Member Info for Tyfoon

30.3999/ 30.0825 on HL, are we gonna finish over 30p? :-)

Hi Pdub, yes I'm registered with them (it's free) and logged in but dunno if that makes any difference? I recall your posts of a few days ago about a 7 second delay, but to have now gone to 30 mins as you're reporting is a whole different game.

I wonder if MoneyAM have recently put a 30 min delay on their site if you're not signed in, in the same way that this site does if you don't pay..

https://ewn.co.za/2018/10/29/mpumalanga-is-world-s-largest-air-pollution-hotspot-greenpeace

" Greenpeace has identified Mpumalanga as the world's largest air pollution hotspot.

The organisation has based its finding on data collected between June and August this year.

It shows Mpumalanga, which is home to 12 coal-fired power plants, contributes the largest amount of nitrogen oxide in the atmosphere.

Nitrogen oxide has been found to cause respiratory diseases and it increases the risk of lung cancer.

Greenpeace Africa’s Melita Steele said: “It has been reported before that the Witbank area has the world’s dirtiest air, and now this analysis of high tech satellite data has revealed that the Mpumalanga province is the global number one hotspot for NO2 emissions. This confirms that South Africa has the most polluting cluster of coal-fired power stations in the world which is both disturbing and very scary.”

Mpumalanga is home to a cluster of 12 coal-fired power plants with a total capacity of over 32 gigawatts owned and operated by Eskom."

They'd best change that draft IRP to show a lot less energy from coal and a helluva lot more from renewables, and do it tout suite!

Pdub, I'm not sure there's a 30 min delay on MoneyAM as I'm seeing a 10,000 trade which was posted at 15:18:49

on top risers board again. It's been a while.. :-)

bassguy, I used to use Equiniti until I found the same as you're seeing with P+D ie missing trades, that's why I changed to MoneyAM

Try MoneyAM

"It's been a bloodbath on AIM. Traders using margin / stop losses have been hammered whilst LT investors are struggling underwater across the board. A correction, or the beginning of the end? I feel it's the former, thus as a LT investor see tremendous value to be had everywhere"

Maybe our stagnating sp has protected us today

OK, that makes sense but maybe they should have read FMs offer of some time back, where he said that anyone wishing to sell large numbers of shares should get in touch with him first. It may have been to their advantage, a bit late now tho

Why couldn't they have just done this mano a mano and saved us all weeks of stagnating sp? Surely it's not that difficult for a large buyer to buy shares directly from a large seller...

Hi concious, thanks for your comment re my posting of SA news, it's nice to know my efforts are appreciated.

I've never been to SA and it's not on my bucket list either, altho I'm told by friends that I really should go because I don't know what I'm missing. Perhaps I'll go once my BMN shares allow me to travel 1st class and stay in 5* hotels, but apart from that I don't think it'll happen, there's too many other places I'd rather see first.

My knowledge of SA is down to the research I did before I bought BMN a few years ago, and I saw that the political situation at that time was THE major risk to my investment. In fact it was downright scary, an I became an avid reader of SA political news in order to protect my investment. But the investment case was compelling and got even stronger after the change of direction into vanadium and that's why I'm still here and still buying when I can.

Since Cyril came to power the political risks are much reduced altho they do still exist but, compared to the Zuma years, it's sunshine and roses time.

However, that's not to say there's no risk now. SA is no stranger to political killings so there's a low risk that Ramaphosa could be assassinated, but that risk is no different in SA to many other countries eg the good ol' USA.

A greater risk, to my mind, would be if the ANC failed to win sufficient votes for a majority in next years elections. In that case, they are likely to form a coalition with the EFF, a radical extreme left wing party who already appear to have some influence over the ANC. If that happens, who knows what may transpire, but I suspect that expropriation without compensation wouldn't be the peaceful and orderly process that Cyril wants, with all that entails.

However, Julius Malema, the leader of the EFF and Floyd Shivambu, his deputy, have both been publicly exposed in the last few months as being involved in serious levels of corruption and crime, and charges have been brought against them by the largest opposition party, the DA, so hopefully they won't be around at election time.

There are, of course, other risks but no more than in many other emerging countries. I hope that helps to set your mind a little more at ease.

Anyway, in other news, I see that we're now blue, so onwards and upwards! :-)

concious, I believe that your concerns are a little behind the times. While it's certainly true that Cyrils position earlier in his Presidency was uncertain due to the forces ranged against him, the news coming out of SA for the last couple of months has indicated that his policy of playing the long game against his enemies is finally bearing fruit.

His tactics have been to use commissions of inquiry, the courts, and the Constitution to neutralise any suggestion that he's pursuing a personal vendetta, and thus his opponents can't claim that they're being victimised. And it's working, altho it's still true that no big fish have yet to appear on court charged with fraud or corruption despite the public knowledge of what went on during Zuma's reign.

I think that, as time goes by, his support is getting stronger and the bad guys are losing public support and becoming weaker.

knuttie, if Pdubs posts upset you so much just use the filter button, that's what it's for

And by the way, would the post by McMuff a few minutes ago which referenced the huge rise in the price of vanadium also be counted as 'news'? After all, T/A can only look at the historic trends in sp and while our sp been suppressed for several weeks by FI the price of v most certainly hasn't!

Thanks for your analysis Ophidian, as interesting as always. What I take from that is that your original prediction of 34p has merely been delayed by the strike and the selling by FI but that, once the seller is done, then the sp should start to rise again.

Personally, I'm not too worried by the predicted downturn after the 32.5 - 34p peak because
a) by then we should have received 1 or more dynamite RNSs and,
b) in your own words, “news had proven that it can always trump a technical analysis of any type.”
c) anyone who was thinking of trying to use your analysis to sell at 34p in the hope of picking up more shares at a cheaper price would have to really think twice because of a) and b) above!

I'm looking forward to seeing how it all pans out in the fullness of time (max 4 weeks imho)

faramog and kevg, I agree with your thoughts on Lemur. I wonder if one of the more knowledgeable posters on here could explain how a non-sale spin off would work and how it would be in the best interest of us shareholders.

I'm still disappointed by the ATM situation where we appeared to get very little in return for our tin.

Come on cindercone, lots of people on here, including myself, are very interested in what Ophidian has to say. I find his T/A very informative an sometimes it works out and sometimes it doesn't, but as oftn as not he's far from being a shorter when predicts a share price that massively greater than the current sp.

This BB is for people to post information, opinions, beliefs and ideas and you're perfectly entitled to post what you want, but please don't use it to censor or be rude to other legitimate posters.

With Alfa’s reasoned estimate yesterday that FI should be done selling by ca 20/11 I can’t help but wonder if FM has actually been fully aware of their plans all along and that’s why the BE Q3 update has been delayed.

That way, when the BE bombshell drops (and we’ve already been told that will be released in Nov when many on here we’re expecting it this month), there’ll be nothing to stop our re-rate to higher and more realistic levels. I also wonder what else could be held back for another few weeks in order to create a Blitzkrieg of positive news. Vametco Q3 possibly, maybe the Lemur BFS? Anything else I’ve missed that they could delay without breaking the AIM rules?

Nice one Alfa, you didn't disappoint! Strong logic applied to your analysis, now we just need to sit back and watch it all play out. How very sad tho, that one big seller on AIM can hold a going-places company like this one back for almost 3 months.

Still, once the selling does stop, this should be like the Mars Explorer which went up like a rocket and isn't coming back down :-)

Moving on...

I'm really looking forward to the article Alfa has promised us at 6pm which should give us an idea of when FI are going to stop selling.

Bring it on mate :-)