Member Info for Pdub

ARCM perhaps it is not unreasonable for you to allow others to have their own investment objectives. For instance investing long tween in future industries.

There are those, including myself, that see the potential for a much higher share price than 50p. We did then and still do.

Not everyone here is a short term trader.

Oh and very easy to make clever comments when blessed with hindsight.

Cindercone quite apart from your post being rude and mean spirited it also exposed ignorance of the facts about the Telegram groups. Hardly surprising as you cannot read them.

Having relatively recently joined the telegram groups I can assure you that there are very robust discussions about all things BMN and vanadium, and that includes the negatives. In fact far more so than I expected.

The two main differences that I can see are that there are far more posts there than on LSE and that there are fewer aggressive posts like yours.

Given that you don’t have access to those conversations I can understand your frustration but please stick to what you know. The reason many moved from LSE to Telegram was to avoid the sort of comments that you posted.

Lindon excellent point in your 17.22 post. In full agreement

“ When they spun ATM out the writing was on the wall, ”

Hahaha what absolute nonsense. I cracked up when I read that. Pure comic genius

I would say that with dilution of only 13% over the last 3 1/2 years at a time when the company was expanding and V price had fallen demonstrates that FM has worked hard to avoid unnecessary dilution. And most of that was to acquire Vametco and Vanchem which increased BMNs capacity to generate further revenue.

I see nothing at all to suggest that FM is likely to change that strategy. And as a large shareholder himself I can’t see him wanting unnecessary dilution.

Just my opinion

Coffee cups how do you know BMN is not going to be profitable in 2022? H1 already looking strong with higher V prices particularly in U.S. and sales to the US increasing. Expansion plans won’t all come at once so time to raise significant funds from revenue.

No suggestion of significant dilution at all

Another criticism levelled at BMN is the complexity of the business. This definitely simplifies the company structure.

Makes perfect sense to hive off BE. Raises the distinct possibility of a reverse takeover of MUST by BE with BE able to raise funds for this independent of BMN. No dilution of BMN!

Also we currently have no value for BE. This gives it value and as with ATM I expect shareholders to receive shares in the new entity. At that point we all get a value from BE, whether you hold or sell.

Finally BE retains significant shareholding in BE and would profit from future dividends or sale of shares.

Furthermore this new entity would need to buy vanadium / electrolyte from BMN.

Sorry but I see this as a positive step forward.

Just my opinion

The day isn’t over yet Ben. Let’s wait and see.

ARCM it is a fact that they sold some shares. It is also a fact that the reason stated was to cover due taxes on those shares. Do you dispute those facts? In other words are you accusing them of lying?

That was not a positive spin from me. It was fact.

To say Fortune’s reputation is in tatters is ridiculous. You might think that but I wonder what others in the vanadium industry (ie those who would know) think of him? Seeing as some are copying his strategy or run companies he helped to set up (eg IES) they might disagree with you.

Just my opinion

So none of those who sold in 2018 or early 2019 made money? I know for a fact that you are wrong. I have friends and family who did just that and made very tidy returns. I chose not to.

I am glad that I amuse you but what is your definition of making money? A day. A week? A year? Several years (more typical with a growth company in the mining sector)?

If looking for a quick buck then trade it. Investing properly in a mining company clearly involves more patience. No guarantees. Investing for the long term and large returns isn’t for everyone but I will see this one through as long as I can.

LB21 where did I say I was settling for weak PR? Perhaps due to my advancing years and general life experience I have learned to live in the real world. I understand how Fortune approaches PR and whether or not I agree with it that is the real world.

So given the choice that I outlined in my previous post I believe not many would disagree.

I would also say that time has become very precious to me. I am not going to waste it trying to tell FM how to run his business. It is imperfect yes but the potential to bring a great shareholder return is there. In the long term PR will make very little difference but a sustainable business built on solid foundations …. I think you get the idea.

Investing in any AIM company is a high risk. That risk is greater still in the mining sector. Hopefully everyone here understands that. There are no guarantees and large losses are possible. I had one in my early years of investing when it would seem the BoDs over the top PR was apparently misleading the market and was not backed up by production and revenue. They got found out!

BMN is a very different case. The now cautious targets backed up by delivery on production, costs, expansion and diversification are the foundations of a sustainable business. This is taking time and recent global and SA domestic events have not helped.

Despite this active period of growth for the business dilution has been only 13% in 3 1/2 years.

No one denies the share price today is very disappointing but you have a company that is delivering on its well publicised business plan. That should be grounds for a positive view of the future for shareholders. and if the V price moves up in response to pressure from the growing VRFB market then there is the possibility of considerable price growth. I cannot predict when or by how much. That I will leave to the tea leaf experts.

This is not rose tinted glasses or ramping. It is simply applying logic and common sense to known facts. As I said before there are no guarantees … it is high risk but potentially high reward. We each make our choice but the patience required may be more than some can handle.

Depends on what you want. I have experienced great PR and rubbish business and lost a lot of money. BMN are weak PR but building a very good business. I’ll take that.

Just my opinion.

Correction: “ Yet you bring nothing useful to the bb…”

Haha brilliant Alfred. Anyone providing factual information about what the company is doing to build a sustainable business is apparently a “broken record” yet you post shallow and repetitive bla bla bla about the share price and that isn’t.

You are a piece of work cowering behind your keyboard, you little warrior !

The thing I dislike most is that you seem to almost wet yourself with excitement at the thought that the low share price at the moment means that many sit on a paper loss. Yet here you are again gloating about it. You really are a piece of work.

Yet you being nothing useful to the bb.

Of course this is all just my opinion but based upon the words that you and only you write.

Have a nice day.

Alfred “ The paid pumpers are taken to the woodshed …”

Name and shame with evidence about paid pumpers or stop lying and shut up

Zitty one thing I learned early on is that in every Listed company there are investors just like me trying to better their lives by buying shares. Therefore I try not to pass comment on companies that I am not invested in. As I am not invested in FAR and this is the BMN bb I keep my comments to BMN.

Hi Zitty. Wish I could help but AIM share prices are as much a mystery as I am sure they are to you. Very frustrating for all of us. That’s why I try to focus on what the company is doing.

Love Cornwall. Spent many summers sailing the south coast on my boat (sadly now sold) and made regular surfing trips to the north coast over a 30 year period. Restricted now to kayaking here in the Camel estuary and some cycling. Many great memories and perhaps if I am lucky a few more to create.

I am thank you beginerman. My fifth holiday in Cornwall this year. Making the most of retirement while I still can. That is what having a positive attitude is all about.

Good to know that you are as rude as the rest of us Beginerman.

Bit schoolboy childish messing with someone’s name. Welcome to the gutter. Lol