Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I've thought for a while that these are something to do with the market makers for some reason restating the parameters of the bid/ask. Look at the timing of those 44p buys. Those aren't retail investor buys.
What I'm especially enjoying about Invinity's RNS's is their ability to make us see potential in a new direction.
In this case islands. Whether it's solar as with San Juan or wind elsewhere, how many islands are there around the world that might have an interest in this direction?
Matt Harper, Chief Commercial Officer at Invinity said:
"We at Invinity are very pleased that OPALCO has selected our vanadium flow batteries to play a major part in dispatching locally produced renewable energy to the San Juan Island community. This exciting project will further demonstrate how our batteries can bring the benefits of 24/7 renewable power to even the furthest reaches of the U.S. electrical grid. We hope this project will be the first of many with cooperative utilities like OPALCO who together provide power to 42 million Americans."
Separate listings will of course generate separate market caps. Given that we'll know BMN's % share of BE/Cellcube this will make it easier to see how undervalued BMN is when it has a presence in all stages - production/electrolyte/batteries.
I wonder what could be causing this?
Last line.
https://www.bbc.co.uk/news/av/uk-england-london-65629502
"I'm proud that our team has been able to deliver over 11 MWh of products in recent months. This marks a significant shift for Invinity from a development company to one that is able to commercially supply our class-leading products into larger and larger projects. The capability to close and fulfil orders at scale is vital to meeting the growing demand for our products and achieving our corporate goals." Larry Zulch
Just wondering whether we've reached a state of indifference on here when the size of the sale is a mere 1.5MWh. Might be worth recalling this line from the 10th March RNS.
'Invinity's new Hungarian partners have already identified over 50 MWh of potential projects for Invinity batteries, the majority of which have reached a sufficient stage of qualification to have been included in the Company's most recently published pipeline.'
Much more to come here then it would appear.
Just look who might be financing this.
https://www.investegate.co.uk/neometals-ltd--nmt-/rns/vanadium-recovery---financing-update/202303170700043464T/
https://www.telegraph.co.uk/business/2023/02/22/czech-sphinx-building-vast-battery-plant-help-keep-lights-britain/
This will be behind the paywall for many but I think it'll be lithium again as it refers to providing electricity for 2 hours.
Looking good.
''But we are entering 2023 with the best technology we've ever deployed, the largest order book we've ever had, and the most sales prospects by far. At the same time, we have made great strides toward the development of our next-generation VFB which promises both improved performance and significantly increased margins. It is hard to contain our eagerness to make it available." - Larry Zulch