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Phimx, unfortunately for your quite obvious agenda this is not the case with BMN. Furthermore what BMN is doing really does exist as evidenced by all the shipping and on-the-ground information that has been available to all those here for the last 5 years.
Exactly as it says on the Tin.
At some point some of the have-a-go Warren Buffets that inhabit AIM will notice that the Tin price has reached an all time high and they will start looking around for a company that actually makes the stuff.
The field is not broad and inevitably they will alight on ATM. In fairly short order they should discover by reading the last couple of RNS's that ATM also has Lithium and Tantalum by-product coming on stream shortly and they will not be able to believe their luck.
For all those idiots (primarily idiot number 1 Steve on Linkedin) who regularly bleat on about Mikhail not doing anything read this and weep:-
"IDC and BE formed a Steering Committee for the study who is mandated and responsible for the issue and governance of this Request for Proposal (RFP). Bushveld Energy is managing the tender process on behalf of the IDC BE Steering Committee. "
iii-v are the big three chinese manufacturers.
This is VERY important - it clearly indicates that talks have been going on behind the scenes between the SA VRFB industry and the big chinese manufacturers. Since the SA VRFB industry is 99% BMN this is relevant. It also helps to explain why BMN have not been shouting about all this from the rooftops - they are working on a mega-tieup with at least one of the chinese manufacturers, but it could be more - they get guaranteed Vanadium supply, we get technology transfer, and potentially SA manufacturing, in exchange.
It is exceptionally rare for the chinese to ever transfer any manufacturing outside of their country, but this might be where Fortune has been able to play a canny hand along with Ramaphosa
- a must watch
https://fast.wistia.net/embed/channel/t2w19v6lrs?wchannelid=t2w19v6lrs&wmediaid=mzazoiqxcy
This is important and contains much of my latest research
https://twitter.com/BMNperspective/status/1456157522071543812
the ZESpacks approach has always to try and ride all the horses in the energy storage race by never tying their colours to the mast of a specific technology. This is, in my view, fence-sitting, and is not the way to really understand the devices that you are proposing to put onboard other peoples ships. It is also not the best way to produce a strong relationship with any suppliers you may have.
No this is an Invinity Energy Systems project that was announced almost a year ago
https://www.lse.co.uk/rns/IES/18mwh-sale-to-orkney-8220tidal-plus-hydrogen8221-site-05ibcchws2dbuy1.html