Member Info for Alfacomp

the results of 5 hours of trade analysis ?

Daisan - it is not a matter of opinion it is a matter of fact that the VRFB business did not go anywhere whilst the UNSW patents were in force.

It is also not a matter of opinion that BMN, with its outstanding Vanadium resources, actually holds all the cards in the VRFB business at present. That is why we are valued at 500 Million GBP and RedT is valued at only 50M - they are entirely dependent on Vanadium pricing / leasing - which WE control. Unless you invent a VRFB battery that doesn't use Vanadium the IP is going to be secondary.

Daisan - regardless of whatever university 'entrepreneurship' officers and those who watch Dragon's Den think, IP is not actually necessary to grow a technology business.

IP is only necessary if you want to sell yourself to someone else.

If you are the biggest game in town you don't publish what you are doing in patent journals so that everyone and their uncle can see what you are doing - you don't need the (limited and costly) protection that patents give you (for 20 years only).

Look where the UNSW patents got the VRFB business in the first 20 years - three spinoffs with three different companies, all of which made a big huff and puff but none of which really went anywhere. The VRFB business only started in earnest once the UNSW patents elapsed.

Rob - on this occasion you may have to spare some feeling for the warrant holder, who may have just got robbed.

No doubt at 47p the conversation went something like this -

MM: (for it is he, sprouting a new pair of hornlets) "Hey Mr Warrant holder do you want us to sell your warrants for you, we'll give you 47.5p for the lot"

Mr Warrant Holder - "sure what's not to like: (in whisper off-stage "ohh goody goody my fairy goodmother just showed up")

[Price rises to 50p, half of warrants are sold]

Mr Warrant Holder phones up the MM's : "you know you were saying you'd give us 47.5p - now the selling price is 49.5p we'd like to reconsider"

MM (sharpening his horns) : "Wuhaaahaaahaa - I am sorry the contract is sealed, you cannot go back on a deal with ME, unless, just perhaps you wish to give me your soul as well"

[Price falls temporarily to 45p, the remaining warrants are sold]

Fin

pb940 - perhaps but it serves a valuable purpose of separating out the weak hands from those who are holding strongly.

Those who don't like the use of the term 'weak' in this context should really find something else to complain about - the terminology is not only entirely appropriate but it is also the standard terminology in use.

Yep NT to sell us shares but they will be happy to buy 100K.

They are not having any of mine

Squirty - they need to - they have sold so many shares at 45-50p - even with the warrants they are in need of shares still.

Sorry I'm not going to be able to do it tonight - maybe tomorrow morning before work.

will be a long one - don't expect anything until 10pm at the earliest

Has the article been rewitten - it is pretty clear to me.

1) He thinks BMN is worth 1Billion
2) The MCap is currently 0.5Billion
3) The SP has risen 50% since his first article.

games being played - multiple people offering to buy at >49.4p - don't they know that they could just buy at 47.50 ?

I bet they arranged for a large sell to go through at the bottom of the curve - so as to thoroughly rip off their seller.

I just had 150K thanks very much

Because they don't have a mine, or a processing plant, or any plans to make vanadium.

Pretty shocking really given that everyone and their dog who has found more than a trace of vanadium in their back garden is trying to jump on the Vanadium bandwagon right now.

Alas the train left the station some time ago, and as you can see from the Ironveld website they didn't even have a platform ticket to wave it off.

Peterfal - the US military used to do a nice line in aerial mines that used VRFB's I recall, nice stuff guys.

However for practical purposes the problem is that you need to put in all the pumps and build the power stacks and do all the same plumbing regardless of what size of battery you are building. It's not so terrible though that the Voltstorage 6.8KWh VRFB ( https://voltstorage.com/voltstorage-smart-stromspeicher/ ) is not competitively priced with the 13.5KWh Tesla Powerwall.

The powerwall warranty is only for 10 years if you promise to only charge it once a day, even with that the capacity degrades and is down to 80% after that time (70% in Italy of portugal due the temperature). The VRFB will of course have exactly the same energy storage capacity after 10 years minimum and up to 20 typical.

is a gonny

T-shirts for Christmas anyone, or will they be too retro by then ?

faramog - I think FB might know more about this particular idea - the moving abroad approach would require moving your pension into what is called a QROPs scheme based in the foreign country of residence. There was a suggestion that the government would close this loophole by putting an exit charge on your pension at the point that you transfer out from a blighty-pension to a foreign-QROPs scheme. Thus you might need to have already moved abroad to be able to pul this one off before any such exit tax is put in.

No a large trade - 2.5M reported by someone on here as apparently being shown on CNBC - who knows how valid this info is

BBN - that will be a great addition to the library of information that we have built up on https://www.thebushveldperspective.com/blog/public-articles-1