focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Decent volume as well this morning, hopefully the overhang from the seller will clear this week so nothing to hold it back when news lands. IMO
Big trade popped up from yesterday, shown as a buy
12-May-20 09:48:16 60.00 500,000 Buy* 59.60 60.20 300.00k
Great RNS, all looks very positive, hopefully a lot more news to come on this and other trials. When people stop chasing COVID stocks, this could do very well.
There’s obviously been a seller in the background with the lots of 12.5k; 25k; 50k etc trades throughout the last few weeks. Has this seller now cleared?
Hope we get a TR1 to see who’s been picking up these shares and perhaps confirmation that Invesco are gone.
Is the dip over the last few days due to Invesco selling down their remaining holding?
If so the brakes could be off when this overhang clears. IMO, GLA
The free float here must be c12.5% now, any further buying pressure and we could see a decent move north IMO. GLA
Since the RNS confirming the acquisition of Vanchem the company has been pretty quiet on their new asset.
You would have thought that firm plans for the refurbishment of the plant were in place prior to purchase, with the benefits clearly defined, in order to justify the business case to acquire the asset.
Vanchem appears to offer the opportunity to diversify our product range, as well as ramp up production of vanadium. Outlining the future programme and timelines for delivering the business benefits should allow potential investors to better understand the BMN growth strategy and hopefully buy in at what I’m sure most on here believe to be a low entry point and therefore help drive the SP up towards what we all believe is true value.
Any thoughts on Vanchem acquisition and future contribution towards the business would be welcome on my part.
All the best.
I’ve just checked on short tracker and the PEPM short looks like it’s been closed?
https://shorttracker.co.uk/company/GG00B4TM3943/