Member Info for Alfacomp

Well that's worth at least a million quid just for the Vanadium alone

I suggest that you DYOR Drifter

Larky - that is when your research comes in to play and you can buy at artificially low prices.

Halespur - I think that you will find that the production cost naturally falls at higher production rates and that the mini-grid is not a necessary requirement to reach $15/Kg. Having the mini-grid will help and may allow it to be achieved slightly quicker, as less cash is given to Eskom. However pretty soon I suspect that we may well be nett positive in terms of Eskom cashflow.

Lol daisydog - I think you'll find that that baby is going to start laying golden eggs at some point

Cactusman - by Cellcube, you mean Enerox, right ? They have of course been in the VRFB business for over 10 years now.

... you know like pointing out that a major partner company of ours, and one which we own a significant stake in, just got their largest every order.

a bit of positivity here now and then would probably help too

Dav3J - I can guarantee that everyone inside the VRFB industry knows exactly who BMN, Fortune and Mikhail are. The 'everyone' you refer to is the precise inverse of that group, namely the 99.9999% of people who are NOT inside the VRFB industry.

Our challenge is to reduce that number. Every VRFB sale by every VRFB company helps that a little bit.

No need to apologise for your own inability to judge an investment Folderboy. RedT were always going to be at the mercy of the Vanadium producers, which is why it took the buy-in from Bushveld to make Invinity actually happen. I'm sorry that you didn't do any proper research at the time, but don't take it out on everyone who is now here.

... because when you're the most powerful voice in the Industry you do not need to go around telling everyone that simple fact.

due to the fako end day UT yesterday setting the end day price at 12.75p when the actual trading position was 12.6p for pretty much all of yesterday.

As I mentioned over on the IES board - that is a good contract win, even larger than the Oxford Energy Superhub (5MWh)

8 MWh - that's a good contract win, even larger than the Oxford Energy Superhub

Nissan Leaf batteries are notoriously bad, so it is much more likely that they will be retrofitted with more recent Lithium-ion batteries, which by the way, I am fine with, that is the ideal application of Lithium-ion batteries. Unlike static large scale grid storage.

NewYorkSaint - any asset is only as good as the use you get out of it.

In the case of tidal flow the strength of the tidal flow varies between zero and a maximum 4 times a day. If you were to size an electrolyser for the maximum power then you could only use it for 50% of the time. The VRFB, or any battery, allows that fluctuating power to be smoothed out so that it is constant. This allows the H2 electrolyser to be sized for only half of the maximum, and used 100% of the time.

This is clearly more efficient as it saves on half the cost of the electrolyser even if it were not for the following point :- Electrolysers, I understand, also like to be run at continuous power, and not ramped up and down.

newyorksaint - I think if you are interested in finding out about green hydrogen you should try one of the very many excellent website that exist out there. If you wish to understand more about how Vanadium Flow Batteries work then you should read this:-

https://www.thebushveldperspective.com/blog/public-articles-1/post/what-is-a-redox-flow-battery-219

Note - there is no electrolyser in a the VRFB flow batteries that are now being made by the partner companies that you will no doubt already be aware of if you have been buying BMN shares for a number of months. If there was it would generate hydrogen which would be dangerous.

Lindon - I have to disagree - I believe that it will be very useful for BMN to list in South Africa so that the people there, for example, employees of the company, can buy shares in what will be a key South African business of the future.

yes

NewYorkSaint - what is a VRedox flow electrolyser ?