Member Info for Alfacomp

https://www.thebushveldperspective.com/trading-analysis-20th-sept-2018

It seems very quiet today - are people tiring of the regular trading analyses ?

I guess some of you might wish me to do a trading analysis for yesterday ?

I agree as a fuel for transportation hydrogen has the highest specific energy density. It also allows the potential to be created in the summer and stored until it needs to be used in the winter.

However there is no conflict between using hydrogen to store energy for transportation and static Vanadium Flow batteries which would be used to smooth the supply of renewables to the electricity grid with sub-millisecond response times. They are both technologies which reduce our reliance on burning carbon and both need to be done.

YTSS - Professor Banerjee of Texas A & M University actually commented to me that for polyvalent (i.e. more than just 1+ eg Magnesium 2+) solid state batteries the best performing anode material is actually Vanadium pentoxide. Sodium is only 1+ so that may not apply there, but equally you don't get the benefit of having twice as much charged shunted around with the ion.

Still, ALL solid state batteries break down it is just a question of trying to manage and control to some extent the processes that take place at a mesoscopic (over the range of tens to a few hundreds of atomic diameters) level - which is a branch of science which has masses to explore in and millions of man years of research yet to do in. Great if you are scientist, not great if you are the one having to pay them. I was one of the former, now I am one of the latter,

Vanadium Flow Batteries just work, no fancy new science to be done. And simple as they are they keep on working. You might have to change a pump or a few seals in 10 years, but the electrolyte stays the same in that time and nothing changes. I like them because they are simple and can quite easily be made in a secondary school chemistry class.

I believe the density of standard electrolyte (Ie not mixed acids) is about 1.3

I don't think there really is a price that vanadium gets prices out of the steel market in favour of niobium (the only other potential strengthening additive). Going to niobium requires a whole bunch of changes to the steel production and rolling process and only the Chinese have had the chance to really introduce any of those changes in the last 10 years as they are the only ones building new steel plants. Also aupply reliability and price stability on niobium is much worse as there is basically only a single main niobium mine. Those who may claim niobium is a simple drop in replacement for vanadium either don't know what they are talking about or have been paid to puff up niobium projects. The only drop in replacement for vanadium is vanadium+nitrogen (eg nitrovan) which gets you more strength for the same amount of vanadium) - the Chinese already embrace this approach strongly. Others are still to catch up

Is anyone interested in summarising what we currently know about the bushveld Energy electrolyte plant - spark a little discussion before formal news is announced.

Indeed carp fisher - from uckfield to bushveld - strange as that is the same journey I have taken

Daisan - or quarter perhaps - they've lost over 75% of their value in that time. That's the trouble with pharma and oil as far as I am concerned - one big bet that only those on the inside really understand the technical details of - if you get lucky then great but most times you don't and you have no idea why.

kevkan - exactement

Nick - certainly the price they will give you for shares (if not the Bid yet) is increasing. Looks like more buying going on behind the scenes.

kevkan

maybe gold, platinum and diamonds

TNT - these questions were asked by myself and others at the last Vanitec meeting in Lausanne. They are towards the end of the section discussing Terry Perles market review:-

https://www.thebushveldperspective.com/blog/public-blog-1/post/vanitec-4th-energy-storage-meeting-part-1-274

You would have hoped that a company that is actually selling the stuff whilst the prices are high might benefit not just those who would like to sell the stuff at some point in the next 2-5 years.

His loss, Loudspeaker, his loss.

Yes vauch that's why it is late, sorry.

As requested - here's the analysis for yesterday.

https://www.thebushveldperspective.com/trading-analysis-19th-sept-2018

Duplicate pairs 2.85M so far this week - warrants maybe 4.45M in.

" I really do not want to press the sell button as i do believe in huge things with BMN.. "

Don't then.

Looks interesting again - who would like the nitty gritty?