The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Furthermore one hears that Chinese coal prices are higher because they are refusing Aussie coal and that is driving up their steel price. Logical therefore to stockpile V at its present relatively low ( as against future higher) prices.
Sure as God made little apples the V price will rise quicker and quicker as the green battery demand grows and who will benefit? Answers on a PC to any doubters!!
KN
Knuttie
I assume you are right!
KN
Forgive please my ignorance. Where do they source their electrolyte for the proposed battery? If from BE, hooray. If not still hooray because demand for V will be increased.
Reading the board this last 24 hours makes me think Jimmy whatsit might leard from the paragraph in the article-
Vanadium flow batteries are a form of heavy-duty stationary energy storage, designed for use in high-utilisation applications such as being coupled with industrial scale solar PV generation for distributed, low-emissions energy projects. Vanadium flow batteries store energy in a non-flammable, liquid electrolyte and do not degrade with cycling like lithium-ion batteries. They can be scaled and located with greater flexibility than pumped hydro energy storage, which may increase the potential applications for this technology.
Makes it clear what value to place on his post.!!
KN
Seems to me it would be counter productive to be a competing box maker. If we did that why would our then competitors buy electrolyte from BE?
Ithink the whole suggestion is ludicrous
KN
Pdub
You are a star, replying to a troll with cold logic and politely too!
Most don't have the will and for you particularly to spend time doing so, thus defending the investment of the rest of us, is worthy of utmost respect.
KN
Campagnolo -Cannot make you out! You say you are an investor but you post the most ludicrous rubbish. For instance you suggest there might be insider trading yet you have faith in the management, in which case why post a potentially damaging comment . There are earlier examples of your rubbish which lead me to believe your "Wheel" name is capa.
Don't bother to respond -you are now filtered!
KN
I thought it was a good interview and clearly there is SUBSTANTIAL news just around the corner , given FM could not say more than he was saying at the end . Interesting to note there have been, if I ( being non tecky), have it right 6000 viewings of it.
The acorn apppears to be growing do you not think? Large oaks soon perhaps, as production increases and B is no longer just a miner.
KN
KN
Still a strong buy.Perhaps even stronger. A comment made that we might not supply V for another company's big battery order surely misses the point. Every battery order increases demand for the stuff B digs up.
Greater demand against comparatively lesser supply( despite B digging more up) according to Cairncross who wrote the base economics textbook, means higher price. That should reflect in due course in the SP. So patience mes braves!! Our day is coming and probably sooner than the end of Covid!
KN
Sipp Meister. Spot on! IES are nothing without Vanadium Electrolyte for which of course Bushveld have the benefit of the supply agreement. You would think those rushing to dig gold out of IES would consider where they acquire their basic ingredient ( the picks and shovels as you metaphorically put it). Liked the metaphor!
KN
At least
Also, as I have pointed out in a reply to the article, they are wrong and shallow in their research of the article because they class vrfb s as expensive, ignoring the fact of their longevity as compared to L-ion batteries, as well as the possibility of leasing the electrolyte.
Further they assert vanadium is in short supply. Alfa says there is more V in tbe world than copper or indeed lithium and V iz mined ethically, at keSt by Bushveld.
Don't hold breath for a correction!
Ah yes FB, but to reach Zermatt one has the opportunity of several days en France avec tous ses bonnes tables!
Hi Diamond lover.
As one who climbed Dufourspitze aka Monte Rosa in 2008 I wholeheartedly agree with your view of the Alps and when Bushveld reaches £1.00 I shal be able to live in sight of them<
Hope it is soon! Think it might be. Should be .
KN
Exciting times in which we PIs live!
puts me in mind of the Dam Busters . Nothing appears to be happening at fiorst , but then cracks appear in the dam and suddenly there is a flood. Is this how it is going to be with VRFBs, I wonder?
If Massachusetts is convinced then the rest of the US should follow soonest.
To all of us who read this board it is old news and a no brainer that VRFBs are superior. Hopefully word is at last speading and hopefully the spread will be exponential. BE better get the electrolye factory finished soon. There is going to be demand!!
If all filter illiterate Luci, then he can cry into the wilderness as much as he likes.
Clear troll- probably Capa again.
So I have filtered . Bye bye!
It strikes me that there indeed should be some pro-activity by the directors to show the world the confidence they and indeed the company have in its future.
It would not need to be huge. Were the company to buy in , say 1million shares or better still £1million 's worth such action would show confidence in the company for the future, would bolster Treasury so the company could more easily provide shares to SA investors when listing on JSE , or wider investors if listing, better still on NASDAQ ( c/f Burford).
Such minimal action by the company would bollster the share price immediately now, not impinge on day to day and would yield a nice little earner to the company when it lists elsewhere , which it will, if it lists , as it should at a realistic share value as to which I shall defer to the Brokers valuations of the shares.
Tthere is an opportunity here , not only for investors with money, but also for the company , to make profit and after all FM HAS said that the company could do something about the share price. Time for him to do so!
In no way is this post meant as a criticism of the BoD as I am very happy with the fantastic progress made by the company over the years. The ONLY area where criticism is fair is their lousy PR-sorry the absence thereof!
Do we know how much V they will need?
Seems pretty certai they will not buy from China while China masses its troops along the border.
If therefore they do not buy from Russia, I wonder who can supply them.
Good find SG
KN
Forgive my ignorance , please. What is the total value of the CLNs? Is it fanciful to speculate that an operator as good as Fortune will have made plans to repay them out of accumulated profits/ bank facility? That seems to me a better use of accumulated funds than letting the shareholdings be diluted in order to facilitate a dividend. I prefer capital growth to income, but appreciate differing circumstances make people differ from me.
KN
One would have thought that with BP recognising the end of oil based power and going for the Green option folk would realise there is a newly mined diamond of a company in the process of being polished and weirdly getting larger and richer by the week-even if AIM does not seem to give credit for its success!! Answers on a BB as to which company that might be!!
KN