Member Info for faramog

I did a back of a fag-packet calc last year (although not sure where I filed it) for a tanker full of charged electrolyte from Saudi to the UK and (assumptions assumptions), worked out between 2-4% of the energy would be lost powering the ship ... pump out the charged electro.. pump in the discharged and back to the gulf for re-charge ....

Seems perfectly possible to eliminate bunker-oil

not quite sure I agree BBN ... there is a long term structural deficit of vanadium supply into rebar. As construction round the world increases and standards increase I just don't see the price falling back to $35K at all. Practically nothing is going into VFRB right now and the price is just rising due to steel requirements

till rounding the first bend on lap 2 ....

excellent modelling BBN. Its very easy to focus on ever increasing profit .. but to show to the wider market how current profit levels can be maintained and protected should the Vanadium price plummet is a great idea

Now what was it FM has banged on about from day 1 .... ' the lowest cost producer' ....

@Alfa ... where did your £3 from Siemens come from ?

a great advantage of being in AIM is the investments held are not included in inheritance tax (providing the holding has been continuous for at least 2 years) ... - a main market listing takes that away ... also I think a dual listing in SA would take that away as well

Don't see a great reason to be in FTSE at present ... and divs would attract II's. not quite so sure about takeover targeting but I somehow doubt the BOD would be much interested with any over not substantially over 100 right now

and a fine morning it is SwanseaYellow :-) lets not forget that if Bushveld get up to 70% (purchase out of Solitz) and sideline their remaining holding if not a full buy out then the SP uplift alone should be 20%+ added in the realisation that direct control and access to the Vametco operational cash flows .... maybe another 10%+ .... well into 30 without H1 results !!

well @swanseayellow ... " From here to xmas sp will exceed the rise experienced since March" .. in % terms or in absolute terms are you thinking ... so a range of 40 to 65+ ... like I already said, I feel 50+ is a very realistic end of year target as momentum picks up and could well exceed that before a retrace

cracking interview (4-6 mins in)....
Londons primary Vanadium producer is now bigger than London's 2nd largest gold only producer
Quite a small market less prone to global fluctuations like a heavily traded metal
Can't see the Vanadium market opening up like Lithium as there are only 3 main areas of production
Targeting significant growth on the back of VFRB

word spreading it seems ..

30p by end of next week (ishj)... so corbyn cup hopefuls are:

mcgrow 19 Jul 18
specula8or 21 Jul 18
alastairMcGrift 23 Jul 18
dimmented 30 Jul 18
clarky860 03 Aug 18

anyone know how to vote for the AGM resolutions on HL

yes Pinecone .. lets wait some more ... and while at it give Scott a bonus .... man is long on promises and short on delivery ....

Has he ever explained how the supposed Gen 3 cost savings have been more than eaten up by the electrolyte cost rise and how the model now works .. don't worry ... cash round for Gen 4 soon with even more mythical savings

yes .. thats true .. but its a very limited audience and the info is all there ....

typo then Sanchez .. no prob ...must admit, having looked at Friedmans presentation (link is below somewhere), does make interesting reading ... only a matter of time... and if Eskom come in with an order based on leasing (and lets face it they have limited funds) then the finger in the dyke will have popped

@Sanchez ... where is this widely known BE model ... I have not seen anything

love RichKen .. but 100 is a fair way off into next year I feel .. could be wrong but frankly getting to circa 50 by year end is very realistic IMO

so is the Wogan overhang gone .... NickDs post yesterday give hope.... now if Elliot & his mates are right we trundle up to 34 before the next breather !!

don't know about knowledgeable ... he basically quoted texts published a year ago pretty much word for word (cherry picked) .. the TESS proposal is lab based and looking for a first serious home-run somewhere friendly

275,000 cycles !! ... I think I missed a zero when I saw Alfa's post - just looked back ... wow ... 0-100% and no loss after 15,000 cycles.

Blimey .... so really once built its just the maintenance work for a practically indefinite energy store

interesting CC .. sort of short term fixed int bond ... anyway .. I do hope some arrangements start to roll out (despite my current feelings).. the price of vanadium its getting to the point of not making the VFRB case if it carries on