Member Info for mitchoftheday

Not really James. The 16p trade at the end was UT, so not really a market trade. 15.7p (ish) was the ask at the end.

Filter tab is still at the top of the messages section, King5hott. It works like magic...

HocusPocus
You'll find that info, and shedloads more on the bushveld perspective website, which is the work of some of the stars o. this board. Enjoy!
https://www.thebushveldperspective.com/blog/public-articles-1/post/nitrovan-shipments-to-the-us-183

Wow that was quick. Thanks admin!

I am Spartacus

Well played Roosters!

BumblingFool
Your original post has 20 replies and none have concluded that TBP hosts misinformation. I think you have your answer.

Noooooooooooo!!!!

Good question AL75 and very good answer FRTEB. Thanks both!

So...
H1 average V price $56, Q3 average price $30.7. That means average price for first 3 quarters is c$48. Production cost $19. Gross margin c. 60% YTD.
And you need to bear in mind the fact that BMN is a lowest quartile producer with lots of cash in that bank. In other words three quarters of the world's production will be loss-making before ours is. In fact much of it has been for some time. Anyone think that might choke of the supply a bit ?

And products (BE, Vanchem) and routes to market (VRFB manufacturers).

Still, what has Fortune ever done for us?

I don't know the answer to your question dagnamit, but maybe it's possible that the VIP platform could be used by the World Bank to make its investments.
And, while we're in Africa there's an interesting article in the Grauniad today about solar power and large scale urbanisation in the continent as a whole. Energy storage? Structural steel? Wonder what's going to happen to vanadium demand...
https://www.theguardian.com/environment/2019/nov/08/africa-poised-lead-way-global-green-revolution-says-report

Nice one pdub. A very timely reminder!

Justin Waite extolling the virtues of TIDE (dated Friday 6th October)
https://youtu.be/wSE-Mfi1G9Q

Now play nicely numpty. It might be an actual idiot, not someone paid to sound like one. We do diversity here.

If you want info, you might want to start here: https://www.thebushveldperspective.com/
Spoiler alert: it's a bit light on predictions.

Do you usually make your investments based on predictions on a chat board?

Great point about the 14% and 8%. I'm not sure what do they do about it, though. Any thoughts?

You're probably right Value_Wise - Woodford will have had to liquidate anything liquid enough, ironically.
I take the management's explicit support for the dividend - recycling low yield assets in to high yield ones - as being an excellent indicator that they are doing what they can to ensure the business continues to perform in difficult circumstances. They should continue in that vein, controlling things they can control. The share price is not one of those.

Do we know Woodford's all out, or might he just have dropped below the 3% reporting threshold? I'm happy to admit I might have missed that announcement if there has been one.
In any case, the selling he did/is doing has both spooked investors and offered juicy bait to shorters. Add the retail meltdown into the pot and you have enough reasons for this being well oversold, IMO.
The fact that, until now, NRRs very intelligent occupation of the retail convenience and value niche, their wet-led pub portfolio cum property development line and their asset management capabilities have protected them very well from the sectors ills seems to have been missed by most retail property investors.
With a market cap of £453m and an enterprise value of £928m this looks like a very interesting contrarian pick. But DYOR, obvs.