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As well as the 2.1GW of standalone battery energy storage mandated by the IRP2019 it is likely that there is going to be multiples of that coupled with new renewable generation projects.

This actually works quite nicely as it allows you to couple things such as solar panels to the batteries by DC thereby avoiding the DC->AC and AC->DC inverter losses that would otherwise be incurred for remotely sited BESS systems.

Lindon - what it means is that the SA government will have the evidence to hold up to be able to get behind the establishment of a VRFB production industry in South Africa.

Indeed it increasingly looks likely that Bushveld Minerals is going to be behind a complete VRFB battery production chain based entirely within South Africa.

Never been away Ninvestor

Ninvestor - you should have the courage of your convictions if you've done your background research properly.

I have done extensive research on the Energy Storage market and it is clear to me that long duration energy storage has not even started yet, but when it does, Vanadium Flow Batteries are one of the safest and most appropriate technologies to employ for 4-8 hour energy storage. The market cannot avoid the physics forever.

pumpky - it's clearly bad from Mustang's perspective as they don't get to do what they originally wanted to do and have to pay us a 5% charge. Bushveld takes more of Cellcube/Enerox via the subsidiaries Bushveld Energy and VRFB-H - it's up to you to decide if you would rather have more of that pie or wish to offload it to some other investor.

Pekingduck - that is not correct - both Prospect and Afritin have petalite Lithium ores which are lower than spodumene in terms of Li2O weight per tonne of concentrate but petalite is a different mineral and typically has lower Iron impurities than spod so is preferred for the premium applications of Lithium Oxides - such as glaze manufacture.

The main difference between Prospect and Afritin is the location, which in the case of Prospect is a greenfield site in Zimbabwe and in Afritin is Lithium coproduction with Tantalum and Tin (in production) in Namibia

Prospect is currently valued at 345M AUD (185M GBP) having risen 300% in the last 6 months, whilst Afritin is only 59M GBP, having stayed approximately the same for the same period.

https://www.youtube.com/watch?v=91lxr3UD8ys

for Vanadium flow batteries in 2022 is outstanding. If there are those holding shares that cannot wait that long then they need to have a long look in the mirror and decide what their 'investment' strategy actually is.

people need to see this - https://www.youtube.com/watch?v=PrWEBqjVzXg

Halespur, it doesn't bother me that others are running after fantasy fortunes elsewhere. I am following a genuine Fortune here and am continuing to build my stake further.

There are many things happening in the VRFB space that I cannot talk about.

LB21 - V2O5 is 56% vanadium by mass. BMN always reports their sales in contained Vanadium mass so significant adjustments need to be applied. Are you asking precisely how much V2O5 was produced by Vanchem and Vametco or what the equivalent would be in tonnes of V2O5 were it all to be measured that way.

Of coffeecups I would have assumed that you knew there was a difference between coffee beans in the ground and in the cup.

Same is true of Vanadium deposits, there's a big difference between having vanadium deposits in the ground and actually being able to turn it into saleable product. This is why it is important to note that Bushveld Minerals owns 2 out of 4 of the world's primary Vanadium processing plants outside of china.

5MWh - Bushveld's electrolyte plant will be producing enough electrolyte for one of those almost every week.

indeed UKsteveg - that 'analysis' by Taiwannews is laughable. I expect Flow batteries to be 10-50 larger than that bu 2030

Indeed pdub - nice to see the VRFB battery project in the Ballearics announced

they don't need to do anything as far as I am concerned - I am continuing to acquire ATM shares.

you can contact me on twitter

is ATM not up 10% on the back of those results - revenue per tonne up 14% production cost down 22% and huge expansion on track.

DD - contact me re this