Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
Afternoon
I'm hoping to tap into the knowledge of some of the more informed posters here if possible.
My question is regarding the max processing capacity of Vanchem.
As the expansion at Vametco is set for 4000mtv, is it the case that Vanchem, with three kilns could expand to 3 x 4200 mtv?
Just trying to get an idea of how Mokapone/Vanchem could work, especially with Vanchem being 100% owned I guess it would be better to process as much as possible there.
Any thoughts/comments welcome.
https://twitter.com/chrislittlecott/status/1337799262151864320
Anyone seen/read through this yet?
P73.
IMPACT 16: FIRE RISK
Cause and Comment: Preferred Alternative: The operation of the Li-ion battery technology alternative has fire risks associated with it, such as fire risks due to thermal runaway. This will result in an increased fire risk within the study area due to the existing (see no-go alternative) fire risk which is at its peak during dry periods. Electrolytes used in the VRFB is inherently safe and non-flammable.
No-Go Alternative: The risk of fires, particularly during the drier months, exists in the absence of the operation of the Waaihoek BESS development.
If Vox are estimating $1m from 1.75% royalty, that puts the Brits part of our sales at c. $57m??
Are advertising residential flow batteries.
https://vsunenergy.com.au/wp-content/uploads/2020/01/Updated-Avalon-Battery-Brochure.pdf
Perhaps some of the Bushveld bid consortium have been revealed?
Lionel, thanks once again for these posts.
Thank you for the time you spent with your posts Pdub.
Ever FAR recognise leaders in the Vanadium world;
Page 4
http://www.ferro-alloy.com/en/investors/presentations-other/Investor%20presentation%20July%202020.pdf
Kyle, have a look at previous posts by LionelGreen.
Good find Lindon
A few other projects on there with storage attached:
https://ceqanet.opr.ca.gov/2020099017/2
https://ceqanet.opr.ca.gov/2020100076/2
https://ceqanet.opr.ca.gov/2020089020/2
https://ceqanet.opr.ca.gov/2020079007/2
https://ceqanet.opr.ca.gov/Project/2020059008
Lionel
Two different projects. The 21st Oct deadline is for the 'ESKOM' contracts for storage at their wind turbine sites.
What was posted last night is for the Department of Mineral Resources and Energy 'DMRE' in line with the Risk Mitigation IPP Procurement Programme 'RMIPPPP'.
As I see it, the SA government is procuring 2GW to aid the load shedding situation.
There is a Bidders' Conference - Attendee List on the website
Peter Oldacre of Bushveld Energy attended.
24 pages of attendees, with some major company names in attendance.
It must have an AGC load following ability, flexible capacity factor and must be “scalable” with changing capacity requirements; and
Must be able to connect power to the grid by June 2022.
Vrfbs are are a perfect fit to 'scale' capacity as required.
Off the back of the Invinity news I was having a look at the California Energy Commission website.
Lots on the site about long duration and non-lithium storage.
For example:
https://www.energy.ca.gov/funding-opportunities/solicitations?field_solicitation_status_target_id%5B32%5D=32&field_solicitation_status_target_id%5B34%5D=34&field_solicitation_status_target_id%5B33%5D=33&field_solicitation_status_target_id%5B38%5D=38&field_solicitation_status_target_id%5B39%5D=39&field_solicitation_status_target_id%5B40%5D=40&field_solicitation_status_target_id%5B42%5D=42&field_solicitation_status_target_id%5B35%5D=35&field_solicitation_type_target_id=All&field_division_1_target_id=All&page=2
Ak ok.
No change of address for BMN yet though.
Can anyone read anything into the change of address?
8-20 Le Pollet, St Peter Port, Guernsey GY1 1WH. (Same address as Bushveld)
PO Box 282, Oak House, Hirzel Street, St Peter Port, Guernsey GY1 3RH
Both appear to be linked to Oak Trust
It would appear that Knuttie is talking about the price to sell Burford at?