Member Info for Pdub

Alltorque I am sympathies to your position. I must say you seem to have an intelligent and well balanced attitude towards it.

Hope you do eventually get just reward.

SuperRoty. … really? Good grief. The Orion debt is 14 months away. BMN will by January be producing at a run rate of 5000 + mtV pa with lower costs. They should be very profitable. Then there is 800 + mtV of market ready stock, production costs paid for and worth $28 million even at $35 kgV.

They will also consider selling non core assets and refinancing.

Debt is always an issue but please be real.

Orion CLNs only at 17p remember. Any debt not settled in November likely to be refinanced unless of course so over 17 p!

Even share price can change very quickly. Remember 2016 sp as low as 1.3p. 2018 as high as 48p. I have no idea about the future share price. I do appreciate the direction that the business is moving in terms of delivering on their targets or as in the case of kiln 3 how hard they are working to get the numbers back on track.

Alleycat exactly where have I been ‘ramping’? I simply focus on what the company is doing.

Forget today’s share price for a moment and tell me that the Interims didn’t contain lots of good news. Sorry if that doesn’t meet with your negative sgenda but they are delivering on targets and costs. Delivering on providing the foundations for increased and diversified production and reduced costs. That should improve margins and profitability. What is not true about any of that?

I don’t encourage to buy or sell. I don’t predict share prices. I do focus on facts contained in RNSs. And sometimes I deal with lies and misinformation posted here.

Hope that helps to improve your understanding.

Oh I don’t think so trader Johnny.

Battlecry first you provoke deliberately with this comment: “ There's deluded and then there's this........”

Then when challenged you post: “ Wondered how long the defensive comments would take. ”

You are clearly just an annoying wind up merchant. Filtered.

As a rule Alleycat I try to avoid abuse but once in a while a poster comes along that warrants it. Congratulations.

Stop using my name and focus on BMN and guess what … I won’t need to respond. Simple.

Alleycat1 you have a big mouth when hidden behind a keyboard. Just another windup nuisance.

Not that your childish approach warrants a response I will give you one as you seem to be stalking me. Then perhaps you will shut the f**k up.

I have NEVER invested money into shares that I cannot afford to lose. That is true of BMN and every other investment I have made. So wrong there.

I have NEVER borrowed money to buy shares nor will I.

I am NOT a trader. I only INVEST in companies where I have confidence in CEO and BoD. In early investing years learnt that rule the hard way.

I have many other reasons for investing in BMN but I shall not waste time explaining them to someone like you.

This is a long term investment for me or for my beneficiaries. If you don’t understand that then there is nothing I can say or do to enlighten you.

You arrogantly pass judgement on my investment methodology, but who are you to set yourself up as judge? Some anonymous internet oyk.

I don’t advise people to buy or sell. I don’t judge the company by the share price. I follow and pass comment on the business operations of the company and if necessary the qualities of the BoD.

People can like or loathe what I write. I don’t care.

Their buy or sell decisions are their’s alone.

Now get lost.

The word blanked (******) is “r a c i s t”

Marc look at it this way.

If someone made a number of ****** comments in the context of BMN would that be acceptable on this bb, whether the racism was unintentional and whether or not the comments were serious or meant to be funny?

If someone made a number of sexist comments in the context of BMN would that be acceptable on this bb, whether the sexism was unintentional and whether or not the comments were serious or meant to be funny?

Socially unacceptable attitudes are just that and should be challenged. End of story as far as I am concerned.

The rest of this story I will leave to others.

Enjoy the weekend.

Ben I have been giving a little more thought to your comments. Telling me to “chill” is an easy way to try to deflect from your inappropriate comments.

Saying you are not ageist and quoting the age of your mother is one thing. Posting a number of ageist comments tells a different story, despite backtracking by describing it as humour.

“geriatric expert to fix a problem”
“his age struck me”
“Well done to the old boy anyway!”
“Hope there is a quick fix and this guy has an apprentice.”

Those comments, whether serious or in humour, are riddled with outdated ageist attitude for which there should be no place on this bb. And are extraordinarily patronising to him.

Think on this as a BMN shareholder. It appears that with his assistance the output from Kiln 3 is moving in the right direction. If that results in achieving the target run rate of 5000 to 5400 mtV pa by year end (or something very close) which together with the accompanying cost reduction and improved margins leads to greater profitability for BMN, then most sane investors would expect a corresponding share price improvement. ie Ben greater value to your investment.

I think he deserves a whole lot more respect than you showed him.

But then that’s just my modern opinion.

Hippy did you draw such a conclusion before the work on Kiln 3 started or only after issues were discovered and they announced the appointment of a very experienced consultant to help solve the problems?

Ben. Don’t make silly comments. People might believe you!

“ Hope it is because he is good and not cheap!”

I think anyone taking the trouble to study his CV would not even ask that question!

Ben I am sure that together with any design consultants and engineers they used they hoped it would go smoothly. However there have been issues.

Wisely the BoD called in one of the most experienced consultants in the vanadium world to help get Kiln 3 back on track. In my opinion that is excellent management decision making. What’s more it seems to have worked as we know from the RNS.

I am sure you would agree that it would be hard to paint a negative picture of the BoDs actions here.

And no place for ageism.

That is exactly right Codejunkie. And in the RNS BMN referred to several options they were considering to deal with the CLNs.

I am so positive because everything to do with the vanadium production side of the business is now going very well, and that is their core business. Even the initial commissioning issues with Kiln 3 are being overcome, probably with the help of the specialist consultant they engaged just for this. Good management of the problem.

Hopefully we will see even better numbers in H2 leading to a very profitable 2023.

“ This business should be thriving, but it's been run in to the ground”

I trust the above comment is a joke?

Utter rubbish Cindercone.

I tell it as I see it. I support this company because to much of what they actually do is positive.

I frequently acknowledge negatives such as PR and the low share price , plus the small loss shown in the Interims. However as you well know I follow the company activity, not the short term share price, and frankly I am spoilt for choice as to which positives to highlight.

I am delighted that you have sp chosen the man not the ball. That is a reflection of your own credibility, not mine.

My views are consistent and well known. They don’t change with every RNS or like some to suit their current trading position.

With me you get what it says on the packet, like it or loathe it.

That’s all from me. Going out to celebrate a wedding anniversary I didn’t thin I would live to see

What exactly do you do Cindercone?

Vametco continues to me a good news story.

Having already achieved their target of reaching a sustainable level of production and reduced costs we now see a new raised production target for 2022 due to better than expected performance at the plant. No one here could ask for more than that.