Our live Investing Matters Podcast Special which took place at the Master Investor Show discussing 'How undervalued is the UK stock market?', has just been released. Listen here.
I totally agree with pdub. Their PR is a disgrace but how they have built the Company from an explorer to producer, acquired 2 processing plants for peanuts, increased production, brokered the creation of Invinity (and earned millions doing it) built an electrolyte factory, have a significant shareholding in Cellcube and their promotion of VRFB's is incredible.
Never mind the mini grid and other significant assets they own (Lemur etc)
This will fly in the near future. It's just a question of when.
Watching the Brentford game right now I see an advert on the side hoardings for an 'ultra safe lithium battery'
No idea what the product is or for but I find it interesting that they are taking a defensive approach to promote their product.
Given that 0.0001% of the population are not even aware that the safety of lithium batteries is a potential problem (my opinion. Plucked the figure out the air) it may may rank as the worst product brand advert ever but all good for us.
An off take agreement for Mokopane is a better option in the short/medium term. Given the magnitude of the resource. No need to process. Dig it up and flog it to other processors.
When I was a teenager there was a dormobile parked in a friends road hand painted with 'save the whale' slogans and CND symbols. We thought they were nutters.
Turned out, many years on, they were visionaries and they were right.
It took my peers and I a good few years to work this out.
I see the same dawning on people as stupid and ignorant as we were happening today.
But for sure it's coming slowly but surely.
AIMO of course.
There is no coherent thinking at the moment. I had a private chat with alfa the other day where I asked him about the feasiblit feasibility of putting solar panels on the roofs of football grounds and adding battery storage. Given their huge roof spaces and the fact that they are largely used twice a week at most they could sell electricity back to the grid and support their own power for free.
He agreed and informed me that only Arsenal have a limited (lithium) system for this that can power the stadium for 90 minutes.
Seriously?
We don't need farm land. Most industrial estates have enough roof space to supply most of their energy.
Full disclosure here. I don't have a clue what I'm talking about when it comes to matters of a technical or scientific nature. But how far out can I be?
In my view lots of little mini grids is far better than humongous solar farms spoiling the countryside.
But what do I know.
I talked to my farmer friend. He said
Ay be about right four gunshots over yonder as crow does fly. Great farmer but an idiot.