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A thought occurred to me that it's possible that JG might be buying on market back up to 50% holding. I guess we'll know later this week... I think it's unlikely but I thought I'd throw it out there!

Of course whether you can class 10's of Inspirit Charger's lined up a single facility to produce combined heat and power as "micro" is another matter altogether... ;-)

I'd say so - mCHP is a subset of CHP ;-)

"#DLC 10/11 📈 Weekend Warriors 🕵 featuring #TYM #RBD #INSP #PYC #HMI" (10 Dec, 2017) https://soundcloud.com/doc-h-4/dlc-10-11-weekend-warriors === 6:35-10:18 === In summary he compares us to PYC which was an unloved company which multibagged (30x) on the release of news a few weeks back which he spotted and publicised. If the right news is released for INSP, then I believe, as it sounds like he does, that we could too, and I'd expect us to be back above a penny in quick step. But I'll say it again, with emphasis this time: <emph>*IFFF*</emph>!!!! Still a Weak speculative Buy from me... ;-) Ramping aside... There is a nugget of information that I hadn't drawn the dots between before in the podcast: American houses are bigger than UK houses (ahem!), meaning the Inspirit Charger could be more suitable for that market. Pretty sure it had been mentioned previously that the overseas market could be what we target first. I was thinking Europe or Japan, but the states just might make more sense! ;-) "Number of Natural Gas Consumers" https://www.eia.gov/dnav/ng/ng_cons_num_dcu_nus_a.htm === 2016: Residential: Number of Consumers: 68,415,739 2016: Commercial: Number of Consumers: 5,472,446 2016: Industrial: Number of Consumers: 188,514 === Now that is one heck of a market - I might just have to delve a little deeper into this line of thinking! ;-) Ob.

Exactly ;-) The possibilities for INSP are huge if we have a demonstrably working technology, fit for mass production and at a cost and resultant TCO better than the competition (mostly fuel cell). If! Unfortunately slow progress and deafening silence has been sentiment destroying the past few years: We need news - good, bad, ugly - any will do: just keep it coming - keep us updated. Just what have our marketing director (Nick Stevenson) and sales director (Paddy Thompson) being doing the past year? Assuming they still work for us. I'm beginning to think a MoS was signed for 2017. That's a memorandum of silence - but to what end, and with who? I don't particularly like conspiracy theories so I'm inclined to conclude problems were discovered as part of the early trials which we have been working towards addressing the past few years, with the added bonus we've improved the electrical generation from 3kWe to 3.2kWe resulting in a total efficiency of around 91%. Are we there yet? ;-) Ob.

I understand where you are coming from re integrated battery storage - but almost certainly it will be better for INSP if we don't concern ourselves with that. Sure, depending on our marketing strategy we might team up with a preferred supplier of batteries to give a discount if bought at the same time as an Inspirit Charger, but I wouldn't like to see INSP develop battery storage, or integrate it in anyway into the boiler itself - just another thing which could go wrong or lead to delays... ;-)

I take it to mean something is going to happen soon @jimb2! Perhaps by the year end, perhaps early next. I haven't a clue whether it is going to be viewed as positive or negative by the market though... There are a lot of "ifs" surrounding this company. If we have made progress, and if the CIBSE report is published, and if it is positive, and if we have completed the design for manufacturing, and if we have at least one partner or buyer interested, then our prospects from here are potentially monumental. If. Yesterday around a fifth of the shares changed hands. Were the shares being dumped in a sucker's rally, or stolen in a heist? Only time will tell. As I've said, my guess is that a placing at 0.1p is the most likely outcome from here - but perhaps that is what we are supposed to think to encourage people to sell, and in fact we are about to be made an offer? Your guess is as good as mine. I'd say the risk to reward is still looking good though! Not a "Strong Buy", but perhaps a speculative "Weak Buy" for those with the appetite and portfolio diversity to not worry about losing the lot ;-) News Monday? Ob.

"Notice to Investors of Inspirit Energy GBP Asset Backed ETI" (November 14, 2017) https://argentarius-group.com/investor-relations/notice-investors-inspirit-energy-gbp-asset-backed-eti/ === The Company hereby notifies investors that all the ETI Units issued by Cell 20 shall be terminated and it is proposed that the redemption proceeds be paid by the end of December 2017. Investors’ attention is brought to the fact that the Final Terms of Inspirit Energy GBP Asset Backed ETI, require a six month prior notification of any redemption proceed payment. For this reason, the Company in respect of Cell 20 proposes the waiver of this six-month notice period. === Now why might that be? The start of great things, or the start of the end? ;-)

Not as efficient as ours. I believe 85% vs 91%. Or put another way they waste 15% of energy, we waste 9% - around 40% less waste ;-) "Micro CHP technology" http://www.energ-group.com/energy-services/micro-cogeneration/micro-chp-technology/ === Compared to existing generators, the ENER-G Micro series gives higher performance and has an operational efficiency of up to 85%. Outstanding overall efficiency with a heat to power ratio of 2:1 === They appeared to have been bought out by Centrica last year. Out turn soon? ;-) "Centrica acquires CHP business to enhance distributed energy offering" (16 MAY 2016) https://www.centrica.com/news/centrica-acquires-chp-business-enhance-distributed-energy-offering === Centrica plc has acquired ENER-G Cogen International Limited, an established supplier and operator of combined heat and power (CHP) solutions, from ENER-G Holdings PLC for �145 million. ===

Page 14 is showing a very nice pre-tax NPV@8% of US$1,342m @ $11,000/t ... http://www.bacanoraminerals.com/cms/wp-content/uploads/2017/06/BCN-Corporate-Presentation-Nov-2017.pdf

If they are drawing salaries and using the proceeds of placings to accelerate the design for manufacture then that is fine by me! We are talking at *least* a short term 10x bagger from here if the company comes good! Perhaps 100x medium to long term. O ye of little faith ;-) Take a read of: "Inspirit Energy. On the cusp of cogeneration commercialisation & trading at a fraction of replacement IP cost" (13th June 2016) http://www.alignresearch.co.uk/wp-content/uploads/2016/06/Inspirit-Energy-Align-Research-13th-June-2016-Final.pdf or the shorter version if you are pushed for time: "INSPIRIT ENERGY - ON THE CUSP OF COGENERATION COMMERCIALISATION" (13 June 2016) https://www.**********.co.uk/blogs/inspirit-energy-on-the-cusp-of-cogeneration-commercialisation/ Of course the company could be about to go down the pan so DYOR! Come on John Gunn prove the market wrong ;-) Ob.

Cheers @addicknt. What might be interesting is performing similar analysis for the list of lithium juniors which Matt mentions here: "Lithium Junior Miner News For The Month Of November 2017" (Nov. 29, 2017) https://seekingalpha.com/article/4128449-lithium-junior-miner-news-month-november-2017 === Nemaska Lithium [TSX:NMX] [GR:NOT] (OTCQX:NMKEF) Critical Elements [TSXV:CRE] [GR:F12] (OTCQX:CRECF) Bacanora Minerals [TSXV:BCN] [AIM:BCN] [GR:1BQ] (OTC:BCRMF) European Metals [ASX:EMH] [AIM:EMH] [GR:E861] (OTCPK:MNTCF) Neo Lithium [TSXV:NLC] (OTC:NTTHF) Sayona Mining [ASX:SYA] (OTC:DMNXF) Birimian Ltd [ASX:BGS] (OTC:EEYMF) Pure Energy Minerals [TSXV:PE] (OTCQB:PEMIF) Lithium Power International [ASX:LPI] (OTC:LTHHF) Kidman Resources [ASX:KDR] [GR:6KR] Millennial Lithium Corp [TSXV:ML] (OTCQB:MLNLF) AVZ Minerals [ASX:AVZ] (OTC:AZZVF) Wealth Minerals [TSXV:WML] [GR:EJZN] (OTCQB:WMLLF) Piedmont Lithium [ASX:PLL] (OTC:PLLLY) LSC Lithium [TSXV:LSC] (OTC:LSSCF)/Dajin Resources [TSXV:DJI] (OTCPK:DJIFF) AIS Resources [TSXV:AIS] (OTCQB:AISSF) === He's got a nice graph which annoyingly misses out BCN which might be worth pointing out to him - he's got the only other AIM company listed. https://static.seekingalpha.com/uploads/2017/10/19/37628986-15084071566786935_origin.png I'll go first. EMH: https://www.europeanmet.com/capital-and-shareholders/ Largest Institutional Investor is KDNC at around 20% and then there looks to be one more at around 10% (ARMCO Barriers Pty Ltd) and then around 10% held by directors. So lets say 30-40% EMH to around 65-70% BCN. Winner: BCN ;-) Ob.

Seems they bought 67,000 shares last week. By my reckoning their holding is now at: 2,548,877 / 132,789,872 = 1.92% From: http://www.bacanoraminerals.com/investor-relations/aim-rule-26/ I make the percentage of shares held in sticky hands above 3% at 65.07%. Add in the 1.92% and that held by the directors and by reckoning Global X is nibbling BCN away from PI's willing to let these go just before the Feasibility Study and funding potentially announced simultaneously by year end... Nibble, nibble. "Lithium & Battery Tech ETF" (As of 12/01/2017) https://www.globalxfunds.com/funds/lit/ === BACANORA MINERALS LTD 2,548,877 shares === "Lithium & Battery Tech ETF" (As of 11/24/2017) https://www.globalxfunds.com/funds/lit/ === BACANORA MINERALS LTD 2,481,677 shares === "Lithium & Battery Tech ETF" (As of 11/10/2017) https://www.globalxfunds.com/funds/lit/ === BACANORA MINERALS LTD 2,380,877 shares === "Lithium & Battery Tech ETF" (As of 11/09/2017) https://www.globalxfunds.com/funds/lit/ === BACANORA MINERALS LTD 2,299,277 shares === "Lithium & Battery Tech ETF" (As of 11/3/2017) https://www.globalxfunds.com/funds/lit/ === BACANORA MINERALS LTD 2,289,677 shares ===

That's exactly what is required now we are apparently so close to DFM! Would be disappointing to run out of cash so close to the end goal. I don't believe we can (easily) place below 0.1p. ;-) Of course - it could be that we have found a partner/funding which would also explain the accelerated closure of the ETF by year end. If what we have got works, and can be produced cheaply enough at scale, the commercial sector will be biting our hands off to bring it to production.

@Chuckypowers can you confirm that JL has deleted the original tweet you posted? Now why would he do that? Done some research perhaps...? ;-) Seems to have replaced it with: "Joe Lowry&#8207; @globallithium" (27 Nov 2017) https://twitter.com/globallithium/status/935239362597572608 === In response to the rant of a loyal $BCN investor - to set the record straight, I know multiple people involved in the project in Mexico. I wouldn�t touch it for several reasons but that doesn�t mean traders won�t profit via the �GFT�. DYOR. === along with a picture of a horse. And just posted this: "Joe Lowry&#8207; @globallithium" (27 Nov 2017) https://twitter.com/globallithium/status/935265503484043266 === Well said Mr. @sdmoores . Like @VWGroup @BMWGroup and some others, $TSLA remains in denial about their #lithium situation. === Just what is at play behind closed doors that the so called "industry experts" don't know about I wonder! ;-) Ob.

Sigh - do you really want me to keep them coming? My perspective from following the industry for some time, is that there is an expectation from certain quarters that the Clay's won't come to market. I repeat. I believe this perception is wrong, due to the under-recognised lithium demand on the horizon. Here is another link from someone who may not be an "expert" in lithium, but certainly knows a thing or two: "Lithium � The Lost Year?" (AUGUST 01, 2017) https://investorintel.com/sectors/technology-metals/technology-metals-intel/lithium-lost-year/ === CHRISTOPHER ECCLESTONE PFS was published in April. Has over $400mn capex which is definitely the highest I have seen in recent times. The Hanwa deal (which is as vague as the Tesla deal but does bring in $10mn in equity investment) scarcely makes a dent in such a hefty capex. With a 3:1 stripping ratio (never forget the basalt cap on this deposit) this also seems to have a dramatically higher amount of overburden than any of the other deposits currently being touted. I am failing to see how this jumps ahead of other projects with much lower capex. === You may remember that I posted a rebuttal to this on the KDNC board, which someone posted to the comments section (look for the tipple equal signs ;-)). I suspect because you know I'm invested in KDNC but since I have not declared my other investments (other than INSP) you think that even this very post is in someway negative against BCN, because it is somehow perversely in my interest for BCN to go down. I don't know why you might think that (if you do). I'd rather not have to keep finding the various negatives views on BCN and Clay that I remember reading over the years as it benefits neither of us. I'm with you in your (presumable) belief that they will all be proved wrong! ;-) In summary - this is the general perception which will only change once we are financed and producing: "Lithium Extraction Techniques - A Look At The Latest Technologies And The Companies Involved" (Jul. 14, 2016) https://seekingalpha.com/article/3988497-lithium-extraction-techniques-look-latest-technologies-companies-involved === Put simply, extracting lithium from brine is cheap but slow, from spodumene is expensive but fast, and from clay is not yet commercially proven at scale. === Ob.

You've got me wrong @addicknt. Of course I want BCN to succeed. Do you really want me to point to every comment I can find that states something along the lines of "However, we note that the project carries some execution risk due to commercially unproven technology by aiming to produce lithium carbonate from lithium bearing clay ores.". It's only natural for those vested in rock/brine projects to play down clays (and there are many of them!), and for those commenting from a supposedly neutral perspective to play the caution card. But the point I was trying to make is that because there is a perceived uncertainty on whether the project will be funded, this means that the current share price is at a large discount compared with what it would be if the likes of JL, and those he advises believed otherwise. I've followed BCN for some time, and I believe lithium from Sonora clays will make it into batteries as I think the demand for lithium will mean that funding Sonora to production is an (educated) risk worth taking. The quote above is from: "CADENCE DIVERSIFIED LITHIUM EXPOSURE" (14 June 2017) http://hannamandpartners.com/uploads/2015/10/Cadence-Initiation-Report_HP_June-14_FF.pdf The CEO of KDNC was quite scathing in that aspect of their analysis as he knows, as does the BCN Bod, that lithium from Clay has been proven, admittedly not at scale: but how hard can *that* be... ;-) Now, I've given you one example, you owe me one example from the "numerous occasions that you post veiled negative comments about BCN". I like BCN, although I would have liked them better if they had merged with KDNC. Stronger together and all that... ;-) Ob.

Although I think (hope!) he is wrong with his Clay/Sonora point of view, I've certainly warmed to JL over the years. My take is that because many in the industry still think Sonora won't be financed, to me, this means that when (if!) financing is announced the share price here could rocket spectacularly upon the realisation that the incumbent "experts" were wrong. And then we can move on to thinking about upping production volumes beyond 35kt/y by planning to mine from the South pit reserve too - the world is going to need many juniors to succeed if supply has a chance of keeping up with the rapidly growing demand foreseen by some! ;-)

Absolutely @graham-wales: the fortunes of INSP rest on whether we are able to convince potential future backers that we have a working boiler! The announcement in the summer that we had increased the efficiency of the boiler from 3kWe to 3.2kWe, all else being equal, during the DFM process convinced me we are still working towards the ultimate goal of commercialisation and therefore it's still worth the gamble to continue to buy, but not too much, not too quickly... I do like a gamble with apparently good odds! It might come good, it might come bad. We really don't know from here. But what I do know is that the share price on an AIM stock moving on very low volume is absolutely no indication of reality, just sentiment. Put another way, the SP could be 5x less, or 5x more what it is today, and all else being equal the odds of success would be unchanged - only the risk to return ratio for those buying in. ;-) Having said all that - I'm still loath to up my opinion from a weak speculative buy: I don't like silence, and hearing absolutely nothing on the CIBSE peer review expected by the end of the year is quite unsettling. Still, it's worth a punt - especially since back in January DL predicted 2017 would be the year for Inspirit Energy. Perhaps he meant 2018...? ;-) Good luck all those continuing to hold/buy in. Don't blame me if you lose the lot! ;-) Ob.

Still buying I see - over 100,000 shares in a fortnight - slowly, slowly ;-) By my reckoning their holding is now at: 2,481,677 / 132,789,872 = 1.87% Nibbling BCN away from PI's by the looks of things! ;-) "Lithium & Battery Tech ETF" (As of 11/24/2017) https://www.globalxfunds.com/funds/lit/ === BACANORA MINERALS LTD 2,481,677 shares === "Lithium & Battery Tech ETF" (As of 11/10/2017) https://www.globalxfunds.com/funds/lit/ === BACANORA MINERALS LTD 2,380,877 shares === "Lithium & Battery Tech ETF" (As of 11/09/2017) https://www.globalxfunds.com/funds/lit/ === BACANORA MINERALS LTD 2,299,277 shares === "Lithium & Battery Tech ETF" (As of 11/3/2017) https://www.globalxfunds.com/funds/lit/ === BACANORA MINERALS LTD 2,289,677 shares ===