Member Info for Maninshed

Issue guidance - report back in line with guidance.
Good to see.
Market confidence should follow.

Surely a logical response to the Russia/Ukraine situation is to get out of gas faster than previously planned.

I wonder if they were meant to mention that bit!

That's Pork barrel politics for you.

'plays an important role in renewable energy'
'It recently launched the world's fastest electric vehicle charger'
Described by a fund manager as on 'our cashflow champions list'

Can anyone explain all the reversed trades that have gone through that just happen to sum to the same figure as the positive 1.703M trade? Many of the reversed trades were timed after the large positive trade.

Fancy thinking that owners should be given detailed information about the company they .... er own.

The equivalent of instant dismissal.
Rather needs an explanation.

Someone still playing with this.
Just seen 30 trades come through all at exactly the same time.
Thought we might have seen the bottom here but apparently not.
No background info about this market seems to cut through.
I think we're dealing with someone who wants this cheap and just haven't shown their hand yet.

Moved up a bit again.
Was a big order filled around 12? Let's see.

Large numbers of these are going to be needed and at some point the knee jerk battery = lithium will become a bit more refined. What we don’t want in the event of a serious fire is people just concluding that batteries per se are the problem.

General for anyone who follows BMN but the opportunities leap out. No mention of batteries though.
https://www.bbc.co.uk/news/business-58971281https://www.bbc.co.uk/news/business-58971281

Which year?

'Funds raised will be used to grow the market share of the current VS3 product, develop the Company's grid-scale product in conjunction with Gamesa Electric, a wholly owned subsidiary of Siemens Gamesa Renewable Energy, and maintain the current corporate growth trajectory'
Sounds good for BMN..

I've been around long enough to see the impact of an RNS occur in the days after rather than on the actual day of release.

That's actually only 16 months away and other electrolyte producers are still going to need vanadium for their products. Higher output at higher prices should take this above our current sp.
There's still a very solid story to tell in the run up to our own electrolyte production. I just don't follow why we aren't continually telling it.

Ok, so how do we feel a week on from the Duferco settlement?
That theory they were connected to the drift down which would stop once they received an enhanced number of shares isn't looking so good now.
The walkdown behaviour is continuing possibly aided and abetted somehow by all the pi55y little trades which seem to make up a significant proportion of activity here.
The counter buys of a few weeks ago seem to have dried up.
The glacial pace of South African decision making isn't helping. Indeed, I suspect some glaciers are actually moving faster now - that being today's problem.
The general (non company issued) news is still good and improving - vanadium price, $/rand, production, VRFB news, electrolyte plant etc.
We really could do with something from the company to make the market sit up and take notice.

Anyone else wondering if today's share price is heading towards a 10 day volume weighted average minus 5%?

Shouldn't we be hearing about the number of shares they've got for their $9m?

Yes, I appreciate that actually if there was shorting going on the trades could be of any size. For me, it's just the association of these larger round trades and their timing over such a prolonged period that makes me think of such behaviour. It seems like any form of upward traction triggers them and undermines confidence that this share has finally turned a corner. I doubt I'll be the only one watching closely to see if trading patterns alter once Duferco have their shares.