Member Info for UncleJohn

Testpack, clearly the delay is frustrating but it is less than 3 months since Graham Clarke said "... Although these approvals have been taking longer than we had originally anticipated the Moroccan authorities have assured us of their support for the project..." To my mind that is a pretty strong statement although I admit it does not deal with the "when" question. I too would like a substantive update.

Thanks BoNidel for sharing. I've read the Nasdaq stuff. What I have a degree of difficulty with is understanding how a clinical diagnostics company only has 4 employees. Any suggestions?

This at least buys us a bit of time.

Good post Lindon, certainly with the speed of technology development on the battery side, one wonders just how soon technology will have advanced to enable VRFB's to be used instead of lithium for EV production. Sometimes these things advance extremely quickly ,especially if the Chinese think it is a possibility

Given that we know that BMN is getting stronger all the time and that we will see new income streams very shortly now, the flat sp merely means that the rise when it comes will be steeper and longer, as there will be that much further for the sp to catch up. Whilst frustrating I am not in the least bothered.

Whilst this interview doesn't say very much, Anthony Viljoen, even seems to imply that Lithium will be bigger than tin next year for ATM, which further explains the name change. He wasn't actually clear whether he was talking in value or volume

No, definitely a sell, but possibly a late reporting from yesterday, since otherwise it would have adversely hit the price this a.m.

Given the meaning of the new name as explained in the RNS, it really does show that either the directors are nuts or alternatively that they see ATM as a really strong lithium play far outstripping tin. I go with the latter. Thus in ATM we have two really great commodities.

Candid, it's fair to say Equity Development have kept their view on "Fair Value" for a very long time, notwithstanding they have had plenty of opportunity to reduce it. Are they right? Time will tell. Where they definitely are right is that the value of the assets of this company have gone up not down, notwithstanding the slide in the share price which merely reflects current investor sentiment and not the asset. Hence as we know it could leap very quickly and it is quite possible that ultimately the sp is significantly more than the fair value, but that is merely dreaming. I am happy to look at the fair value. The really good news is that things could happen here very quickly, not years down the line. I have increased my holding here recently by 50%. at very little cost, pro rata to fair value.

Frankly, the same goes for most brokers. I challenge you to name me a broker that is consistently correct, generally their guesswork is even worse than the rest of us!

Good positive thinking, OK123, which I support entirely. I remember in the early days of Apple selling out far far too early, something I have always regretted!!!!

Roger65. Even if not a single ounce of this massive VRFB announcement was bought directly from BMN, it is still in excess of 15% of annual world production. This alone. Think of the basic laws of supply and demand. It can only mean one thing. Indeed this announcement as such will be months ahead of any actual vanadium purchase (even at the chinese rate of doing things!!!)

Roger, however you look at it, both sells and buys were minimal. With these levels it will matter not one jot which are buys and sells.
The way I read it, it is a good thing because it means save for those that need to sell (and there will always be some for whatever reason), most holders now expect that the price is going to go up, which is why they bought in the first place. i.e. it will not take very much to take the price higher and then at that point a number of investors think the price has plateaued and sell out. The majority hang on for another day and that will come.

mywineman, there is in fact a very narrow spread right now on 10,000shares of 5.14 to buy and 5.048 to sell on Interactive Investor. Normally the spread is much wider, so they are trying to drum up business.

More than 7 weeks without any RNS, whilst those of us that are patient have been waiting for the EIA. Are we subject to some form of blanket NDA? I would just like some info please. Just a little bit. Even to tell us that you can't tell us because there is an NDA.

What rubbish Roger 65, less than £40k's worth all morning. The only reason for a fall in the price is that there are no Buys. Pitiful trading levels. Can change in an instant.

This mini grid award to BMN this morning is really important, and will I suspect lead to other similar contracts first in South Africa and then across the continent as a whole, in particular when the electrolyte plant is up and running.

Quite correctly, he has concentrated on the business and the product and the development of the business in the belief that the sp will follow. We all know the numerous problems that have beset the company over the last few years, and currently all is looking rosier. For better or worse his communication has not been great, with missed targets etc., but he is learning to underplay rather than hype in my view.

Beginerman, let me answer your question to Pdub, because it is extremely simple. Bluntly there are too many people like you who do not understand the magnitude of VRFB's, nor the need for them. The herd is always miles behind the curve. DYOR

Even though all this support costs money, it is the main way for EML to show genuine support for Morocco and gets the EML name in the right places, it greases the wheels. Hopefully not too much more patience needed