Member Info for Bella6532

Other applications redox flow batteries.
https://fuelcellsworks.com/news/alkamem-technology-to-open-new-markets-for-afc-energy/

Pat48.. Project management team? ... As they said they are already in place...

BBN.. With you on all that BBN. As you well know, its not what's actually said, it's often what's not said or skipped over that actually contains the missing links...insert a big wink right here....

Sanchez...'it is about market access'...agree but apart from the placement of a comma in the VIP strategy first para and mention of possible investment in a leasing company they seem to have been quite specific the VIP is about investment in VRFB original manufacturers. That said they, as BBN has pointed out appear to also be targetting outside funding too..

BBN.. Do you think there might also be a link to the third party funding they mention in relation to Avalon/Redt.. Directly or indirectly... I was thinking perhaps if the WBG was looking to fund a major project (s) one or both may be or have been bidding on outside Africa perhaps then knowing this plus BMNs funding then these two elements of investment then would generate lower level funding needed for the Merger... Wheels within wheels...

Sanchez599.. But VSUN isn't a manufacturer.. They are a distributor aren't they. They have been offering Cellcube though...

Bplanoyes.. and the fact it was dropped in that there might be investment in a leasing company which would also be an income generator.

Faramog...
My company in the US was started with the backing of 6 major principals who agreed to take us on as their agents/distributors. The money was fronted against future commissions with full payback in 6 months. We were 4 equal partners but before we opened we met up with two old business colleagues also setting up in the ssme sort of business so we formed an immediate partnership. One chap also had his own production facility. The combo immediately took us from being two light weights to heavy weight status. We paid our principals loans back in 3 months and turned $8m in our first year having only put in $250 each.
When BMN announced their VIP that's when I stopped worrying about the SP.

Corrected version

faramog...we have only just completely the foundations (Vanchem)...Mokopane final licence approval should hit within a matter of days now. Job done foundations laid and drying nicely.
Next is to get our own Battery/PV up and running and our next Battery Investment finalised.
Next is for the Avalon/RedT merger to get over the line and they can then get their act sorted and contracts rolling through. It won't be instant but we should see some good press around this in the near term.
Get the JSE Listing up and running and possibly move over to the FTSE.
Next is getting the electrolyte plant built and possibly a battery assembly deal & space sorted...6 to 9 months??? In the meantime, we could see some MOU's and news re Eskom.

We are just not there yet...however, as we start to tick off the above, the markets WILL start to wake up. We have 3 brokers and they now have a full story to tell...they need now to get off their buts and starting promoting us as a soon to be global Vanadium multi-faceted strategic player and NOT just another itsy bitsy mining company.

This time next year Rodney....

faramog...we have only just completely the foundations (Vanchem)...Mokopane final licence approval should hit within a matter of days now. Job done foundations late and drying nicely.
Next is to get our own Battery/PV up and running and our next Battery Investment finalised.
Next is for the Avalon/RedT merger over the line and they can then get their ac sorted and contracts rolling through. It won't be instant but we should see some good press around this.
Get the LSE Listing up and running and possibly move over to the FTSE.
Next is getting the electrolyte plant built and possibly a battery assembly deal & space sorted...6 to 9 months???
In the meantime, we could see some MOU's and news re Eskom.

We are just not there yet...however, as we start to tick off the above, the markets WILL start to wake up. We have 3 brokers and they now have a full story to tell...they need to get off their buts and starting promoting us as a global Vanadium multi-faceted strategic player and NOT just another itsy bitsy mining company.

This time next year Rodney....

1. Vanadium Mining & Production
2. Electrolyte Production
3. Electrolyte Rental Agreement (including possible stake in Rental Company)
4. Vanadium Recovery from Electrolyte and Resale
5. Battery Assembly
6. VRFB OEM Investment Returns including dividends, capital growth, power agreement share, new business feeding back into the Bushveld product supply chain.
7. Deployment/Project Development Fees
8. Economy of Scale reducing overall company costs for Bushveld and Partners.

Stats for BMN East London Vanadium Electrolyte Production:
Cost 10m
Initial Production 200 MWh = 1100 mt V
Production Scalability = x4

If they had to set up mining and production facilities just to support this production from ground zero the costs would be around 100m....

BMN is setting themselves up to be THE STANDARD BEARER for the Vanadium Energy Industry. If you look at many of the big names today, they had the right ideas/products but just needed the financial kick start and many had to go to the likes of mom & pop, friends, crown funding, private venture capitalists etc because big banks and financial institutes just didn't get it!!!!

What is not to like about all this...

https://simplywall-st.cdn.ampproject.org/v/s/simplywall.st/stocks/gb/materials/aim-bmn/bushveld-minerals-shares/news/does-bushveld-minerals-lonbmn-deserve-a-spot-on-your-watchlist/amp/?amp_js_v=a2&_gsa=1&usqp=mq331AQCKAE%3D#aoh=15734080881193&referrer=https%3A%2F%2Fwww.google.com&_tf=From%20%251%24s&share=https%3A%2F%2Fsimplywall.st%2Fstocks%2Fgb%2Fmaterials%2Faim-bmn%2Fbushveld-minerals-shares%2Fnews%2Fdoes-bushveld-minerals-lonbmn-deserve-a-spot-on-your-watchlist%2F

As we know, vanadium batteries are non-flammable, but the one thing that goes unreported is that they can withstand both extreme cold and hot temperature environments without external heating or cooling...another cost to be added to certain lithium battery installation....
And vanadium electrolyte can be reused in another battery or recycled, yielding significant residual value at the end of the product’s life which should be factored in as a cost saving.

if BE are going to be assembling Avalon batteries, it#s worth checking out their gallery link which shows their assembly sites...simples!!!
https://www.avalonbattery.com/gallery/

Another biggie for me is that everything is scalable and built in and with the big ticket items out of the way, everything from here on it is down to relatively small investment/capex for potentially substantial synergistic returns on investment.

Did I hear right...income may also be available from the Vametco PV/Battery installation and this too has expansion potential should there be an opportunity to sell more excess power back into the grid.

Again for Project Management - team already in place and will be looking to tailor to customer needs and a single project could generate up to 6 income streams...awesome!!!!

As FM said in the VIP strategy RNS:
' ...supply, deployment and investment gives Bushveld many more options to unlock value through its integrated strategy.'
and 'Additional details of the VIP will be provided in due course.'

Interesting he mentioned twice that the Avalon Licence Agreement was done end 2018 but not mentioned until later in 2019 but no mentioned why they held back on the announcement.

I wonder who their 'go to' analyst will be, as they believe the one(s) to date is/ are too mining focused and don't really have a good handle on the storage market.

Totally agree...the only way to take care of the shorters is to build a strong profitable and scalable company with multiple income streams and last week is the key with the foundations well and truly laid and production derisking achieved.

Oops!!
https://www-telegraph-co-uk.cdn.ampproject.org/v/s/www.telegraph.co.uk/news/2019/11/08/britain-faces-waste-battery-mountain-electric-car-use-surges/amp/?amp_js_v=a2&_gsa=1&usqp=mq331AQCKAE%3D#referrer=https%3A%2F%2Fwww.google.com&_tf=From%20%251%24s&share=https%3A%2F%2Fwww.telegraph.co.uk%2Fnews%2F2019%2F11%2F08%2Fbritain-faces-waste-battery-mountain-electric-car-use-surges%2Famp%2F%23referrer%3Dhttps%253A%252F%252Fwww.google.com%26amp_tf%3DFrom%2520%25251%2524s

Lots of little gems in there..
I like the fact Avalon are thrifty...says a lot about how the company will be run going forward if they're top dog...

more on energy production side though rather than energy storage and far more technical than I could ever be... And I bet he has a better mobile than me too... Apologies for gramme... A combo of my fast fat fingered typing and auto correct... Grrrrrr

Thanks Alfacomp. I had a long conversation with a friends brother yesterday about his involvement with a company developing compressed hydrogen system in UK for power stations. We talked about various sorts of new energy production concepts as well as battery storage systems including vanadium batteries. He feels the end of life situations need to be addressed now and more action is needed by Governments to start setting global standards and defined usage. As you say putting highly flammable batteries into homes in high risk forest fire areas has to be a no go... The same with EVs when it comes to accidents where damaged batteries or fuel cells can ignite and remain a fire hazard for days and/or they spill highly toxic contents. Richard Hammonds Grand Tour accident off a mountain bend where the fuel cells burnt for 3 days is not something police and fire departments want to deal with on a daily basis. And then there's the whole disposal and or recycling element. Many countries with not so developed recycling policies are already happily selling EVs and installing lithium battery units among side PV arrays and in homes...as we know from research done on here.
I asked him about Vanadium batteries and he said they will definity have a good market place but he didn't see them being used in EVs for example.
He is more on energy production side though rather than energy storage as far more technical could ever be.

Does it take into account end of life costs for Lithium batteries. Its one thing to concentrate on up front and running costs but what happens at the back end. Most lithium batteries start to lose power well before their dead stop end of life and what then.....

Many thanks Ophidian an FB...Very interesting.