Member Info for kevkan

As Nick said
When you consider that FeV prices are already well in excess of $100 per kg, who knows what they could achieve in 2019.

The supply deficit won’t be going anywhere for a few years. demand is increasing and only very limited new supply is coming on line.

Now add on to the above this weekend news
Beijing has pledged to expedite plans to invest billions of dollars in infrastructure projects as the economy shows signs of cooling further, with investment growth slowing to a record low.

We could easily see $150+ in short order, up 2.75% - 3.0% this morning exciting times

Excellent Alfa thanks

thanks ok

Alfa
Getting site down ?

And no that wasn't me lol

27-90 on HL

Coal on a 5 year high anyone know how that will impact Lemur financials

Meanwhile
Companies that provide alternatives ranging from renewable power plants to natural gas turbines are expecting a lift after the commodity reached a five-year high. Far from spurring a revival of the dirtiest fossil fuel, executives of energy companies that provide an alternative expect the move to accelerate a shift toward cleaner power sources.

Fortune has been discussing coal this week make of it what you will

http://www.miningweekly.com/article/coal-reaching-100t-in-europe-boosts-greener-alternatives-2018-10-04

Well it ain't rocket rocket science move your money elsewhere

The index of copper and five other top industrial metals traded on the London Metal Exchange has shed 11% this year while prices for the worst-performing metals, zinc and lead, have tumbled by about a fifth.

We also have this interesting comment:
The Chinese government is already taking action to counter any damage to its economy from the trade war by cutting taxes, unleashing spending on infrastructure and easing credit.

Says it all to me, infrastructure equates to more and more Vanadium

http://www.miningweekly.com/article/macro-disquiet-drowns-out-signs-of-base-metals-shortages-2018-10-04

If Mexico can do it so can SA and beyond

"Data have shown renewable generation in Mexico has more than surpassed all our expectations," he added.

Mexico's growing renewable generation could cut power prices by 40%: study

It is clear CFE is contracting the lowest electricity prices in the world without investing a peso in new power plants," Rodriguez said. The price forecast assumes the country achieves its goal of generating 35% of its electricity from clean sources by 2024, he added.

In 2017, Mexico generated 69.4 GWh, or 21% of all of its electricity, from 22.3 GW of clean generation capacity, which represents 30% of its total capacity, data from Mexico's Energy Secretariat (SENER) shows.

As a result of the three long-term electricity auctions Mexico has held, the country will double its wind and solar generation capacity in the coming years from 11 GW of capacity in 2017, Rodriguez said.

https://www.spglobal.com/platts/en/market-insights/latest-news/electric-power/100318-mexicos-growing-renewable-generation-could-cut-power-prices-by-40-study

"Looks like all hell is breaking in #China. #Supply & #demand issues

When one reads a statement like that it becomes absurb that the share price is behaving like it is, how investors can be so far behind the curve is astonishing

Guys
i have only just logged back on and confirm I have no knowledge of this visit and neither can i find it on twitter so who or where it is lord knows

LS
If European US Russia etc HAVE all continued to increase 2.5% per day this week (nothing published to verify) will Asian Metal be obliged to post the increase next Monday if so that going to be one big number get them running to the hills.

Read the RNS again clearly states threshold crossed 28th Sept so there I have my answer

Help please
With this type of sell off is there a time lag from close out to disclosure (ie similar to warrants) or is it immediate. The answer could determine what happens next as there appears to have been quite a few more sells today. Then again we could see some warrants yet as well. Who said curiosity killed the cat

Forgot put me down for £100/£200

kevkan 27-6-2019

Good discussion guys looks like something needs to come out the wash yet ,be interesting to see what BE publish as forward guidance not long to wait hopefully

Alfa
I am I missing the obvious here quite a disparity

From BE operational RNS
The EIA will cover both the initial 200MWh capacity for the plant and allow for future production expansion;

Your estimate this morning
3) The usual rule of thumb is 1 GWh = 5,000 Tonnes Vanadium in the electrolyte. Going on this 730 tonnes would yield 146 MWh of VRFB energy storage per year.

How the mighty have fallen, extra control to monitor his mouth

As part of his settlement, Mr Musk will step down as the company's chairman and he will be ineligible for re-election for three years.

Mr Musk and Tesla will each pay a separate $20m (£15m) penalty, with the money distributed to "harmed investors", the SEC said.

Tesla will also appoint two new independent directors to its board and put in place extra controls to oversee Mr Musk's communications, the regulator added.

https://news.sky.com/story/elon-musk-to-step-down-as-tesla-chairman-after-settling-fraud-lawsuit-11513100

“If companies are thinking of creating the Gigafactory of vanadium flow batteries, they will either need to own a mine or implement a new pricing system where the fully recyclable vanadium in the battery is leased."

Check out Bushveld minerals BMN LSE they are doing exactly what you are suggesting with the largest vanadium resource outside China SA government and potential world bank support. For an independent source of information put together and maintained by shareholders view https://www.thebushveldpers...

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