Member Info for Alfacomp

Jack Bedder of Roskill 10 days ago:-

Tightening supply bodes well for new Vanadium projects

https://www.proactiveinvestors.co.uk/companies/stocktube/12749/tightening-supply-bodes-well-for-new-vanadium-projects-12749.html

good find pb940 - Mikhail is very clear and confident about the project. Having been to the mine I think a PV farm with battery storage will make a brilliant impression on visitors.

We need to raise that Eskom imposed 1MW limit to self-generation though !

reporting being used to try and drive the Bid down I think

The trade for 20 grands worth at 33.55 is I think the BUY part of a Bed & ISA that would have had the Sell part at 30.50

jogj99 - I had a brief chat with Lyndon Williams between the packing warehouse and main office block when I was there in January. He is briliiantly experienced in this sector having run the steel making operations at Highveld in the Evraz period, and is super enthusiastic about expanding Vanadium production and working with BMN/BE.

Hamil - we did that one already

I don't post much but recently bought a significant stake at 49p but having read all your great research here I am now somewhat concerned about the possibility for industrial action/political uncertainty/meteorite strike [delete as appropriate]

Not deramping just looking for balance.

the calm before the storm

1 trade - RNS ?

Another interesting find Buzzz - I had assumed that Mapochs+Vanchem had been stymied by the fact that the IRL (chinese) takeover of Mapochs had been blocked by the competition commission ( http://www.compcom.co.za/wp-content/uploads/2018/01/Weekly-Media-Statement-20-July-2018.pdf )

Now it appears that they are working together again ... so what is going on ?

I wonder ....

Nice find Buzzz

audio - and for the year before that they did not :- https://www.thebushveldperspective.com/slides/slide/bushveld-minerals-in-a-minute-50

so what was your point again ?

dubmaskullanga - there is no chance that VRFBs are going to be used for electric vehicles so please can we put that one to bed

Sanchez - he will laugh it off as a joke, but he is not a comedian he is the president of the united states ('and a very naughty boy ' for the python fans)

Daisydog - yes it was created above 40p as the distribution side of I expect a worked sell from someone like First Island . The MMs will no doubt have some mechanism to roll positions like this on repeatedly - they have had to put that situation on ice whilst the SP has been below 40p.

No it is simply the number of MMs on the different sides of the advertised Bid Ask Market

interesting

DarrylJ - yes he is, but he's the master of the soundbite, so that is alright then.

on the yesterday's UK announced Energy Transition projects:- https://www.current-news.co.uk/news/consortium-to-deploy-energy-system-of-the-future-in-orkney

These are just the kinds of joined up system thinking projects that I have been waiting for. It is great that RedT have managed to get a VRFB battery in the Oxford superhub - this will allow their system to be tested alongside Lithium-ion batteries. So when they are monitoring the degradation of the Lithium-ion batteries they will be able to compare against the VRFB, which has no degradation.

Captain_Al - if I was me I would go to our partners in UET and possibly complementary business partners in other fields and say to them - how about it - let us have this thing for nothing and we'll build the very best demonstration system in the world.

But that's just me, being a tight wad.

Come on you Yellow, Blue, Green and Violets ! #BMN There's only one Fortune Mojapelo, one Fortune Mojapelo.

Uh oh I better stop or people will accuse us of simply being cheerleaders