Member Info for Alfacomp

agree 100% introv

Many will not have seen Belco before gambit - I wonder if they appreciate what it is/

NERSA seemed to be trying to block whatever Eskom was doing, including its unbundling. This is a slap in the face for them.

stodgy - no it might simply be someone looking at the situation and assuming that that is the way the SP is going to go, who are then simply doing the same thing - i.e. shorting now so that they can buy back later. If so then they may get caught out.

DBB - that might not be such a bad idea

Macanman - indeed the correlation between the YD going down and Orange trust going up suggested some time ago that they had transferred or sold their shares to the Orange Trust.

Yellow Dragon has been at 33.9M since at least Jan this year whilst Orange trust have increased by over 1.5M since then so Orange Trust are also buying from others too.

Crusty - indeed it is never a good time to pile in when the MMs are spiking the price. The key to real investing is to do some deep research and then buy the shares when the MMs cycle the price down and take shares from people who have not bothered to do any research. Then you are buying a bargain.

that video is this one for those who are looking in - https://www.youtube.com/watch?v=JcP1XTjYrTE

4) Most importantly BMN have serious skin in the VRFB game now with their investments in both Invinity (ex Avalon + redT) and Enerox (ex Cellcube) whilst Largo have none.

Anyone who attended any of the Vanitec ESC meetings in the last 4 years will have become keenly aware just how central BMN is to the efforts that Vanitec is making to help drive the entire VRFB industry - sure Alberto Arias has given a number of presentations at these, primarily on the subject of Vanadium leasing and financial intermediary wizardry but it is Mikhail who is running the show.

Why not Gambit

1) Location. Largo is based in Brazil and is the only mine of Vanadium products in the country. BMN is based in South Africa and has access to the world's largest complex of Vanadium and VTM ores, plus access (now ownership) of multiple Vanadium processing facilities.

over to someone else...

ScoutS alas I am not a lady - wrong yet again.

mogwhy - not IN the electric vehicles, but for the charging hubs quite possibly.

Pdub - the thing that is different now is 1) long-duration energy storage has become established as an absolutely necessary new plank in the energy transition 2) VRFB's have further been established as a long lived technology to provide that storage and 3) we now own significant stakes in two of the leading VRFB platforms.

Oh, and we also now own Vanchem (so now 50% of the primary V processing plants outside of China) and have the mining rights for Mokopane.

OHHH, and the SP is barely higher than it was in late 2017

on occasions like this it is always worth remembering this from 2018

https://www.thebushveldperspective.com/slides/slide/bushveld-minerals-in-a-minute-50

that's a very informative video Sloppy and accurate not just geewhiz hot-air

Indeed this is up from 'only' 800MWh first proposed for phase 1 18 months ago - https://www.thebushveldperspective.com/blog/public-articles-1/post/bushveld-energy-eskom-battery-mandate-2018-339

Libero - I think you might be right on that one.

https://uk.reuters.com/article/uk-metals-tin-ahome/column-tin-resurgent-as-low-stocks-highlight-supply-disruption-idUKKCN24N0W5

Sanchez - it was our very own Mikhail in that video I put up - you should really see it if you have not already.

A reminder - if you want to really understand what you are buying if you purchase shares today then you need to watch this recording through from start to finish.