Member Info for Alfacomp

As requested:-

https://www.thebushveldperspective.com/trading-analysis-16th-jan-2019

Referring to the strange behaviour between 15:36 and 15:37 - can anyone confirm the nature of a trade at 41.0p then ? If no reply I will put them down as buys. Clearly the 41.5p trades were someone mucking about - it was possible to buy at 41p prior to 15:36

I don't suppose anyone would like any trade analysis ?

Raj23 - yes indeed and we have been looking at this for some time. Have a look at the Vanitec section of the Bushveld Perspective.

faramog - no I don't think you even need that, though that will of course work. I think it might be possible to just operate with a single power stack - I will ask the question next time I am meet up with UET or one of the other VRFB manufacturers.

Mikinaman. Yes UET are working on something specifically like that - the solution is being able to provide high current supply to the vehicles, when they want it, without having to provide a similarly high powered grid connection.

The solution - a VRFB with a power rating of 250kW, equivalent to roughly 4x tesla superchargers, and with a total energy capacity of perhaps 500-1000kWh so that you can charge a number of vehicles consecutively when they all pitch up in the morning.

The power rating of the grid connection you need to feed this beast might only be 50kW as you can spend all night )(and all day) charging.

biganuf - the chance of a large seller behind the scenes having made an agreement with the MMs is highly likely as you suggest. There is no evidence of a large buyer at present - there was in November but not since the middle of december I would say - the Buys are coming in small amounts from PI's. Rejoice that the II's haven't discovered us yet because it means you (and I) can still buy more of the company at these crazy levels.

The actual spread is only 0.5p not 2p

Raz10 - no I don't think we have it - is it available publicly ?

AM - I don't think the SA government would allow Glencore to tie up with BMN on Mokopane as Glencore have history in, ahem, alleged monopolistic practises. BMN is doing exactly what the SA government wants - beneficiating the mineral wealth of the country as far as is humanly possible inside of SA.

BBN - your TBP posts on the subject of Bushveld Energy make remarkable reading for anyone new here:-

https://www.thebushveldperspective.com/blog/public-articles-1/post/bushveld-energy-your-time-is-coming-336

https://www.thebushveldperspective.com/blog/public-articles-1/post/bushveld-energy-eskom-battery-mandate-2018-339

https://www.thebushveldperspective.com/blog/public-articles-1/post/bushveld-energy-your-time-has-now-arrived-355

These are close to being the most widely read articles in the whole of 2018, despite only being published in the last 2 months of the year. By the end of this month I expect that they will be the most widely read of all our articles.

BBN - I had a discussion with Richken yesterday regarding Niobium substitution. It is not a trivial thing to do. Here's a good summary from an industry insider, and I'm not just talking about any old analysts here:-

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Vanadium and niobium impart higher strength in carbon steels through very different metallurgical processes. Vanadium has high solubility in carbon steel and stays in solution while the steel is being rolled, only precipitating as a carbide or carbonitride after the steel is rolled and on the cooling table. The precipitation results in increased strength primarily through precipitation hardening but also as a result of grain refinement that occurs due the presence of the precipitates. Increased strength is not process related but rather linear to the vanadium content of the steel

Niobium has low solubility in carbon steel and this feature is used to produce fine grain steel where the majority of the increased strength is due to grain refinement. Nb precipitate during the TMCP rolling process causing fine grain steel to be produced. The strengthening effect is primarily due to grain refinement and is process dependent.

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The mill processing requirements for Niobium are much higher - you need a reheat furnace that goes up to 1200 deg C. Most bar mills have a reheat furnace that only goes to 1050 deg C.

Also for the Niobium process you need a high power rolling mill that can produce a minimum of 50% reduction in cross section on each pass through the rollers (this is a big difference from Vanadium).

The final thing for me is that 90% of the world's Niobium comes from a single mine in Brazil - if I was a steel mill owner I would be very wary about going to lots of trouble to introduce a new process and spend money on new processing equipment if that relied entirely on a single mine outside of my control. Fine maybe I'd consider it if I already had the equipment sitting around and staff that knew how to run these different processes, but if not, then no chance - I and every other mill owner will just have to just suck up the extra cost of Vanadium, like we would if it was an increase in the price of iron ore, or energy.

Yep that's the reflex one. exactly.

Mrremmy - no they are working on a smaller module, smaller than a container. It was shown at the international flow battery forum last year but I have not had the chance to write all that up yet.

Loudspeaker - what they could have instead said is 'with no sign to an end of currency volatility in sight and the possibility that the UK will leave the European Union without a negotiated exit deal or any idea of the long term trading relationship with europe might lead the prudent to consider investments abroad, in territories not tied to sterling and commodities in long term structural demand. Oh and climate change, remember the climate change, it is not going away any time soon."

An interesting video that youtube suggested to me after the AVL/proactive one was this one from Fullycharged:

https://www.youtube.com/watch?v=4OHstY_kKUY

Although it is about the Redflow Zinc-Bromine battery (Zinc-Bromine unlike VRFB unfortunately needs fully discharging once a week to regenerate the electrolyte - a bit of a fag) it is interesting because it shows the sort of usefulness that one could get from 2x 10KWh domestic batteries.

If you wanted to do the same with Vanadium Flow batteries you could get the same energy storage with 3x Voltstorage SMART 6.8KWh batteries in a similar space, and for a price of EUR7,000 each (including VAT, installation and inverter)
https://voltstorage.com/en/voltstorage-smart-home-battery/

Yep Mrremmy - nice to see Bushveld Energy namechecked 7 minutes in and interesting to see that VSun energy are working with UET (I had thought that they were only working with RedT)

Also interesting that they are aware of the Lithium Vanadium Phopshate developments in China.

Down by 65% in 2018

https://hotcopper.com.au/threads/vanadium-news.4174681/page-3

It might be nice if we could post images on this forum. Trouble is I suspect that some people would abuse the feature

Tando resources is up 30% since the start of the year - https://hotcopper.com.au/asx/tno/overview/

AVL also up 10% in the same time - https://hotcopper.com.au/asx/avl/

Kenny - can you blame them - they probably didn't want cold cheeseburgers.