Member Info for kevkan

Alfa
That charge discharge rate is phenomenal

‘energy trilemma, well that's a new one must make a mental note for down the pub lol

Another 500,000 just popped up from 09-15 @ 23.52

Daisan
In truth I no absolutely nothing about Grasberg just saw the price tag and thought wow that could be Mokopane/Vametco one day, Who knows, If Vanadium continues on its current trajectory it could be sooner rather than later.

There's your reason

14:30:22 23.0000 207,808
14:29:56 23.0000 221,670

Talking of which
Indonesia to pay $3.85bn for majority stake in Freeport's Grasberg copper mine, what a headline that would be for mokopane

Strikes me we have quite a few PIs now holding more than the outstanding warrants we worry about, quite an achievement so early in the development of a fledgling company. Just hope you all have sticky fingers for some time to come, then again as Knuttie said the other day, going to be mighty hard to wean ourselves off.

Good morning FB

And there's more

“Of all the types of smart power initiatives, energy storage tops the list. In the survey, 62% of businesses said they are planning to invest in energy storage technology in the next 18 months, followed by renewable energy projects with a smart power component (58%). Financial investors are also showing great interest in energy storage, with 93% of our respondents stating they consider these projects to be viable financing opportunities,” says Fèvre.

https://www.esi-africa.com/africa-could-revolutionise-the-energy-sector-through-smart-power-innovation/

I cannot find another vanadium mine that could bring new vanadium supply to market within 3 years. Price action brings effort to provide new supply, which means there may be some more vanadium “plays” but I wouldn’t hold out hopes for a significant new vanadium stream in the near future.

Think this guy needs to try just a little bit harder

Roughly (or about 30% of global supply) used to be destined for export to Europe, Asia, and North America. That export quantity is fast disappearing as there is now little vanadium left in China for rebar blending after domestic vanadium consumption.

With 30% of supply gradually withdrawing from the market, that leaves Glencore (which controls the vanadium offtake from South African producers, and Brazil’s Largo Resources) as the only vanadium suppliers.

Prophecy has indicated they receive calls weekly from Asia, Turkey, and the Middle East—and even from a reputable billion-dollar steel company in Russia—asking for vanadium.

https://www.vanadiumprice.com/special-morgan-report-vanadium-is-up-300-since-2017-this-vanadium-stock-stands-to-reap-major-rewards/

The screw just gets tighter and tighter

China's "'blue sky action plan' offers tougher limits and proposes a quicker shift to cleaner fuels such as LNG and electricity, and high grade iron ore, coal and metals," Sharma said.

CLOSER SCRUTINY
"The measures taken so far are falling short of government goals and public expectations."
"With expansion of the target area, we estimate more than half of China's steel-making capacity will now come under scrutiny on emissions control and will be subject to production curbs during autumn and winter."

"This means steel production growth could slow later this year keeping the market tight and prices higher. Demand for high grade iron ore will continue to find support as mills will chase productivity to maximize output."

https://www.spglobal.com/platts/en/market-insights/latest-news/metals/070918-china-2020-pollution-plan-adds-uncertainty-to-iron-ore-steel-prices-wood-mac

Largo delivers solid Q2 production results

http://www.miningweekly.com/article/largo-delivers-solid-q2-production-results-2018-07-11

Alfa
Thank you

Guys
Thanks for keeping us up to speed would I be right in understanding most debate was focused on electrolyte leasing and implementation strategy it reads as the key to global vrb take up. Did you get a feel where BMN are fitting into all this,

Number of planes to more than double in the next 20 years

Remind me what metal additive are they using to make planes lighter and more fuel efficient

https://www.independent.co.uk/travel/news-and-advice/planes-double-number-aircraft-airbus-growth-forecast-20-years-delayed-flights-a8434701.html

Pipehawk plc Up 136% on what Vametco is turning over a week

said subsidiary QM Systems had been selected as a partner to work with Cox Powertrain to develop a production system for the control and manufacture of a new product in the marine industry.

The contract would start immediately and, combined with an order received earlier this year for the initial stages of the project, was worth in excess of £1.6m.

The work was due for delivery within this current financial year, Pipehawk said.

And they are still selling

Bit surprised buying hasn't picked up since warrant rns had my share this week already, nothing left in the coffers, should be a clear run now unless there's more to come. tick tock

Sorry if already posted, good summary on the battery side and a snippet on second listing

https://www.businesslive.co.za/bd/companies/mining/2018-06-07-bushveld-minerals-to-diversify-with-battery-production-powering-ahead/

Hi Alfa
Just picked up on your post from yesterday

(kevkan I hope not as I think the after hours trades with elevated prices are simply there to deceive those who might try trading the share.

I agree, however my interpretation on this occasion was slightly different historically when the MMs mark the share up on close, they always reverse on open This to confuse and worry thus driving sells, this time it backfired the buyers still came in, To me this was a clear signal of share strength and demand. No matter we are all winners here whatever the antics