Member Info for Pdub

I will not be debating my previous post. I've seen this all before and you guys have nothing new to say that is of interest to me. Plus I have more important matters to focus on!

I love the concept that a group of traders that no doubt have very short term objectives and little interest in or knowledge of the companies they trade, and whose only concern appears to be making money as quickly as they can, should turn up on this bb only seeking to help newbies from being sucked in. What a wonderfully altruistic gesture from them ... except that it is utter nonsense.

Let me tell you lot that I witnessed just the same rubbish when the sp was at 1.5p. When it reached 8.5p not one of those 'saviours' had the honesty or courage to come back and apologise to the pi's who they frightened off and who may have missed out on the large profit.

The same thing happened again at 8p and again those 'simply offering balance' never returned to apologise when the sp rose to the mid 20p's.

Now we have the same again at around 40p, just a different bunch (some from TECA bb) so generously protecting the newbies, but having little or no knowledge of this company. Yet I guarantee none of these 'experienced' traders will return to apologise to those they put off investing or who sold out early as a result of their 'balanced' interventions after the sp makes its next upward move.

For two years now BMN has been one of the best performing shares on AIM, despite dire warnings and concern for newbies by the derampers at all stages of that rise, and who of course all turned out to be wrong.

All the evidence I see points to yet another very strong year from BMN and this will no doubt be reflected in its share price. The expansion and diversification plans are very exciting and those that have done the research and have the patience should be well rewarded.

So you traders can bleat out out as many warnings as you like (shame you don't have better things to do with your lives) but in the end you will not influence the progress of this company or the way in which the share price responds longterm. And I doubt very much that you will change the views of anyone that has bothered to research BMN properly.

Remember SP Angel broker target of 87p. Q4 results soon. Dividend policy to be announced in Q4. Possible JSE listing. Commissioning of Eskom VRFB Q1. etc etc

All just my opinion. DYOR.

Regards. Pdub.

Morning.

For all you fans of graphs the one year graph on LSE is an interesting read.

It shows that following a sharp rise from around 8.5p in the spring, the sp had a couple of attempts at cracking 25p over a 3 month period before success in late July.

Then the sp had two attempts to break 30p over the next 3 months before sweeping that aside in late October.

So now we have seen two raids on 50p in the last 3 months. Now I am no fan of TA but if the pattern is repeated then we are due to crack 50p soon. Is there a catalyst for such a move? Well for the great un-researched probably not. But for the majority of BMN shareholders that actually know something about this company, they could be forgiven for thinking that the magma chamber of news is getting ready to blow this sp volcano once more.

Even SP Angel are forecasting 87p!

Q4 results alone should be enough to move the sp, but a publication of an attractive dividend policy ....... Hmmm

Just my opinion.

Regards. Pdub.

ps Staying strong.

Thanks Mrremmy!

Amazing roosters. Congratulations to you both.

Regards. Pdub.

Morning. Great job getting TBP back.

Thank you all for making me smile.

Regards. Pdub.

Good morning. I would like to express my appreciation to everyone for all the lovely messages of support. My heartfelt thanks to you all.

Reality has started to sink in and your support has certainly helped me find the strength to deal with this. The medical team seem to be doing a very thorough job in establishing whether or not the beast is located anywhere else. Had another CT scan yesterday and no doubt there will be other more intrusive procedures to come. Goody!

Next week I expect to be given a full review of my current status and what surgery and other treatments will be required. Hopefully a timetable too.

In the meantime I am reading the bb. Don't let the traders get you down. If you have invested here for the great fundamentals there is nothing these people can say to shake your confidence. Remember they don't get it .... but you do!

Kind regards. Pdub.

I am very touched by all of your messages. Your support is greatly appreciated. My heart felt thanks to all of you.

Such kindness is a testament to the kind of people that contribute to this bb.

I can assure you that I have read every message and will take on board all the advice.

Roosters that really would be a special day for me!

Thank you again.

Kind regards. Paul.

Once again thanks for support all.

0308966 also many thanks. Salisbury will be handing over to specialist unit at Southampton for surgery etc. they are having joint meeting Wednesday next week to determine path forward. By then hopefully new scan may have determined nature of beast. Once timescale is known I will consider options.

Very tired so that's all folks.

Sorry for the O/T

Regards. Pdub.

0308966 thank you. That is good to know.

Regards. Pdub.

Thank you everyone. Your comments are very much appreciated.

YTSS I hope so but yet more investigations and another scan required to establish that.

On a humorous note on the way back from hospital we had pub lunch. Both had liver and bacon. 1 - 0 to team Pdub.

Night.

Regards. Pdub

Evening everyone.

Some of you may remember that I was due to receive feedback from MRI scan on liver today. Sadly the news is not quite as good as I had hoped. Consequently I am going to face some challenges over the next few weeks and months that will require a lot of my "glass half full" approach to life.

How much attention I can devote to the bb over the coming weeks I am not sure. Please be assured that if I am absent from here it will be because of my health and the need to avoid the negativity that sometimes infiltrates this bb. I remain a committed LTH of BMN shares and will not be selling any in the foreseeable future.

I intend to take on the cancer with the same positive attitude that I have consistently displayed here and look forward to a successful outcome. I can only imagine where the share price will be by then!

Don't let the trolls and pessimists destroy your faith in this great company. Hopefully I will be able to contribute but perhaps not as before. This is a fantastic bb and I look forward to an exciting 2019 for BMN and the shareholders.

GirlieNextDoor may also update. Be kind please - she is a friend and a BMN shareholder, and still learning.

Good luck

Regards. Pdub.

Faramog just for accuracy its 3 to 4 months. But otherwise I agree !!

Interesting times ahead.

Very true pb

Perhaps as BBN and others have said having a conservative approach to numbers avoids disappointment down the line. I wouldn't mind at all if that 87p turns out to be ultra conservative!

I would that everyone should look at the share price graph.

When the sp rose to around the 25p mark there were very similar adjustments before the next rise to the 40p's. The next news driven rise could be very interesting.

The share price greatly increased through November rising from 28p to 48.4p. It peaked again at 48.5p in December and has since held at around 40p. It has never closed at 50p according to LSE graph.

The last RNS on vanadium was on 09.11.18, more than 2 months ago. Although we had a BE RNS since then in my opinion it is the revenue / profit generating vanadium business that is driving the sp.

In my opinion the sp has held up very well in that period considering that the Q3 update contained no Ebitda figure, we have a significant seller, the mms appear to be very short, the vanadium price dipped and vanadium news has been absent. Most AIM shares would surely have crashed under those circumstances. I believe this demonstrates that the market recognises the strong fundamentals here and investors are happy to seize this buying opportunity.

When news flow returns, seller finished and vanadium price continues recovery it is not unreasonable to assume that the sp could move up quite sharply. How quick depends on how good the news is and how high V price moves.

In my opinion the BMN sp movement presently has nothing to do with charts!

If all goes well those with patience could see a significant return on investment in 2019. Even our conservative broker forecasts 87p (more than 100% from here).

Just my opinion of course.

Regards. Pdub.

Since formalising the 3 Q update pattern in 2018 this is the longest we have had to wait for the first Q update to be published (so far that has been Lemur). Even the single Q4 update for Q4 2017 was released at 07.00 on 22.01.18 so technically a longer wait than that.

No opinion other than I agree with Uksteve's comment. Sp needs a helping hand with news.

RK in case of any doubt you are a great asset to this bb and a perfect example of how to behave.

Kind regards. Pdub.

RK for once I have to strongly disagree with you as I really dislike the suggestion that I-H has his arm around us.

My views on BMN are based upon sound fundamentals and confidence in the BoD to deliver. Believe it or not I am very aware of the risks of AIM investments. That is the very reason I have stuck with BMN.

This is not a typical AIM company in that it has an exciting but achievable business plan, great assets, talented management that deliver, great market dynamics ... and perhaps most importantly it's Vametco plant is making a lot of profit. That somewhat diminishes the usual AIM risks which I am only too aware of from poor investments elsewhere over the years.

It is not surprising then that in my opinion this story has a long way to go. What I don't need is a poorly researched trader that knows very little about this company (judging by what they write) trying to patronise LTHs with broad generalisations and pseudo babble like confirmation bias.

I have immense respect for you RK and you set a great example on this bb. But I am afraid the thought I-H with an arm round me is a massive step to far.

That's all I have to say on this.

Just my opinion.

Regards. Pdub.

Haha Alfa. Think he was here a bit too long!

But we need to get the reports in quickly.