Member Info for bassguy

Interesting James, not looked at that angle.

Both Largo and AVL are 300% higher than their March lows. BMN are just over 100%, lovely as that increase is we are due a little more methinks.

HERE YOU ARE DADDY
VANITEC REGISTRATION
https://us02web.zoom.us/webinar/register/WN_MRSGK2eESy-IPrxMxRp_aA

last conference was fabulous, and free but at £450 I'll pass this one, will catch Vanitec next week however.

AVL jumped near 40% yesterday on the ASX, ASX demanded a reason why, AVL could not give one but the Hot copper chat rooms have a lot of comment on Vanadium and VRFB so word is getting out. AVL coming up to BFS stage I think, currently about 1/5th BMN market cap.

Sanchez, I agree with your points but still feel there have been mis-steps.
LS I agree they are trolls but many of the questions/queries are valid but blown up to suit the agenda, which is how a troll works of course. I think many lth have lived an breathed the stock for so long they may not perhaps see things as a new investor researching for the first-time would and are more forgiving of uncertainties.. just a thought myself included and not aimed at anyone but there is a reason we are not blown away on volume so close to Eskom with so much mine progress having been made the last 2 years.
Enough from me.

Yes I am frustrated, it is perhaps coming across more harshly than intended. What I am trying to probe via critical discussion is why we are where we are when others are doing well, Invinity, AVL, Largo, Pineapple, but BMN has only just partially recovered pre Covid. There has to be a reason other than Mms for so long a loss of sentiment. I highlight questions potential investors may have to highlight how the invetsing proposition may well be challenging for some due to the holes. I guess I have "faith" and I believe it will come good, I think a lot is held back and this has not helped shareholders for which I am unhappy.

So why is the e plant only 200MWh? Pa, c. 50% owned by IDC so presumably 50% of the profits go to them? Thus Bushveld have 100MWh of margins from 2022 pa, unless there is something we have not been told??

If we don't get some work with Eskom (unlikely), then the silence from BE for years means the business will be right on the back foot as it appears everything has been primed for Eskom as a starter with nothing else other than Invinity' small pipeline which we assume we supply but only from 2022 when the e plant comes on line?
If there is in fact a load in the pipe with BE beyond Eskom then why has the market not been advised of developments... this is the crux of my argument, we just don't know and can only guess thus the SP has been affected. I beleieve BE is holding the mining side of the business back to a degree as people expect but cannot see the full picture so hold off allowing Mms to play us, other V miners recovered and surged, why did BMN not..sentiment, sentiment has not been managed well.
Hopefully changes soon as the rerate continues to the next level.

Pb it is not the timing as such as I get your point. However the progress the company has made has in my view been negated by how they have communicated the story and this is self inflicted for whatever reason, I refuse to believe the last two years are restricted by commercial sensitivities...BE Silence is deafening, the interviews have not been followed up by action, that we can see, and it looks like everything is pegged on Eskom. As such we are still seen as risky and ignored to a degree, the sp speaks volumes on this. If we had more updates on the story and development things would be clearer and it would not take forensic investigation to try to piece things together which whilst great is also just a guess and not necessarily fact as only what the company say can be relied upon as fact. As far as facts go re BE we have leased 90kgs to Avalon, and a delayed electrolyte plant with no commentary as to why.
As said I believe it will come good, and soon but I feel investors have been short changed for some time now without recognition from the board as they have refused to engage on this. The website states we have relationships with all VRFB oems..really who, what how and why are we not told. It's as though they see it as none of our business and they will tell us when they get a spare 5 mins.. again does not breed confidence.
Politics possibly comes to play...
Oh well I'll get off my soapbox and carry on hodling.

We need tangible value, My three years in Bushveld have been very poor for my wealth, I would have been better off in a current account at 0.5% interest... much better off!
The board have not managed this side of the business well in my view and I don't care what anyone says as I frequently get reprimanded here for this view.
If enough people bought we would find fair value, but the vagaries have allowed doubt and thus wehave become an MM plaything. I truly believe investors are the board lowest priority at present and whilst not happy about it I also do think it will be worth the pain, however those who benefit most will be the newer investors who sat out the painful times.

If a market maker is massively short, and an announcement to come off aim released....my my could be a fun squeeze.
Can a company request details on what is traded from MMS?

I see both sides to the dividend debate, investor are just not on the boards mind in my view. They are so focussed on the projects (rightly,but they could have given us as few crumbs ther last 2 years) but once hopefully the dam breaks and we get the full energy story so the market understands, or at least cannot ignore bmn any more, along with local listing in SA, I am sure investors will be much more of a focus for the board and UK and JSE investors may well see dividends from profits.

Yes Lib PR helps.

https://twitter.com/BigBiteNow/status/1351113368002850817?s=19
Incisive as always, showing BE as a middleman of sorts, certainly more of a project manager than actual provider now.
Interestingly I would usually expect some friction if someone wanted to muscle in to a supply chain, as what BE are offering to do would likely usually be done by the OEM I suspect. However I guess BE can do this, and take a cut, as they can guarantee Electrolyte at a certain price, open Afrcian markets, and I suspect some sort of pairing with renewable Energy equipment manufactures to produce turnkey projects, again I suspect the oem battery makers could do this anyway, so it will be a bit of a coup if BE can pull this off as they are effectively taking margin from other big industry players, which highlights how vital Vanadium supply is...
Looking good.

Mates in first sammy

Registration link

https://attendify.co/piYUJml

See below, worth taking part as the last one was fascinating.

"What’s the biggest challenge to the flow battery industry in 2021?

  

Lithium-ion?

Hydrogen?

Gravity energy storage?

Compressed air energy storage?

Lack of knowledge about flow batteries?

 

Consider that the U.S. Energy Information Administration predicts that at least 39 GW of new electricity generating capacity will start commercial operation in the USA during 2021 we should ask what demands this will place on energy storage.  This year, with solar accounting for 39% of new capacity and wind with 31%, according to the (EIA) inventory of electricity generators.  The EIA is expecting that 4.3 GW of new storage will come on-line in the same period.  This is shocking.  That’s only 11% of the new capacity.  It barely dents the impact of new gas turbines and 15 GW of new solar power.  I personally think that the whole storage industry needs to shake itself up and create a bigger impact.   

 

This gives a marvellous opportunity for the flow battery industry to create a storm of good news about our products – they are available, they can be made at low cost and in huge quantities.  So, at the IFBF virtual conference next week, we’ll investigate the case for forming a new flow battery association.  It will be aligned with the IFBF, and it will bring strength to flow battery community to present the case for viable, safe, environmentally friendly long duration energy storage.  We hope that you will want to share in this discussion on Wednesday 20thJanuary. 

 

Our programme for the virtual conference covers today’s products and tomorrow’s ideas.  We’ll hear about the companies who have already delivered fleets of flow batteries, and find out why the European Commission has funded a number of large research consortia to develop improved flow batteries.  But we’ll also be discussing whether these national and international research funding programmes are directing sufficient funding to flow battery research.  Jens Noack, and colleagues from across Europe working on aqueous organic flow batteries, membraneless hydrogen bromine batteries, and the all copper flow battery will give their perspective on the benefits of these new business lines. 

 

Of course, this year our conference will be different, we will have a conference app for networking and break out rooms for discussion.  Register now, and you can start joining in the discussions.  The papers are already available on-line for your advanced reading and you can submit your questions now, to help us make sure that you find out what you need to know from our presenters and panellists.

 

We look forward to being with you next week.  Register here.

 

Best wishes

 

Anthony Price

Secretary"

Yes DaddyBB very interesting.
With Largo looking at the US for a listing I wonder if FM is looking farther that way also In conjunction with JSE.

Yes it annoys me