Member Info for Alfacomp

gkb - that article - I don't understand how it has a publication date of 2018 but the comments were made 2 years earlier in 2016 ?

alas that paper is from 7 years ago.

gkb - what is the reference to that ? I will contact them to get it corrected.

Ninvestor - the more I heard of the interview the more it became clear that it was Mr Mickey Fulp that had missed the VRFB + Vanadium boat . He clearly has very little real idea of VRFB technology, claiming that they have a 'massive' footprint and can only be made a 'football' field (not 'soccer') scales.

[37.00] "the Vanadium Redox battery end of this, it's ... they are, arguably, the best storage batteries that we have now" is all you really need to hear from this. There's an awful lot of other waffle

faramog - there's a small thing called copyright that precludes the hosting of the recording. If Pdub sends me his transcript I can put that up though.

Endion - remember that production at Vametco and Vanchem is going to be ramping up. As that process proceeds your statement becomes more and more relevant.

Jamiejojo - not necessarily there's plenty of Vanadium at Vametco and Brits

primary producers

exactly Endion

numpty - V2O5 is sold by pound of material. FeV and Nitrovan are sold by the amount of contained Vanadium atoms.

Each Vanadium atom in Nitrovan costs c. 5% (maybe more now) more than a Vanadium atom in FeV. A Vanadium atom in FeV also cost slightly more than a Vanadium atom in V2O5 because you can chuck it straight into your steel furnace.

All you need to understand is that 4 years ago Ophidian and BigBiteNow had a long discussion here about which was the best brownfield processing plant in South Africa for BMN to buy - Vametco or Vanchem ?

Nobody ever imagined in their wildest dreams that we'd be able to snap up both of them. With very little dilution, and perhaps very little debt. At a stroke we put ourselves on the path to producing 10,000 tonnes of Vanadium per year (thats the actual amount of vanadium contained in our products, so if it was all in V2O5 form it would be 19,000 tonnes of V2O5) - that's equal to the total production of BOTH Glencore Rhovan and Largo combined , the only other two Vanadium producers in the world outside of China.

I haven't even got started yet

Fanadium - no Vanchem is owned by Duferco. Evraz Highveld simply sold them Vanadium sla-g to enrich the ore that they were getting from Mapochs. Duferco then probably sold Ferrovanadium back to highveld. When Evraz pulled out of SA Highveld shut and both Mapochs and Vanchem went into business rescue.

At around the same time and on the other side of Johannesburg Evraz sold the Vametco mine and processing plant to BMN. SA said goodbye to Evraz, and hello to Bushveld.

Fanadium - you should spend a couple of hours going through https://www.thebushveldperspective.com if you want to learn about Vanadium, VRFBs, Vanitec etc

Fanadium - we bought Vametco from Evraz 18 months ago. Vanchem is our second processing plant - this has been in business rescue since Evraz pulled out of SA and the Highveld Steel plant was closed down.

Great find Paludina and Ophidian.

in-magnetite concentrations

Richken - sorry another correction - the 1.5%-2.5% grades are the in-concentrate concentrations. The total rock concentrations are around 0.7%. So a little more trucking and crushing to do but simple magnetic separation gives you starting material with around 2% V2O5 concentrations - that is what gets fed to the rotary kiln.

As Ophidian says it is not the amount of V2O5 that we've got in the ground that matters. It's the amount that we can process with our processing plants (1 kiln going up to 4 kilns soon). Even processing at 10,000 tonnes per year what we have would last for 100 years.

Ophidian - just a small correction - we have a resource of 550 million tonnes of Vanadium ORE, not contained Vanadium in case anyone was confused.