Member Info for Alfacomp

Thanks - I just bought his book "South Africa’s Energy Transition" - now I just have to figure out how to check out of Amazon without being signed up for some sort of loyalty program or other

Friedland is a clear thinker and a good speaker

swansea - the MMs are always at least one step ahead - they know they are going to be able to end up with a long position. If they can arrange a short squeeze at the same time then its trebles all round.

Daisan - a lot of those trades were rollovers. Still more buys yesterday than Sells

spbhoy - I will do soon, so thanks very much in advance for that

Babbler2 - what has an oil and gas explorer got to do with the price of Iron ?

993444 - I think one needs to be realistic and factor at least some dilution into the growth needed to get to phase 2 and to build your own smelter. This would imply that even if £550M MC could be achieved that it will not be £1 per share at that point.

Well they only said that they were expecting to be getting their takeoff partner's test results in the 3 weeks after jan 18th, not that they would actually being telling any of the shareholders about it then. Patience ! - you've waited 5 years you can wait a bit longer.

where can we sign the leaving card for Mr, ahem, Dr Mackenzie ? I have a few choice words for this amateur.

Redleader - I can confirm that Mikhail is working his socks off. After showing us the battery in Johannesburg he had to shoot off to give a talk at a conference, only arriving 5 minutes before it was due.

Brad29 - I've just got to the bit about the public private growth initiative that met with Ramaphosa on the 29th Jan ( http://www.thepresidency.gov.za/press-statements/public-private-growth-initiative-believe-high-growth-south-africa-within-reach ). If Fortune was not invited this year I think he will no doubt be in future years.

https://www.youtube.com/watch?v=jBnYxe0Ip4E

redleader - in looking back through your posts to find the point where you must have christened two beetles for a racing competition I note that you have correctly picked up on the value of MVO. From this I take it that you know more than most on the subject of Vanadium electrolyte - care to share ?

sorry guys it is a quid pro quo - people give us all information to verify what is going on and I give them information on how to do it better in future.

993344 the jan 2019 presentation quotes revenues of 100M pa. I think this may simply be sales revenues before production and mine costs are taken off - that might in principle yield 30M USD profit on tin - it is hard to see how this could justify a 550M GBP company (£1 at todays share number - implying zero dilution on phase 2) - cripes BMN is not at that MC yet and they have ebitda of 107M USD and all the other stuff.

This is all true if we ignore any sales revenue from tantalite, which as I explained earlier could be significant and possibly even equal to that from tin. I think people should start taking notice of the very significant shift that the company has made in the phase 1 plant to start extraction of tantalite.

at 15:39 ? - does anyone want to claim it and we'll tell you how to do it better in future.

Lucan - or they would have been if they had not spent much of it on holiday

Daisan, I'm not sure why anyone is calling it a sodium battery - there are 3 Vanadium atoms to every 2 of sodium.

I'm happy if they want to make their solid state batteries using Vanadium because I am invested in a Vanadium mine, but from the physics perspective I still think Vanadium Flow batteries are a better technology for long term stationary energy storage rather than Sodium-Vanadium-Oxide or Lithium-Vanadium-Phosphate solid state batteries.

which country has the highest carbon intensity of its electricity generation in the world ?

A followup question:- has the UK's Met office just released a report that states that in the next 5 years there is a 10% chance of a year in which the average temperature rise exceeds 1.5C. ?

Daisan - Lithium already beats Vanadium hands down on energy density so this is irrelevant to Vanadium's obvious advantages in stationary storage

1) it cannot catch fire and destroy the building and immediate environment
2) it lasts without significant degradation for 20 years and can be charged pretty much as many times as you like
3) the Vanadium can easily be recycled at the end of that process so loses none of its value