Member Info for Ninvestor

One thing's for sure, neither team will want to be 3-0 up at half-time!

I use this site;

https://www.shareview.co.uk/4/Info/Portfolio/default/en/home/markets/Pages/Broker-views.aspx

Updates daily

Just watched Fortune, very good publicity.
When they asked the final question (about the energy side of Bushveld) it's a shame he didn't mention the mini-grid showcase at Vametco.
Home cookin' and proof in the puddin'
GLA

Well I feel shafted by this lot tbh, as someone who bought shares in Feb and March. The January update was totally misleading, disappointed is an understatement.

Share price is about the same as September post-strike.
V price fluctuations aside.. Not exactly the same company now as then is it?
Crazy days

Hello! Great couple of days for those who stuck to their guns and the fundamentals. Metal

classic AIM tree shake later today maybe?

Keep an eye out :)

Expert - imminently

lol :)

Re: Your last paragraph there - I think the market will react well to them taking on a bit of debt, growth company after all. gla

Monster news, kudos Bigbitenow.

I've found a way to write my original point in a way that all can understand:

Bushveld Minerals makes roughly as much money as the biggest companies on AIM.

The End.

I should have actually listed H1 as £30,733,457 (profit BEFORE tax) for a more direct comparison to what I've seen written for the other company financials

https://www.sharecast.com/index/FTSE_AIM_50

Good interactive page to look at the big guns of AIM (Asos/Abcam/F Tree etc)

All these companies have mcaps over a bill, yet their actual take home profit is not really that different to BMN, one thing really noticeable is how their sectors have monster expenses eating into their gross figures.

Even if Bushveld were to simply double their confirmed 22M profit in H1 for FY18 (expecting better) then the current Mcap of circa 290M will look better value than a pack of cable ties.

Glan = Glen obviously

Glen/Larg is certainly worth keeping an eye on, the FBI watches Glan 24/7 anyway!

As a wise man I can safely say: Averaging down either works or doesn't. That is all.

I have no belief that the JSE listing has anything to do with the 2019 price depression, if they're coming onboard then they will do it anyway whether the mcap here is 380M or 500M or whatever.

The following are much more likely:

Vanadium price/sentiment
Trailing stop losses taken out
Bored or panicked PI sells, some at loss - some at nice gain who entered in the teens last year or during strike
LTHs selling chunks as protection, perhaps to re-enter
Possible MM shorting
Possible co-ordinated shorting groups
Traders using volatility for quick ins/outs
Possible ii selling down
No recent news that changes Bushveld's income immediately
Good YTD performance of FTSE 100 etc - less new investment coming in to BMN as less risky Div payers are doing well.

Fact is, it's still a great company with eye opening profit/PE ratio and net gearing. It has extra assets that many who don't frequent this board may not even be aware of. It has a growing company that plans to almost quadruple production in the medium term.

Unlike faddy tech stocks it is near impossible for new companies to arise and compete
Strong cash generation that CAN be reinvested in the business to aid growth

Excellent investment case despite current price trends. GLA

who would've thought this is a company that is soon to release FY results showing MILLIONS.
Just H1 was 22M profit...
The current mcap is under 300M now I believe
Prices nearly as low as the industrial strike
To quote Rik Mayall: Mad as underpants, but don't worry - it's terminal!

Aye brother, wouldn't catch Ozzy worrying about a few numbers on a screen! GL

my portfolio looks like the set of an episode of Luther, still not bothered though - company remains unchanged as far as I can see.

Sooner or later this will get sling shot in the other direction, and you wont get em for love nor money