was before the recent Assay results. Anyone tried to buy these shares on the NEX market?

Why is there such a disconnect between the present SP and the 2.2p that is the valuation of the VAST deal announced today

Reduction of interest in Duyung in return for the funding of the forthcoming appraisal programme

Not only started but a good start!

Out

RNS out on Mako with GCA confirming the data on that Indonesian prospect. All very positive with China JV to come

Further good Assay results for TTAU out from Specimen Hill this morning with gold grades up to 35.2 g/t found. Final results due by the end of the month and then looking for one of the big producers to develop it. Getting off NEX to a major market a pre-requisite though. Worth keeping an eye on this with gold prices at their present level

Early Assay results out from Specimen Hill encouraging giving credence to the original concept. Final results next month will hopefully lead to a listing on ASX or AIM followed by a JV to fully develop SH.

Given the number of Mickey Mouse companies on AIM led by people who often have their own interests at the expense of their shareholders, it is an absolute joke that a well managed company like BMN are fined and not the others. Anyway bad news now out of the way so now for some of the good news to be announced next week.

Fortune in London. RNS tomorrow morning??

Logic would suggest the announcements will be linked to their visit to London next week so we may not have too long to wait now

Any potential link between this announcement and the BE update due before next Friday?

Fortune’s final point that relatively low capx is required to deliver the overall project and this can be covered through existing cash revenues whilst still leaving monies over for dividends

Sorry to clarify the presentation was available on the website prior to the webinar starting

Yes it was available on the website prior to the webinar starting