Member Info for marc001

Thank you Pickler - some of us dare to dream. Serious CEO’s, serious results.

Faramog - yes it’s fun to speculate, but that’s all anyone can do. If I set my expectations of high SP into the years ahead and it doesn’t quite get there I won’t then be disappointed. Likewise I have no short term expectations for SP growth, so again no disappointment.

SB2023 - you’re lying aren’t you? You have zero investment in BMN.

Nobody of sound mind that’s actively invested makes a statement like that re: ‘if vanadium stays at these levels for the next 18 months they won't be in business.’

You come on here pretending to be a new investor, new or here and new on Twitter. You try to build credibility, but the hallmarks of an agenda are all clear to see. What’s your agenda? - IMO to try and get under the skin of LTH’s and convince them to sell. You don’t fool me, and your rhetoric around V is how you are trying to manipulate.

Well it was nearly 50p a share on the last bull run and that was when social media wasn’t so much of a thing. And it was prior to a commodities bull market, so most of the money was going into tech.

It’s ok if you don’t think so yourself, most people come to AIM for short to mid gains, it’s cool.

If you read my post £1.00 is my long term prediction

SB2023 - Big money here if you can be patient IMO, doesn’t mean the road ahead is easy!

Basically I’m long term bullish here and short term bearish.

My thesis on the wider market is we correct here between 5-10% on the indexes and then the market goes bullish in Q.4, but only to draw in the sidelined money before nuking early ‘24. After the dust settles on a major market correction, commodity plays like BMN will be where the smart money goes (tech bull run will be over).

Q.4 could be bullish for BMN news flow wise and many will see that as being trend change. But we are not immune from the wider macro, and if that turns ugly BMN will fall along with the rest of the market.

What I’ll be looking for in the next 6 months is the board buying into shares, if that doesn’t happen (or if token gesture value) I’ll be highly sceptical of any SP rise above 3p.

Just my thoughts and opinions.

Short term I think we either stagnate at current levels or lift up to around 5p and once the new shares have sold come back down and potentially visit somewhere between 1.5 - 2p. It may fall in line with a general market crash potentially.

‘While research reports and newspaper articles keep rehashing the looming supply deficits in copper, lithium and cobalt, those are all well known.

Conversely, historic vanadium supply shortages are looming, yet barely a drop of ink has been spilled covering it on Wall Street or the mainstream financial media.

We strongly believe investors who look through the radio silence and stay focused on this once in a quarter-century vanadium industry reshuffling will be well rewarded.’

‘180 GWh’s of vanadium batteries are estimated to be built by 2030 and would consume 100% of all global vanadium supply produced from now until 2030.’

Read this: https://capital10x.com/the-vanadium-market-is-coiled-like-a-spring/amp/

Loving the responses, exactly what you expect to see during a bear market.

Many will sell out far, far too early.

£1.00 per share before 2030, there I’ve called it. Game on!

I personally could see BMN at over £1.00 per share easily. Think it’s not possible? Anything is possible at max sentiment highs, valuations can easily exceed fundamentals to the upside just as we have seen them exceed to the downside.

A global recession will no doubt reduce steel demand and therefore, co-production of V will fall in China. However, investment in VFB projects in China continues to grow and with it, an ever increasing demand on the worlds V supply.

China’s supply of V is almost entirely through steel co-production, so what happens if they produce a lot less V due to lowered steel demand yet VFB demand goes higher? The answer is China becomes a net importer of V and supply is squeezed. What do you think happens to V prices at that point?

The change in China’s rebar standards for V back in 2018 placed a small squeeze, what’s coming next IMO is far, far beyond that and V prices back in 2018 went up six fold…

Many look at BMN’s SP right here and say ‘oh I dunno, probably should wait’. Those same people will most likely buy in at multiples of this level in the future.

HMHG - I’m curious, what is the benefit to you for bear posting on BMN? Let’s just assume for arguments sake your correct and it’s a terrible stock, why BMN? There’s loads of naff stocks on AIM, but do you post about those…

Feel free to be candid, I really don’t think anyone will mind.

Is it me or are all rises above 2.50 getting sold into?

I've noticed the negative trolling has disappeared, interesting. Bottom signals, or do we think they will be back?

SB2023 - May I ask why you bought shares in Avacta when by your own admission on Twitter, you say you believe it is and I quote "heavily ramped over the last few years".

SB2023 True - 'a rising tide lifts all boats', so if Vanadium and VFB's take-off big time and V becomes as 'popular' as Lithium has become all players will benefit regardless of their individual fundamentals.

I see what you are getting at now when you say it's very weighted on the price of V.

Craig coming onboard at this juncture surely correlates well with the ramp up in V demand over the next 6 years to 2030, and if he and the board are to invest in shares they would only wish to do so at the lows (as would II's), so if you look at it that way it kind of rationalises current SP.

AlexS12 - quite possibly yes. Seems to be trying to convince us all we should give up on Bushveld if V prices don't go on another bull run anytime soon. Not sure I like being referred to as an 'old timer' by him - in my early 40's I'm anything but thank you very much, lol!

Timing is interesting - 'they' (the composite man let's say) know the only large holders down here at these prices with low SP volatility being the order of the day short term are us LTH's (i.e. no traders around now). My theory is they will try to wear us down in the hope some of us give up and sell, as we hold the key to them accumulating at the lows. It's going to be a game of patience from here on in.

TBH I'm not expecting V prices to pick up until 2025. 2024 will hopefully be the year BMN prepares itself as a business for the future V price bull run, get's it's house in order if you will.