Member Info for Alfacomp

Dalian Bolong New Materials and Rongke have been working together for year - that is not the news. The interesting thing is that they are casting around for Vanadium suppliers.

Chuanwei have a website here:- https://www.chinavtmmining.com/ but I can find no record of their Vanadium production

it would appear that there has been really very large Institutional Investor buying in the last month.

They know something,
and this is why the share price has been bashed down.

and the Orange Trust have also bought 7.75M in the last month

Acacia resources have also bought 5.5M in the last month

james - no - ships are fine because they move slowly and need to have significant ballast anyway. Trains and vehicles that move quickly and are starting and stopping all the time need lower mass higher energy density solutions that don't risk idiot users splashing acid all over their jeans.

james - no

Enrico - the point is we already have more resource than we need.

Enrico - we already have resources that are 23 times the size of FAR's so we don't need any more at the moment

Indeed Libero the Portliner stuff featured heavily at the IFBF two months ago.

DarrylJ - a very good point. Put the money where it can be most useful, rather than having it tied up in shares.

Not sure that are that bothered about the iron ore, but they'll take the Vanadium and may even find some way to get it processed by the Fangchenggang energy storage park. Mokopane concentrate would be the obvious choice for this.

I think that Enerox are experienced enough, having been in the business for at least 10 years and named by Navigant as one of the top flow battery Vendors ( https://www.businesswire.com/news/home/20191204005148/en/Navigant-Research-Names-CellCube-and-Sumitomo-Electric-the-Top-Flow-Battery-Vendors )

However you have looked at the size criteria of the Eskom Tenders in more detail than myself and I agree Rongke have recent financials that may well be more applicable in that context. Plus they also have larger production capacity in their plant in north Dalian.

I agree with you that Enerox with their containerised packaging are more appropriate for the minigrid C&I applications, plus quite soon they may well have their hands full with other interesting applications.

it was not written as a formal part of the recent Skaapvlei tender (subsequently reissued) - this was a list of the respondees to an Eskom request for information (RFI) in 2018 - thus this is not rigorous proof that BMN+UET/Rongke tendered in the recent skaapvlei tender.

Personally I think that we have to consider the possibility that BMN+Rongke DID NOT submit a tender in the recent skaapvlei BESS tender round because they would not have been ready with South African made electrolyte in time.

Ask yourself how not a single one of the world's assembled Lithium-ion battery manufacturers was able to meet the criteria of the Tender ?

Then ask yourself again whether BMN would have been ready with locally made Vanadium, let along electrolyte. I don't think so - I think Covid set back things enough to require this delay on BMN's part.

That report was signed off Jan 2019 so it would have been undertaken in 2018 - BBN is assuming that Rongke power are the current partners but of course there is also now the possibility that it is our very owned Enerox.

do you really have such little faith in your own research that encouraged you to buy in the first place ? Truly pathetic, I'd find more backbone in a jellyfish.

actually the 2018 price spike lasted twice as long as either the 2005 or 2008 one so that's yet another thing that Calamari has got wrong.

I forecast that we will be producing at least 1000 more tonnes of Vanadium this year and will be well into producing our first 1000 tonnes of Vanadium electrolyte.

Daisydog, what on earth are you talking about ? If you want Vitriol you can only look back to the stuff we had to put up with in 2018 - this is like a knitting club in comparison.

Waydan - we have consistently warned about setting stop losses. They should be rebranded as "guaranteed losses"

I cannot even get an online quote for 200 shares