Member Info for Alfacomp

Terribly sad that the Bushveld community has lost one of its great friends and clearest lights.

Paul will have been pleased to know that we are going to continue to be talking about Bushveld Minerals and the bright future for Vanadium Flow batteries for decades to come.

Nice try decoffeecups - none of us "Pub, Big Knuttie, Alfa" have sold out. In fact I believe that between us we may have even more shares that we've ever had, something like over 30 million.

Of course your carefully worded your sentence to give yourself the wriggle room to suggest it was only "others whove (sic) sold out" - but factual accuracy was not the point of your post, trying to make out you control the narrative was.

You don't.

every vanadium ore (and **** in future) is different and the reactions in the kiln are complex with many side reactions. vametco ore does not need carbonate in the flux, but evidently the new 3rd party ore at vanchem does because of the higher silicate content.

here are the full set of reactions, just for you coffeecups, as i know how much you like your detail:-

4/5fev2o4 + 4/5na2co3 + o2→ 8/5navo3 + 2/5fe2o3 + 4/5co2 which has a gibbs free energy, Δg(t) = −345.3 – 0.04t (kj/mol o2)

then there is also 4/5fev2o4 + 8/5na2co3 + o2→ 4/5na4v2o7 + 2/5fe2o3 + 8/5co2 with a free energy of −306.70 – 0.07t (kj/mol o2)

also 4/7fecr2o4 + 8/7na2co3 + o2→ 8/7na2cro4 + 2/7fe2o3 + 8/7co2 where Δg(t) = −94.64 – 0.04t (kj/mol o2)

and not forgetting, if there is chromium impurity in the ore or **** there is 2/3mgcr2o4 + 4/3na2co3 + o2→ 4/3na2cro4 + 2/3mgo + 4/3co2

Over the weekend Invinity announced 84MWh of VRFB projects in the states, part funder by the department of Energy.

https://www.lse.co.uk/rns/IES/us-doe-funding-for-84-mwh-of-invinity-vfbs-mm8anx9hi2qzew3.html

These will consume nearly 500 tonnes of Vanadium (900 tonnes of V2O5) and will demonstrate to the yanks that VRFB's can be drop in replacements for Lithium-ion systems, that not only do not burn, but also can be cycled much more aggresively.

Remember that this is Invinity which was brought about by BMN bringing Avalon Battery and RedT together with a reliable sources of Vanadium supply (something that RedT had no real plan for).

Richard - VS3-022 was 260 kWh. I expect that the Mistral system will use full 40 foot containers and may achieve 0.75-1 MWh total energy storage per container. The energy density is not really the issue though, as these units can be double and no-doubt triple stacked if you really needed to.

Utility scale energy storage really does not need high energy density though. In fact high energy density in Lithium-ion is precisely what leads to thermal runaway, and the risk of catastrophic fire - so in fact it does not make much sense to have extremely high energy density inside the battery cells, only so that you can have large amounts of steel and fire suprression wrapped around the outside to try and limit the spread of any fire.

Https://find-and-update.company-information.service.gov.uk/company/14312609

click on the 'people' tab and you will discover who the directors are, numbskull

Try using companies house, you will find that it was founded in London last year and one of the director's, Patrick Kerry O'Shea, is also a director in Afritech Holdings, with none other than Errol Musk, father to the errant Elon.

https://find-and-update.company-information.service.gov.uk/company/12976097/officers

nice try Brindisa, try again with someone who just got off the boat.

this is the important bit.

"spr also holds an interest in highveld robust steel, a company that is in the final stages of acquiring and planning the resuscitation of the highveld steel complex, which would provide significant synergistic benefits for both spr and vanchem. spr envisages supplying vanadium-rich **** to vanchem for processing at much lower and more efficient costs and higher outputs compared to run of the mine ore. bushveld would share in the benefit of such optimisation."

can anyone think why such an organisation might wish to buy into the mokopane project ?

would it be to do with the fact that it could provide hundreds of thousands of tonnes of iron ore to their highveld plant ?

can anyone think of a more valuable strategic partner to have when trying to get the 500 million dollars to build the mokopane project ?

can anyone think of anything to do with the extra tens of thousands of tonnes of vanadium **** that would be produced from such a project ?

answers on a postcard please.

This subsequent thread ( https://twitter.com/BMNperspective/status/1699718941541638617 ) then illustrates how the triangular plot of Schmidt and Staffel is not the whole story - with VRFB's 'only' dominating about 20% of the chart.

The point is that they dominate the 20% of the chart where the most money is - because revenue for energy shifting per year is going to be proportional to the product of the number of times that you cycle the battery per year times the amount of energy that you actually shift (i.e. proportional to duration) - hence the biggest money is to be made in the precise region where VRFB's are the cheapest LCOS solution.

Squirty Flower -

if you are unable to appreciate that a VRFB manufacturing plant cannot manufacture Lithium-ion batteries then you are either incredibly stupid or are being deliberately deceptive. You are clearly not stupid so it must be the alternative explanation.

The whole point of the post was to illustrate that the learning curves extracted for VRFB price reductions for manufacturing of VRFB's up to the cumulative capacity of 1GWh (that is shown on the chart) is very much out of date because it factors in neither the manufacturing of recent large Chinese VRFB's such as the Dalian 800MWh battery nor the most recent announcement by Star New Energy of a single 1GWh VRFB manufacturing plant builds in China.

For those that are complaining that Vanadium prices have not risen before those plants have come online I suggest that you come back in 12 months time by when new VRFB manufacturing capacity will actually have had the chance to try and use some Vanadium.

Over 9000 people have seen this post on Twitter - perhaps it was about time some of you here did so too.

https://twitter.com/BMNperspective/status/1699315548952138110

Exactly right Faramog, you could try and justify the current discount to NAV here based upon a perceived risk regarding the Orion refinancing. That is why there is such a reward on offer.

Whether it really is a risk is something that your average AIM punter isn't able to discern accurately, however the potential reward is blindingly clear. Only when AIM investors get away from the crazy notion that at every point in time an AIM market Cap correctly values the company will they wake up to the reality of trading in an illiquid market, with all of its associated valuation mismatches.

Traders do not own 14 Million shares

I understand that some bull**** artist on ADVFN has been claiming to be me and has been telling everyone that I have sold all my shares in BMN. This is a good sign as it demonstrates just how bereft of 1) any understanding of BMN or 2) any intelligence they are.

For the avoidance of doubt I have more shares now than I ever have.

Nearly 2 dozen now

https://twitter.com/Setcentric3/status/1617479261165703168

Exactly pb940 - BMN will now own a majority stake in a main-market listed PLC.

What do you think happens next ?

Actually Daisydog Terry Perles got it exactly right when he told me that Glencore would push the Vanadium price over 100 USD/kgV.

I'm sorry if you have lost your patience. Please can you sell me your BMN shares.

https://twitter.com/BMNperspective/status/1592804081974018049

will take out about 20,000 tonnes of Vanadium from world supply

eatstocks - my research is shared online, just not with the likes on here.

Thanks for the amazing brain dump Hippy.

This is why the real research is not shared on here any more.