Member Info for Pdub

Expert I agree 100% with your last comment.

However AIM shares are not bought on safety systems .. sentiment is a huge driver. Big difference.

Regards. Pdub.

Bit negative Expert. Imagine how many people reading that comment from you will feel a little down as a result. Is that what you want?

TP is the best source of info we have. As far as I can tell both he and all the other analyst that I have read believe the structural deficit is going to be around for some time. His discussion surrounding this temporary drop in V price certainly gives some very plausible factors that all appear to be short term.

Now anyone can write what they like on this bb but this guy has the contacts and experience that should demand that his opinions should be taken seriously.

The link that loudspeaker posted will give some comfort, particularly to those currently underwater. I know what that feels like, having sat at a loss here for 2 years or more from 2015 to early 2017 Those investors need their spirits lifting and that link may have helped. Let's hope your comment hasn't undermined that.

Every deramper that has appeared on this bb recently has stated the bl*eding obvious about some link between the V price and the sp. Therefore if the V price is turning I would expect those same posters to be announcing that they expect the sp to rise. Otherwise they will have zero credibility, assuming they had any in the first place!

I am very encouraged by this latest news. Interesting that Monday is a Bank Holiday for London markets but not for the global vanadium trade. If Monday and Tuesday see a rise in V prices that could set Tuesday up to be an interesting day for BMN sp.

This is of course part speculation on my part. However whether or not things play out over the next few days as I have speculated, for long term holders like myself it doesn't matter. I agree with TP that a vanadium price recovery is coming. Just a matter of when.

That combined with the way the company is developing should create unstoppable momentum in the sp, possibly helped by bringing on board the SA investors.

Just my opinion.

Regards. Pdub.

He does seem to know what he is talking about.

Loudspeaker it is a credit to you that you keep track of the vanadium price and publish that for the benefit of all, whether that shows downward movements, or as now a "rapid upward movement". Great impartial reporting. Top man.

Regards. Pdub.

Might give those sitting on the fence something to think about.

Thanks loudspeaker.

Just seen the note alongside the V205 price, and I quote:

"...rapid upward price movement in the ferro-vanadium market at the end if the week"

Now that is interesting. Might some nervous knee knocking amongst outer Shorters. I certainly hope so.

I like the word "rapid"!!!

Regards. Pdub.

HaleSpur / bassguy I have no problem with the thread title. It's a good reminder of the rudeness of its author and just one of the reasons why I have no respect for him.

Enjoy your weekend

Regards. Pdub.

Raxfactor I can't advise you.

If you think this is too risky I wouldn't blame you for walking away.

Not everybody spots a great opportunity when they see it, so you would be in good company.

Good luck with your decision making.

Regards. Pdub.

Correction of typo "... end 2018"

And if ever one doubted whether Ionic tries to mislead:

".. just a reasonably well run mining operation with some potential for growth" haha. What a ridiculous statement.

Revenue up more than 6,000% in two years
$42 million in cash end of 2019
Best performing AIM miner
No debt
Second brown field acquisition under way.
Etc etc

And on the verge of becoming a major player in energy storage in Africa.

This is a great company. And huge growth potential.

I am polite to those that deserve it Ionic, which is most people.

You do not deserve that respect. What was it you used as a thread title?

Dont be such a hypocrite.

raxfactor if you think this is too risky then don't buy. Simple.

But equally don't complain later if the sp reacts in a way that matches the fundamentals and potential growth of this company. When the recovery in V prices starts then even better.

The real question you should be asking is just how high can the sp go.

Just my opinion.

I tried a couple of dummy sells in last few minutes and was quoted 25.025p on HL

polls

For those interested in democracy check out this site. It gives the result of opinion poles about Brexit over a number of years.

In answer to the question " If there was a referendum on Britain's membership of the EU, how would you vote?" the polls since May 2017 all record a majority to Remain , except one in November 2017 which was a tie.

It would appear that Democracy is not as clear cut as some would have us believe.

https://whatukthinks.org/eu/questions/if-there-was-a-referendum-on-britains-membership-of-the-eu-how-would-you-vote-2/

So was I Seaside. No excuse on my part.

Glad all good.

Regards. Pdub.

Seaside the chemo drugs make me grumpy. May have been a bit harsh. If so apologies.

Shareminator the simple answer is very few if any.

Long term investors dream this share.

ps why do traders so often have these macho / aggressive names? Making up for shortcomings elsewhere? Lol

Seaside, folks here are trying to have a grown up conversation. If you wish to join in then stop making childish comments that add nothing and mean nothing.

I can only judge you by what you write. Today's contributions from you have not impressed.

If you are able to articulate an opinion, backed up with evidence and explanation then please do so.

Do you know what the worst effect of this is, in my opinion?

It's not the actual share price. As a committed LTH today's sp is irrelevant to me. It's the sp in 12 to 24 months time that I care about, and I believe that will be MUCH HIGHER THAN TODAY !!!

No ... the worst effect is the distraction that this is causing on the bb. Understandably much time is devoted to discussing shorting, traders, sp, trolls, etc when we should be focussing on the truly astonishing flow of news that has emerged in the last month. And more to come with BE ! Not having a go at anyone, I am as much a part of the problem. Just thinking aloud.

May's news.

New producing brown field acquisition
Vametco production in March very significantly increased
Plans in place to assist ATM and generate a good return on that investment
Vametco mineral resource very significantly increased, thus securing more years of production even without Brits.
Final Results showing Ebitda $101 million from Vametco, $42 million cash in bank and debt free.

THAT IS NEWS FROM LESS THAN I MONTH !!! This is truly amazing progress. I doubt if most AIM CEOs are capable of even dreaming of this kind of growth, never mind achieving it.

We also have a great transcript from TP clearly analysing the factors behind the recent V price trends and reinforcing the views of others that the V market structural deficit remains and he expects the V price to recover soon.

Whilst the current sp is frustrating, only the most short sighted or poorly researched people could fail to see where BMN is heading.

Strong Buy, but as with the above, just my opinion.

Regards. Pdub.

Calamari what a load of nonsense. The V price has been endlessly discussed on this bb. Paludina keeps track of it on TBP.

No one doubts the impact of V prices. However most well researched investors know it is just one factor in the growth of this company. You acuse us of not discussing the vanadium price that is a lie!

You however just focus on that to suit your particular trading agenda, and ignore everything else. You ask questions but never answer them, like what you think the future V price will be, and you try to discredit experts that have explained the V price movements.

So you are in no position to judge well informed shareholders of BMN.

Good night.