The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Xenor I can promise you a lot of the LTHs like me have a lot of confidence, we just don't bother responding to trolls and negativity much. We don't really need to talk much, as I have been right on numerous occasions saying JW will deliver, and the evidence is becoming much clearer to everyone else hopefully now too.
Don't do share buybacks, there's little point to them and they're not even guaranteed to raise the SP back up. It'd just be spaffing the company's own money up the wall, which can be used on much better things currently.
That's the exciting thing radders, a prestigious contract win is only going to lead to more contracts for a well managed business.
Unsurprisingly, me and the other LTHs were right to keep holding rather than give in to the negativity spread by some. JW continues to deliver, I've now got more faith in him than certain other companies I'm invested in on AIM.
Thanks Lindon, still lots of upside here and I'm holding. Looking forward to the next update
Morning all. Almost through the week. Knuttie why did you never want BMN involved with Eskom? Presumably you don't care that BMN weren't part of any of the tenders therefore! And on the subject of the MUST RTO, we'll all be watching that with interest
Good stuff then! Africa does indeed have the advantage that unlike the tiny UK, there is a lot of room for a business to expand to multiple nations, there's also not many competitors in the space yet! Thank you, have a good evening
Hi there Lindon, you still positive about the Vanadium mining side of things? Disappointing news the eskom BESS tenders to be honest. I'm still holding here though.
Sorry it's Somers, not Castle.
Anyone who thinks this company is looking forward is misguided sadly. I've lost most of my faith, the current board are just rats trying to escape the sinking ship, and their lifeboat is the possible buyout from Castle or whoever it was. Sorry to be so negative but I really did think this company was going places.
Morning all! I've read some of the posts yesterday and feel much more reassured now. As long as BMN does indeed retain a large shareholding in BE, it'll be vertically integrated, and spinning off BE would allow it to have its own board who focus their talent and energy on running it properly. Hopefully these various milestones are coming together to mean good things for the long term holders.
If BE being its own entity means it's properly able to attract institutional investors, then all the better for BMN.
if someone smarter than me could suggest reasons, why is BE being span out into its own company? If they spin it out does that mean our shares in BMN simply represent a mining company? Do people think Bushveld Energy is going to be the main company to invest in, and that most of us should take a stake in their shares? Will the eventual dividends be from BMN or BE or both?
I've just finished work and not got home yet so don't want to get too deep into the RNS until I'm ready to pay attention to all of it. Glad they're out though!
I want much more than 230 again Spacerat! I'd like for this to 5 or 10 bag from where it is
Thanks for a great post Ridgewalker, I will also check out your recommendations. Here's to future dividends coming our way, as it's very likely BMN will be throwing off cash and ready to return value to the shareholders in the times to come
Good to see some upward movement returning to the SP too.
Good to see some RNS showing they're clearly delivering, hopefully trendsetting in SA too. Fundamentals are good, we just need to move to the main market and keep the newsflow up
Good points on all the below mentioned. It's been a while since you posted Libero, hello again
Anyone who thinks this is a lifestyle company is a moron. Go check out GWMO, I was invested in it years ago. Lost a couple of thousand I'm not proud to say. That is a prime example of a lifestyle company.
BMN is producing, generating revenue and profit, growing, and conducting expansion operations.
The bank rates in the UK have an impact on the UK stock market and UK investor sentiment
Market is down entirely after news Bank of England has raised interest rates to a 13 year high.