Member Info for Alfacomp

https://youtu.be/JcP1XTjYrTE?t=1455

IFBF Session 2 Kenneth Davies (Birch Infrastructure)

"Microsoft and Amazon, to meet their load growth, times their increasing renewable targets , moving from 50 and 60% to 100%, each of those are going to have to procure somewhere of the order of 1.5GW of new renewables PPA's every year for the foreseeable future."

[39:50] "To meet the demands of the datacenters, and be able to say that we're 100% renewable not just on a yearly basis but an hourly basis, lithium-ion and short duration batteries just do not cut it"

[42:53] " My conclusion, looking at the market, is flow batteries already beat lithium-ion"

Enrico - you could put the BOAC comet in there - two bad incidents, years of careful re-engineering and the whole jet airliner industry fell to the americans.

Yes, number 1 you cannot site a pumped hydro plant in the centre of a city.

calamari has always been negative so nothing new there

Ahhh, I see that the 221K 'Sell' that was perfectly timed to stop the rise in Ask at around midday yesterday has now been 'reversed'.

Can someone please explain to us how the history books can be systematically rewritten in such a way and it not be manipulation.

yep that's what I get also Endion.

Another thing that I got was a nice chunk of 30K+ shares earlier today. Some idiot posters keep trying to force the price down. They are wrong but I am not going to miss out financially because if their inept misrepresentation of the progress that the company is making.

I wonder how many more weeks there are before the Dalian 800MWh plant is officially opened by a senior member of the Chinese National People's Congress ?

gambit - the supposed relationship between Vanadium price and our SP of course takes no account of our recently acquired facility to make another 30% more per year (Vanchem 960 tonnes, etc) nor the fact that Mokopane is the largest high quality VTM resource in the world.

Did anyone actually manage to take advantage of the low advertised Ask at 8:45 or 9:15 this morning - ie was anyone actually allowed to buy at less than 13.55p ?

manage to buy at less than 13.55p ?

... or it could simply be that we were right about VRFB's all along and have learned the art of patience

SF - or that is what they want you to think

Mikinaman - yes it is a membrane that he has specifically developed for Vanadium flow batteries

just discussing the Qing Dai membrane work with others on this board. It seems that it is not an off the shelf commercially available one yet but similar to ones that are and which sell for about 20% of the price of the conventional Nafion membrane from Chemours

I hope that everyone is watching this right now.

Bovril - stop complaining I'm trying to add more shares at these ridiculous prices.

Matthew - Ask him when will UK AIM investors wake up to the fact that BMN has silently and patiently cornered the market in the main competing stationary energy storage technology to Lithium-ion ?

Also does he think that it will take the news of the opening of the Dalian 800MWh VRFB in the middle of Dalian City to wake UK AIM investors up this fact - this is scheduled for later this year so I expect he will try his best to get joint-listed on the JSX before then so that SA investors can reap the benefits of that news also.

diatom - 12x 10 grand sells in the first half hour of trading.

Intention: Panic

Result: MMs got 850,000 shares at an average of 14.2p

mogwhy I expect that the cost of converting to electrolyte is less than $10/KgV

alas one man's common sense is another man's I just drive my car to test my eyesight. Norms of behaviour need to be underpinned by clearly defined laws - which, FCA take note, do actually need to be enforced.

Mogwhy - I would estimate that you can ascribe around another 20$/KgV for the Vanadium that is turned into V electrolyte.

Thus at a starting market point of $30/KgV the electrolyte would perhaps work out at around $50/KgV - thus 900 tonne of V turned into electrolyte would be saleable at around $45M.

I believe that Avalon have been applying an interest rate of around 8% pa for the electrolyte leasing, such that after 10 years the end user has paid about 220% of the initial capex - i.e. they have completely paid you once for the electrolyte at the point that they get their first opportunity to decide whether to continue with the deal for another period.

Thus 900 tonnes of Vanadium could be turned into a yearly repeating leasing revenue of $3.6M

Faramog - as one who has actually had to implement website and organisation-wide gdpr policies it is not a particularly bad thing allowing citizens the right to have some say in the use of their personal information. Sure it's a fag that I'd rather not have had to do, but the alternative is having your every bit of information about you and your voting preferences shared amongst the political parties, err much like it is by facebook and twitter in the US, and we've all seen how that turned out.