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Gambit yep quite a gent

Interesting spot fatbanker though of course the Erongo pairs were at the same time on the same day so this looks a different pattern. When I get back to the uk in a weeks time I will start monitoring these types of things more closely.

Cindercone actually wogen had over 15million

When wogen is completely gone I suspect that you will see fewer games

Just had another 10grands worth ta very muchly

geomet - the PFS is here https://www.thebushveldperspective.com/slides/slide/mokopane-pfs-jan-2016-27

cindercone - nobody has projected any SP value onto the BMN share price for VRFB sales. so there are no projections to be realistic or unrealstic. What are you talking about ?

Wisha and Daisydog - someone earlier was expecting a 500K to complete the Wogen 4M warrants block (notwithstanding the 6%+ rise on friday) - of course there is also a -100K at precisely the same 24.0p price some 30 minutes before the 600K reported at 08:51.

Does this seem too much of a coincidence ?

gregorio - no not if that is your approach to investing

Knutsford - if the ship were carrying refrigerated containers and the power required was something like the 10MW that paludina quoted then you would need 10 hectares of Pv panels or a ship 1km long and 100m wide. Not happening - better off to better insulate the containers and use cold nitrogen gas from boiling cryogen for cooling in that instance. I'd like to understand the energy required for propulsion better though.

kevkan you may er may not be correct

Loudspeaker - I have the answer but shall not share it to give others the pleasure.

I missed it - did he really blub, god how Enzo Ferrari would have put a rocket up his proverbial. I was lucky enough to have a seat at Beckets two weeks ago when Hamilton stormed up the field from 20th or wherever it was, truly great driving, and a very memorable experience. Just goes to show that tenacity gets payback every now and then.

I think that may be a lesson for all of us next week.

Thanks everyone for their kind feedback, delighted to see over 200 article views on a warm summer sunday evening - that's tenacity for you !

The comment made about vanchem did seem quite deliberate - what it means I don't know though.

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

numpty and faramog - indeed you can pump out used Vanadium and pump in newly charged Vanadium so in principle you can do a fast refill rather than an electrical recharge.

The only question is how much energy would be used for the journey and thus much electrolyte mass/volume are we talking about ?

Coffeecups - it appears that the rail line doesn't go right to Vametco, yet. Did you have any opinion about how the exisiting lines might be extended to reach it.

AM - 1000 MWh (1 Gigawatt Hour) would require 5000 tonnes of Vanadium. That is why BMN needs to increase production to 10,000 tpa V.

This suggests a scenario which has rarely, if ever been considered here:- namely centering all the processing at Vametco, where the expertise is. And ship ore, or concentrate from Mokopane to Vametco for processing.

We have tended to focus on the acquisition of Vanchem as the obvious brownfield opportunity - however I guess it is still within the bounds of the 'brownfield' description to consider processing expansion at Vametco/Brits.

Whilst the expansion of Vametco to include extra new material mined from Brits might seem within the bounds of possibility I wonder if there really is enough physical space to expand the Vametco processing plant to a capacity of 10,000 tpaV, something like 3 times what it is now. Perhaps it is possible by locating new concentration plant for Brits and Mokopane at those sites, but with the later stages of salt roast processing undertaken centrally at the existing Vametco site.

Do others have a feel for the size of plant and spoil heaps involved in grinding and initial low field magnetic concentration ? Might this avoid the need to provide significant new salt roast infrastructure at new sites - after all the salt roast plant takes up 149M USD of the 222M USD Capex cost quoted in the Mokopane PFS (Table 1-19).

Daisan admittedly BMN does not have ownership of any specific IP - and it is this factor that according to anyone that watches dragons den is apparently what is required. Anyone of course can get a patent, I have a number myself but the key thing is having a reliable way to turn these into profit - and thus us where bmn has the advantage of essentially being in a market monopoly position. Thus it will be able to call the shots in terms of getting licensing deals, as well as deriving significant revenue from the steel boys. Whether you call yourself a technology investor or not the simple fact is that bmn is an incredible growth stock in the energy technology market and as such should demand pe in excess of 20