Member Info for HaleSpur

Thanks Loudspeaker for all the work!

from my limited knowledge won't rollovers appear as an after hours time. While these seem to be trades at 9ish during normal trading hours. Maybe responsible for the large spike in Sp.

I'll repeat - the presentations say BE is aiming to be the energy storage leader by 2020 in Africa. They haven't changed the message so they already know they have this lots in the pipeline which are due to come into fruition this year.

A nice little RNS tomorrow to say we are now expanding the mini-grid to make Vametco self-sufficient would be nice.

I think you're scraping the barrel now.
Think you should call it a night if you have had a few too many.

I believe in Karma Taff after showing your true colours. Sometimes the Stars align where bad happens to bad people!

Gambit I am also expecting the brakes to come off soon. You can sense the excitement building with V prices increasing and IMMINENT BESS news.

BE's message has always been to be the largest energy storage provider in Africa by 2020. This message has not changed in the presentations so they must know everything is running to plan.
Pretty much most things under BMN's control have come under fruition since I invested 2 years ago so who am I to doubt them now.

I assume Gunner is an Arsenal fan so I understand the negative sentiment at the moment :)

Hi BBN thanks for your analysis as it is so informative. I have linked the previous esmap page, after Paul and wonder if in your opinion Tesla and Blue solutions are the competitors?

Sorry the first link is 15 posts down as it hasn't been copied properly.

Gunner do you think BMN will get involved with PowerAfrica or do you think they will go for Lithium Ion. Interesting presentation away from Eskom at least and they mention Vanadium is local as an advantage? I think the links are worth a bump as everyone missed my ramp as it all looks exciting and would like your opinion.

http://esmap.org/sites/default/files/ESP/26.%20Energy%20Storage%20Partnership%20Stakeholder%20Consultation_USAID%20SAEP_January%202020%20vFinal.pdf

Also WBG presentations in South Africa likely for more than just Eskom tenders.

https://www.esmap.org/esp_second_consultation_pretoria

http://esmap.org/sites/default/files/ESP/26.%20Energy%20Storage%20Partnership%20Stakeholder%20Consultation_USAID%20SAEP_January%202020%20vFinal.pdf

Also this PowerAfrica presentation mentioned flow vs lithium for new generation in SA hmmm

https://www.esmap.org/esp_second_consultation_pretoria

just did some digging from Pauls link and I am unsure if Tesla and Blue Solutions are the competition or they are targeting different regions to SA.

How long did you estimate the 41m shares took to clear and sell Alfa and what are your calculations if 50m or 150m shares were sold since placing?
You have got most things bang on regarding trade analysis and do miss reading them. However I understand why you have stopped publishing those.

Great find and answers the question about filling orders currently which have been questioned.
Third party electrolyte production will hopefully accelerate our own mini-grid development and any small orders until the electrolyte plant is complete.
The most important thing for us investors is securing the contract and not the actual timescale to complete it.
Surely the main thing that can catapult us while the V price reaches its peak gradually then we will hopefully have a double BOOM.

HI SOTRR you aren't being unreasonable there and good points there.

I believe people are getting their knickers in a twist about the lack of a separate RNS regarding this considering they issued one regarding the mining right application success in great detail.
They saw everything else as a formality so no need to waste resources issuing a separate one until the plans for it are unleashed. People have been coming out with conspiracy theories etc but the growth plan is there and unlikely unchanged.
This was from 21st October RNS and not FM's fault the SP did not react due to the low V prices at that point.

"The granting of a mining right application is a significant milestone in the development of the Mokopane Vanadium Project. It comes at an important time as the Company executes its growth strategy. The Mokopane Project is one of the best and most developed greenfield primary vanadium projects that is well positioned to support the Company's growth strategy as primary supply to Vanchem, potential supply of ore to other third party processing facilities, all the while retaining the option to develop downstream primary processing capacity as the market develops and grows.

The Company will be executing, and the Department of Mineral Resources and Energy will be issuing the mining right in due course.

"I wish to thank everyone who has been involved in securing this important milestone which brings the Mokopane project much closer to production with significant job creation and overall economic benefits for the company and all its associated stakeholders."

Hopefully the shorts want to close for the final time rather than rinse and repeat. V prices can cause a quick spike and not all shorters are bright enough to know when to leave looking at the Tesla.

Cottoner the only negative scientifically speaking and business wise is that the China money is now delayed and not received as we had to dilute a little.
DT leaving is only bad news for people who are scared that their trade is going to reduce short-medium term when he sells up which nothing to do with the NFX programmes.
SP price and the actual scientific business are two different things and I am going to have to ride it out for the fruits of the latter !