Our new website is coming soon, give it a try now and let us have your feedback. Take me to the Beta

Email Facebook Twitter

TSX Lithium explorer International Lithium Corp prepares to drill at Raleigh Lake Watch Now

TSX Lithium explorer International Lithium Corp prepares to drill at Raleigh Lake
Exclusive: Hardman & Co Investor Forum - Severn Trent, Calculus Capital, Volta Finance, Residential

Member Info for Alfacomp

Premium Member

Send a private message to Alfacomp

Member Since: Mon, 6th Oct 2014

Number of Share Chat Posts (all time): 5,065
Number of Share Chat Posts (last 30 days): 285

Last Posted: Today 14:23

Post Distribution over the last 30 days

Today 14:23

Sanchez - I think this is the new generation of batteries for the Leaf that is the first to claim >200 miles
Today 09:59

Yachty - the CTO wasn't actually at the event - the marketing manager was who I spoke to. I have emailed their CTO this morning.
Today 09:29

Yachty, I believe that these are Lithium-ion batteries, simply because that's all they seemed to know about when I spoke to them at the Fully charged event.

From the pictures that they had available at that event they appeared to be contemplating around 10MWh Battery storage for a n eV charging 'forecourt' with 24x 350kW chargers - thus potentially enough energy to deal with all chargers going flat out for just over an hour. They also had solar panels spread all over their forecourt but this is apparently only sufficient to power the building itself thus the batteries are actually the thing that powers the car chargers and is supplied by/provides energy storage services to the grid.
Sat 16:09

numpty5 - I have the contact details for the chief technical officer of gridserve if you want to suggest VRFBs to them. I spoke to their marketing manager at the Fully charged event and they plan to put significant stationary batteries on each of their sites. I pointed out the safety issues but he glazed over because he didn't know what I was talking about and he didn't want to hear it.

Sat 13:43

Leafie - that's 10 years old that video - in case you weren't aware
Sat 10:37

dumaskullanga - at the fully charged show I asked the people on the phoenix contacts stand about swappable batteries - they make the electrical connectors for lots of the chargers and would no doubt have been in favour of the idea. They told me that they thought the idea was a non-starter for joe public due to safety concerns.

They also showed me the built in liquid cooling system that they need to have inside the cable of their 500kW charging station (1000 Volts, 500 Amps) - imagine just one milliohm contact resistance in the connector for that - that will drop 0.5Volts and there will be 250W generated right at that point (something like 1/5th of an electric kettle) - that's an awful lot of very localised heating.

There is a similar liquid cooling system that needs to continue to run inside the lithium-ion batteries and the cables feeding them inside the vehicle whilst you are rapid charging them. When the cars are running there is actually a degree of air cooling that you can call upon, but not whilst it is sitting still, and importantly for our angle also not in a stationary battery application.
Sat 10:27

Mikinaman - I too am a far of classic cars, but having had them I know how the reality differs from the fantasy, especially when it comes to spare parts and reliability.

Obviously there are going to be some classic car purists will throw a wobbly as soon as you use a screw made after 1960 and self-classify their addiction as a form of industrial archaeology I am more of pragmatist and like to see the vehicles actually being used, or even racing. No doubt the current electric conversions are expensive but as gambit will point out so are conventional ICE restorations, and anything to do with classic cars. I expect that electric conversions will get cheaper in time, whilst conventional restorations will get more expensive as those who know what they are doing die out.
Sat 09:59

knuttie - I don't think you can buy an electric vehicle with 40 miles battery capacity. Typically 150-200miles at present for 4-door vehicles like the Nissan Leaf with 200-250 miles for some of the larger vehicles like the Tesla X and Jaguar I-pace.

The reason I pointed out the ferrari electric conversion at the fully charged show is that the electric conversion made the vehicle go faster and made it a lot cheaper to keep on the road. (zero to 100kmin under 3 seconds - https://www.irishtimes.com/life-and-style/motors/test-drive-classic-ferrari-goes-electric-as-wicklow-aims-to-be-ireland-s-motown-1.3857007 )

There's some more of their classic conversions here:- https://www.electricclassiccars.co.uk/past-projects
Sat 08:47

Mikinaman - if you use your car to drive to work then there is a good chance that in future you would be able to charge there. If not then perhaps when you go to the supermarket. Remember nobody ever expects to be able to fill their petrol/diesel tank at home.

Rapid charging of 40-50 kW (typically 80% charge in 30-60 mins depending on the battery capacity) is becoming increasing available whilst ultra rapid charging (Tesla Supercharger 150kW, Porsche 350kW) are also being introduced which obviously makes things go even quicker.

Fri 15:44

up to 29p, but no trade - clearly a hidden buy behind the scenes there
Fri 15:42

Well put Ophidian
Fri 14:07

As this article describes - https://www.thebushveldperspective.com/blog/public-articles-1/post/shorting-on-bmn-and-largo-2018-19-423 the shorts on Largo are a total of more than 15M - so could easily accommodate the 2.33M short that would be needed on a Vaneck REMX Largo holding of 6.85M to match the BMN ratio of 7.9M short in 23.2M holding. This would equate to approximately 34% of the Vaneck REMX ETF.
Fri 11:31

spbhoy - the whole point about explaining the TPEP short is that it appears that this is essentially a dumb short to offset the BMN shares that they got when they bought Vaneck REMX ETF shares and not a brilliant piece of opportunism on the Vanadium price. I suspect that they may have not seen the Dec 2018 drop coming either.
Fri 09:30

Yep they are both £40.6K give or take a tenner or two. No surprise - I would suggest a shorter buying back
Fri 09:14

Bella - can you let us know which of the 950 pages of the pdf you posted is relevant ?
Fri 09:08

Bella - because those shares are all in illiquid and often hard to access companies. Vaneck reduces its holding primarily when people sell shares in the Vaneck ETF - that's how ETF's work.

TPEP increases their short holding on the days when Vaneck increased their shareholdings so it seems a simple leap to assume that the $20 Billion Hedge fund TPEP are buying Vaneck shares.
Fri 08:39

Looks like the MMs are needing to accumulate some shares to sell
Fri 08:26

Can't even buy 5K shares
Fri 08:00

HaleSpur - yes you would think that Vanadium Nitride such as Nitrovan could be sold for a premium couldn't you.

However as explained here ( https://www.thebushveldperspective.com/blog/public-articles-1/post/vametco-processing-plant-visit-408 ) Evraz did not take advantage of this, deciding instead to sell Nitrovan at exactly the same price as Ferrovanadium. Hence BMN cannot simply impose a significant premium at the drop of the flag.
Fri 07:55

Long term safety is a key issue for domestic installations - especially in the US where every other building is made of wood and every third building contains a lawyer.

Sign up for Live Prices
Top Recommended
Hot Chat Topics
Top recommended posters in the last 30 days

Member Login

Forgotten your password?


Don't have an account? Click here to Register Free!

Datafeed and UK data supplied by NBTrader and Digital Look. While London South East do their best to maintain the high quality of the information displayed on this site,
we cannot be held responsible for any loss due to incorrect information found here. All information is provided free of charge, 'as-is', and you use it at your own risk.
The contents of all 'Chat' messages should not be construed as advice and represent the opinions of the authors, not those of London South East Limited, or its affiliates.
London South East does not authorise or approve this content, and reserves the right to remove items at its discretion.