Member Info for jogj99

On the webinar it was mentioned that there was 12 months supply of ore already on site. I think everyone will be surprised how quickly ore will come from Mokopane once the mining license is granted.

https://twitter.com/gwedemantashe1/status/1167088790311186432?s=21

Goldman Sachs video - A shift to clean energy

https://youtu.be/ktG5Ni92y6s

I thought these were even more relevant.......

We are implementing a revitalised industrial policy, which will see more effective support to a wide range of sectors, from automotives to metals fabrication and renewable energy.

Our natural resource endowment – which includes some of the best grades of platinum, vanadium, nickel, copper and manganese – remains relevant for the green and sustainable economy of the future.

As is our fast-developing renewable energy industry - which makes the prospect of beneficiation in the value chains for fuel cells, batteries and other emerging technologies - a commercial reality.

It is looking like the tide has turned. Once TPEP has bought back their short and those that jumped on the back of it are forced to do the same this will be well over 30p.

I think the production of the ‘boxes’ etc doesn’t have anywhere near the profit of electrolyte production but what it does allow is job creation, SA manufacturing and increases the percentage of locally produced product therefore allowing tax free exportation to most of Africa.

I wonder who the four anonymous reviewers were?

Acknowledgments
We thank the following individuals for their significant contributions: Aaron Bloom provided valuable feedback on early drafts; Billy Roberts prepared the map; Nick Grue, Michael Rossol and Josh Novacheck helped generate the wind and solar generation profiles; Eduardo Ibanez and Greg Brinkman provided the historical load profiles; and Devonie McCamey provided editing. Valuable feedback was provided by four anonymous reviewers.

Pdub, I’m really glad all is going to plan apart from the feet and hopefully they’ll sort themselves out, fingers crossed.

All the best,

J

Voted up by me. Those that have recommended could do the same!

Eskom contract should do it.....

https://www.wsj.com/articles/giant-batteries-supercharge-wind-and-solar-plans-11565535601

I would love to take trip to SA to view what BMN is doing there. Please allow me to join your visit, time allowing.

I am doing my own bit to promote BMN in SA in Sept/Oct.

on a Sunday. I think interest here is picking up.

FM and MN can’t talk about it because the ‘experts’ haven’t forecasted it but in reality the uptake of renewables is going to be hard and fast. Much harder and faster than anyone has predicted. Think hockey stick graph!

How do I know this? Not because I am an expert in renewables but because I study history. Look at what has gone before with the mobile phone industry in Africa.

The top five growth industries are........

https://www.worldfinance.com/markets/top-5-of-the-fastest-growing-industries-in-the-world

1 – Renewable energy
The price of renewable energy such as solar and wind power has declined in recent years and become more affordable, meaning that green power is now being seen as a more feasible option for many countries and companies. Global tech company Samsung has committed to using only renewable power by 2020 in the US, Europe and China. Additionally, the EU has raised its target of having 32 percent of its total energy use being green power by 2030 – after pressure from the UK, France, Spain and Italy. The renewable energy market is particularly successful because unlike other power industries, its sources won’t run out. The growth of this industry is so fast that the renewable energy market is already worth $1.35bn.

2 – Cybersecurity

3 – Biotechnology

4 – Virtual Reality

5 – Artificial intelligence

Pdub and jebediah, that is what community is all about. Well done! Shame that others on here will delight in disrupting this truly beautiful BB.

Sometimes I kick myself after LTH in BMN that never posted about any other share, started posting about other investments after we nearly closed at 50p and must have sold some to finance their changed in sentiment.

I’m only kicking myself because the V price has fallen so hard and fast that I didn’t see it, the experts didn’t see it and with it the BMN share price.

The SP is due a significant re rate on the back of rising V prices plus the expectation of closing the Vanchem deal plus the dozen or so other drivers. I for one am happy I held because when the re rate happens it will be swift and good luck to those that have sold out and will have extreme difficulty getting back in!

I heard John Elkann speak recently and he said that electric cars are only better for the environment when the electricity used to power them is from renewable energy or very clean fossil fuel from the most modern plants.

If the world wants EV then it needs large scale battery storage from renewable energy for it to make sense.

Saw this interview on Asian Metal. Really interesting that Chinese producers are loosing money at low prices where Bushveld still make a profit. So I’m guessing we have seen the bottom. Also interesting is that he is saying you need to be vertically integrated to be able to supply flow batteries. Now who could that be?

http://www.asianmetal.com/metal_cron/2019/index_lunshi_tianxingjiang_en.shtml

Another 4 grands worth for me. Can’T wait for that Eskom news to drop, going to continue buying until it does.

Looks like we will probably supply Redt with electrolyte at some point!