The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Not sure if this has been posted.
https://electrek.co/2019/06/11/hydrogen-station-explodes-toyota-halts-sales-fuel-cell-cars/
The result have just been announced.
https://stockhouse.com/news/press-releases/2019/06/11/largo-resources-substantially-upgrades-mineral-resources-at-its-novo-amparo
alfa.
Largo has Alberto Arias to guide them should they decided to become vertically integrated. When the price of V2O5 went through the roof in 2018 Mark Smith (President & CEO) stated that he was not interested in Largo becoming vertically integrated and wanted Largo to remain a pure play. ( I wonder how he now feels).
Regarding Alberto Arias, he contributed an excellent report on Electrolyte Leasing at the 2018 Vanitec Meeting.
http://vanitec.org/images/uploads/4th_Vanitec_ESC_Meeting_Presentation_.pdf
Unfortunately, as alfa mentioned, Largo is contracted to sell all their vanadium to Glencore, ( a one-sided agreement which recently proved to be a win-win deal only for Glencore, and Largo is now having to pay them millions of dollars above and beyond the 7.5% discount. Largo investors can't wait for May 2020.
Going forward, it looks as though Largo and Bushveld will be the main suppliers of electrolyte and vanadium to the US.
GLTA
My first post told more or less this same story.
In this day and age, an investor should be able to buy Foreign shares in all major countries without having to pay outrageous commissions.
Last year I wanted to pick up some BMN shares when the sp was .10 and even though I firmly believed that Bushveld was an amazing investment opportunity I refused to pay the $250 commission. As it turned out my stubbornness cost me a dearly. The more I researched Bushveld the more I knew that I needed to take the plunge and pay the huge commission. A few months later the Bushveld sp had increased to .28 and I made my first purchase, and have bought 2 more lots since then for an average of .38.
I live in Canada but I am sure there are many Americans/Canadians who would buy Bushveld shares if the commissions were more reasonable, say $50 to $75.
I tried on many occasions to pick up some BSHVF shares from the US, but the market is totally illiquid, and volume is next to nothing. I am now in a position to buy more BMN shares at the present giveaway price of .25 but those commissions are really beginning to add up.
GLTA and thanks to all the terrific info. which you guys/gals generously post on this BB.
..................................FeV 80%.........FeV 80%
...................................China.............Euro
2018-10-01 .... 108.50 .... 105.80
2018-10-02 .... 108.50 .... 105.80
2018-10-03 .... 108.50 .... 105.80
2018-10-04 .... 108.50 .... 105.80
2018-10-05 .... 108.50 .... 105.80
2018-10-08 .... 108.50 .... 105.80
2018-10-09 .... 114.50 .... 110.80
2018-10-10 .... 117.50 .... 112.80
2018-10-11 .... 119.50 .... 114.80
2018-10-12 .... 121.50 .... 116.80
2018-10-15 .... 123.50 .... 118.80
2018-10-16 .... 125.50 .... 119.80
2018-10-17 .... 128.50 .... 121.80
2018-10-18 .... 131.50 .... 123.80
2018-10-19 .... 133.50 .... 125.80
2018-10-22 .... 136.50 .... 128.30
2018-10-23 .... 139.50 .... 128.30
2018-10-24 .... 141.50 .... 128.30
2018-10-25 .... 142.50 .... 128.30
2018-10-26 .... 143.50 .... 128.30
2018-10-29 .... 143.50 .... 125.30
2018-10-30 .... 143.50 .... 122.30
2018-10-31 .... 143.50 .... 119.30
2018-11-01 .... 143.50 .... 117.50
2018-11-02 .... 142.50 .... 117.50
2018-11-05 .... 141.50 .... 117.50
2018-11-06 .... 140.50 .... 117.50
2018-11-07 .... 139.50 .... 117.50
2018-11-08 .... 138.50 .... 118.00
2018-11-09 .... 138.50 .... 118.00
2018-11-12 .... 138.50 .... 118.00
2018-11-13 .... 138.50 .... 118.00
2018-11-14 .... 138.50 .... 121.00
2018-11-15 .... 137.50 .... 121.50
2018-11-16 .... 137.50 .... 121.50
2018-11-19 .... 136.50 .... 121.50
2018-11-20 .... 135.50 .... 123.50
2018-11-21 .... 135.50 .... 124.50
2018-11-22 .... 135.50 .... 125.50
2018-11-23 .... 134.50 .... 126.50
2018-11-26 .... 133.50 .... 126.50
2018-11-27 .... 132.50 .... 126.50
2018-11-28 .... 130.50 .... 126.50
2018-11-29 .... 129.50 .... 126.50
2018-11-30 .... 126.50 .... 126.50
2018-12-03 .... 125.50 .... 126.50
2018-12-04 .... 124.50 .... 126.50
2018-12-05 .... 122.50 .... 126.50
2018-12-06 .... 120.50 .... 126.50
2018-12-07 .... 118.50 .... 123.00
2018-12-10 .... 115.50 .... 119.50
2018-12-11 .... 112.50 .... 116.00
2018-12-12 .... 109.50 .... 112.60
2018-12-13 .... 106.50 .... 109.30
2018-12-14 .... 103.50 .... 106.30
2018-12-17 .... 100.50 .... 103.20
2018-12-18 .... 98.00 .... 100.20
2018-12-19 .... 95.50 .... 97.40
2018-12-20 .... 93.00 .... 94.50
2018-12-21 .... 90.50 .... 91.70
2018-12-24 .... 88.30 .... 89.70
2018-12-25 .... 85.60 .... 89.70
2018-12-26 .... 85.60 .... 89.70
2018-12-27 .... 81.00 .... 89.70
2018-12-28 .... 77.00 .... 89.70
2018-12-31 .... 75.00 .... 87.45
..................................................................
Average for Q4..........121.59..........115.18
Q3 V Prices............FeV 80%...........FeV 80%
................................China................Euro
2018-07-01 .... 73.50 .... 74.00
2018-07-02 .... 73.50 .... 74.00
2018-07-03 .... 73.50 .... 74.00
2018-07-04 .... 74.00 .... 74.00
2018-07-05 .... 74.50 .... 75.00
2018-07-06 .... 74.70 .... 76.00
2018-07-09 .... 75.50 .... 76.00
2018-07-10 .... 76.50 .... 76.00
2018-07-11 .... 76.70 .... 76.20
2018-07-12 .... 76.80 .... 76.40
2018-07-13 .... 76.80 .... 76.60
2018-07-16 .... 80.00 .... 80.00
2018-07-17 .... 80.50 .... 81.10
2018-07-18 .... 80.70 .... 81.30
2018-07-19 .... 80.80 .... 81.50
2018-07-20 .... 81.50 .... 82.50
2018-07-23 .... 82.50 .... 83.50
2018-07-24 .... 82.50 .... 83.50
2018-07-25 .... 82.50 .... 83.50
2018-07-26 .... 82.50 .... 83.50
2018-07-27 .... 81.00 .... 82.50
2018-07-30 .... 81.00 .... 82.50
2018-07-31 .... 80.50 .... 81.00
2018-08-01 .... 80.50 .... 80.50
2018-08-02 .... 80.30 .... 80.50
2018-08-03 .... 80.00 .... 80.50
2018-08-06 .... 80.00 .... 80.50
2018-08-07 .... 79.50 .... 79.50
2018-08-08 .... 79.50 .... 79.50
2018-08-09 .... 79.00 .... 79.50
2018-08-10 .... 78.80 .... 79.50
2018-08-13 .... 78.80 .... 79.50
2018-08-14 .... 78.70 .... 79.50
2018-08-15 .... 78.70 .... 79.50
2018-08-16 .... 78.70 .... 79.50
2018-08-17 .... 78.70 .... 79.50
2018-08-20 .... 78.70 .... 79.50
2018-08-21 .... 78.70 .... 79.50
2018-08-22 .... 79.00 .... 79.50
2018-08-23 .... 79.00 .... 79.50
2018-08-24 .... 79.00 .... 79.50
2018-08-27 .... 79.00 .... 79.50
2018-08-28 .... 79.00 .... 79.50
2018-08-29 .... 79.00 .... 79.50
2018-08-30 .... 79.00 .... 79.50
2018-08-31 .... 79.00 .... 79.50
2018-09-03 .... 79.00 .... 79.50
2018-09-04 .... 79.00 .... 79.50
2018-09-05 .... 79.00 .... 79.50
2018-09-06 .... 79.00 .... 79.50
2018-09-07 .... 79.00 .... 79.50
2018-09-10 .... 81.00 .... 80.00
2018-09-11 .... 82.50 .... 80.80
2018-09-12 .... 82.50 .... 80.80
2018-09-13 .... 84.50 .... 82.80
2018-09-14 .... 85.50 .... 84.80
2018-09-17 .... 86.50 .... 86.80
2018-09-18 .... 88.50 .... 88.80
2018-09-19 .... 90.50 .... 90.00
2018-09-20 .... 93.00 .... 92.00
2018-09-21 .... 95.50 .... 93.50
2018-09-24 .... 95.50 .... 93.50
2018-09-25 .... 98.00 .... 96.00
2018-09-26 .... 100.00 .... 98.00
2018-09-27 .... 103.00 .... 100.80
2018-09-28 .... 105.50 .... 103.30
..................................................................
Average for Q3..........81.95...........82.08
For 2019 quarters I removed the weekend prices to make for a shorter file.
However, the actual averages included the weekend prices
For the 2018 averages, I did not remove the weekend prices after finding it unnecessary.
........................FeV 80%.........FeV 80%
........................China...........Euro
2018-03-20 .... 65.00 .... 69.50
2018-03-21 .... 65.20 .... 69.50
2018-03-22 .... 65.30 .... 69.50
2018-03-23 .... 65.30 .... 69.50
2018-03-24 .... 65.30 .... 69.50
2018-03-25 .... 65.30 .... 69.50
2018-03-26 .... 66.50 .... 69.50
2018-03-27 .... 67.50 .... 70.50
2018-03-28 .... 68.50 .... 71.00
2018-03-29 .... 68.50 .... 71.00
2018-03-30 .... 69.00 .... 71.50
2018-03-31 .... 69.00 .... 71.50
.............................................
Q1 12 days average......66.70 .... 70.17
.............................................
..............................FeV 80%.........FeV 80%
..............................China...............Euro
2018-04-01 .... 69.00 .... 71.50
2018-04-02 .... 69.50 .... 71.50
2018-04-03 .... 69.50 .... 71.50
2018-04-04 .... 69.50 .... 71.50
2018-04-05 .... 69.50 .... 71.50
2018-04-06 .... 69.50 .... 71.50
2018-04-07 .... 69.50 .... 71.50
2018-04-08 .... 69.50 .... 71.50
2018-04-09 .... 70.50 .... 72.50
2018-04-10 .... 70.50 .... 72.50
2018-04-11 .... 70.50 .... 72.50
2018-04-12 .... 70.50 .... 71.50
2018-04-13 .... 69.50 .... 70.50
2018-04-14 .... 69.50 .... 70.50
2018-04-15 .... 69.50 .... 70.50
2018-04-16 .... 68.50 .... 69.50
2018-04-17 .... 68.00 .... 69.50
2018-04-18 .... 67.50 .... 69.00
2018-04-19 .... 67.50 .... 69.00
2018-04-20 .... 66.50 .... 69.00
2018-04-21 .... 66.50 .... 69.00
2018-04-22 .... 66.50 .... 69.00
2018-04-23 .... 66.00 .... 69.00
2018-04-24 .... 65.50 .... 69.00
2018-04-25 .... 65.50 .... 68.50
2018-04-26 .... 65.50 .... 68.00
2018-04-27 .... 65.50 .... 68.00
2018-04-28 .... 65.50 .... 68.00
2018-04-29 .... 65.50 .... 68.00
2018-04-30 .... 65.50 .... 68.00
2018-05-01 .... 65.50 .... 68.00
2018-05-02 .... 65.50 .... 68.00
2018-05-03 .... 66.00 .... 68.00
2018-05-04 .... 65.50 .... 68.00
2018-05-05 .... 65.50 .... 68.00
2018-05-06 .... 65.50 .... 68.00
2018-05-07 .... 65.50 .... 68.00
2018-05-08 .... 65.50 .... 68.00
2018-05-09 .... 65.50 .... 68.00
2018-05-10 .... 64.50 .... 68.00
2018-05-11 .... 64.50 .... 68.00
2018-05-12 .... 64.50 .... 68.00
2018-05-13 .... 64.50 .... 68.00
2018-05-14 .... 64.50 .... 68.00
2018-05-15 .... 63.80 .... 68.00
2018-05-16 .... 63.80 .... 68.00
2018-05-17 .... 63.80 .... 66.70
2018-05-18 .... 63.80 .... 65.40
2018-05-19 .... 63.80 .... 65.40
2018-05-20 .... 63.80 .... 65.40
2018-05-21 .... 63.80 .... 65.00
2018-05-22 .... 63.70 .... 65.00
2018-05-23 .... 63.50 .... 64.50
2018-05-24 .... 63.30 .... 64.50
2018-06-25 .... 72.70 .... 74.00
2018-06-26 .... 73.00 .... 74.00
2018-06-27 .... 73.50 .... 74.00
2018-06-28 .... 73.50 .... 74.00
2018-06-29 .... 73.50 .... 74.00
2
...............FeV 80%..........FeV 80%
...............China............Euro
2019-04-01.... 60.50 .... 57.10
2019-04-02.... 59.00 .... 55.40
2019-04-03.... 57.50 .... 53.90
2019-04-04.... 53.50 .... 53.50
2019-04-05.... 53.50 .... 53.50
2019-04-08.... 53.50 .... 52.50
2019-04-09.... 53.00 .... 51.00
2019-04-10.... 51.50 .... 49.50
2019-04-11.... 50.00 .... 48.10
2019-04-12.... 48.60 .... 46.70
2019-04-15.... 48.50 .... 45.70
2019-04-16.... 48.50 .... 45.50
2019-04-17.... 48.50 .... 45.50
2019-04-18.... 48.50 .... 44.20
2019-04-19.... 49.50 .... 43.20
2019-04-22.... 50.50 .... 42.50
2019-04-23.... 51.50 .... 42.50
2019-04-24.... 51.50 .... 42.50
2019-04-25.... 51.50 .... 42.50
2019-04-26.... 52.00 .... 42.50
2019-04-29.... 51.50 .... 42.50
2019-04-30.... 51.00 .... 42.50
2019-05-01.... 51.00 .... 42.50
2019-05-02.... 51.00 .... 42.50
2019-05-03.... 51.00 .... 42.50
2019-05-06.... 51.00 .... 42.50
2019-05-07.... 50.50 .... 41.50
2019-05-08.... 50.50 .... 41.50
2019-05-09.... 49.50 .... 41.50
2019-05-10.... 49.00 .... 41.50
2019-05-13.... 48.00 .... 41.50
2019-05-14.... 47.00 .... 41.50
2019-05-15.... 46.00 .... 40.50
2019-05-16.... 45.00 .... 40.50
2019-05-17.... 44.00 .... 39.50
2019-05-20.... 43.00 .... 39.00
2019-05-21.... 42.00 .... 38.00
2019-05-22.... 41.00 .... 37.00
2019-05-23.... 40.00 .... 36.00
Q2 average......49.78 .... 44.36
Info is taken from AsianMetals Pricing website.
https://www.vanadiumprice.com/
All indications are pointing to an end to the downward trend.
.............. FeV 80%.................FeV 80%
.............. China.......................Euro
2019-01-01.... 75.00 .... 87.45
2019-01-02.... 75.00 .... 85.20
2019-01-03.... 73.00 .... 83.20
2019-01-04.... 71.00 .... 81.20
2019-01-07.... 70.50 .... 79.20
2019-01-08.... 70.00 .... 77.20
2019-01-09.... 70.00 .... 75.20
2019-01-10.... 70.00 .... 77.30
2019-01-11.... 69.50 .... 79.30
2019-01-14.... 69.50 .... 79.50
2019-01-15.... 69.50 .... 79.50
2019-01-16.... 69.50 .... 79.50
2019-01-17.... 69.50 .... 79.50
2019-01-18.... 69.70 .... 79.50
2019-01-21.... 70.30 .... 79.50
2019-01-22.... 70.50 .... 79.50
2019-01-23.... 70.50 .... 79.50
2019-01-24.... 70.50 .... 79.50
2019-01-25.... 70.60 .... 79.50
2019-01-28.... 70.70 .... 79.50
2019-01-29.... 70.80 .... 79.50
2019-01-30.... 70.80 .... 79.50
2019-01-31.... 70.80 .... 78.50
2019-02-01.... 70.90 .... 77.50
2019-02-04.... 70.90 .... 77.50
2019-02-05.... 70.90 .... 77.50
2019-02-06.... 70.90 .... 77.50
2019-02-07.... 70.90 .... 77.50
2019-02-08.... 70.90 .... 77.50
2019-02-11.... 70.90 .... 77.50
2019-02-12.... 70.90 .... 77.50
2019-02-13.... 70.90 .... 77.50
2019-02-14.... 70.90 .... 77.50
2019-02-15.... 71.00 .... 77.50
2019-02-18.... 71.10 .... 76.50
2019-02-19.... 71.20 .... 76.50
2019-02-20.... 71.30 .... 76.50
2019-02-21.... 71.30 .... 76.50
2019-02-22.... 71.30 .... 76.50
2019-02-25.... 71.40 .... 76.50
2019-02-26.... 71.50 .... 76.50
2019-02-27.... 71.70 .... 76.50
2019-02-28.... 72.00 .... 76.00
2019-03-01.... 72.30 .... 76.00
2019-03-04.... 72.50 .... 76.00
2019-03-05.... 73.00 .... 76.00
2019-03-06.... 73.50 .... 76.00
2019-03-07.... 74.00 .... 76.00
2019-03-08.... 74.50 .... 76.00
2019-03-11.... 74.50 .... 76.00
2019-03-12.... 74.20 .... 76.00
2019-03-13.... 74.00 .... 76.00
2019-03-14.... 73.50 .... 76.00
2019-03-15.... 73.00 .... 76.00
2019-03-18.... 72.00 .... 76.00
2019-03-19.... 70.00 .... 74.00
2019-03-20.... 69.50 .... 72.00
2019-03-21.... 69.00 .... 70.00
2019-03-22.... 67.00 .... 66.00
2019-03-25.... 67.00 .... 66.00
2019-03-26.... 65.50 .... 64.10
2019-03-27.... 65.00 .... 62.30
2019-03-28.... 63.50 .... 60.50
2019-03-29.... 62.00 .... 58.80
Q1 average......70.63 ......... 76.07
GLTA
alfa,
Did you have a chance to meet with Cellcube yesterday?
Also, the following is probably a question that has been asked before but here goes.
I read the recent pdub Terry Perles transcript in which Terry did a great job (as usual) on the subject of vanadium vs niobium. My question is whether electrolyte can be made from niobium and if so could it be used in storage batteries...........I hope not.
I thank you in advance if you reply.
https://www.govtech.com/fs/California-Flips-Switch-on-First-Grid-Connected-Flow-Battery.html
https://www.nytimes.com/2019/04/30/us/politics/trump-infrastructure-plan.html
We're gonna need bigger ships.