Member Info for dobs

New subpage titled "How Vanadium Flow Batteries Unlock More Computing Power in Next-Gen Data Centres".

"For example, a UK AI campus with a 120 MW peak load but a 20 MW average load could potentially support its entire cluster on a 60 MW grid connection if supplemented by a VFB buffer. In this scenario, the VFB delivers a 2x compute uplift, effectively doubling the computing capacity of the site without increasing its grid connection."

https://invinity.com/vanadium-flow-batteries-more-computing-power-data-centres/

What I find quite telling is that a large part of their backlog comes from their biggest shareholder.

Frontier Power USA (not to be confused with Frontier Power Ltd. in the UK), with its 2 GWh pipeline, is owned by Cerberus.

The 2 original C&F sites, Ayr and Busby, will be directly financed by Cerberus.

If EOS batteries were superior to existing alternatives, then Cerberus would not have to create its own Frontier Power in order to develop EOS' pipeline.

They also would not have to directly finance Ayr and Busby and take on all the risk.

Vejas & PSG make the technological problems obvious.

Here is something for all the new investors.

"As a core element of the Killellan site‘s integrated energy

management framework, a Battery Energy Storage System

(BESS) will be deployed to bolster operational resilience,

manage load variability, and ensure uninterrupted power

delivery. This system will be implemented in partnership with

Invinity Energy Systems, a global leader in vanadium flow

battery technology."

https://argylldev.com/

New job listing according to: https://www.linkedin.com/jobs/view/4414955967/?eBP=NON_CHARGEABLE_CHANNEL&trk=flagship3_search_srp_jobs&refId=fM8s6JBjWcIfDck2G99IuQ%3D%3D&trackingId=ELMfYaM1YTm0HHvvTufJAA%3D%3D

Invinity recently shared a compelling video with CTO Andy Klassen showcasing their VFB battery, packed with some genuinely interesting details.

One that stood out for me: Invinity ships their batteries with the electrolyte included — something I wasn't aware before.

https://vimeo.com/1192651856?fl=pl&fe=vl

I took some time to look through some local European newspapers while I was waiting for the IDL to drop and found this interesting Austrian article:

https://www.krone.at/4022630 (23.01.2026)

Quote: "Einer dieser Container ist bereits auf dem Weg nach Österreich – ein sichtbares Signal, dass die Technologie nun auch hierzulande ankommt."

Translation: "One of these containers is already on its way to Austria – a visible signal that the technology is now arriving here as well."

Quote: "Invinity setzt bewusst auf Europa als Produktionshub, plant auch neue Fabriken – vielleicht auch in Niederösterreich."

Translation: "Invinity is deliberately positioning Europe as a production hub and is also planning new factories – perhaps even in Lower Austria."

Cheers

Good find! They have also added a subpage for India: https://invinity.com/india/

"Invinity entered the Indian energy storage market in September 2025, alongside strategic partner, Atri Energy Transition, with one aim: to offer high quality, made in India, vanadium flow batteries."

Https://www.linkedin.com/feed/update/urn:li:activity:7405251847877193728/

"You’ll be at the heart of a global manufacturing network, working with teams and partners across India 🇮🇳 and Canada 🇨🇦 as we expand supply chain and assembly capabilities to serve projects on multiple continents."

Thanks for all the updates, it really does look like the perfect storm!

Also great to see the new job openings coming through:

2× Assemblers – Motherwell & Bathgate

2× Health, Safety, and Quality Leads – Bathgate & Motherwell

1× Health, Safety, and Quality Engineer – Bathgate

That’s five new positions in the last 24 hours.

Cheers, dobs

Thanks OT, I wasn't aware of the connection with Jonathan Keeling.

Thanks for the great summary.

I didn’t think I’d get another good chance to top up on more shares — but someone seems determined to offer me a great deal.

Https://www.ft.com/content/babd683d-5a74-4076-82a4-9db304f45f73

Great spot! I had a look through the LinkedIn post likes and noticed a few folks from Invinity—like their Corporate Relations Manager and Sales Director. Makes you wonder if their interest has something to do with another VRFB supplier being chosen. 😉

On top of that, the batteries in the 3D render of the Buckinghamshire LDES site look strikingly similar to those shown in the Endurium spec sheet.

Great to see a steady stream of new job opportunities coming from Invinity. Interestingly, their LinkedIn shows they're even hiring for a role in Thailand — a notable development.

To add a bit more context: the tariffs imposed by the Trump administration could indirectly benefit the VRFB market. This is because the majority of lithium-ion BESS production is concentrated in countries like China, Vietnam, Thailand, Taiwan, Malaysia, and Indonesia. A quick search suggests that approximately 85% of lithium-ion BESS batteries originate from these regions.

According to Energy-Storage.news, these new tariffs take effect immediately and, when combined with existing and upcoming measures, will result in a total tariff of 82% on batteries and BESS imported from China starting January 1, 2026. (Source: hTTps://www.energy-storage.news/trump-1930s-level-tariffs-bring-china-battery-duty-to-82-big-increases-for-southeast-asia/)

This could make the U.S. market particularly attractive for companies like Invinity, which are exempt from tariffs through the BABA waiver. Meanwhile, other BESS manufacturers may struggle to remain price competitive under the new tariff regime.

I have been here for 10 months but I still appreciate the warm welcome!

I will make sure to participate at the corporate update presentation.

Honestly a lot of news are out there and people just didn't pick up on it. This company is so undervalued it's almost criminal.

I'm still struggling to understand where the £ 57 Mio are coming from or if the stock split affects my shares as well. Clearly I'm missing some understanding of how these things work - I'd appreciate an explanation for dummies.