Member Info for sharesaplenty

FYI, for the uninitiated (which includes me) the significance of RNS extension
https://aim-watch.com/articles/price-monitoring-extensions-explained/

Bunsenburner, I'm not one to typically ramp other stocks...… Depends on what you want exposure to..... As a look see I suggest Bushveld Minerals (BMN) is a interesting one to research on if you want a renewable/battery combo resource/mining venture to back. I see a good things happening here in 2020

In its simplest supply and demand forces at play. When supply of shares dry up due to Link having completely sold out it alters the market forces dynamic, which assumes demand remains at the same or is increase from todays position. That's how I rationalise it anyway....

See comment below. Not that they want to but I suspect here that the seller is obliged if it's Woodford/Link shifting their remaining holding.

Probably the seller is Woodford/Link shifting their last holdings as they are obliged to do. Not long now until this ends.

One thing I'd say on the funding issue that I think is positive for incoming finance is the forward looking revenue position. This company is not a pure 'jam tomorrow' biotech company. There's demand for their products now, their beefing up production to meet the demand now and they have sales derived income in hand now. All this should convince a finder to come in and support TRX on favourable terms. All my opinion of course...

the only other issue I see is getting rid of the doomed Woodford holding. once this gets confirmed this is an impediment off TRX.

dvharrison, I've done my research and it doesn't give a black/white answer. Find out more on Monday and Tuesday I reckon on the answer to the question I've raised. I do hope its a sustained one though!

A pump and dump or a sustained rise today, I wonder...…?

Great estimates testpack thanks for sharing. I guess we learn more on 12th Feb when the detailed breakdown is published for the coming year. Personally looking into 2020 I'd be happy with the averaged dividend and averaged SP rating across the 2 scenarios you've detailed in your considered estimate.

Yes sad indeed that any recent investors (such as myself taking a holder in Q3 2019) who ask reasoned questions and try to educate themselves get treated by regular/long term posters as default being a troll, vermin and low life. That's why despite my continued BMN shareholding and to my disappointment I've refrained from further dialogue exchange on this bulletinboard as a route to get informed about the BMN offering. Sure I made some mistakes on my initial questioning but my experience this was dealt with by a humilitating and personal attacks, which were not warranted. I would recommend for the sake of sanity that any recent BMN investors such as myself do not post anything but if they wish cherry pick the relevant objective information that is occasionally posted and ignore the 99% dross and hate directed attacks that are prolific on this bulletin board.

Thanks Mark for the insight. You would assume either one of scenarios you suggest is rather a short term responsive measure. In my view the SP should, over the coming weeks, go north giving the positive update we've had today. Greater clarity of this will manifest on 12th Feb with the further RNS to follow. A great time to pick up a new long position I would reckon, particular any investors interested in adding combo dividend income and capital growth to their portfolio.

Unfathomable as far as I can see that a positive RNS giving good revenue and profit indicators drives the SP down, particularly when the P/E is so low. Answers on a postcard please.

That's another 250k shares bagged for me this morning, this is way too cheap

https://www.afr.com/street-talk/glencore-trip-puts-spotlight-on-rio-tinto-tie-up-20191115-p53az4

even on gross assumption the bespoke synthetic ferrocene substrate can meet cost parity on marketed ferrocene today cost don't work. Fe has one oxidation state V205 has 4 so need to quadruple the mass load of ferrecone to get parallel charge hold. And molecular weight of ferrocene higher so simply not competitive.

https://pubs.acs.org/doi/abs/10.1021/acsenergylett.7b00019 The Harvard research mentioned in the article for those interested. Looks nice but the chemistry and costs are a long way off what VRFB offers

alfacomp, from my work to date in the R&D game I've learnt its people not businesses that drive innovation. So worth tracking and following the keyplayers in VRFB. Do you consider Adam Whitehead in this category or are there others?

Pdub the VIP looks really neat way to implement the development of VRFB, smart move and leaves the risk of bearing the costs of R&D in the hands of others who perhaps may have greater capability to execute.

thanks dubmaskullanga this makes sense. So presumably operating at higher temperature is beneficial as solute solubility increases