Member Info for kevkan

Don't know why its being held ATM unless they are about to raise some cash, that's not scare mongering its needed to advance the project. If they do I would see it as positive

Raise Oct 25 The proceeds of the Additional Fundraise will be used to fund pre-development activities on the Company's flagship MESH project ("MESH") as announced on 13 October 2025. £1,238,000

Siemans, Hazer, KBR development cost (share of) will soon swallow up £1,238,000 hence my train of thought

As for Gas licence anyone got a scooby how long that could take as deemed a project of National significance could / should speed it up

There going to need an awful lot of storage bad enough before this latest round

https://www.gov.uk/government/news/record-breaking-auction-for-offshore-wind-secured-to-take-back-control-of-britains-energy

Could be this company is on the verge of some Government funding to get it rolling no evidence just gut feel

A sad day indeed my thoughts are with you

So has he gone or not

Ramaphosa transfers responsibility for new power generation to Ramokgopa, pulling plug on Mantashe

Energy minister Gwede Mantashe has published his revised Integrated Resource Plan (IRP) in the Government Gazette for public comment.

Well well well, more skeletons coming out the cupboard

This guy does appear to be able to cut through all the c--rap and get things done. The issue I had with previous management was exactly that, the time to get things done, in business procrastination is your enemy.

Mokopane anyone got a lot going for it now

Could be talking out my backside here but could this be the final tick in the box to get the Mustang listing over the line. With BMN being a key stakeholder the regulators could have been waiting on the debt situation being resolved. If so, we could be looking a a decent flow of news coming through now. This is not a bucket shop deal it has the hallmarks of a well run established business, and should instil some much needed confidence.

Nice to see it in print one of many hopefully

SELECTED PARTNERS FOR VANADIUM ELECTROLYTE:
Bolong Dalian, China

Bushveld, South Africa

Oxkem, Great Britain

US Vanadium, USA

So much we just don't know yet
Many thanks FB
Kev

Hey Fatbanker
Always been one to appreciate your take on things financial if you don't mind me asking:
What impact will the latest banking shenanigans have on the BE / Mustang deal. I'm struggling to decide as the key players are not start ups but will need a significant sum of cash. As our new US broker is likely to be raising funds in the US where there may be doors closing now, could it become a problem or will renewables become even more attractive. I think the latter but I'm not sure

This NMT RNS details the projected V205 demand going forward, yes competition, but for me helps highlight how well placed Bushveld are.

Emerging sustainable battery materials producer, Neometals Ltd (ASX: NMT) ("Neometals" or the "Company"), is pleased to announce the successful completion of an Association for the Advancement of Cost Engineering ("AACE") Class 3 Feasibility Study ("FS") on the recovery of high-purity vanadium pentoxide ("V2O5") from high-grade vanadium-bearing steel by-product ("****"). The FS was completed with assistance from leading Nordic engineering group Sweco Finland Oy ("Sweco").

https://www.lse.co.uk/rns/NMT/

https://www.msn.com/en-gb/news/world/china-increases-its-military-budget-by-230bn-amid-fears-it-will-launch-an-invasion-of-taiwan/ar-AA18eGgE?ocid=msedgntp&cvid=0d57cea51e144ecaaab253e18734fbe6&ei=67

Might need a bit more vanadium then add in the US Europe UK Hmm need a bigger boat Blogs

That's a very upbeat report bring it on

That's a very upbeat report bring it on

No but I think it has been posted this week, re post anyone

Interesting Snippit
The announcements coincide with senior US figures both calling for, and predicting, an uptick in investment in non-lithium energy storage technologies there, as reported by Energy-Storage.news yesterday.

Not sure if already posted
https://www.energy-storage.news/utility-edp-to-deploy-vanadium-flow-battery-for-hybrid-storage-project-at-retiring-thermal-plant-in-spain/

With all the positive articles, technology acceptance, general awareness being written now around VRBs married up with the latest defence and structural re build projections the only conclusion I can now draw is :
There is going to be a huge lid blowing off here soon I am at a loss why the institutions can't or wont see it.

The US Senate has passed a $1.7tr (£1.4tr) government funding bill - most likely avoiding a partial government shutdown during the holiday season
The bumper package contains $772bn for domestic programmes and $858bn for defence. It includes almost $45bn in emergency aid to Ukraine and about $38bn for regions recovering from natural disasters.
Gonna need a lot of vanadium to cover that lot, throw in batteries, throw in China scaling up its all ramping up quite nicely