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You +8% now. Ticking up to 0.024p on the Ask. Chart looks very bullish. A hugely undervalued helium play here. The world is running out of helium.

Not sure there's really much to celebrate here. Yet another UK firm set to delist from the decaying London stockmarket, and yet another UK firm falling into foreign hands and inevitably sending its tech, IP, top jobs, top salaries, profit or tax revenue overseas.

Ticking up to 1.3p on the Ask. Within shouting distance of the 1-year high at 1.4p.

Gold, and silver, both on a major bull run. Very positive tailwinds for BMV.

UK is the world's fastest-growing G7 economy worldwide for 3 of the past 4 years since Brexit formally began in 2021. UK is now growing 2 x faster than the EU in 2024. The UK economy is going gangbusters.

If you want better roads and better healthcare, you're gonna have to break the red unions inside the civil "service" and NHS who are raging a pseudo-Maoist revolution of no-go and go-slow working practices against the democratically-elected Tory govt. Rid the shirkers, replace with workers. UK needs another Thatcher.

The UK voting system is (deliberately) gerrymandered (over decades) to stop new parties unseating the incumbents. The UK is (really) a plutocracy, with a veneer of pseudo-democracy just good enough to keep the lower- and middle-class commoners at bay. Reform will get 10-20% of votes in the next UK election -- but 0% of the seats at Westminster. All the votes, but no power.

Investors need to keep in mind that BMV has not just gold (at very high grades), but also lots of silver. And silver prices today sit at an 11-year high, on an enormous bull run, and it's just getting started...

https://www.kitco.com/news/article/2024-05-17/silver-price-makes-move-above-30-analysts-say-its-just-getting-started

What's more, take note of the huge share-trades in BMV in recent weeks. Tens and hundreds of thousands of pounds. Some folks are taking enormous positions in this.

Great week for BMV, rising +25%. Has now tripled from its low. Has 2 free-carrys at 2 gold mines with exceptional gold grades. Real momentum growing here now.

Enjoy the warmish weekend 👍

JC,

With gold now soaring to $2400, that (post-tax) NPV calc is today at about ~£200m, or 28p a share. Currently, at 1p...

Align Research predicted 1.2p for BMV this week, and it has been hit. Share Prophets predict a near-term target of 2-4p. And to hit the current NPV of ~£180m for Korea alone, that gives a shareprice around 25p. The upside potential here is enormous.

Price ticking up to 0.023p on the Ask.

EVs take +30% more CO2 to manufacture than a petrol or diesel car. It takes 10s of 1000s of miles of travel before they clawback that extra carbon. Not to mention the sickening child labour used to source the raw EV battery materials in Africa.

On the demand side, EVs have only taken off where govts have thrown gigantic subsidies at them. China alone has spent a staggering $200b on EV subsidies. Anybody can make a market grow when they handout free cash. As soon as those subsidies get removed, the EV market always crashes. It's happening right now in the UK consumer EV segment. Few want a high-cost, low-range car, where they have to sit in Britain's freezing cold weather for an hour while the plug fuels up.

In short, EVs are wildly overhyped. Not as eco-friendly as we think, and they only take off when subsidized with free money.

The CEO has done a great turnaround strategy. Growing revenue, cutting debt, more profit, more gas output, generous dividend, enormous buyback underway. It's why the shareprice has bounced +40% in a matter of weeks. And with a PE ratio today of just 1, versus an oil-gas sector average of 7, the potential upside here is huge.

The final stage of the Waste Heat Recovery (WHR) system is just weeks away. Any good news on the product or partners for WHR, and this will be off to the races. With a minuscule £0.3m marcap today, it could easily do +1,000% in a single day on good news.

Some 56m shares traded here today -- a whopping 9 times higher than normal. The market likes what it sees in Korea and Philippines.

UK is the world's fastest-growing G7 economy for 3 of the past 4 years since gaining formal Brindependence in 2021. UK is now gaining an intense head of steam. Time for the Tories to start slashing big taxes in H2 2024, and cement the UK's growth position as a new tiger economy.

And half-a-billion shares traded here -- double the normal daily volume. Higher price + higher volume = more bullish signs.

The best investors have a sixth sense when a share is starting to rise. Been here since £8-10. Watch and learn, son 😉

Great interview with BMV. Two gold mines...

* Korea = $3b of gold + free-carry

* Philippines = extremely high-grade gold up to 57g/t + free-carry

Up +3% now. Chart bowling up nicely. After some consolidation for a few days, this looks ready for another crack at the £12 level 👍