Member Info for HaleSpur

UT So SP above 19p then is the true value.
Good trade hopefully last of the sells which has held us back.
I don’t know about you guys but the SP going lower does not scare me one bit. I just can’t believe so many of us have got low price buys today.

I take it you didn’t work out the true buys to sells and your calculations are from a generic site. Anyway it fits the story you want to write.

Might just be Expert with a different account.

Yesterday fizzy was saying You guys keep topping up until you have no money. Now he’s supposedly topped up some imaginary shares. Can’t make it up with some douches.
Anyhow even I found some lose change to top up a grands worth at 19.40

Pretty much all shares fluctuate 50 percent or more over time fizzy pop. Even Tesla aren’t doing too badly today after some big drops.

Do some research and you may get some answers to your questions instead of relying on a BB because most people have a multifactorial idea.
If you can’t find the answers then you should question your investment here and seek financial advice,

That would awesome Fizzy for me to buy loads more! Hope you are correct.

They should hit it Mogwhy and hoping the electricity problems last week has not affected them too much.
Even if it did, I wouldn't care too much as this problem will be solved with the mini-grid in due course.

Richken some snippets from MN earlier this year which is showing the plan is coming to fruition. I think IP and reducing component expense is part of a plan by having VIP. They will have access to cherry pick what's best for them.

Mikhail do you have anything to add to the downstream plans?
Mikhail: So I think just what are we doing. I kind of think of it as 3 directions within BE. One is around chemicals such as manufacturing and the electrolyte. There's some R and D that we do and this is where the sales and the rental product come in.

The second part is around actually manufacturing and assembling the batteries themselves. I think at some point once the market develops in South Africa we will look to put in an assembly plant here. Together with that we are looking at developing opportunities to take positions directly in some of the battery companies themselves. Obviously we need to be comfortable that there's a good return there, but its a way for us to start having some impact at the IP part of the industry.

Then the third part which is really where we spent the most efforts from the BE point of view is what I call deployments. And there we can do direct sales of batteries as a local value end partner. But much more interesting is what I call project development where if someone needs a storage solution maybe together with a solar plant we can go out and develop this opportunity. Do the business case for it. Raise the funding. Do the permitting. And that's a very interesting kind of market. We've got a pipeline of projects.
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And just to round up on the knowledge base on VRFBs are there any other raw material costs which are relevant in terms of the cost of a VRFB in terms of the electrode or membrane or the casing if the battery?

Mikhail: Not raw material. The electrode itself is a polymer (felt). It's really a manufacturing question. It's a really there just about scale. Some different companies will use different polymers, different suppliers, some will have materials supplied that have some sort of patent protection and trademarks that might be a little more expensive. But really the second most component is that membrane and its a scale game. So if you can get to scale on manufacturing the prices will drop and they will not have a floor that's driven by commodity prices as electrolyte has.

It's the Justin Waithe ramping effect and he sells on the rises and leaves the rest to it. I almost thought about buying into BIDs and glad I didn't.
With NFX luckily the major rises came after he sold up and don't think he influences the volatility now.

Let’s see if the big trades are just buys to rinse and repeat at 50k and 30k from the shorters.
If they think they can destroy sentiment to below their unofficial 19p target then hopefully they have failed.

Ophidian agree.
They said in the podcast they can short and manipulate away but they need to use their time and resources to build the business. They could do a Burford and go looking for the suspect traders but ultimately the SP can only be held back so long and it’s not a permanent problem.
If they are laughing about it then they aren’t worried.
If you aren’t invested for the long term and were looking to get out then I can see the stress.

My only regret is I topped up on my only other share Monday, as I thought it wasn’t going any lower here.

Shorts are eventually close and with the holidays coming up might be one final push to do so.
If I recall were TPEP still holding 0.27% shares during November which they will want to close after reducing each month.

Just had a quick read to see what BMR are about and sounds terrible.
Be assured there is profit in the bank and the company has many businesses and not a 1 trick pony. The fact we have two V processing facilities de-risked the share for me.

http://www.bmrplc.com/documents/BMR%202018%20signed%20accounts.pdf

You can see the toying with the SP with 30k, 50k and 20k trades.
Cannot wait until somebody is burnt. Just need an announcement of importance in the next month.

Just read Pdub's recharge transcript Mikiniman and it will cheer you up as it has me.
These leaders have the path set and information in this podcast was before they announced any VRFB deals. They have pulled a few rabbit's out of the hat since then in line with what they have envisioned and above that.
Don't forget Vanchem is producing an extra 1000mtV per year in addition now, which is adding to the coffers and we seem to forget this. A third increase in production which is no small fry.
The market will fully understand when it is ready and there is not a lot we can do. We are a business that is growing and the only reason I myself would sell is if the business was failing and under-delivering which it is not.

Hi Daisydog I understand your frustrations but the explanation is in Pdub's transcript from the man himself regarding VRFB.
Remember this was before we even looked to become part of 3 VRFB manufacturers.

Fortune: So I'll make a couple of comments and Mikhail will talk further around it. And it's the following. When we started up BE our thinking was informed by 2 motivations. The first one was we noted that 90% + of V demand was coming from the steel sector and any opportunity to diversify and strengthen the demand profile for V would be something that would be of interest to us. And then the second motivation was when you look at the energy storage market it is a large market, potentially a $100 billion market by the end of the next decade. So it's a market which commercially is compelling. And on both accounts we decided to create BE to drive VRFBs in the stationary energy storage market.

Now what also supports that on top of the economic proposition of this market was the observation that the main hurdle to adoption of VRFB technologies in the stationary market are hurdles that are eminently solvable and that we as a company have a lot of opportunity to have direct impact on it. And one of those hurdles is the availability and security of supply of V, given that VRFBs utilise the amount V of that they do. And just to put that in perspective a 100,000 MWH market by 2027 as forecast by Navigant (TBP has made public estimates that are very similar), if you take out 10% of that as the market share that VRFBs can take up and some estimates put that as 18% to 25% you would need something like 55,000 mtV just to meet that.

That's more than 50% of last year's total global vanadium production. And the second hurdle that you needed to address is the one of vanadium contribution to the total cost of the VRFB, which we are solving for through the rental product but also making sure that we've got a low cost production base which is scaleable and this is why as a company we have spelt out an intention to more than quadruple production over the next 3 to 5 years. So if you can solve for those two key hurdles then VRFBs have a unique opportunity to emerge as one of the leading technologies in the global stationary energy storage market.

Helps Alfa/others work out buys and sells easily. It is nice when people spend time to tell us buys vs sells, so that we can see when there is a drive in a certain direction. MM games is useful information.

Good post Shear.
Always good to top up on a quiet day when sentiment is down. Thought I'd had as many shares as I wanted but can't complain at these prices, especially when a side bonus Ebers deal is worth more than Mcap at £51m.

Well we have seen the articles over the weekend that the miners are looking to develop their own mini-grids and we know this will be the reason they have spoken to 100's of companies.