Member Info for Tyfoon

Even better then :-)

Dammit, wish I was a lot younger so that I could ride this particular pony for the next few decades! I wonder what BMN will look like in 2030, 2040....

(Probably looking very Chinese actually! Lol)

Nice post Daisan. Didn't I read somewhere that a graph showing the future demand for energy storage was shaped like a hockey stick? And that VRFBs could make up 30% of that demand. It's been said before, but t's true - the potential here is literally mind-blowing (with the same caveat as Daisan)

And yet, completely unfazed, they've now dropped the bid to 28.00, again with no visible reason. Oh, the murky games they play...

Great extract from pb940s post:

"Take away:
1. Reduction in Chinese downstream steel processing
2. Shortage of stone coal feed worldwide
3. Chinese environmental restriction in roasting stone coal
4. Low vanadium inventory, no cushion
5. Intermediary traders arbitraging

Bottomline:

No inventory, No new mine supply, No relief in sight"

Sounds pretty good to me! :-)

clark, knuttie is referring to this mornings latest MM twist of dropping the bid from 29.20 to 28.50 with no visible reason for doing so. I expect a large delayed sell from around 09:00 to appear later

and don't forget Mokopane also has to supply the ore for China as per RNS:

Final Results for Period Ended 31 December 2017
Fri, 29th Jun 2018 07:01

"The intention is to secure a mining right and develop the project as a greenfield mining and processing plant; or as mining operation supplying ore to China and or other brownfield processing plants.Â"

The demand - and the supply - is gonna be staggering!!

Yeah mate, I think you may have even replied to him once! :-)

Yet another cycling avatar from our old 'friend' Capa, this time he chose Ventoux..

aren't helping either, I noticed on the BMN page that their SP Angel 'New Target' was this:

Date Broker New target Recomm.
27 Apr SP Angel 24.94 Buy

so I felt the need to send them SP Angels' latest price target (37p), complete with link, this morning. Sadly, they haven't replied to my email yet, nor added the new values. Perhaps tomorrow?

Holy cash elephant!

China: US$131.5/kg (+2.33%)
Oct 18, 2018

Awesome! :-)

Holy cow!

China: US$131.5/kg (+2.33%)
Oct 18, 2018

Awesome! :-)

Yep, sadly no mention of BMN or BE as it's a paid for article, and considering this was published today I've noticed this howler:

"By January of this year, prices of ferro-vanadium (VAN-FERRO-LON) had hit a nine-year high of $59/kg. They've gained some $20 since then."

Yeah, and the other $41! (current offer at $120 per kg in Europe, courtesy of Loudspeaker)

has already been posted

https://seekingalpha.com/pr/17304804-commodity-run-watch-2019

fair point mate, but we can get rid by using the Report button as we did with several previous avatars.

The good thing is that every time the MMs drop in a delayed sell behind the scenes to drop the sp, more buyers pile in on the lower price. But it would be nice if whoever the big seller(s) is/are would just stop for a while

knuttie, agreed but all my cash has already gone into the buying opportunity here, much better prospects :-)

Asiamet Res (ARS) is being hammered today after someone posted a rumour at 10am this morning about an article on social media which has since been strongly denied by the BoD in an RNS. The rumour seems to concern a gold miner (and not ARS) who is also working in the huge Beutong area of Indonesia. BB was rapidly infested by shorters and de-rampers, and ARS is now down 21%, AIM at its worst...

Quote from a poster:

"Is everyone really panic selling over a rumour on message boards about a project in a huge region that shares the name as our project just because it relates to a party that we have a JV in with license dates that don’t corellate. I would wait for clarification from IR, which I understand is being sorted now."

I can't be 100% sure but this is what I'm seeing on Equiniti:

2018-10-18 08:17:45 29.20 1,075 29.00 29.50 Sell 314 O
2018-10-18 08:17:20 29.30 51,150 29.00 29.50 Buy 14,987 O
2018-10-18 08:15:53 29.02 100,000 28.50 29.50 Buy 29,015 O
2018-10-18 08:15:12 29.35 1,444 29.00 29.50 Buy 424 O

2018-10-18 08:04:45 29.80 6,503 29.00 30.00 Buy 1,938 O
2018-10-18 08:04:40 29.80 6,674 29.00 30.00 Buy 1,989 O
2018-10-18 08:03:41 29.38 100,000 28.50 29.50 Buy 29,380 O
2018-10-18 08:03:28 29.38 7,447 29.00 30.00 Sell 2,188 O
2018-10-18 08:03:11 29.50 3,760 29.00 29.50 Buy 1,109 O

When a delayed trade is finally posted, Equiniti puts it into time and date order. Altho both of those 100k trades are showing as buys on Equiniti and on MoneyAM, if they really are buys then someone got the deal of the day as they are priced well below the surrounding trades at the time

This what I'm seeing on MoneyAM

09:16:03 29.2500 5,000 O 28.5000 29.5000 Buy 806,414 306,734
09:16:01 29.2500 834 O 28.5000 29.5000 Buy 801,414 306,734
08:15:53 29.0150 100,000 O 28.5000 29.5000 Buy 800,580 306,734
09:15:25 29.2500 3,816 O 28.5000 29.5000 Buy 700,580 306,734
09:13:59 29.2500 10,928 O 28.5000 29.5000 Buy 696,764 306,734

09:11:26 29.2500 984 O 28.5000 29.5000 Buy 685,836 306,734
09:06:07 29.2500 5,000 O 28.5000 29.5000 Buy 684,852 306,734
09:05:12 29.2500 420 O 28.5000 29.5000 Buy 679,852 306,734
08:03:41 29.3800 100,000 O 28.5000 29.5000 Buy 679,432 306,734
08:59:04 29.2500 3,309 O 28.5000 29.5000 Buy 579,432 306,734
08:58:37 28.8000 17,378 O 28.5000 29.5000 Sell 576,123 306,734

Endion I suspect you're right on both counts. There's already 2 x 100k delayed sells showing as buys and as for the MMs, well we know the games they like to play, don't we...

Can't wait to see your assessment of todays sp action cos it looks to me like the MMs are trying to force it back down again :-(

of 12470 shares @13.13.22 kicked the bid up to 27.50

Happy to help :-)