Member Info for kevkan

The way this is shaping up there wont be enough hours in the day to get through all the news next week,

Tried twice no response but was pushing my luck a little

25.6850 3,893 just bought showing red

Nick
Looking at your numbers I find it absurd that Joe public is not piling in here it can only be SA history, image, fear that is stopping them. If the politicians can turn it around ( they have made a start) this could be spectacular

If the strike rumbles on to next week will it dampen the impact of the results not saying it will just wondered what people think. Whatever happens the numbers, the increased ownership, vanadium price going forward will be there for all to see

2*500k just popped up from yesterday

BBN
Thank you that really helped the "strain on my brain"

Alfa
Quite an elite group them

Why would contractors be out they will not be subject to share options struggle to see they would support unless it;s purely one out all out

Quote: "Vanadium doesn’t wear out; it doesn’t degrade; it doesn’t need to be replaced or augmented. The vanadium goes in the electrolyte on Day 1, and if 30 years from now you take the whole system apart, the vanadium is fully recoverable

Are there any other materials that can claim this unique selling point

Thanks for your considered replies guys
kk

Never in my lifetime have I witnessed such a conundrum ie at what point does vanadium become unattractive to battery take up. We have two distinct revenue streams 1, Sale at source 2.Lease payback which on paper should return a higher value per ton over time. We don't know how the lease will be structured but let's say cost per ton breaks even around 5 years then that's a further 15 year pay back. (then re- work) However if take up drops away then what, does the break even move out to 10 years. How do the middle men fit in? Conversely If vanadium continues on it's current trajectory the profits from Vametco alone will be astronomical yet we already know the battery market dwarfs that potential. The ideal would be a price that suits both but what that is I have no idea can anyone help here as it's playing with my head.

hmm, think there's a bit more to it than that but hey nothing wrong with glass half full lol

Eskom delays finalisation of new strategy to mid-November

Government is aiming to finalise IRP 2018, which will define which generation technologies will be added to the country’s mix until 2030, before the end of the year. Energy Minister Jeff Radebe has allowed for a 60-day comment period, having released the document on August 27.

http://www.miningweekly.com/article/eskom-delays-finalisation-of-new-strategy-to-mid-november-2018-09-18

RNS No 1
Strike over

RNS No2
Warrants cleared

RNS No3
30p oarty confirmed

Never say never

It's hotting up out there

Marubeni, which has a total net power generating capacity of about 12 GW worldwide — the biggest among Japanese trading houses — aims to raise the ratio of power generated by renewable energy in its power supply capacity to 20% by 2023 from about 10% now.

Other trading houses are also shifting their focus toward renewable energy in power generation projects.

Mitsui & Co plans to boost the renewable power ratio in its 9.3 GW power generating capacity to 30% by 2030 from 16% now, while Sumitomo Corp is also lifting the renewable portion to 30% by 2035 from 20% now and slashing the coal-fired power ratio to 30% from 50%.

http://www.miningweekly.com/article/japans-marubeni-to-halve-coal-fired-power-capacity-by-2030-2018-09-18

Hey Nick whatever you did do it again just jumped 2.5%

There's a lot of sizeable trading going on atm the ship is about to sail into uncharted waters

Last RNS stated
The Company advises that to date:

· Its application to the labour court was granted with an order (a) to all striking workers to return to work and (b) for all harassments and obstruction of access to the mine and plant to stop, failing which they would be held in contempt of court.

Mokopane