Member Info for Alfacomp

Robert Friedland sounds more than happy with Ramaphosa
https://www.youtube.com/watch?v=myo0cy0Gzfw

MTJK - long time no hear. You were nearly right - it is Gibellini, which is in Nevada and about 10 miles from the Bison-Mckay Vanadium prospect pushed by Stina resources, ahem I mean Cellcube, lol.

Then there is the Temple Mountain project from American Battery Metals in Utah and then back to Nevada for First Vanadium's Carlin Project.

Of course none of these are anywhere near close to producing Vanadium, and with the prices as they are currently, are unlikely to get any nearer any time soon.

He missed off 'Beast of the Bushveld' and 'Vametco is the Launchpad not the destination'

Berserker filtered as he had all the trigger words.

Mikinaman - thanks for clarifying

jimbo - it would make sense if it was Avalon - they are based half an hour away in Fremont, just across the Bay from Palo Alto.

I thought that was why it was interesting, Vametco now selling V2O5. But now it seems that it is our newly acquired Vanchem production plant that is producing the V2O5 - I wonder if you know how much one of these might retail at right now ?

mikinaman - no problem - turns out your sell was nearly the largest one of the day so far. It doesn't really help the Market Makers out very much as they currently have sold more than 330K more shares than they've managed to acquire.

Still everyone has unexpected bills now and then. One not unexpected bill is the income tax due at the end of the month, so if you planning to sell shares to pay for this and are thinking that you'll just hang on as long as possible you can be fairly sure that those sitting and throwing rocks from the sidelines are doing just the same as well. Not advice of course but you might wish to try a different strategy.

Have you bothered to read those articles beginerman ?

oh dear beginerman you really have to do better than that - if 'groupthink' is the best you can come up that is pretty sad.

Is this groupthink ? https://www.thebushveldperspective.com/blog/public-articles-1/post/energy-storage-europe-2019-414

or this ? https://www.thebushveldperspective.com/blog/public-articles-1/post/energy-storage-europe-2019-415

or this ? https://www.thebushveldperspective.com/blog/public-articles-1/post/energy-storage-europe-2019-416

Strange because I actually wrote them myself when I visited the Energy Storage Europe conference last year as an accredited journalist.

Pdub - you can also claim credit for being such a strong and consistent supporter of Fortune as well as taking the time to chat to the Professors Viljoen at length. It is insights like these that allow us to dig below the usual AIM veneer to discover the real company lurking beneath the surface. In this case it is like an elephant waiting to emerge from the chrysalis

Nobody is dreaming here. The only ones dreaming are those that think we can get out of the climate change hole we are in without major decarbonisation and that is going to require very large electrical energy storage assets to be introduced in the next 20 years.

RK - there just isn't going to be enough Lithium, Cobalt, Nickel and Manganese to make all the batteries needed for electric vehicles, let alone for stationary storage, which gets driven even harder.

VRFBs are going to come to the fore.

A simple thing that the government could do is tell NERSA that they have a quota of MW that they have to pass, that might focus their minds...

I think one of the key points is :"Currently, distributed generation plants of above 10 MW require specific Ministerial permission to proceed. Plants below 10 MW are able to proceed in the absence of such permission, but require either registration (sub-1 MW) or licensing with the National Energy Regulator of South Africa (Nersa)."

The question is what is the nature of this NERSA 'licensing' process. Can they currently semi-arbitrarily block plants of 1-10 MW and will this change ?

We are all in agreement then so no need for snarky comments

what do you suggest we do with Lemur gkb47 ?

when you consider that there are well known mining projects that were valued at multiple billions of dollars, and sold at that price, before they even have a preliminary feasibility study published, let alone a mining right, let alone a mine and multiple processing plants, let alone part ownership and downstream control of an entire battery storage technology, let alone a technology that is going to be critically necessary in the next 20 years to deal with the energy transition.

Yes, we've been through this many times before Fosters - 1 Billion (87p SP) is much too cheap for this incredible integrated mines-to-battery business. I don't think that £2 is fair value either and am prepared to wait until that point to make my final decision

some might think it is about time for BMN to have its own takeover offer made. I'm thinking about 1 pound, because that's a nice round number. Which I, and many others, would not be tempted by.