Member Info for Sanchez599

SF it's not about a TR1, it's about whether a large sale will be printed.

Jagadish is actually correct. That was literally what was stated in the daily analysis - building up over weeks and weeks.

Is this the BMN twilight zone where everyone has suddenly forgotten what has been discussed on here for months?

$20m gross profit? Might need to recheck your numbers a little.

Please could you provide a breakdown of how exactly you calculate that BMN's profitability is fully priced in the current SP. Was that at 48p, 38p or 40p, or in fact have we never actually been close to valued realistically. What bits aren't priced in and what are? What value did you ascribed to Lemur (which must also be priced in as a known quantity) and Mokopane (which is well known as our jewel in the crown and therefore must also be priced in) and Bushveld Energy? (Pretty sure most of us have heard of them).

The irony of people complaining about newsflow when the company has 20 bagged in 2 years is just laughable and pretty insulting to the BoD and their achievements. The same people complaining will be the same people blowing smoke up Fortunes behind when he delivers again, as he has before. Just remember to keep being angry when that dividend RNS comes through... ;-)

I suggest some might need a hobby to fill their time. Maybe making ice sculptures or something similarly productive.

GLA

Try and think in terms of a timescale longer than that of weeks - as a business would. GLA.

I couldn't be less worried given what is ahead. Not sure what the fixation on the short term recently is about other than a lack of things to talk about. I trust Fortune is working to a plan.

http://www.metalsnews.com/t1203384i#.XH8TetJhj2g

https://www.express.co.uk/news/uk/1094716/crawley-fire-tesla-county-oak-way-surrey-london-explosion/amp

'The second onlooker said he thought the explosions were batteries igniting'

I will add that he has now updated to include Bushveld from my feedback.

https://mastermines.global/articles/vanadium-2019-winners-losers/

Worth a read. Issues with the rationale for this article. Felt a bit like a sponsored article for Largo and Chinese vanadium/VRFB producers but hey ho. It's a shame that MM articles always come off as a bit riddled with smoke and mirrors.

http://m.engineeringnews.co.za/article/sp-revises-eskom-outlook-to-stable-in-wake-of-govts-r23bn-a-year-pledge-2019-03-01/rep_id:4433

Thank you Carpfisher.

Well we have form the last two years in March as we all know. It's certainly shaping up for history to repeat itself as many of us have suspected.

Link is directors talk

https://www.*************.net/south-africa-vows-to-switch-to-renewables/

Capital allocation plans, Brits resource upgrade and BE Q4 in the next few weeks. March is going to be a good month.

I'm not sure your pouting game is strong enough Alfa.

I remember when people still thought MySpace would be around forever.

Personally I am more minded to think Fortune has made me a lot of money, I trust him to make me more and am happy to let him do his thing and enjoy the ride. Much easier than freaking out when you know it'll come good anyway.

'Capital from Canada and Australia'.....

Just because people have bought in with knowledge of BE, does not mean it is priced in. As we have seen relentlessly the value of this company fluctuates enormously and usually bears no resemblance to the actual value of the business at the time. For example we were recently both 50p and just over 30p. That is a swing in value of 40%. Which of those values factored BE in and how much precisely of that value was BE given that the SP at either stage didn't reflect fair value for Vametco.

*pursues