Member Info for bassguy

https://twitter.com/VanadiumWorld/status/1278300016046563328?s=19

New 6000t v205 plant in China

I see sharesahoy point and indeed Mikhail alluded to it. For vrfb to take off there needs to be a viable supply with realistic costs, if someone looks, likes VRFB but realises bmn can only supply 1-2GW pa based on our expansion plans and full output (4-5mt V per GW correct me if I am wrong please), they may look past vrfb at other techs if they can supply more of their project install demand. However as said there is room for many industries but I hope more people start mining vanadium to ensure the supply is there. $300m to build a mine will not be a huge hurdle if the market is there ready, just need the pieces to fall into place but it is a delicate jigsaw between potential demand cost and supply.

Yes Alfa and he asked Mikhail to help him tell the story.

Completely agree with you there Gambit, the share price represents the company and should be correct if everything is right.
Patience is vital in investing but how long, again and again people can only wait so long otherwise "This time next year eh" will become an embarrassing truism. This is why am negative on the comms 're BE, if there are back a to be scratched in SA then fine but what about the rest of the world, surely there is something they can advise the owners of the business (us) 're this area of the business? The market is hammering us for it, because they can and will continue to do so. Imo
Yeaterdays forum really showed the difference to me
Gla

Nice Drifter, just had a look, do you like bit of Miller?
I have not played a commercial bass for years now having built many of my own, they are thru necks a bit like Warwick using tbose sorr of woods, with EMGs etc
I was a very technical player but alas tendon have ballsed everything up so don't play much at all know other than noodling on 6 string.

To be frank Kenneth's closing remarks about helping them tell the story and sell the benefits of VRFB, is pretty much what everyone moaning on here (me) has been saying about where BE is and what is going on?
Time to bang the drum so everyone else can take notice, it does not need to be a secret for a select few any more.

super positive now... but ned to get comms out and see some sales, then light blue touch paper.

GLA

To use flow battery to delivery power to data centre and the electrolyte to remove heat...genius.

d'yu think Kenneth Davies and Mikhail swapped numbers :)

Interesting Mikhail raised the issue of is there enough Vanadium being mined, clearly not, and how will this be resolved? This has been my big concern as if we do not get enough money spent exploring and developing new sources, then VRFB will not be able to take off and may be eclipsed. However the benefits of VRFB were so beautifully presented particularly in the Brich Presentation which BMN should just put links to and keep reposting ad-infinitum!

80GW needed for green energy in data centre growth over the next 10-15 years (40gw requirements needs 80GW charge). 1GW needs 5500kgs Vanadium I recall, obviously many techs will go into it but the case for stationary storage is massive.

BMN need to be banging this drum, that one presentation was so good it really does diminish BMNs output in my view, which again suggests they are keeping it low key for a reason?

WOW! Data centres!
IFBF, hopefully whole thing goes up for all to see in a day or two
https://flowbatteryforum.com/

...

Hi Alfa
I got in, invite went to junk mail, saw a few moments with something about data centres then realised I could wind back the meeting so have it on pause at the start of the event and will watch later as a whole.
I have had to sort out some medical things today which have taken my time and also my mental ability.
will have a proper look assuming it keeps working, they said there will be a full posting on the IFBF website (https://flowbatteryforum.com - worth look) in a few days so everyone can watch hopefully. Even the tiny bit I saw seemed much better than the Vanitec one yesterday, which the second half I saw seemed a bit empty, a lot of stuff about animations and a bit on costs for recycling end of life

Well I cant get in, I have a “ticket” but it just gies round and round without any obvious entry to anything, the one thing that does look promising just has no content available yet pasted across it.
Have given up

Website says postponed til 21

Says nothing available yet?

Twas fine when richken did it...
Sorry if offends.
Just interested in how things are seen, been here two years and this feel like the lowest ebb just before, we hope, some very significant changes.
And nothing else was being said so what's wrong with something which may stimulate some debate?

As I am interested in the sentiment level here.
Who thinks significant news, that will affect market understanding of the business and this price, will be with us shortly?

Like the post if you do please?

Surely if a meeting is needed to close permitting then there is a much more shall we say "human element" to the process, which must be the problem.
Either palms meed greasing, backs need slapping or daughters need kittens. It is of course possible personality is an issue and some people are not getting along?
There cannot be a simple process reason for 6 years delay so KRS are either being dangled by a string or someone is deliberately holding things up somewhere in the machine. A statement explaining things would be nice so we can understand but the absence of any detail on the delay is in itself telling I believe.
Gla

Caught the second half, events (kids) overtook me for the day so I probably missed the good stuff.
I liked the talk on valuing V and how to reprocess it not eminently feasible with LIon.
Are they going to post the webinar, I noted they were recording.
Good stuff on visibility and marketing along with public awareness growth 're energy storage per se and VRFB in particular.

#Vanitec