Member Info for loudspeaker

The Must deal done?

BAILLIE GIFFORD changed its fund management rules and sold down all their invested companies that weren't paying dividend 's.

There's only 4 primary producing Vanadium plants outside of China, BMN own 2 of them.
A new VRFB manufacturer seems to come to market every month, plus all the new world rebuilding demand.and rearming NATO.
Where is the new supply going to come from?
You can't have the Vanadium tail wagging the steel dog,it can't come from secondary production.
BMN are years and hundreds of million of dollars ahead of the chasing pack of.
wannabe's.
( We still have the world's largest resource untouched Mokopane ).
SA politics aren't doing us any favours, but when you think it all through there's no one else.
Dyor

There is no grey area now for US FeV 80% imports and could push up the price significantly.

That's probably well over $9million as it's Nitrovan from Vametco to the US
It's a pity we can't track what else has been shipped to Europe and Asia, plus what high value Vanadium products Vanchem is shipping out.
It looks like a very good revenue month for BMN.

These few paragraphs taken from the link below kinda makes the naysayers on VRFB’s look a bit foolish.

Vanadium’s bread and butter has traditionally been its use in high strength steel but as the world rushes to decarbonise, market analysts believe its use in safe, low-cost energy storage batteries will soon take over.

With a current market of ~110,000 tonnes in 2022, commodity analysts CRU Group expects vanadium demand to double by 2032, owing more than 90% of this growth to its use in Vanadium Redox Flow Batteries (VRFBs).

VRFBs are used in large scale, battery storage systems that store excess power from the grid for use during peak demand periods.

European FeV now $40.25 per kg.

Really Knuttie. he blew his cover by posting on the CASP bb before bere.
hmhg is the cycling term for a good hill climber.
The triple lock guarantee has allowed him to purchase a decent VPN instead of trying to deceive using the free ones.
To me he will always be Maurice Garin ( aka capa) who was banned for ****** post's
Dyor.

Well done eatstocks, a picture paints a thousand words.
Ignore the troll comment's.
BMN don't do placings to feed the incestuous square mile and they don't like it.
With the current V prices looking very profitable and the US/Rand over 18 the CLN conversion in November is looking like a favourable outcome.Is in play.
Another 77000 kg of Nitrovan landed in Balimore yesterday.
Kerching Kerching.

BMN don't produce FeV 50% so we don't track it.
European FeV 80% has moved up 0.51% to $39.45 per kg.
Hope this helps.

There's quiet a few multi account fraudsters who post on this bb and new PI's who don't the score are influenced by their negativity.
They use VPN's to disguise their IP address.and throw away emails
Even when they're caught bang to rights like Cindercone was they somehow convince Admin that they had forgot about an old account they used to have.
Absolute bo##ks, rules are rules and they should be struck off., zero tollerence.
It gives the LSE directors no credibility at all, but all the click bait responses improve their revenue.

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You will only have one login account. Registering with multiple accounts is not allowed. Any user found to have more than one account on this site will have all, and any future accounts suspended permanently.

Vanadium Price Today

V205 Vanadium Pentoxide Flake 98% USD / lb

Europe : US$10.10/lb (0.00%)

? ??Ferro Vanadium 80% USD / kg

China : US$45.00/kg (0.00%)

Europe : US$39.25/kg ?(+1.29%)

US FeV 80% : $44.75 per kg.

https://hubb.blob.core.windows.net/3892f144-935a-46b8-a4e8-b89ee1896864-published/09128a77-c166-4d26-9d34-7e3b0378ed2e/%20-%20Vanadium_Market_February_13_2023.pdf?sv=2021-10-04&se=2025-02-16T08%3A20%3A36Z&sr=c&sp=r&sig=9VjspDnT8yvmvR1ABbU5XifGFbxkeKgGn0yYXcNPA%2BY%3D

V205 has hit $10.10 per lb, it historically trades at just under 5 times of FeV 80, so expect FeV 80 to hit $50 per kg very soon as all things vanadium are aligned.

Somebody probably enlightened him/her that V205 is only 56% vanadium by mass and BMN report in MTV.
You wouldn't believe the so called experts, industry analysts etc. that don't know that and get very ars3sy when it's pointed out.
Dyor

Careful Maurice,you'll be getting a ban again.

Vanadium Price Today

V205 Vanadium Pentoxide Flake 98% USD / lb

Europe : US$10.10/lb ?(+1.00%)

? ??Ferro Vanadium 80% USD / kg

China : US$45.00/kg (0.00%)

Europe : US$38.75/kg ?(+0.52%)

US FeV 80% $44.75 per kg.

You are correct in your assumption good2behere.
China and most of Asia are still playing catchup with the Western world on the vanadium content in their rebar used for construction and are still some way behind America rebar regulations. ( which have the highest Vanadium content)
China's last enforced increase of vanadium content in rebar caused the 2018 price spike.
Even then some unscrupulous producers tried to circumvent the new regulations by using heat and quence treatment's to try and fool the inspector's, who eventually had to invent an on site test to determine the vanadium content in the rebar
FeV 80% had spiked to $130 per kg and producer's were not playing ball so spot inspection's were common to catch them out.

South Africa are on the cusp of an R18 billion energy boom.

https://twitter.com/BushveldMin_Ltd/status/1625744214322733057?t=-p9VRqB_BlYiaxQ_lFjtbA&s=19