Member Info for HaleSpur

Oh No Rest in peace Dolly :(

They won't know their Eskom pipeline until it is awarded, plus they need to be quiet about any tendering processes even if they are confident.

New board in place and with a COVID-ridden torturous year behind us let's see where we are in March. Many of us have seen the highs and the low lows so no harm in waiting a couple of months, as surely it cannot get any worse.
I still have faith that I will profit from NFX but these 2-3 months will show us if anything has changed!

Will repeat the BMN confusion one last time.

Bannerman Resources Limited
ASX: BMN
Bannerman Resources Limited is an ASX and NSX listed exploration and development company with a 95% interest in the Etango Uranium Project in Namibia; a southern African country which is a premier mining jurisdiction.

bannerman is uranium with same ticker bmn.
Thanks Highveld but I will give MI5 a chance.

Mulletman surely if you work on defence matters you can read people like many of us who have substance and who have not. Even I can tell who are genuine after years on here and who are trolls from their first post. Hopefully your defence matters are better than those involved in the Capitol building!
I have spent 5 years at uni and work in the medical profession but this BB has some people 10 times far more intelligent than myself when it comes to numbers and science. BB's are a tool along with your own research for investing.

Not the one we wanted but hopefully a bit of house-keeping so Duferco can reveal their 3% and before we get real news.
Lets move away from CV and politics.

It was a joke with a mix of viagra Paul. Hoping Bushy doesn't take it seriously.

You to Bob!

Biden will be hopefully get the Paris climate change agreement reinstated and fund mass energy storage programmes. This is main thing for us away from political discussion.

I actually wrote his name then deleted it, as I was going to say if they don't do any more dealings with Ebers it could be because of a big falling out. He still has over 20m shares though.
Would be great if they commercialise what they have already produced to get royalties and show that NFX has revenue!

We will get news on NXP002 and NXP004 in this quarter for sure, whether it is good news that is another question.
NXP001 Oxillo option was 6 months only so we may find out if they activate rights and give us some money £££ this quarter end.

I'll be interested to see if Ebers still exists.

Great company and CEO judging from all the interviews. Triple production in a few months and vertical integration is the key long term.

Do you think this was a political move to have someone experienced enough to demonstrate the tender requirements for the large battery in package one.
Doubt there will be many bidding battery suppliers who have worked on a 320MWh energy storage project but RKP can say they have a 800MWh one and also have their technology on display at Eskom Rosherville unlike other bidders trying their luck. (I know UET is a subsidiary of RKP but I suppose using the parent brand will have more pull behind the scenes. BYD is also there but lithium so cannot see the local content).
For BMN offering the vanadium alone will surpass the 20% local content and having their RKP's electrolyte supplier makes life easier without their own electrolyte plant at this stage.
I don't think Enerox or Invinity were planned for this tender but once they get their foot into their first large scale battery, they can demonstrate to the world what they are capable of. This then accelerates electrolyte plant commissioning, plant expansion and local assembly if the SA government allows VRFBs to thrive.
These are all opinions and I could be way out.

Hopefully they just RNS on Monday with JSE listing and an Eskom contract, but if they don't Chika needs to acknowledge the email :)

Happy new year folks and lets hope we get an RNS to start 2021 as it has been a long time coming.

The 15 year lifespan with 4 hour duration suggested to me it could be VRFB. Never mind...

I don't know if this will copy but the website should be visible. Is 4 hour storage VRFB rather than Lithium ideally?
California with its recent work towards using VRFB for grid storage, have some huge projects.

https://www.energy-storage.news/news/california-utility-pge-requests-approval-for-387mw-1548mwh-of-battery-stora

I think Alfa tried to explain the Vanadium market averaging higher after each cycle and China having no reserve like previously. China is also using non-vanadium bearing Iron-ore and with stringent rebar requirements finally being enforced more primary producer V is required.
Therefore I hope we don't see the $20's again next year, and even at $30 Kg/FeV which will be future lows BMN will be making a decent profit.
I know Alfa has his detractors like any troll-infested BB, but ARC is a professional view so they can believe what they want after reading that.

A comprehensive broker analysis Dec 1st for an alternative view to SpAngel.
http://www.bushveldminerals.com/wp-content/uploads/2020/12/Bushveld-Minerals-–-Innovative-financing-reignites-growth-drive_01122020-3.pdf