Our latest Investing Matters Podcast episode with QuotedData's Edward Marten has just been released. Listen here.
What an amazing amount of historical knowledge this person has of this board and its correspondents. So much detail of posters from years ago, yet only chooses to make a first post today and with a deramping agenda. I think this person must have been here before. Filtered.
I'm going to give it until the end if October after assessing the next quarterly report. If that is favourable I will hang on and see how the vrfb angle plays out next year. After just about ten years all in I've made good money but severely disappointed about the lack of progress on the vrfb side (almost wholly outwith BMNs control, thanks Gwede)
Largo however have the advantage of not being encumbered by a minister for energy who has, in my opinion, actively put obstacles in front of BE and renewable energy in general in SA. Had Gwede Manteshe promoted, or was even just passive, on renewables I think we would be a lot further forward with regard to BE. Fortunately his latest statements seem to be more progressive than previously and hopefully the tide will turn on BE progress shortly.
I do recall reading somewhere that a department of the UN were working with the Panamanian government with regard to renewable energy at the Panama canal. I don't recall if battery storage was mentioned.
Alistair, I proposed this a year or two ago and was pretty much shot down. The PR achieved would be of greater value than all of FM and MN's interviews put together imo. Team up with a solar panel manufacturer to show the green way forward add BE batteries and we have a global showcase. As far as Lemur is concerned, as I recall we purchased it primarily for their cash pile, the coal was a "bonus".
Enrico, my understanding was that Vanchem has the ability to produce laboratory quantities of electrolyte. If that site has been extended, or is the intention, to enable industrial size production surely that would have to be subject to RNS?