Member Info for Lindon

@Jagadish :) :)

@BenAlder. “You just seem to be worried about short term price, or your investment decision?”.

You got it in one there Ben! Beware the multitude of players in the aim swamp! Not all are cyclists!

Spot on fara. "It's an educated thought based on my knowledge of the company" You couldn't make it up. FM and the rest of the bod would be best off retiring and getting out right now, leave it to those who have knowledge of the company! LOL!

Yep, and you may well be right about the speed of the green revolution, but even so, even now, FM will have an immeasurably far better idea about the timings and travelling direction he wants to go in order to maximise shareholder value from the eventual disposal of Lemur than those who think they can run the company better than he can.

@ BenAlder, spot on and well said Ben.

Why does it matter? Why does it matter if the comms are infrequent? Why does it matter what level the sp is currently at? This is a growth company, NOT a get rich quick company. All Alpha is saying is go roll the dice somewhere else if you want to make quick buck because your invested in the wrong company if you do.

Any serious investor shouldn’t even consider investing here if their ‘Investment risk’ profile is short term. That’s what the rampers and campaigners won’t tell you with their false ... “of interest” and of benefit to ‘new investor’ type ramping excuses, all done under the ‘positive’ flag waving banner!

In most cases these rampers have had enough and want out themselves ... and THAT is why you get the repetitive copy and paste ramping posts. Hence the concerted ‘campaigning’ ... they want better comms so the sp will get a rise out of it ... and then they’ll be gone!

Long term investors like Sanchez with his commercial promotional type professional experience is NOT one of them! The fact that he’s not happy is purely down to his prior professional perspectives and understands and has knowledge of the effects of ‘promotion’. But this is the stock market, not a retail company! However we are all the by- product of our experiences!

Most new investors to BMN or any other aim listed company ... are far more experienced than these rampers.
Some of them even know what a basic ‘roll over’ is without having to ask!

There is no need for the copy and paste ramps or ‘ ‘campaigns’.
They are irrelevant and for the most part just an excuse for some to get a rise out of the sp and get out sooner if they can.

It may take anywhere from another two years onwards before the full benefits of this company will even start to show some maturity. It’s listed on aim so it attracts aim type investors, but it’s NOT a typical aim type of ‘here today gone tomorrow’ get rich quick, quick growth, £1 a share by the end of this month, type company!

Maybe the rampers would like insert THAT in the ‘copy and paste’ posts? I doubt if, even if it’s the truth ... it’s not ‘positive’ and it won’t encourage a short term rise out of the sp!

As Ben said, getting off aim and being listed on the main exchange would be good, it would attract more mature investors most of which won’t touch aim listed companies with a barge pole no-matter what or who the company is ... and In most circumstances, with very good reason ... not only due to the type of company, but also due to the Batman & Robin type of tik tok booom infantile circus rampers that you can see on so many aim bb’s.

Surely this company deserves better than that juvenile cr@p!

Also this BB is NOT a BMN supporters forum where only comments in support of the company should be seen and much as the lecturing narrative control freaks would like it to be ... THAT is what the ‘Perspective’ site is for. ... this is an open to the public ‘opinion’ forum.

Well, the company have long said they envisaged establishing a battery assembly factory in S.A if the business plan warranted it. With the fund raising for Enerox expansion following so very closely behind the announcement of removal of most of the restrictions for mini-grids, it looks suspiciously like it might the two ‘events’ might be linked

Is there a possibility of setting up a new assembly factory in S.A. is behind the raising of the $30 million funding for Enerox expansion?

2,229,561 = £3,121,385.40

Looks like BMN have completed their exit with 2.23m sale today, IES overhang cleared and sp also on the rise.

Sailing Routes.

The space aboard large ships allows the total combined electrolyte storage tank capacity to increase to 20,000 and even 30,000-cubic meters, greatly increasing ship sailing distance. Battery electric ships with smaller tanks could cover routes across the Baltic Sea, radiating from Stockholm to Tallinn, Helsinki and Gdansk, also Helsinki – Gdansk. Mediterranean routes would include Tunis – Rome, Tunis – Marseilles, Valencia – Marseilles, Rome – Barcelona and Genoa – Barcelona. Such ships could sail across the North Sea from Edinburgh to Goteborg, Hamburg or Rotterdam. Suitable South American routes would include Buenos Aires – Montevideo and Rio de Janeiro – Santos (Sao Paulo).

Possible South Pacific routes would include Christchurch – Wellington and Hobart – Sydney. Routes extending from Shanghai would include Incheon (Seoul), Busan, Nagasaki and Taipei. Ships with larger electrolyte storage tanks would be able to operate from Singapore to either Jakarta or Ho Chi Min City and also cover the distance between Hong Kong and Manila. Such ships would also be able to sail Lubeck – Helsinki and extended Mediterranean routes such as Rome – Valencia, Genoa – Valencia, Tunis – Marseilles and Tunis – Barcelona. Battery ships could sail from Ports of Algeciras and Tangier to Lisbon, Oporto, Algiers, Valencia and Barcelona.

Trains and Trucks? ..............

https://www.maritime-executive.com/editorials/revisiting-vanadium-flow-batteries-for-ship-propulsion

Researchers evaluate the role and value of long-duration energy storage technologies in securing a carbon-free electric grid.

Date: March 29, 2021
The overall question for me is how to decarbonize society in the most affordable way,” says Nestor Sepulveda SM ’16, PhD ’20. As a postdoc at MIT and a researcher with the MIT Energy Initiative (MITEI), he worked with a team over several years to investigate what mix of energy sources might best accomplish this goal. The group’s initial studies suggested the “need to develop energy storage technologies that can be cost-effectively deployed for much longer durations than lithium-ion batteries,” says Dharik Mallapragada, a research scientist with MITEI.

For their study, the researchers surveyed a range of long-duration technologies — some backed by the U.S. Department of Energy’s Advanced Research Projects Agency-Energy (ARPA-E) program — to define the plausible cost and performance attributes of future LDES systems based on five key parameters that encompass a range of mechanical, chemical, electrochemical, and thermal approaches. These include pumped hydropower storage, vanadium redox flow batteries, aqueous sulfur flow batteries, and firebrick resistance-heated thermal storage, among others...........

https://news.mit.edu/2021/powering-energy-transition-better-storage-0329

As they’ve finished evaluating the failed bids for package 1 they’ll presumably also have finished sorting packages 2 & 3? In the absence of news to the contrary, bids for those have hopefully passed muster? Might here about those soon, that’s if BE even got involved in a bid for them!

Mas1971, the chat about MUST going for Enerox is down to the link that Acacia Resources are BMN’s second largest individual shareholder with 60 940 421 shares and have just acquired a 24% stake in MUST. Also this week MUST updated their web site.

“Mustang Energy PLC is a Special Purpose Acquisition Company (SPAC), whose shares are listed on the Standard List of the Main Market of the London Stock Exchange, which intends to utilise its strong management experience and strategic relationship with Acacia Resources Limited, the Company's largest shareholder, to acquire interests in energy storage and stationary battery assets.

Investment Strategy
The Company's strategic relationship with Acacia Resources Limited (Acacia) was cemented on 12 March 2021 when Acacia subscribed to a placing in the Company and acquired additional shares from existing shareholders to become the Company's largest shareholder with 24.03%.

The two companies will seek:

* To invest together in manufacturing assets involved in the energy transition process with a relative focus on the energy storage/battery value chain; and
* To invest in the development of renewable energy projects where there is scope to include stationary energy storage.

http://mustangplc.com/index.php#home

@ LUCAN, I suspect the ‘integrated’ concept as applied to the battery assembly part of the plans to be based more on Enerox than IES. They only took out an investment stake in IES ... and it looks more like they will be left to concentrate on the US which is going to be their main theatre of operations. BM reportedly invested £5 million in IES, they already recovered £4 million of that investment with their earlier sale, this one gets the remainder of their £1 million stake back, plus a tidy profit .... and they still have a stake in a now fully viable company operating in the ginormous US market ... and joint ownership of VERL out of it. Not bad going really!
Whereas BM actually own a substantial chunk of Enerox, and FM has stated he’s going to update us on the strategy they have mapped out for it. That’ll probably be the African mini-grid market.

Stronger market environment for niobium, but price upside capped by CBMM’s expansion:

In 2020, a sharp decline in steel output among developed economies, the result of disruption caused by the global pandemic, led to a drop in global niobium demand. Whilst Roskill expects global steel production ex-China to recover in 2021, the degree to which it does so is largely dependent on the evolution of the pandemic and the success of vaccine rollouts worldwide. Roskill forecasts China’s steel production will see another all-time high in 2021, driven by infrastructure, domestic consumption and higher effective capacity.

Throughout the remainder of H1 2021, a stronger performance by the steel market could lend some support to ferroniobium prices. However, any significant price rise will likely be capped by CBMM’s new supply in Brazil, which will soon come online. Further supporting the niobium market, the expected tightening of the vanadium market could once more trigger substitution from ferrovanadium to ferroniobium.

As with other metals markets, the evolution of the world ex-China will determine how positive the impacts are on the niobium market over the coming months.

https://mailchi.mp/roskill/out-now-an-update-to-roskills-niobium-outlook-report?e=09b502e5f7

Against the odds, solar-plus-storage project emerges with lowest RMIPPPP bid.

Mantashe reported that four more requests for proposals (RFPs) would be issued within the coming 12 months, following the release of the RFP for the fifth bid window (BW5) of the Renewable Energy Independent Power Producer Programme (REIPPPP) on March 19.
Nxumalo said that RFPs for REIPPPP BW6 and BW7 should be released in September this year and February next year and that the RFP for energy storage could be released in September or October this year.

Various BESS technologies would be deployed in the coming years, but owing to the short lead times involved with the RMIPPPP, Nikomarov anticipated that most of the hybrid projects would employ lithium-ferro-phosphate batteries.
It was possible, however, that nickel-manganese-cobalt or nickel-cobalt-aluminium batteries could also be deployed.

So even Mikhail Nikomarov thinks these nickel-manganese-cobalt or nickel-cobalt-aluminium batteries are likely to be preferred to VRFB’s! Why do/or are they likely to be considered a better option than their own ‘home grown’ Vanadium flow batteries?

https://www.engineeringnews.co.za/article/against-the-odds-solar-plus-storage-project-emerges-with-lowest-rmipppp-bid-2021-03-23

@LionalGreen, Ref, Warren Buffett’s Berkshire Hathaway Energy fund unfortunately seem to currently be more interested in LNG storage, but maybe batteries might interest them soon.

November 02, 2020
Warren Buffett’s Berkshire Hathaway Energy Completes Acquisition of Majority of Dominion Energy’s Gas Transmission and Storage Business.

DES MOINES, Iowa--(BUSINESS WIRE)--Berkshire Hathaway Energy today announced it has completed the purchase of Dominion Energy’s natural gas transmission and storage business, exclusive of Questar Pipeline Group. The transaction consideration was $8 billion, including approximately $2.7 billion in cash (subject to certain adjustments) and the assumption of approximately $5.3 billion in debt.

“We are pleased to welcome the natural gas transmission and storage business and its employees to Berkshire Hathaway Energy,” said Greg Abel, Berkshire Hathaway’s vice chairman, non-insurance operations, and Berkshire Hathaway Energy chairman.
“With shared values and priorities, the business is a great fit within our organization and will play an important role in our long-term plan to deliver clean, low-cost and sustainable energy solutions to customers and communities.”

Under the deal, Berkshire Hathaway Energy acquired 100% of Dominion Energy Transmission, Carolina Gas Transmission and Questar Pipeline as well as 50% of Iroquois Gas Transmission System. Berkshire also landed 25% of Cove Point LNG, one of just six export-import and storage facilities for liquefied natural gas in the U.S.

Libero, can you explain what a roll over has got to do with a “fishing expedition”?

Well said faramog.