Member Info for Alfacomp

FT. Recommended.

is good enough for me

Fortune wrote this ( https://www.miningmx.com/top-story/44679-south-africas-energy-storage-opportunity-lies-in-the-value-chain/ )

"According to Bloomberg NEF, stationary energy storage deployments are set to grow 122 times over the next 20 years from a cumulative 17GWh in 2018 to >2,850 GWh by 2040.

The growing energy storage market presents a unique opportunity for South Africa’s mining and manufacturing industry. South Africa has no shortage of some of the world’s largest and highest-grade resources in key metals such as vanadium, platinum group metals, nickel, manganese, copper and cobalt.

All these metals have a demand profile that is anchored in a decades-old, if not century old applications in the steel industry, but also, more excitingly they are now in use in newer applications in electronics and batteries.

Here then is an opportunity to turn what is often dubbed a sunset industry into a sunrise industry."

It may seem darkest before the dawn but I am very much looking forward to seeing the sun rise.

bassguy - here is a video from Germany that sums up your point perfectly

https://twitter.com/i/status/1327701477008285696

jeez faramog can you not spot a coup when you hear one. There is only a vast 'get trump out of office' movement because he is the most destructive, divisive and downright dumbass president in the history of their country. He, almost singlehandedly has brought the United States democracy to the edge of destruction, and certainly the laughing stock of the whole world. Mark my words he will be brought to justice and will spend the next 20 years in court or jail whilst claiming that his self-generated pardon is worth the paper he has scrawled it on.

fabulous work guys dropping the Ask from 20.5p to 20.0p following two '20 grand' sells at noon.

Of course these trades were simply a Bed and ISA - nobody here is fooled any more, of course, but I think you're do a great job for the creative community.

and definitely too early for lycra

yes have you not heard the news that the wind is going to blow more consistently and the sun rise twice a day following new government guidelines.

DBB - I think it is highly unlikely that Duferco will have sold any shares yet. You have to remember that Duferco are not some London bucket shop they were the owners of Vanchem for 10 years before BMN bought it. They know full well what Vanchem is worth, and having negotiated a price discount with BMN they are looking to be onboard the BMN train when it leaves the station, which by the way I don't think it has done yet.

James your trade is not showing to you because you only see data 15 minutes late

come on you've managed to hand 700,000 shares to the market makers so far today - keep going with those sell at 19.50p come one we know you can do it !

no pb940 - the drops today are on excess trade volumes that are about 1/10th of what happened yesterday - the MMs simply decided that today was a good day to walk the price back so that anyone thinking about selling today will get much less than they would have done yesterday. The traders simply hung back whilst the price was falling and are now jumping back in.

Someone will have to sell a lot more shares at low prices for the MMs to find what I believe they currently need. We've typically had excesses of buys of 1M on the good trading (UP) days and only partial consolidation during those periods.

yes that price was up 2.41% on the day before

bassguy - the Vanadium world is going to carry on regardless of what this little island does. UK ferrovanadium imports in 2018 were 2,610 tonnes.

As far as the official company website we did actually organise an online questionnaire, which if I recall garnered about 150 response about 3.5 years ago. These results were consolidated and fed back to Fortune. About 6 months later they released a new website which took into consideration many of the points that were made. I know because Fortune first showed it to myself and gambit after the october 2017 Vanitec meeting at Heathrow.

No libero - the reason I created the Bushveld Perspective is because all the great research that was posted on here kept getting pushed out of the way and forgotten because of nonsense trolling. The Bushveld Perspective was established as a permanent anchor point for independent perspectives, not as an alternative to the official company website.

I have to agree faramog - do people who frequent this board really think that they know how to run BMN's business better than them ? Because if not then it is simply insulting to the people who really are doing the work to run the company.

Whilst the Share price was sitting in the doldrums they may have felt that action was necessary, but now, with the obvious and long overdue price movements happening before our eyes, all without said action, demonstrates just how uncorrelated it is.

as the 3rd page here ( https://www.sandia.gov/ess-ssl/docs/pr_conferences/2010/li_pnnl.pdf ) shows to operate at over 1.6Volts they would need to use non water-based solvents as otherwise they will simply electrolyse the water. Moving to a flammable solvent would be a rather dangerous step backwards.

over $20,900 now, up 3% on the day

there are many parts of the Eskom BESS program.

Feel free to sell if we don't get the very first tender announced. If that is the strength of your understanding of BMN then you are better off investing in a company that you do understand.