Member Info for fairlysolvent

Well if that doesn't incentivise them nothing will.

FS

Solid performance and good result in a difficult market from an apparently competent management team.

FS

The FT reports that 25GW of offshore wind projects, amounting to about 65 per cent of the US projects in development, are unlikely go ahead as a result of the recent Trump announcement.

FS

Toneman / Doyezee

I was thinking along the lines that the cut back in green infrastructure funding would mean fewer new wind farms, fewer new solar farms and so fewer new battery opportunities - just when Invinity has some forward momentum. Hopefully you guys are right.

FS

Impact on Invinity?

FS

Hi Theoldtrader

Just trying to convert MWh to a very rough idea of revenues. I seem to remember from my reading (maybe here) that vanadium flow battery projects typically cost between $350,000 and $500,000 per MWh. Just as a very rough indicator of the conversion of MWh to revenues, does this sound reasonable?

FS

Theoldtrader

A thorough detailed piece of very useful work. Congratulations and many thanks.

FS

Hi Theoldtrader

Re your 20:04 post yesterday - the summary of forecast / expected manufacturing build volumes set out in your post was very informative, very useful.

And for others on this board - Theoldtrader posted a very detailed and interesting post on ADVFN yesterday that summarises the business case for investing in Invinity. Definitely worth reading.

Many thanks guys for all your posts - they are invaluable.

FS

Hi Theoldtrader

Thanks for your comment on Directors' share options. I believe the existing Directors' share options have an exercise price of 51.2p and a vesting date of July next year. The exercise price for any new options will be very interesting indeed.

FS

I guess for the 2 operational directors their recent investment is around a month's gross salary. A small but welcome step by them. I would have hoped for more.

FS

Nothing new on this link, but if you are new to this board this is a useful introduction to vanadium flow batteries.

https://motopaddock.nl/news-en/is-this-the-future-of-energy-storage-the-vanadium-revolution-is-here/21912/

FS

Theoldtrader: I have subscribed to the Vanitec website after following your link. The map of battery sites there and the lookup facilty is really useful. Thanks.

FS

Australian Vanadium Limited are noted as Working Partners to Invinity in Theoldtraders post. The link below to their website states that they are currently working with Enerox (trading as CellCube) which to me implies that that these Working Partner arrangements, useful as they maybe, are not exclusives. Correct anyone?

Key Appointments Support Vanadium Flow Battery Development:

https://app.sharelinktechnologies.com/announcement/asx/49bb02cb2f2f852dece29aae7c6a5914

FS

Not new, but interesting detail for me as a newcomer to this board:

https://cleantechnica.com/2024/12/04/a-flow-battery-stealth-attack-is-coming-for-your-fossil-fuels/

FS

Theoldtrader. Thanks for info.

FS

Anyone have any knowledge of this :

Salgenx Unveils Revolutionary Saltwater Redox Flow Battery for Grid-Scale Energy Storage

https://finance.yahoo.com/news/salgenx-unveils-revolutionary-saltwater-redox-165500937.html?

FS

GoodGrief - Sounds like GoodNews.

Thanks

FS

The latest update is excellent news of course. Could be a bit of a downer though that all product destined for the USA is currently made in Canada I believe.

FS

James2708: Just for info - I understand that Dalian, or Dalian Rongke Power to give it it's full name, is the Rongke Power referred to in Theoldtraders post - and is a big and successful player in the VFB market in China and internationally.

FS

Hi Toneman:

I agree your points on Adam's funding experience and the continued presence of Jonathan Marren.

But having worked in finance in a couple of tech multinationals - my experience is that the financial analysis of good quality financial data - communicated in clear understandable business terms to the management team - is vital to the success of the organisation. And I don't see that experience on Adams' CV.

But hopefully you are correct - and Jonathan Marren will fill that apparent void as necessary until Adam gets up to speed.

Fingers crossed eh?

FS