Member Info for Hintza

"Maybe another reason why the Chinese business men were over last month- to invest/ partner in new Mokapane plant? I’m sure Fortune has his rabbits and hats all lined up .."

Beware Greeks/Chinese bearing gifts.

I own shares in both Invinity and Bushveld. Best not to have all your eggs in one basket.

Does Siemens own or have holdings in any mining companies? I can't find any at the moment

Hintza - bushveld finished selling months ago

I would suggest that there might still be a small overhang below the declareable level.

Siemens Gamesa is already funding some of Fraunhofer UMSICHT projects and although I can't find a direct link on this particular new stack project I would fully expect Siemens to have their finger in the pie somewhere.

Surely we are going above the 175p pacing in double quick time especially since Bushveld are just about finished selling.

Will Gamesa bid for Invinity in a few years time? It has to be a strong possibility enabling Siemens Gamesa to integrate a complete renewables package.

VSA Capital's Andrew Monk speaks to Invinity Energy Systems Larry Zulch following the announcement of the strategic partnership with Siemens Gamesa Renewable Energy

https://www.youtube.com/watch?v=-7reuRfSft4&ab_channel=VSACapital

Why would they licence it to a competitor?

Usually because it makes economic sense, my family are still living off the proceeds of the invention and licensing of the Hot Blast Furnace in 1828. Which required significant litigation to retain the patents and licences intact.

By following your argument; as can the Mexicans by nationalising the asset.

The UK government are looking for companies to list on the LSE not make them run for the hills.

I was eagerly awaiting this IPO but got a little twitchy when I read about their staff general unhappiness with the working conditions which put me off a bit.

The final nail in the coffin was the IPO being limited to institutions, that really annoyed me.

Nonetheless a very interesting company if they can keep their feet firmly planted on the ground.

I imagine IES will be very interested, then it will come down to costs, patents and licensing cost to manufacture. Alternatively IES could try and replicate without breaching any patents if they believe it has merit.

One other consideration will be longevity of the stacks.

Caveat:- I am assuming the technology is patented.

John, yes that makes sense (not buying in market at the moment), what I find a little disingenuous is that Ganfeng hadn't cleared their actions with the Chinese government before the statement was issued. That gives them some protection from their actions "sorry chaps the government says no".

Surely Ganfeng should be buying in the market at these prices?

This is just a proposed deal at the moment what could derail it from becoming a offer? Chinese politics? Spoof by Ganfeng for whatever reason?

I just can't understand this huge backwardation at the moment, I so want to top up but just can't pull the trigger.

Confused??

Large-scale vanadium redox flow battery takes shape in Australia

A new South Australian big battery will show the value of diverse storage deployments in the National Electricity Market.

https://www.pv-magazine.com/2021/05/10/large-scale-vanadium-redox-flow-battery-takes-shape-in-australia/

Went below 173p on the offer today.

Contacted my sister to buy her shares this morning even warned her yesterday to be ready and the dozy mare says she is away for the day.

I tried, what else can you do. :)

Or thirdly they don't follow through with the bid.

It is doom and gloom with oil and gas extraction in Dutch waters. Gas extraction in the North Sea has halved in the past fifteen years and the number of fields without production has doubled. Dutch oil and natural gas reserves have shrunk from € 169 billion in 2013 to less than € 10 billion today.

One major oil and gas company after another is calling it quits. Companies such as Shell, BP and Chevron have sold oil and gas fields in recent years, but smaller operators no longer see any prospect of it either. In March, the curtain fell for Tulip Oil. The company was acquired for more than € 220 million by Kistos, a new British investment vehicle that aims to extract the last scraps of oil and gas from the soil in the coming years.

Kistos (the name is Greek for the flower cistus) is yet another example of an investment company that still sees a profit in pumping up and selling oil and gas. Where oil and gas extraction used to be in the hands of Oil Majors such as Shell (via the NAM), Chevron, BP and Total, it is now financial parties that listen to names such as Chrysaor, Neptune and Kistos.

The shrinking oil and gas fields in the North Sea may have become too small for large companies, but for companies like Kistos the fields remain lucrative, according to the prospectus of Kistos. In it, the investor outlines what it expects in terms of income in the coming years under various assumptions for oil and gas volumes and capital costs. The company assumes growing volumes of oil and gas up to 2025, after which a steady decline will begin.

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With an average wacc (the minimum required return that lenders want to receive on their provided capital) of 8%, the expected cash flow after tax, discounted to now, is more than € 665 million. % is. In times of negative interest rates it is apparently also worthwhile to calculate such a virtually zero risk scenario. And then Tulip suddenly has a value of more than € 1.5 billion in the form of future income.

Compared to an investment of more than € 220 million for the acquisition of Tulip, these appear to be excellent returns in both scenarios. Especially now that the long-awaited increase in the investment deduction from 25% to 40% for new investments in gas extraction in the Netherlands comes into effect on 1 July. Kistos seems to be able to benefit optimally from this, given the plans the company has to drill for new oil in the North Sea.

Tulips may perish, but the love for oil and gas will remain for a while.

The (Dutch) Financial Times

https://fd.nl/beurs/1382783/lucratieve-olie-en-gasrestjes

I think 150p is a little optimistic, but starting to look interesting. I was a buyer (for my sister) at 175p. The question is will this opportunity evaporate by Monday morning?

The problem with Crimex is they have the support of the US government and can do exactly as they wish, it is just organised crime with government approval.

You think the gold market is bad just have a look at Silver market.

Why would Gangfeng pay 67.5p when they can snap up chunks in the market.

I hope the London markets and the UK government wake up and support UK companies in critical metals otherwise this will happen time and time again. The Chinese and other Asians have a totally different outlook on investing and can if necessary pay a lot more that western countries but why bother when they can snap them up for peanuts.

Rocklawn - I'm not invested in it at the moment. I think it is over priced at the stage it is at in its life cycle.

I'll bide my time and start getting interested around the 25p mark but would prefer closer to 20p. Perhaps I'll miss the boat but c'est la guerre. Just not for me at these levels at this moment in time.

One thing to remember it was directors who sold at 30p, that price benefits the directors not the company.