Member Info for Alfacomp

over $30K again

10K Copper looks like it may well happen. The copper price will have then doubled in only 12 months.

https://www.westmetall.com/en/markdaten.php?action=diagram&field=LME_Cu_cash

Whoever wrote that article is years behind what is actually going on. VRFB's are the only battery technology that is so dependent on a single metal - this is because the unique properties of Vanadium are used on both sides of the battery, and this has the result of making the flow battery not susceptible to diffusion across the power stack membrane.

The strong dependence of VRFB capex on Vanadium input material price means that at a stroke over 30% can be removed from the battery capex simply by leasing the Vanadium not buying it outright. This is also facilitated by the simple fact that the Vanadium in the VRFB is perfectly recoverable at the end of life, assuming you don't simply want to pour it into another battery. The steel industry is going to continue to need Vanadium in increasing amounts going forward, precisely because stronger steel means less has to be used. ALREADY approximately 0.4% of TOTAL global CO2 production has been avoided through the simple measure of microalloying steel with Vanadium.

Thanks for posting the link to the updated map - very helpful. I'm assuming that LMS is the area for processing that was alluded to.

Interesting what Goldman says about future copper prices:- https://www.cnbc.com/2021/04/14/goldman-says-copper-is-the-new-oil-raises-price-forecast.html

https://twitter.com/METhompson72/status/1382388313328353280

https://twitter.com/business/status/1382126224277970944

Thanks for preserving the tone of the Bulletin Board. Clearly as you cannot defend your argument you now have to resort to personal insults.

It is for this reason that I shall no longer be posting here as this board has clearly become a gaslit echo chamber.

Best of luck with everyone's campaigns to change the company promotional strategy. I have done everything that I have been able to do to promote the company and won't be wasting my time here any more.

Sanchez if you are right then there is a clearly a very simple choice for all shareholders

1A) Do you expect the company to change its strategy as far as branding, promotion, etc to PI's ?
1B) Do you think that discussing it every day on a public bulletin board is the best way to achieve that ?

So roll the dice and take your choice. Either you are in or you are out.

kcfb - excellent I hope they do as it will attract lots of interest to us.

Ben - no the spikes have traditionally been driven by Glencore whenever the chinese announce an upgrade to their rebar standards. That is not what is happening now, this is a more organic growth in Vanadium base price driven by long term fundamentals such as increasing VRFB demand.

Ben - the question is how much will we be selling it for. As a rough estimate I believe that Vanadium prices for the steel market will stabilise at around 40 USD/Kg and the Vanadium going into electrolyte will work out at around 60 USD/Kg due to the extra processing required to make into electrolyte. Overall, at 8,400T an all in average production cost of USD 20 should be attainable.

Furthermore I don't see us deserting out existing steel customers and so expect half of the output to go to steel and half to go into VRFBs - thus we end up with 8,400 tonnes at an average sale price of 50,000 USD per Tonne - that works out at 252 Million USD gross profit per year.

Those 1000l tanks are known as IBC (intermediate bulk containers) - they are precisely the tanks used if you are shipping chemicals around in sub tanker sized volumes so they are exactly what BE will be able to dispense into at the electrolyte plant. The tanks inside the actual containers are similar but don't need to be ruggedised in the same way.

Lindon - the Enerox fund raise is to cover Enerox's first expansion of capacity to 30MW. Bushveld Energy are independently cracking on with their Vanadium electrolyte plant is south africa so it would a relatively simple job of taking empty batteries from enerox and filling when they are in position in SA with SA made electrolyte.

Ben the electrolyte is a medium strength acid, like in the lead-acid battery of your car. Metal is not a good idea. Plastic works fine.

Ben - if you are talking about the metal shipping containers then I assume they would be painted in and out. The electrolyte is of course enclosed in plastic tanks inside the shipping container.

I don't think so

Whenever there's the risk of an outbreak of optimism simply break out the Brexit

This is precisely why I do not think that Enerox will reverse into either PNPL or MUST - how would you incentivise Austrian employees of Enerox by listing their shares in a country that they would find it difficult to buy and sell from.

Nice one Floyd and thanks again for digging out this useful information. Much more valuable to have this on display than endless complaints about communication.

they were all delayed, look back about 11 pages