Member Info for faramog

oh . it says Avalon and RedT merged ... so that old shyster Scott is not 'back'

where ? ...

when the spotlight turns !!!

the most important component is the vanadium .. and the world has few choices in sufficient quality or quantity

Anyone can make a box, can make electrolyte etc.. but without Vanadium, its a car with no wheels

that @Lindon... is what I think has been the plan all along.

'Big' capital is on the main market - much reduced market games and the ability of the growing number of 'renewable' market funds to grab a slice.

The only 2 questions I have are what with BMN's initial ownership % of BE be, and how far will it end up diluted down

@pd940 .. screenshot on a private telegram group

as you were troops .. turns out it is 6p !

£6 .. wow ... a £7B company .... mmmh love that to be true

It might be rather more tricky for BMN to do regular pics and vids (market info rules - as .. what are they actually saying)... so with (I am sure) a tacit nod, it is very handy this chap keeps posting

not rubbish @Allycat1 ... just the market has not woken up yet

There was much hype 4 years ago, lots piling in and then serial under-delivery and plain over-optimistic claims. A large dose of reality has, in the past few months, hit home and now the focus will finally be on stability, cost control and cash generation (not least to clear down Orion).

You only have to look at the near daily posts on either a new large VRFB project, progress or commissioning to see it is finally gaining real traction. The Mini-grid is so very important. One of the reasons RedT failed (IMO) was that it had no working example to demonstrate the claimed benefit and cost (and that crook Scott did a fund raise with much of the cost supposed to build one and then just pocketed the cash for operational expenses)

Lithium systems took a long time also people forget - only when real world examples were there, hard numbers could be seen, and operational reliability assessed did it start gaining traction. Same is happening in the VRFB space. But is hampered (I think) by the fact it is straightforward tech and intellectual property that gives material advantage is not that high..

Good luck to your shorting, and I don't doubt there will be plenty of chance to do that again as SP rise will not be a straight line and will be blown up by sentiment to a point of over-blow and drop repeatedly .... The rest of us LTH's will just do a Buffet: keep accumulating and hold !

Been a nice gentle +14% steady rise all week .... A bit early to say sentiment has changed, but we do know that the BE spin out is looking strong for year end and that will generate lots of interest

I think Flow systems suffered greatly due to Covid and have essentially been put back at least 2 years... but irrespective of traction gaining next year, every gram of Vanadium processed can be sold at a strong and healthy margin, with all indications being that market pricing will gain rather than fall- not many companies are in that position

GLA

"I would say Fortune is preparing to try to get the SP up to 17p+ in time for next year"

FM has never had any interest in the SP. If it were in his ability to help the SP 'up' then why has he failed to do that for 3 years...... just nonsense.

Given the cash generation next year, I hardly think there will be a struggle to get to 17p by November, but that is only an issue if he did not intend to pay the loan back and it were converted. FM has now clearly signalled both yesterday and in the Q3 update that he intends the loan cleared (or in some way restructured).. We can also expect this before the audited accounts so probably by May or early June

that was such a lame and cobblers response ...

Lets hope it is a bit more real that the ever present RedT pipeline was !

round 25 mins .... 'when will the penny drop there is no point of renewables without storage ..'

I agree @eatstocks ... FM has made a lot of mistakes, but has learned and at least with the spinning out of BE and focus on consolidating a stable mining operation making consistent profit has rather grown a bit.

And yes, well connected .. for all the value that has brought

Oh .. and congrates buddy ...

The Vanadium Pimpernell @Knuttie

I never said I was best ... I said prime land is a strategic asset (given we cannot feed ourselves), so IMO, it is perfectly proper for government to lay down restrictions on its use

Back to Bushy !

If you can get the same (or better) return on land for not having to do any work would you take it.

No.. farmers are not the best judges. Productive land is a strategic asset and it is bonkers to put a solar farm on the best land - plenty of lower grade land available to use

ah yes @HS .... forgot that.....

where do you get that from @Halespur ?

Not saying it is wrong, but we have no idea and just assumed it would be BMN or BE as the RTO drive