Member Info for Alfacomp

coffecups - I believe that things will change a lot more than that.

I believe that fully autonomous cars will be adopted within the next 10-15 years and that then it becomes a simple matter for people to simply send their cars off by themselves to the nearest recharging station. To avoid all the cars arriving at the same time the cars will be put on standby at the home until they are called by the local charging station in the middle of the night. They will then trundle off by themselves to go and get charged, then trundle back, all whilst you sleep.

This smooths out the load on the grid and avoids having to install at that copper to provide high power charging points in everyone's garage but it also gives the user the assurance that the car will be ready and fully charged when they need it.

I am surprised that this idea has not received wider attention, but then I only just thought of it.

Mrremmy - the reports suggest that this uses good old fashioned Vanadium pentoxide:-

http://www.sccij.jp/news/overview/detail/article/2016/02/29/swatch-subsidiary-develops-super-lithium-ion-battery/

Brad29 - no I don't think so. The embracing of renewables on this scale was undreamt of 9 months ago.

Good point Endion - whilst battery storage may not have been covered in the IRP, essentially because it is about generation and this release is about dealing with the big `Coal/Nuclear/Renewables trichotomy.

I am pleased to say that they came down on Wind and Solar renewables, which of the three is cheapest, produces the least carbon and which also provides the best opportunities for the development of a home-grown VRFB energy storage industry in SA.

I suspect that the subtler questions of energy storage - amount and mix, will become clearer in the next 12-18 months and out of the high-politics spotlight.

Nihilfit,

I don't know - I have no more information than is available publicly.

I managed to get a download before the link stopped working so have put it up for all your delectation here:-

https://www.thebushveldperspective.com/slides/slide/irp-draft-27-8-18-60

IRP News in summary (see page 41)

1000 MW of new coal to be brought online 2023-2024 (12,000 MW will be decommissioned between 2020 and 2030)

5,670 MW of new PV to be brought online 2025-2030
8,100 MW of new wind to be brought online 2025-2030

PV increases by 248%
Wind increase by 243%

A major shift from coal to renewables. Which will be good for us.

Mrremmy & Arrow I mean, sorry for the lack of attribution

MRremmy - I missed this being presented at the IFBF as I had to come home before the last day.

I think the halving in size is the same thing as doubling the energy capacity so it doesn't need to be stated twice - that sounds like you are getting some kind of improvement of a factor 4, which you are not.

I haven't seen the chemical reactions yet so I cannot say for sure but it would seem that instead of having a change of oxidation state of +1 on 1 side of the battery and -1 on the other side of the battery you now have a change of state of +2 on just the one side of the system that the vanadium is on. The best you could get would be a change of oxidation state from 2->5 which is +3, but I see no factors of 3 anywhere in the description.

The way that this is described I wonder if the process is actually reversible - i.e. they do not have a battery but a flow cell, and they do not have electrolyte, but rather a Vanadium 'fuel' which is used once then has to be changed out. Hence the parallel with petrol stations.

In this context I see no difference between this and Hydrogen fuel cells, with the Hydrogen being regenerated from water at service stations using nice clean renewable energy. The hydrogen is a lot lighter to transport around and the end product and starting fuel is super cheap water.

Obviously a flowing cell where one side is liquid and the other side is air presents greater challenges for the membrane, as one side will face liquid which has to be pressurised to make it flow but the other side is at 1 bar everywhere. The symmetry of a normal Vanadium flow battery ensures that there are no unbalanced forces on the membrane.

kevkan - as someone who knows a bit about thermodynamics I was intrigued to find out how surechills 'cooling that works with nature and not against it' "technology" works.

They make a big deal about their supposedly unique cooling technology. Alas there is nothing clever about the thing that gives them their cooling - this appears to be a standard gas-liquid expansion cycle (well if it isn't it should be).

What is unusual is that there is a large water jacket around the cooled region which contains ice that acts as a thermal buffer should the electrical power supply be interrupted. This is basically a built-in energy store just for the purposes of providing cold, and in this context appears a sensible integration of two devices in one.

The alternative is use an electrical energy store (aka battery) and a bog standard refrigerator from any supplier you like, or which you already have. RedT should really be on this trip.

As for solar technology I don't see any. If you want PV panels you will go to china.

Good job I've got all of MG's nonsense archived - we can expect to see another "I just bought into BMN last week, I have 100,000/500,000/7.355Million shares (delete as appropriate): poster popping up out of nowhere.

Same people different IP proxy, but they will not succeed in disrupting this board. We have seen their sort off before.

Peterfal,

I think we have our answer here:-

from https://en.wikipedia.org/wiki/Maurice_Garin

As an old man he became confused. His biographer, Franco Cuaz, said:

... He [Garin] wandered through Lens asking "Where is the control? Where is the control?" as his mind brought back images of the hotels where riders signed check sheets in the first Tours.[9][22]

... He regularly ended up at the town's police station, from where he was escorted back home. Often he was far from home, without knowing where he was or where he was going.[8][22]

Endion,

the Nov 2018 changes to Chinese rebar regulations were common knowledge even at the time of the June 2017 Vanitec meeting:- https://www.thebushveldperspective.com/blog/public-blog-1/post/vanitec-2nd-energy-storage-meeting-part-1-206

The Vanadium Bomb went off 4 weeks later. I think that if traders and producers too speculative positions it more than likely happened a lot earlier that January 2018.

For those wondering how long this Vanadium price 'spike' is going to last and worrying that the steel sector is going to switch to Ferroniobium you should read the Question and Answer section from the last Vanitec meeting:- https://www.thebushveldperspective.com/blog/public-blog-1/post/vanitec-4th-energy-storage-meeting-part-1-274

Why anyone pays any attention to someone who cannot tell the difference between ZAR and ZAR/KgV I do not know, Evidently he has quite a bit of catching up to do.

The question of course is why would anyone go to all the trouble of spending all weekend spouting this nonsense - the answer of course is that they have a short still to close. If news drops following the publication of the IRP on monday then they could be in some serious trouble.

Zebediah,

indeed - I have no idea when anyone is paying any attention to the person (MG) that posted this:-

the direct production seems to total zar 494 (you have to use Q1 & Q2 individually as the H1 is incorrect as I mentioned earlier).

Production costs are as the company has stated 248.4 ZAR/KgV.

Having stated that I have no idea why anyone is paying any attention to that nitwit I shall follow my advice and ignore him from now on I have better things to do like tidy up my garage.

Squirty - you have correctly identified the costs of the expansion programme, which as you have said indicates that something like 15M USD has been spent on the expansion programme. As we all know the high Vanadium prices at present mean that the expansion programme has been funded out of Vametco earnings and not a placing of shares which would result in dilution. (The march placing this year included an amount for the drilling at Brits, not the Vametco expansion).

One-off costs on plant of course do not get counted towards the cost per production tonne, as they represent an asset, fixed mine administration costs do get added to the all-in production cost, which is why when you make less the all-in production cost per tonne goes up.

Nihilfit - good luck on your investments but remember that H1 production cost per KgV is the volume weighted average of the production costs (per KgV) in Q1 and Q2 not the sum of them !

What a schoolboy error for MG to make - I bet he is regretting that post now.

onefcc - I think you will find that it was Schmid

So numerically illiterateis trying to claim that BBN's results back his up - utter nonsense, and now getting pretty desperate

dagnamit - strangely the moneyweek AIM all-share selection does not list BMN

but the London Stock Exchange site does:- https://www.londonstockexchange.com/exchange/prices-and-markets/stocks/indices/summary/summary-indices-constituents.html?index=AXX&page=7

perhaps someone should contact moneyweek to let them know about the omission.