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Well they would also need to find someone like Mikhail Nikomarov who has spent the last 10 years thinking about how to get VRFBs into the electrical grid, and is chair of the Vanitec Energy Storage committee and the South African Energy Storage association (World Bank energy storage programme partners.) So no I don't think so.

MEM as Fortune pointed out in the last video the electrolyte factory is really a very low investment compared with the mine and vanadium processing plant itself, something like 10% of the CAPEX - so definitely scalable.

Largo will not be able to do anything without stepping away from the offtake agreement with Glencore in about 11 months time

California is the best place in the US to get a foothold - they have utility markets there that favour long duration (4hr +) battery energy storage there:- https://www.eia.gov/analysis/studies/electricity/batterystorage/pdf/battery_storage.pdf

Wow

For avoidance of doubt the RNS's quoted conversion factor of Li to 'LiO' of 2.153 indicates that their 'LiO' is a shorthand for the chemically correct Li2O

The V1V2010 line is particularly interesting as it shows almost 1% lithium oxide grade. This is about double that which all the other traces show.

https://tsxmedia.com/2018/07/17/not-all-lithium-mining-is-equal-hard-rock-pegmatites-vs-lithium-brine/ quotes that for hard rock resources LiO2 grades of between 1% and 2% are economic. However I think they are wrong because LiO2 doesn't exist. Li2O does though and I think that is what they and our own drilling results are referring to.

So if 1% Li2O is apparently an economic resource then you might think that 0.5% in tailings material, already mined and crushed for you, might also be worth something....

Spedders it creates an opportunity for anyone who understand this basic fact about illiquid markets.

Interesting that the lithium oxide grades are over twice that of the Tin

Those 1M+ trades are at significant premiums to the prices quoted at the time. This could well be someone building a position.

Stodgy - you are only looking at the views revealed by the Bushveld Perspective embed. Both this and the original youtube views count (now over 800) are only unique views from different web visitors not multiple times per viewing

Spedders - it is very easy for a share sell overhang to keep the 'market' price suppressed below the level that fundamentals would otherwise give. See for example:- https://www.thebushveldperspective.com/slides/slide/bushveld-minerals-in-a-minute-50

faramog - you are only considering the BMN company holding of ATM - you have missed out the holdings that were handed out to al the shareholders of BMN at the time of the demerger. The company retained approximately 15% whilst the shareholders received about 1.8x this amount so that company and shareholders owned about 41.9% of Afritin at the demerger.

A little bit more research about Kingdom Mugadza reveals:-

Most notably, Kingdom Mugadza has led the business in industries such as renewable energy where Tirisano Partners has worked with some of the industry’s largest names to bid or implement renewable energy projects in South Africa including Enel, GDF Suez, Marubeni, Sun Edison and Lanco Solar. In addition to his work in renewable energy, Kingdom Mugadza has led assignments in mining, battery storage, fintech and the oil and gas industry.

https://ideamensch.com/kingdom-mugadza/

How strange that you might ask.

I am not at liberty to pass on any information, because as you should be aware, as there are potential criminal charges at stake all investigations must be handled completely confidentially .

Buzzz - LTNS good to have you back posting here - can you remind me of the link to the Tirasano story - I was out I think when it was brought up

OxtrotFoscar - you seem to have many things around the wrong way.

If the share price remains high, but there is a genuine surplus of PI Sells then the Market Makers will have paid high prices for lots of shares. Do you think that they will then be keen to see the price walked down - no I didn't think so. You seem to need reminding that the Market Makers like to buy the shares cheaply and then sell them for higher prices - that way they make a profit.

I suspect that if you don't understand this then that is not a concept you will be very familiar with.

Personally I felt the interviewer did ok - in principle you could have an interviewer who didn't show as much interest and just let Fortune speak but I think that the interjections are good because it allows you to see how FM reacts when challenged or put on the spot, and also there can be times when an interviewers questions or misunderstandings resonate with those of the audience and the fact that they are vocalised can allow viewers to see that the interviewer is seeing things from their angle.

I felt that it was a useful deep-dive complement to all the shorter highly polished videos we get from other sources. Plus it was nice to get a feel for Fortune the man as well as businessman.

including the Crux interview, all listed here:- https://www.thebushveldperspective.com/slides/bmn-video-1

.... and has some real figures on the Vametco mini-grid