Member Info for Mrremmy

Out on the town after recent announcements

https://twitter.com/harvrem/status/1192566454950014978?s=21

Moja -dress code

https://twitter.com/harvrem/status/1192522003267440643?s=21

I’m going with 65 meters Alfa
And I’m putting my house for sale lol

All done
Posted on Twitter
https://twitter.com/harvrem/status/1138770612959289345?s=21

Thanks for transcription Pdub
Can I ask if it would ok to copy and paste it to twitter,

Ta in advance
Moja

This may add to the equation of more rapid deployment of energy storage.
S. Africa Sued for Eskom, Sasol Air Pollution in Coal Belt
https://www.bloomberg.com/news/articles/2019-06-10/south-africa-sued-for-eskom-sasol-air-pollution-in-coal-belt

There’s been a lot of talk on vanadium price recovery ,
I’m no expert that I admit ,
The Mokopane pfs states a 7.5 lb v205 price , this is considered to be profitable.
Now moving on we have vametco, plus Vanchem soon ,
2800 tonnes v production from vametco ish 2019 , plus 400 tonnes v after Vanchem purchase,
So around 3200 tonne v end 2019
The higher Production , the lower the cost
Move forward bushveld energy comes into play , and more vanadium from both vametco and Vanchem
The Steel industry is a base to vanadium story and recent rebar standards in China are taking effect.
The vanadium needed for steel industry alone is enough for all vanadium producers to be profitable
But there’s VRFBs sitting on the side lines waiting to pounce so to speak.
Lithium batteries are the batteries in the news , look at how they got to this position is feasible because they have been around in the the public eye for a while. They will take there position in the ev market and energy storage market ,
But VRFBs are for the long duration energy storage, peaked plant replacement , cycles more than 1 per day are ideal for vanadium redox flow batteries. 2 cycles are perfect ,
So compare the 2 , with lithium in the utility market the fire hazard is a major problem in the news too ,
Go compare the market Moja dot com
So I welcome shorters to Bmn so I can load up more on cheap shares while investers focus on vanadium prices ,
Go compare the market dot com

Love this short video.

https://twitter.com/va_cc11/status/1132638937497985024?s=21

George is a large shareholder of belenos https://www.belenoscleanpower.com/company/
Who are developing a lithium battery with vanadium in the chemistry.
Nice one George

James Young

Okay. So, say for the $1 to $1.20 realized total premium in the market, what do you think the current market is for the high-purity V2O5 in today's environment?

Mark Smith

Terry, do you want to answer that one?

Terry Perles

Yes. So, when you talk about high-purity V2O5, you've got a continuum of applications and specifications. And those, as you get to the more rigid specifications, there's fewer potential suppliers and typically higher premiums.

So, I think that what we have in the market today, we have two basic market groups where high-purity vanadium is used. One is titanium alloy production, and the second is just the general chemical catalyst deals.

In the titanium alloy market today, the premiums that the producers of the vanadium master alloys of this industry are paying are a scaled premium that depends on where the market's at. When prices are very high, those premiums pop out at about $1.25 today, and when we're in price regimes like we're at today, the premiums are as high as $2.

When we go into the chemical industry, we've got another kind of set of situations. Again, you've got specifications that vary. On the easy end of the spectrum, it's something like sulfuric acid catalysts where premiums are typically $1 to $1.25. And on the other end of the spectrum, you've got things like [Indiscernible] and hydra catalysts where, even today, materials are being sold at $17 or $18 into those markets.

I’m posting it to attach Paludinas find on the shipment with Sodium Ammonium Vandate
And the particular part when Terry Perles, answers a question
‘When we go into the chemical industry, we've got another kind of set of situations. Again, you've got specifications that vary. On the easy end of the spectrum, it's something like sulfuric acid catalysts where premiums are typically $1 to $1.25. And on the other end of the spectrum, you've got things like [Indiscernible] and hydra catalysts where, even today, materials are being sold at $17 or $18 into those markets

Here’s the transcription, Page 16 on site

https://seekingalpha.com/article/4264462-largo-resources-ltd-lgorf-ceo-mark-smith-q1-2019-results-earnings-call-transcript

https://twitter.com/harvrem/status/1131134492041781249?s=21

Burn baby burn

What else do we get ,
All that and Moja the Mascot
https://twitter.com/harvrem/status/1130949149413793792?s=21

Here’s the link Pdub
Posted on Twitter
https://twitter.com/harvrem/status/1129122743985815552?s=21

Thanks again

Thanks I’ll get straight on it

Hi Pdub
Would you mind me copying your transcription of the largo conference call ,
I want to post it on twitter
Thanks in advance

Fantastic transcript. Pdub
Can I ask you permission to copy it ,
I’ll post on twitter maybe in video format.

https://twitter.com/harvrem/status/1128230670919188481?s=21

Amazing place Twitter.
You’re be surprised who meet on twitter

titanium Too