Member Info for Alfacomp

Sharesahoy I disabled the forums on the Bushveld Perspective about 2 years ago so there is no need to log in

Bassguy, some answers for your questions

1) The makeup of the consortium is unlikely to be revealed. If people wanted their identities to be known no doubt they would have given permission for them to published

2) The battery tests at Eskom were undertaken by Pat Frampton, who was the consultant originally engaged to set up the Eskom BESS test facility, but who now works for Bushveld Energy ( https://www.bushveldenergy.com/company/meet-the-business/ ) - there were no specific formal tests that were mandated to be undertaken and Eskom are most definitely not going to be publishing 'pass/no pass' results. They are after all not a public testing body like UL and even if they were this kind of stuff does not generally get published. Furthermore I would expect that there is a requirement from Eskom for confidentiality which would be entirely worth respecting in light of the fact they are now on course to tender for 1,440 MWh of energy storage.

3) Bushveld Energy are also not going to be publishing their pipeline of potential projects, that would simply be giving a headstart to competitors wishing to undercut us.

4) Why do you think that the minigrid has to be one or the other ? There is of course now the possibility to showcase both of the battery companies which we have stakes in.

It seems to me that if the SP were somewhat higher we would not be having these discussions and the fact that we are is simply a sign of another human trait, impatience.

what precisely are the doubts that you two have ?

Libero - good to highlight that example to them, but also to make it a general enquiry

faramog - if you were confident of winning a contract that would require a quarter of your production, what would YOU do

Squirty - libero says we will hear news about the tenders because that is what indeed we will hear about in the near term. We will hear about awarded contracts at the end of December and the others in January.

Uksteveg, whilst 320 MWh is indeed smaller than (817-320) = 497 MWh it is by no stretch of the imagination 'small' as it would equate to about 50 million dollars worth of raw Vanadium

Johnimit - perhaps you do not understand that we are a genuine community of investors that share our research and have a shared sense of purpose - this may help explain it https://www.thebushveldperspective.com/the-corbine-cup

exactly and when you combine this with the spoof 14.75p end day UT price yesterday when the real trading point was about 14.3p you can see how things really are. Someone is trying to pretend that we are down 5% today but it is not so

Introv - no the Dalian battery is 200MW/800MWh so the power rating is 200MW - this equates to 8% of peak grid load, thus total peak grid load for the city is 2.5GW. This however seems rather low for a city that has the size of a small european country hence I suspect that we have to be explicitly clear about which part of the city it is that they are referring to. Dalian city is situated right out on the end of a peninsular, so it is likely that there is a number of maybe only 1-2M for the city central and then quite a bit more pushed out to the suburbs - but it is precisely because it lies on a peninsular that means that they cannot simply build a few extra power stations and feed from all points of the compass - they really have to make do with the land and grid infrastructure they've got there. That is precisely why Dalian is the first.

daitom - the volume today is less than 300 grands worth which is a fraction of what many holders have here, so it doesn't really take much more firepower than a pee shooter to knock it down a touch. The MMs will hope that they can pick up a few cheap shares from anyone who got bored after 2 days rises.

Introv - doing any amount of maths if you don't understand the fundamental principles of power and energy is not going to help you or anyone else here.

Anything measured in MWh is not a 'power consumption' it is an energy. MWh cannot possibly be applied to describe a peak of anything whether you are comparing it with New York or anything else.

If you want to understand better I think you need to take a course such as this one - https://www.futurelearn.com/courses/energy-storage/5/register?return=ae9cm0ru

exactly compass

guys - this "powers 2000 households for a year stuff" is utter tosh and nonsense. It is what some journalists think helps explain a story about energy because the great unwashed like you and me don't understand megawatts proper not like wot us journalists do now was it megawatts or megawatt hours, doesn't matter we'll just put it down anyway.

What the claim should say is "would power 2000 households, for a year, if there was a nuclear war and all the energy generation in the country was destroyed" because that is what it assumes - zero generation from anything else. Assuming that there has not been a nuclear war and the sun has not exploded there will be ongoing generation all the time which often it will be virtually impossible to stop.

The batteries are going to be charged and discharged on a repeated basis, hundreds of times a year, at least once a day but quite possibly more than this as intra-day balancing is undertaken - the battery is a key component of a flexing grid - just as a transformer is. Transformers were invented 150 years ago and allowed Nikola Tesla to develop the concept of AC grids and high voltage energy transmission. Grid scale energy storage only became a thing 10 years ago so we are still getting our heads, and energy markets, around this concept.

Another way to think about the Dalian battery is that it can shave 8% of the city's peak energy at any one time.

Dalian City has a population of 6.7 Million people. - more than Ireland, Denmark, Norway or Finland.

Yep china is going to be installing the world's largest battery which is why we are writing this article about one guy in a lab in russia who has made something about a million times smaller.

Southern Hemisphere

No odgie it was up at 14.75p today so that it can make tomorrow look like the SP has started downwards.

Just so everyone knows that

knutsford - it is called "painting the tape"

Sloppy - by the way I've seen Tesla's liquid cooling system. It uses the same plastic tanks that they use on the their cars for storing the windscreen washer liquid ... yes it really is that advanced !

https://www.youtube.com/watch?v=2h6Cz4hwuEI

Musk will not reveal anything to do with Vanadium - it will be his usual smoke-and-mirrors-I-wish-I-was-Steve-Jobs stuff, like the Hyperloop etc