Member Info for Pdub

Vouch I understand that you are trying to be ironic or funny or both, but I wonder if potential new investors understand the ‘subtlety ‘ of your repeated negative ‘humour’.
I doubt it very much.

Is it too much to ask you to try to help sentiment like so many others do here?

Your point Vauch demonstrates a clash in short term needs. The company needs to fund growth. The impatient shareholder wants a dividend now.

I suspect the majority of genuine long term holders want growth first, then dividend paid for by excellent performance. That is certainly what I want even though it is not in my interests as I probably won’t live to see a dividend.

Just my opinion.

Good to see further rises in Vanadium prices.

Folks can go round in circles complaining about PR, share price, AIM, etc etc but the fact is that BMN has weathered the Covid storm amazingly well. That is purely down to effective management, and now we have continuing rises in Vanadium which will be driving profits upwards.

This is what we should all be applauding on the bb. PR is not just the responsibility of the company. If you believe in BMN then help get that message out there. Spread the good news to potential investors reading the BMN bb.

Completely agree with you Gambit.

Good post Sanchez.

I do wish people would not be so quick to gush with negativity every time the sp has a small reversal. At least I am comforted in the knowledge that all the criticism will vanish as soon as the sp rises. Strange that!

DL I think you got out of bed the wrong side this morning.take your own advice and chill.

Alfa is entitled to voice his opinions, and unlike many here they are founded on extensive research and contacts within the industry. Doesn’t mean that he or anyone else will always be right but only a fool would not give Alfa’s posts due consideration.

Alibush your response to Alfa’s post did come across as an attempt to undermine his point. He clearly was giving an example of buying when price is cheap. I am sure you must be intelligent enough to understand that what constitutes cheap when the company was simply an explorer will be very different to to what is cheap for a producer with two plants in operation. Back in 2016 we could only dream of a 20p. Today 20p seems undervalued.

Alfa has on numerous occasions in recent months announced further purchases which makes your intervention even more unfair. My advice ... think before you post and don’t try to undermine respected posters.

Just my opinion.

I would like to add my voice in recognising all that Alfacomp has done for readers of this bb and the Bushveld Perspective. Even the grubby little derampers benefit from his insights on all things BMN and Vanadium.

Frankly I am not surprised that he gets targeted sometimes as he represents a huge threat to the trolls and their lies and misinformation. Long may he continue doing so.

Regards. Pdub

I think everyone would agree DD. It’s a bit like a pressure cooker with a safety valve. The heat has been turned up (rising V price and delivery of expansion plans) so sooner or later the safety valve will blow (rising share price). Not if but WHEN!!!

I wouldn’t want to miss it if the dramatic rise in sp in 2018 were to be repeated.

Thank you everyone and sorry for your loss splatted. He must have been a fighter and I hope he enjoyed those bonus years. Good to know such things are possible. Fingers crossed!

Kind regards. Paul.

Hi Pigpen. Doing ok. Thanks for asking. One day at a time and enjoying life with my wife Su (GirlieNextDoor).

Scan next week to establish whether the cancer has progressed since chemo stopped in December. For those that like numbers I have an 11% chance of being here next Christmas. With further treatment that rises to 25%. Yippee.

A rapidly rising Vanadium price triggering a rise in BMN sp would help keep me smiling!

Regards. Paul

Yet another sharp daily rise in Vanadium prices. Looking very good.

1210 I couldn’t agree more. How is it that intelligent investors can’t understand the damage their negativity can do to sentiment, yet happily accuse the BoD of doing just that through poor communications.

And for what it is worth I believe the current sp drop is being driven by at least one seller and my suspicion is Duferco. I could be completely wrong of course but it did seem to be quite a coincidence that they announced their fall to below the 3% reporting boundary. Make what you will of that.

If however a large holder is selling there is not much the BoD can do until they have finished. Of course those with cash can take advantage!

Again just my opinion.

... don’t the doom and gloom merchants love a good share price fall! Haha

Seriously I can’t wait for the share price to rise again (and it will) because then all the negativity will mysteriously vanish.

The BoD have done a great job. An explorer becomes a producer. A second plant acquired and we now own 2 of the 4 primary Vanadium production plants globally. Expansion plans have led to increased production and further investment will eventually lead to more than 8000 mtv pa production and now we see I rapidly rising V price. Although Covid has delayed this the supply pinch and accompanying V price rise was predicted by FM/MN.

And as a small (haha) bonus we are driving the growth in the vrfb industry. Wow!

Yes I can understand frustration with both communications from BoD and the share price, but keep your angst proportional. The future for BMN and its shareholders looks very exciting and perhaps we need more patience than we had hoped for... but good things are coming. That’s my opinion anyway.

Here is something for some of you to think about. If someone like myself with terminal cancer can remain positive yet who will probably never benefit from some of the very exciting developments in BMNs plans, then couldn’t you be a little more encouraging in your posting? What are you doing to build positive sentiment and bring in new investors in this great company? Food for thought?

All just my opinion and no offence meant. Just getting fed up with the volume of negativity on the bb.

Regards. Pdub

Really GettingBy? Do you mind if we use some facts to examine that?

Let’s first consider what Vanadium companies can seriously be compared to BMN. I think most with any knowledge of the industry (which may or may not include you!) would say that Largo are the only truly comparable company. They are a similar sized primary Vanadium producer.

12 months ago Largo sp was around Canadian $1 or less and today it is almost double that. On the other hand BMN was about 21p and today just over 19p ...despite all the progress made in that period.

So Largo doubles and BMN is lower than a year ago. I think the recent recovery in BMN share price is long overdue and has only just got going. Factor in the very significant rises in Vanadium price, as is repeated this morning, and the immediate future for the sp is looking very promising.

Unless of course you don’t believe rapidly increasing profitability should be reflected in the sp ....!!!

Who cares Vauch. Vanadium prices continue to rise and that most certainly will begin to be reflected in the share price. Celebrate it!

Interesting reading the ‘HINDSIGHT’ expertise this morning, some of whom I had to remove from filter.

The astonishing revelation that BMNs progress has been a bit bumpy at times. In fact just like most other companies!

One comment I note ridiculing the £1 sp (made in 2018). With HINDSIGHT yes that did look optimistic, but what was not mentioned was the rapidly rising V price at the time which more than justified some of that speculation. I cannot recollect any of the Hindsight commentators predicting the V price crashing from $125 kgV to just $23 kg/V some 12 months later. Even experts within the industry didn’t see that coming so let’s not pass judgement on those who looked at the world as they understood it and published their thoughts. Very easy to be a smart ar*e after the event, and there are plenty of them hovering around this bb.

I agree that SOME of the financing hasn’t been with ideal partners, as we now know with HINDSIGHT! Context ... exactly how much choice would a small junior mining explorer operating out of SA have in terms of who was available to provide finance. My guess? Not much, and my guess on this is likely to be as good as any of the HINDSIGHT commentators. Just for balance Fortune has also pulled off some brilliant deals which have worked very well for long term holders with patience (Lemur acquisition, first Vametco acquisition, the Vanchem purchase, etc). Without these brilliant deals BMN would not be the company it is today and the future for its shareholders would be far less certain.

Sorry to provide balance for some of the HINDSIGHT negativity but if you don’t like it ... get over it! Filter button. Whatever.

Enjoy your weekend.

... it would appear as they have only sold what they needed to in order to settle the tax bill. Note that they retained the rest of the share issue and I have no doubt they are looking to 50p and beyond like the rest of us.

Insouciant a string of negative comments from you, desperately trying to spread doubt (to suit an agenda that only you knows or cares about) ... yet the share price rises 12%. Hope you have a day job.

Whilst no one wants to read of Directors of a company in which they have invested selling shares, it has been made clear in every RNS that these sales are to pay a tax bill. I expect these Directors are very much like the rest of us ie they don’t have large sums of spare cash lying around to settle tax bills on payments of bonus not in cash. They have done what every one of us in the same position would have done (including the trolls) and that is to wait as long as possible for a rise in sp to raise the cash. Clearly time has run out and the shares had to be sold.

Good luck to them. The BoD have done a great job over the last 4/5 years building this company from virtually nothing tangible to becoming a significant vanadium producer. They deserve to be paid properly for that.

It also explains some of the larger sells recently, although I still think another seller has been active. Time will tell.

The resilience of the sp to these announcements suggests that BMN is becoming better understood and recognised as a very undervalued investment. I would have to agree.

I can see a number of circumstances where the rising sp would cause the trolls grief. Shame! Pity about the verbal garbage they feel obliged to spout but that is best ignored.

All just my opinion.

Have a good weekend.