Member Info for Ninvestor

Predictably some monster trades are being unveiled, many listed as buys but very difficult to say given the volume and movement today.

Not great results for sure, but 25% off the market cap in one morning?
I thought these results were already priced in tbh - shows what I know.
Good luck holders :)

Hopefully a good move!
I picked up 127 shares at 15.68 inclusive of dealing fee.

I'll look forward to looking in on those in September after 2 dividends (still expect these raised) an England football summer, progress in the US market and hopefully some warm weather here to boot.

GLA

On the 8th Jan I wrote the following:

'so even if they fall short of that and hit say 260M that would still represent 9.7% growth from 2018 (237M)'

Today's results:
FY2019 Revenue 260.5 +9.7%

I love being right (lol)
I also love being able to buy a batch of shares 25% cheaper than I bought the last lot. High single figure growth reported and SP shot to pieces.

DYOR but this is a nailed on buy today.

Where's Marky5858?

That's going back some.

"One thing is clear. They have a great future and could be huge in a few years."

If this is your belief, why sell for a loss when you could make a killing?

Thank you WW, I wish you luck with your investment!

They say to buy when there's blood on the streets, and unless there's a nasty surprise in the next update it feels like one of those occasions (my opinion, not advice) to be honest.

My other favourite AIM shares (NFC, BMN, CLIN) have all taken, or are taking, turns to have a battering and in this dog eat dog world we always assume there's been a leak or something we have overlooked. At the end of the day though if a company continues to grow (as the above do) despite trade wars/Brexit etc then one has to use the dips to accumulate, strong stomach needed of course.

In the case of FEVR, the interim results showed 117.3M in H1 which was up from the prior year. The November '19 trading update stated an expected FY revenue of 266-268M (margins unchanged) so even if they fall short of that and hit say 260M that would still represent 9.7% growth from 2018 (237M)

There's only so much P.I money to go around and I do believe it will return here at some stage, for me I have no timescale so I don't particularly care if the share goes sideways or down for a period. One could argue that any bad news is already priced in and even a middle of the road update will lead the market to breathe a sigh of relief and then move on up again.

08 Jan
Fevertree Drinks Plc
HSBC
Buy
Target: 3,300.00

It has been an unusual week trading wise in FEVR, there have been some huge trades reported after hours yesterday and today. Some are listed as buys and others as sells, very difficult to say if those assumptions are correct given the volatile price movements.

Holdings RNS' in recent days have shown that ii's have reduced their position slightly in the New Year, if that is continuing it could explain the big trades.. Others could be loading up of course, and if this is simply a case of dropping due to large sells being absorbed by a nervous market then I for one will be backing up the truck. My average here is 21.75 which I'm pleased with moving forward, but the opportunity to add under 20 is fantastic.

A dodgy looking sequence of a dozen trades went on at 4:29PM by the looks of it, somebody trying to manipulate tomorrow's open perhaps?

Fundamentals remain excellent, stronger sterling won't aid USA expansion but it will of course be good for the UK side of the business which is still the core after all. Win/win.

Happy holding and adding to this wonderful brand and expecting the SP back up to £25 during 2020. GLA

Malinky, these are the current ratings:

07 Jan
Liberum Capital
Buy
1,955.00
2,780.00
-
Retains
06 Dec
Liberum Capital
Buy
1,955.00
2,780.00
-
Retains
26 Nov
Berenberg
Buy
1,955.00
3,250.00
2,900.00
Reiterates
21 Nov
RBC Capital Markets
Sector Performer
1,955.00
2,500.00
2,200.00
Reiterates
21 Nov
Jefferies International
Hold
1,955.00
2,400.00
2,300.00
Reiterates

Yes, he's a good writer and worth bookmarking actually. I personally don't feel that FEVR can run as far as he predicts but I would love to be wrong! We are 50% down in 18 months from the peak though which I see as way overdone, my instinct is that money will return to this share throughout 2020.
My view: Hold and add where possible (IMO, NOT ADVICE, DYOR etc)

http://moneygrower.co.uk/fevertree-100-bagger-stocks/

Looking forward to that update, this has dropped too far since its peak. I expect a good year here, progress on US and ROW for definite and dividend to be raised again (IMO)
Directors have huge skin in the game here and some of their buys were at prices far North of here. GLA

Posts removed. Cheers admin

Have a day off geezer ffs.

The old 'end of Erongo' eh, if only those boys had held a bit longer.
Does the piano ST make anyone else think of ex girlfriends?
No?
Just me then..
I'll get me coat.

Hi Richken,

You may be right my friend. I hate the Vaneck fund, but it's bittersweet I guess because I was able to buy shares on Christmas Eve at prices I naively thought would never come again.
From a 20p starting point Bushveld could well be the best prospect available on a short, medium or long term basis.
Including dividend reinvestment I see no reason why the shares I bought this month couldn't make 1000% or more in a decade without unnecessary risk taken by the BOD - if the company makes it that far without an offer - I hope for a measured rise to hopefully reduce the shenanigans we have seen in 2019, but I'm mentally prepared for this kind of rubbish if it comes back around.

Looking forward; I envisage a move to the main market at some stage (although not vital as FEVR, ABC, ASOS etc have proven) and that the company could consider rebranding without 'Minerals' - it just suggests 'risky junior exploration AIM' at first glance and Bushveld is so much more than that now. On the official website homepage (scroll down) they have two sub-headers (Bushveld Vanadium and Bushveld Energy) which looks good. If they rebrand they can bring the energy side to the forefront when it's appropriate. I personally think BUSHVELD by itself would be perfect (creative I know!) to cover all departments with a series of sub-headers to demonstrate the full deck.
Hopefully Fortune and Mikhail remain at the top for some time to come and continue to add extra pieces in terms of personnel and acquisitions - it'll be interesting to see how AfriTin and Lemur work out in the nearer future.
BMN has global potential, so talk of South African risk should be nullified eventually - they already have a footing in the US and I hope they find a way to unlock the Indian VRFB market too!

Anyway, just a few thoughts from the average investor who knows significantly less than many posters here, but perhaps through luck or good judgement has a bit of a head start on the wider market.

Happy Christmas and New Year all, looking forward to 2020 and beyond.

Well, each investor is different, you don't have to go back that far to reach a point where Eskom weren't on the cards at all. I don't trust them (and neither do you by the look of it) so if they take a backhander from some Lithium Fireworks manufacturer then on their head be it - not working with them doesn't mean that VRFB's don't work, does it?

I have complete faith that the company will treble its 2018 Vametco production within 5 years, so yes, that by itself makes Bushveld a worthwhile investment - and one that will most likely beat the market over a stretch :)

I disagree Berserker, our current SP doesn't seem to honour the money the company earns constantly from mining, so future possibilities with Eskom are hardly factored into the market cap, are they?

I echo Alfa's comments on VanEck, a sure way to lose money - year in, year out.
They're a curse with all their f///ing about