Member Info for Monkeytom

@Mattyboy,
Simple solution, sell some GGP, buy in here, make a fortune, go back into GGP just before it takes off again.
If only it were that simple!

Is this news already priced in?

H2 will be better no doubt but today will sting for a while. The BOD need to do the d@mn basics better, shareholders deserve it.
Couldn’t agree more with this. FM also needs to restore some confidence in shareholders, Pdub, etc obviously have this but there are many on here that are still hanging in on this share that keep having the confidence that this will come good knocked.

@JC
Is the SP down due to the loan? PW is all about smart growth, the loan money will be put to good use, keep the faith, this is a share to keep accumulating on dips when you can.
Monthly video in a few days will explain more. I thought the news would be taken more positively if that’s the reason for SP drop.

Recent Twitter thread has valuation of BMN at £1.84, which is way way above my expectations and exit point.
Do I need to re-consider? I know that it is upto me to research etc, just meant to be a light hearted question going into weekend.

Will the company be able to produce the masks, or rely on Volz?

https://twitter.com/BushveldMin_Ltd/status/1402991945643806723

@sheikhman
Welcome, I think you have a reasonable entry point. Please do not be put off this board, which can be quite intimidating at times. There are some excellent posters/researchers that share their knowledge on here from which I gain comfort in my investment.
I bought into this many years ago with a long term view. I think we are getting close now to seeing fair value in the SP.
Good luck.

HC, just trying to understand a bit more than I do at present.
Was wanting to know if the substitution was still allowed? If so the v price spike maybe subdued compared to last time. This wouldn’t be a bad thing as would lead to more sustainable prices, more sustainable profits and SP price.
If BMN are going to be in a position of sustainable profits in the near future I will be increasing my investment here!

BMN SP will follow v price at some point, maybe a coiled spring affect due to seller.
Pdub, last time the v price wasn’t sustained due to replacement in China steel production of the inferior nobibium ( hope I have that right?), will this be the case this time around?

Thanks Loudspeaker.
Surely though if the v prices ramped up to 2018 levels, which may happen before the end of year, then FM would sell into this market, as the VFRB uptake isn’t quite there yet?
For me ideal position would be for v prices to continue northwards, company makes lots of money subsequently over the next two years, coffers bulging, just in time for BE to come to forefront.

I apologise as I think this will have been covered.
It looks with the v price rises that they may spiral well above the optimum price stated by FM, which although would obviously be good for our profits and finances which would benefit us short term as we are still in a development phase for the company.
Would this come at the expense of BE development and VFRB uptake or has FM got this covered?
My view, is that FM hasn’t quite got us to where he would like us to be, and I therefore hope the V price rise matches that of 2018 but more sustainable., leading to a position financially that would give FM more options.
Would also see SP well above this range!

Crazy indeed, rolll on another month with prices in the 50’s, will we still be at this SP level? This has got to turn at some point, when will the tipping point come?

38p

Would make sense though if in negotiations to sell all they could make already, as stated by AS. Only hope is that he is not being led a merry dance by UK go now. He should realise he is in the box seat surely.

@Seagulls
Yes, I am in HE1, obviously a short term play compared to either FAR or BMN.
I agree that the BMN board is not the most friendly/welcoming but this tends to be towards those that deramp. I do not have any negativity towards FAR, wouldn’t be posting if I did.
I will look at this again a bit further down the line, maybe with profits from HE1, fingers crossed.

https://www.bbc.co.uk/news/uk-57450600

https://www.thetimes.co.uk/article/us-raises-alarm-over-innova-medical-group-covid-test-kits-used-in-britain-fqvqwpcwz?utm_medium=Social&utm_source=Facebook#Echobox=1623427592-1

Seagulll, thank you for taking the time to reply.
I am certainly not in the camp whereby FM can do no wrong. I have been investigating for approx. 10 years and now realise just how much sentiment can affect a share price. I will keep my BMN investment as although FM is not the most personable I believe that what he is putting in place will reap benefit for shareholders shortly. I expect SP to double from current levels by this time next year, at the latest. After the information you have provided I will hopefully be bringing some profits from there over here.
Have a good weekend.

Q4 2021 —Q2 2022