Member Info for Hintza

Vistaman are you getting something in the region of £172k/day? Remember we only have 60% along with our joint venture partner, Energie Beheer Nederland (EBN), who hold the remaining 40% working interest.

I get a rough £103k/day.

MOSCOW, July 26 (Reuters) - Russian businessman Maxim Vorobyev and his Amereus Group have raised his stake in Evraz to 3%, the Russian steel producer said on Monday.

Amereus Group said in a separate statement that its investment is a bet that Evraz's vanadium business will profit from rising demand because of the element's usefulness in green energy storage.

"Vanadium represents a strategic component of the global transition to green sources of energy," the group said in its statement.

It did not disclose the value of the deal or the previous size of its stake in Evraz.

Evraz's major shareholders include Roman Abramovich, Alexander Abramov and Alexander Frolov. (Reporting by Polina Devitt; Editing by David Goodman and Barbara Lewis)

https://www.marketscreener.com/amp/quote/stock/EVRAZ-PLC-9428118/news/EVRAZ-Russian-businessman-bets-on-vanadium-with-3-investment-in-Evraz-35946597/?utm_campaign=promo+202102+share_article++en_us&utm_source=twitter&utm_medium=display&utm_campaign=promo%20202102%20share_article%20%20en_us&utm_source=twitter&utm_medium=display&__twitter_impression=true

Good news. See today's RNS

Patience. This is Africa.

My point being the VRFB market will be absolutely huge in double quick time. I know we are just through the starting gate but our valuation is exceptionally cheap now that the pieces are starting to fall in to place.

Siemens Gamesa as a partner
Dalian VRFB in China
Bushveld Electrolyte plant coming along nicely

All looking good.

Our #FlowBattery technology has been profiled in the UK Government's Smart Systems and Flexibility plan published today. Deploying long duration, high utilisation #EnergyStorage technologies at scale is key to reaching #NetZero. Read more below:

https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/1003778/smart-systems-and-flexibility-plan-2021.pdf

This is great, couple that with our partnership with Siemens Gamesa and over 5GW of BESS planning applications going through the system in Scotland alone since 2018 (I have been through every planning application in Scotland) , Invinty are really are on the cusp.

If ITM are worth over £2Bn why are we worth less than £100m?

@sammy58 You obviously weren't around in 1994. I was working in Jo'burg back then on the JSE for one of the major brokers, it felt a bit like being Nero whilst Rome burned. Madagascar in the early 2000s when the local Malagasy would burn down a whole Indian suburb when they thought they were getting a little too big for their boots. This is Africa and can be very frustrating.

Topped up on the basis of that interview.

I'm working on the theory that the company knew that 2020 was not going to be good (for understandable reasons (V price, Covid, machinery downtime etc) and any positive comms would be overshadowed by the results. I'massuming they have thrown every piece of bad possible and erred on the side of caution for 2021 (re output etc) then when the good news starts to flow we get a virtuous circle.

Here's hoping.

@baldmark - Can you justify any of your statements or have you just been listening to the trolls. Try the links below for some serious analysis.

https://www.bbnbigbitenow.com/post/bushveld-minerals-review-of-q1-2021-update-part-1

https://www.bbnbigbitenow.com/post/bushveld-minerals-review-of-q1-2021-update-part-2

Planning application:-

https://wam.highland.gov.uk/wam/applicationDetails.do?activeTab=constraints&keyVal=QT1EY1IH0FN00

Very careful not to mention the type of storage batteries to be used, wonder if the council are clued up on the dangers?

One question why there? Most of these applications are seem to be located beside Hydro projects.

The problem Lithium has is in the rush for greater capacity coupled with Cobalt being seen as a a conflict metal they are changing the chemistry of Lithium batteries with less Cobalt and more Manganese and from my understanding Lithium batteries are now more unstable. Couple that with limited life span of Lithium batteries, VRFB are the way forward.

How much of price rise in Vanadium VRFB can withstand I do not know, but leasing should help.

As for other battery technologies of course we need to keep an eye on them but I don't see much evidence of them gaining traction just yet.

If you decide to judge all companies still in the throes of a pandemic you will always be disappointed. The BOD is keeping their heads down and hopefully getting all the and news out with the the 2020 results.

I guess this the perfect opportunity for the derampers to go to work but for the rest of us we just need to look forward to when Covid recedes and the world can recover BMN will be in a great place to capitalise.

Keep the faith and be ready to buy on any dips created by the derampers. My limit order is in ready to go (which I hope isn't triggered)

GLA

Drying up of right issue sellers. Volume fairly light wouldn't take much to know the price back in short term but this is looking better and better.

Still early days for BE.

To avoid the paywall type in to google

Ukraine says Russian gas supply curbs to Europe are ‘blackmail’

And click the link.

Jeez it took us three months to get steel sheeting and timber for a new roof for our outbuildings. Construction materials are in really short supply and prices are through the roof. Our roofer friend had to drive a 600 mile round trip to collect slates from Thurso last month as he couldn't get any. If it is bad here imagine what it is like in SA!

At the end of the day this is a zero sum game.

@02khalil FAR is now cash flow positive

FAR is burning through $4m a year

Also did you read this in yesterdays results "However, as detailed in note 1, a material uncertainty in respect of going concern is considered to exist "

You also have over $100m+ to raise to actually get the mine started.

You are in at somewhere between 35-40p whilst Sir Mick is in at 9p. I prefer Sir Mick's valuation (plus a little bit).

FAR may have a marvelous deposit and a great future but are probably about 4-5 years away from actually exploiting it.

DYOR. Good luck.

I'm in the slips waiting to catch any low bouncers on release of the results.