Member Info for Pondering

A good post both times Skibba. The quality of BMN increasingly looking out of place on AIM.

Yes, tricky. I will hold mine also, because if I sell and then go to the toilet, I will return to look and find there’s a massive RNS and the SP is 5.4p. Ho hum.

Only 9-10M market cap and seems likely to be a good entry point. Patience is as often the case.

The cynic says they will try not to open too high, maybe just above 1p. Then wait for loose fingers to press sell (but they won't get 1p because it will go NT to sell and drop in price - to allow some ii s to get in cheaper). After loose PI fingers have sold for 2-3x, it will go NT to buy and rise to 1.5p to lock out those who want to get back in at a cheaper price. Then over a few days/weeks/ months it will go to the real value, as in much higher. Like many, I would like this to instantly re-rate to 5-50x, and press sell. However, the realist tells me that patience will be the best approach. More big buyers will come no doubt.

Same as usual. Seller and people taking opportunity to get some more, but unclear how much more selling to come. My message for the BOD would be not to give out any more shares for <40p (or any at all ever again). Generate more volume if possible. Otherwise we wait for whoever is selling to clear again. Then onwards and upwards.

Also bought. I had a few. Now I have a few more. Lowest price since October. Fundamentals unchanged.

I currently divide my shares into about 20 companies to avoid nasty daily swings, or being trapped at too large a negative with one company. COPL is highest and probably going to triple at least in April/May (not a cross-ramp as it's suspended at the moment anyway). BMN is currently second highest. I'm still confident that BMN is going to triple (or more) sometime. I have just relaxed that it will happen when it happens, hence not paying too much attention here now. Many people have outline possible reasons for the delay in proper re-rating. I don't know the rules on dividends (maybe for companies without debts/finance?), but it crossed my mind today. Anyway, best wishes to all.

Yes, agree with comments. There is certainly scope that no news is good news i.e. negotiations are continuing and may well still conclude positively. It's currently in 'punt' status though, as we have no more reliable info. ORM is 2.5% of my portfolio. With good news, maybe it becomes 7.5-10% fairly quickly. But I can lose some or all of 2.5% without concern. I am still interested and optimistic about this, so will be holding to see what happens.

Sold most of my TEK at 13.5p for a slight loss on Tuesday to bolster COPL before suspension - a good/fortunate choice as it has turned out in both directions. However, I have got some more TEK today. I don't see it going significantly lower, because the selling spread means no real profit for 10p buyers. And expecting it will go back to a 'decent' level at some point not too far away. 10p is a slap in the face for existing holders though imho. GLA.

Nice interview. He seems relaxed and happy. Looked in his eyes and I felt he meant it when he said shareholders (of which he is one) will get the benefit. Significant re-rating on opening expected. A possible further sweetie in the future of a dividend. Process with the FCA in discussions already since Nov. I have no idea what will happen on opening, my guess is 2-3x minimum increase, small pullback and then a further rise over days. I am a medium-term holder, since before Atomic name ever mentioned. I have had a couple of good ones this year (EQT and PRD). Here's to the third. Keeping the wife though.

Nice general summary and update. It's of the 'proper' investments in my portfolio i.e. beyond the exploration phase, but with lots and lots of scope for growth. Medium-sized holding and will add more with further progress.

Involved in the PAL->CMET RTO. All fine from the point of view of the ISA and holdings. Shares suspended for a while, then re-opened with new CMET name. All happened automatically with no hassle. Fairly stable price, though that's a developing resource with a lot of promise. COPL is a different kettle of fish altogether. Looking forward to the coming weeks and months.

Good. And breathe. Good.

Eventually the main seller tap will be turned off.

Very sensible move. Happy with this raise, price and timing.

Another big positive I see here is that the majority of shares are in sticky fingers. On news coming and volume picking up, the MMs will need to re-rate significantly to get enough shares. I agree, not going to be instant. Just leaving this and waiting patiently.

Nothing much to say on 16 visible trades.
Either there will be a RNS with good news leading to a vertical take-off in sp, or there won't.
I'm optimistic the parties have more to gain in getting it sorted.

Hello folks. Still lurking here. This is still the share in my portfolio that I'm most confident that it will at some point be much higher. Disappointing that another big share holder seems to be dumping without a care for the value. It will pass again though and we are entering (already entered) a more positive environment for BMN than last year.

A couple of large sells dictating the price. The majority of trades look to be buys, including a couple from me.

Yep, totally fake drop. Thought I'd top-up up, but not able to buy.