Member Info for UncleJohn

Well spotted Sloppy! This is excellent news as the Vanadium going into the VRFB should be BMN, on the basis of first refusal to supply IES.

Just remind me, is a weakening US dollar beneficial to BMN or otherwise?

Excellent, at least interest is being shown, and it is filtering through. Have you got any clue asto how long the arbitration with the polish government is likely to take? That could produce a massive windfall.

What's brought the comparative avalanche of trades today?

Thanks Westie, those dates are actually at the better end of expectations, so that is excellent news.

Some talk st cross purposes, Ceres Power doesn't use vanadium

Bassguy, I think a BOT had a brainstorm!!

Everyone likes a bargain. Can someone just answer this very simple question. On the basis that the sp is ridiculously low and indeed all the theories as to why, a slightly different question. Why aren't there many more buyers? Surely they want to acquire at bargain basement levels.

Westie, the ESIA is a major piece of work, and whilst I know you are not belittling it, it could be read as such. It is a fundamental milestone along the route to getting finance, and thus it is a great day, in particular that unlike other similar exploration companies it has not been the subject of material delay.

Lindon, you don't need a building 16m high for a battery assembly unit!! Overall, this is all very exciting news, and shows confidence in the way forward.

Westie, thanks for the Twitter, good to have the timeline confirmation. This also implies that good progress is being made with the financing, since without the financing they can't start the building.

1,000,000 at 12.40 was a savvy Buy, not mine!

Good to see BlackRock continuing to increase their holding

Agreed Faramog, the point I was trying to get across was that GS are not the only large shareholder and for whatever reasons others need to make disposals, which are of relatively large numbers. 100% agree everyone will have their own investment style and their own exit points. i.e. there will always be some large sellers and the good thing is that there are now more PI s/h ,. It is only when the likes of GS are selling that you see n increase in nominee numbers, otherwise it is one nominee a/c to another nomineea/c. So long as buys materially exceed sells the price will go up.

Alfa FWIW, I also have more BMN shares now , many more, than I used to have, as I can well see where BMN is going , and investment means being prepared to sit it out while others lose their money. As has often been said , Fortune (forgive the double entendre) favours the patient!

One day you will undoubtedly be right Libero, and certainly as a LTH I hope you are right sooner rather than later. Unfortunately it isn't just GS we are dealing with. There are many large PI holders with many millions of shares acquired many years ago at a fraction of today's price who notwithstanding the excellent prospects for BMN still need to realise funds now for all the usual reasons. Many purported to have invested everything they had in BMN, so do not have the luxury of selling other stocks. The really good news and you can see it every day is the shareholder base is getting wider every day, which means there are less large PI s/hs who need to sell large quantities of shares that only represent a relatively small proportion of their individual holding, (and I wasn't even referring to those who are bored or impatient or see better prospects elsewhere).

The actual spread on 100,000 shares dummy transactions was 11.64-11.32, so hardly massive.

This is great news for 2 reasons:- 1.It must soon impact the vanadium price positively, as even China has not upscaled its vanadium production to that extent and 2. If VRFB's are taking centre stage in China, the world won't be too far behind. At last BMN's time will come. It's always been "when" not "if", unlike the biotech companies that many have fallen in love with.

Agreed Pdub, proves the investment case, but how long it takes to sink in is another matter. THe fact is that there is tremendous scope for upward readjustment.

If YD shares went to Orange Trust, where did the other 32m shares in PI hands come from?