Member Info for Alfacomp

Ben - it is common knowledge that the Chinese have been helicoptered into Vametco at least twice in the last couple of years. I don't think they are on a day trip.

none

There is no difference in our opinions beginerman - calamari says that VRFB's are great and for once I find myself agreeing with him.

we see through you calamari

ohhhh calamari you are so so desperate to knock Vanadium flow batteries aren't you ? However suggesting a radioactive battery really demonstrates how low you have to stoop.

For the record the all that Shiokawa et al have proved is that they can make a really BAD vanadium flow battery - this is because of chemical kinetics.

If you want to know how to make a good Vanadium flow battery you need to profile the fluid flow in the stack as described here:- https://www.sciencedirect.com/science/article/abs/pii/S2352152X2031639X - "power-based efficiency calculated for the quadruple serpentine design flow channel at an electrolyte flow rate of 60 ml/min is 97.18%."

just don't put too many of them together ...

Calamari - you forgot to add our 50 million dollars cash in the bank and our $30 million dollars of inventory.

"We have been waiting for years for the energy side to be making a contribution"

errr, hello Bushveld Energy brought us $13 Million in profit on our Invinity investment. Oh and a JV to produce Vanadium for their batteries, plus a quarter of Enerox.

Oh and if you are impatient about VRFB flow battery technology getting the acceptance that it should then you should blame the 2017-2018 Vanadium price spike because that set everyone in the VRFB space, including the Chinese, back by about 2 years. Good thing is that it gave us the opportunity to buy into downstream VRFB production. That is what you call strategic positioning.

The current Mcap is about the same as our plant and equipment asset value. Zero for anything the company will do in the future with that equipment - as a growth company in a major green technology area this should be compared with companies such as ITM, who have a £2.5B valuation and who have never made a profit.

The city knows this and the VRFB and long duration energy storage sector have been completely derisked in the last 3 years so they now want to fleece people out of their shares because they know exactly where this is going.

Nonsense calamari.

Not just my opinion but also of many people.

luderitz - I think you could class Covid-19 as a sudden unexpected disaster

yes

luderitz, nice try. If there is no steel then there is no steel it is not a question of managerial skill

in case you didn't bother reading it here it is in black and white:-

"Despite the challenges of the Covid pandemic, progress continued on our mini-grid project at Vametco, where Cellcube has been selected to supply a 4 MWh VRFB for the project. The solar PV and storage project will save nearly 114,000 tonnes of CO2 over its 20 year. The mini-grid provides an important proof of concept for self-generation solutions in a country that has made firm commitments to establish a supportive framework for self-generation. In the latest development, the threshold for self-generation without a licence will be lifted from 10 MW to 100 MW, unlocking faster growth in behind-the-meter generation and storage."

as you brought the subject of BMN up it is only right that I explain to you that the BMN news is of delayed production in 2020 due to expansion in the middle of a pandemic. 1) this is not surprising 2) FAR would love to be able to talk about delayed production due to expansion, but the fact is they cannot because they have essentially nothing to expand.

Well it just proves that you don't know what you are talking about doesn't it

Seagull - you are not invested in BMN, don't talk cra-p

Hintza - his position is worse than that - he (o2khalil) claims have bought 56,000 pounds worth of FAR at 40.8p 6 weeks ago.

I agree with Pdub this whole thread is not going anywhere since it got corrupted by someone who has no idea what he is talking about and who seems to have made a very expensive mistake based upon zero research or understanding.

face it 02khalil you are in way over your head in an area you have not the faintest understanding of.

and whilst you are at it perhaps you could explain why if the FAR ore is so superb, so wonderfully better than anything else on the planet it currently does not actually process it but has to buy in industrial waste to process ?