The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Not sure if they Redt investors have seen this so thought I'd post it.
https://www.lse.co.uk/rns/BMN/bushveld-minerals-ld-deployment-of-vanadium-electrolyte-rental-product--crc2w9u2opzlpw6.html
This is the reason I have invested in the merger, to gain exposure to the Avalon aspect of the business.
mogwhy, is this the area you were looking at?
https://apps.sentinel-hub.com/eo-browser/?lat=21.56490&lng=108.42793&zoom=14&time=2020-05-05&preset=1_TRUE_COLOR&datasource=Sentinel-2%20L1C
Slightly harsh on Avalon? Or do you think they should have made it part of the merger that Scotty was completely removed?
June 30th is the last day they can be published, right? 6 months after 31st Dec '19.
ScoutS & yellowf1, thank you for your experience of being a Redt holder.
What are your views on the Avalon part of the business and the exposure we now have to the US market?
ScoutS, the ESO battery is going next to the National Grid site, isn't it?
SCoutS
as per my previous post;
I think it's fair to say that those of us that have come over from BMN are far happier with the company and investment opportunity than those that were with Redt.
Would you say that is a fair assessment of the holders on this board?
Nazario Consultancy Ltd held 62,159,230, they now hold less than 3%
so less than 56m shares
Looks like a decent V price level to be weathering the Covid storm.
I was just wondering where all the 'balanced postings' are today?
Roscon, I think it's fair to say that those of us that have come over from BMN are far happier with the company and investment opportunity than those that were with Redt.
Fair assumption yellowf1?
If it was to be VAL, would anyone like to have a guess at how this would play out for us. Shares in VAL, value etc. Thanks.
It's a shame she got it wrong, as VRFBs would be perfect for this site and as Hive are in a consortium with Cellcube, potentially great for us.
I think Marie might be getting confused
https://infrastructure.planninginspectorate.gov.uk/wp-content/ipc/uploads/projects/EN010085/EN010085-001545-GREAT%20-%20D6%20-%20Battery%20Concerns.pdf
Section 5
Hive Energy recently announced its formation of a consortium with Immersa Ltd to” jointly build and develop Solar & Storage projects at a grid scale level to offer green peaking power and reserve power capacity” (http://www.hiveenergy.co.uk/hive-backs-long-duration- storage-with-immersa-cellcube-partnership/ ) This new offering is driven by the relatively new product generation of CellCube’s Vanadium Redox-Flow Battery system. As stated in previous comments by Dr Erasin and Professor Sir David Melville, these batteries are not considered to be as safe as the Lithium-ion batteries.
Drifter, if it helps, read this. 2019 Chairman’s Letter
https://www.berkshirehathaway.com/2019ar/2019ar.pdf
Drifter, so is your real issue that you were expecting a dividend payment and we didn't get one? That's quite a tangent to go off on from taking about BOD buys and sells.
Are they restricted from buying though? They might want to 'top up' but are unable to.
I also note that we haven't been informed of any 'sells' that must say something also?
If the BOD added to their holdings and then the price went from 10p back up to 15p, would you then be calling it 'insider trading'?
Hi Drifter.
Could you show your workings to get 15p please? I've just tried and couldn't get as low as 15p with a PE of 10.
Thanks
Perhaps more interesting for those that are in bmn as well. Another vrfb delivery to the worlds storage market;
https://twitter.com/VSUNEnergy/status/1257119280513998849