Member Info for knutsfordnotary

Hey Knuttie, what happened to a dry February then ? Shortest month you know!
KN

CNBC Africa article says:-
Nigerian Vice-President Yemi Osinbajo disclosed that Nigeria is planning to have at least 30 percent of its total electricity supply from renewable sources, majorly solar power in the next nine years.

CAPE TOWN, February 15 (ANA) – Nigeria says that it wants 30% of its total power supply to come from renewable energy sources by the year 2030.

According to media reports, Nigerian Vice-President Yemi Osinbajo disclosed that Nigeria is planning to have at least 30 percent of its total electricity supply from renewable sources, majorly solar power in the next nine years.

The vice president was speaking at the inauguration of a 1.12MW Solar Hybrid Project at the Abubakar Tafawa Balewa University, Bauchi on Thursday.

The West African country also plans to reduce carbon emission by 20% by 2030.

According to a report by This Day, the Vice President Osinbajo noted that the ongoing projects being executed by the Rural Electrification Agency (REA) were critical to the achievement of that objective and reduction of Nigeria’s carbon footprints.

Osinbajo said that this is in line with the globally endorsed Climate Change agenda and Nigerian President’s Buhari administration’s effort to connect more communities to off-grid power and reliable energy sources, writes Vanguard news.

According to reports, around 85 million people lack access to electricity in the West African country.

Meanwhile, the World Economic Forum says that as the country recovers from the Covid-19 pandemic, the government should use this particularly unique moment to reset and accelerate progress on delivering sustainable energy.

WEF says that the pandemic has highlighted the deep divide in Africa on energy access progress.

In March 2020, The African Development Bank (AfDB) and the Nigerian government launched the National Electrification Project (NEP).

The project sought to tackle Nigeria’s critical energy access shortfalls, writes Africa Oil and Power.com. END QUOTE
Daily telegraph business news p3 headline :-
"Mining firms deliver big returns for shareholders"
WE who post here know this but perhaps the rest of the world is catching upPlus an interesting back page re rare metals-I know we are not that but USA has no V
Perhaps we are after all, all invested wisely! Despite the long wait!
KN

Probably written by Capa or a MM!
KN

As a follow up of mine of 1429 today I have sent an e-mail to Mike Burnick aka The Stock Gumshoe.
I share it with you;-
Good afternoon. Much enjoyed your article headed Financial Times: Biden Triggers Biggest Bull Market in 227 Years?
May I suggest you may be overlooking one fantastic aspect of such future Infrastructure investment. It needs steel. To strengthen and lighten steel you need Vanadium, or you can more expensively use niobium.
Vanadium is not mined in USA. It is substantially mined in Russia and China. Apart from those locations there is Largo in Brazil ( only 8years supply of ore left) .MOST IMPORTANTLY to me there is a little company Bushveld minerals Limited in South Africa which is a fast growing company. Hugely undervalued share price . Quoted on AIM ( sadly). See the brokers note of today-http://www.bushveldminerals.com/wp-content/uploads/2021/02/Bushveld-minerals-BMN-LN-Solid-platform-for-growth-after-challenging-2020-1.pdf and also take time to Google "The Bushveld Perspective"
This company is in the forefront of the up and coming Vanadium Redox Flow Battery revolution in energy storage, through its 84% owned subsidiary Bushveld Energy Limited.
Aim is a defective market and the stock in this little gem is being held low-heaven above only knows why.
Eskom is about to award orders using a £500 million grant from the world bank. I suggest to you that contracts are about to be awarded which will flow through to benefit Bushveld.
I would love you to broadcast this in the FT as a follow up to your above article. I do have shares in Bushveld but I am trying to be objective.
OVER TO YOU!

I live in hope!
KN

Not only that but also see:- [ Cannot include the graphics and links but you will get the drift . Sadly he does not mention Vanadium , just Lithium ( oh dear-what ignorance). ]
Daily Profit article
Financial Times: Biden Triggers Biggest Bull Market in 227 Years?
By Mike Burnick
Wednesday, February 10, 2021
Yesterday I shared an article by Barron’s and today it looks like the Financial Times is catching onto the opportunity as well.
They just released an article about the “Coming commodities boom” as well.
Go here to see how to get in on this ENORMOUS opportunity before it takes off without you.
In the article, the detail how Saxo Bank says there have only been 6 commodity super cycles of this magnitude in the last 227 years!
A perfect storm of enormous industrial demand, diminishing supply, and global governmental policies.
Right now, commodities have been underperforming the stock market more than at any other time in the last 100 years…
But that’s all about to change thanks to the Biden administration’s push towards increasingly “green” policies.
Like him or dislike him, agree or disagree – doesn’t matter.
His administration is printing trillions of dollars and much of that capital is going towards the “green revolution.”
And as the Financial Times points out – all of these enormous efforts still require the building blocks of society in order to function.
They need resources from the ground! Things like silver, platinum, copper, cobalt, zinc, nickel, lithium, uranium, and more.
Without these essential ingredients – electric cars can’t run, charging stations can’t provide energy, solar panel projects cannot exist, nuclear reactors cannot be built, electricity cannot be transmitted, infrastructure cannot be improved.
And all of these resources are scarce!
It’s just common sense.
Growing demand paired with shrinking supply and most miners shut down since 2014?
Hello opportunity!
It’s like Charles Plowden said recently.
He’s the manager of the Monks Investment Trust (historically known for their bias in tech stocks).
And he’s ready to “Make out like a bandit.”
These stocks are already sky-rocketing.
Every week a new handful of mining stocks blow up and it’s hard to even keep up!
For example…
•156.3% on Wildsky Resources
•177.7% on Damara Gold
•990.9% on Quantum Cobalt
All this in just the last 5 days!
I’m recommending folks jump on this trend NOW – so go here to see the 5 stocks I am issuing URGENT buy-now alerts on.
There has not been an opportunity this juicy for 20 years in this space.
I truly believe you’ll regret it the rest of your life if you ignore what I believe is about to be a bull MEGACYCLE.
Go here to see how to get in on these gains.
See you there.
Good Investing,
Mike Burnick

Enrico -apologies!
Fat finger syndrome cycle of course- NOT Capa
KN

I do not know if this article has been posted already-apologies if so, but it is extremely thought provoking and if the writer is correct then the demand for vanadium for steel will virtually eclipse whatever demand arises for VRFBs
the link is https://www.telegraph.co.uk/business/2021/02/08/world-brink-metals-supercycle/ and I recoomeend it to you all.
KN

How disappointing to get the figures, important figures so wrong.!
First class way of depressing the market wrongly!
pity! Opportunity missed-only one chance of a first impression!
Don't like to be critical of such normally good management

I believe that in the Bushveld Perspective there is a section dealing with MMs games.
I would recommend read the whole of the BP and then you would see what a great investment this company is and that whatever games the MMs play , the long game will defeat them. Just Google The Bushveld Perspective and we look forward to your being a co-investor
KN

Sinceely hope not- except as to the share price of his company!!
KN

I am missing his uplifting postings. Can only assume he has some REALLY hot news and is avoiding indiscretion by keeping silent ? Must have been a really interesting e-mail!!
KN

BBN- and others more science knowledgeable than me.
BBn comments upon the locations in which production of Vrfbs is to take place. Vis a vis the SA Electrolyte plant, for demand in Africa to be met, surely there is a case for the VRFBs to be transported empty of Electrolyte to the customer's location and there to be filled with the liquid electrolyte, or indeed wherever that customer is-Saudi perhaps, Spain?? etc ? Or am I up a gum tree?
KN

Getting by. If you ask that sort of question you put a nil the prospect of getting by!
KN

Not in the least to anybody who understands Bushveld! Poor attempt at a de-ramp
KN

When I Googled the SP on Friday evening I was surprised to see their graph of the SP.
Is it right? Hope so, as it means we are on an upward path and steeply so.
Link is https://www.google.com/search?q=what+price+shares+in+bushveld+minerals+ltd&rlz=1C1GGRV_enES751GB752&oq=&aqs=chrome.1.35i39i362l8...8.478630692j0j7&sourceid=chrome&ie=UTF-8
KN

What the heck- it goes :-
France's transmission system operator RTE is exploring options to ease congestion on its networks as renewable energy generation and demand for electricity for electric vehicles both grow around the country. It's a potential opportunity for battery storage to get involved that is likely to see a wider rollout in the months and years to come, we hear from consultancy Clean Horizon. A familiar name to many of our readers will be a key figure in the Biden-Harris Administration's Department of Energy as US Energy Storage Association CEO Kelly Speakes-Backman joins the team. Solar inverter manufacturer Sungrow has been awarded the contract to supply the full kit for a 100MWac battery system in Texas, one of the rising energy storage state's biggest projects so far. One of the US' few vanadium redox flow batteries at large scale is being used to demonstrate the versatility of the technology in California. From the UK, battery storage assets will be allowed to stack revenues across two key grid-balancing opportunities, you can read my take on some of the big topics likely to shape the US utility-scale market this year, BloombergNEF finds that battery storage project investment reached US$3.6 billion last year with the Asia-Pacific region in the lead and finally a municipal utility group in North Carolina has just issued a Request for Proposal for a battery storage system with a 15-year contract on offer to the winning vendor.
KN

Energy-Storage.news

I don't believe this has been posted before -apologies if it has .
Encouraging that it seems another sunny US state seems to be beginning to understand the advantage of Vanadium over explosive lithium. see the link Energy-Storage.news
If the US gets the word today ( albeit after China) perhaps the rest of the world will wake up.
Hold hard a re-rate is inevitable , maybe even -whisper the word-imminent
KN

Should read " Y O Y can the board not be ....."

Just bought 20304 and guess what- Shows as a sell. OK I was lucky to buy below mid price but why , oh why, can the board be truthful and say a buy is a buy when it is not a sell. Is there an agenda I wonder?
KN