If you would like to ask our webinar guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund a question please submit them here.
https://energysynapse.com.au/batteries-in-south-australia-earn-1-million-over-two-days/
@Gotatasteforit: Fully understand your position and admire your post. There are many points to look forward to ably itemised recently by Richken but what raises my expectations is the (very) high value cargoes that Vanchem has been exporting. These have not stopped following the BMN takeover and will add nicely to the bottom line. Hold on tight and your time will come.
Well I am feeling very positive this year. I have been lucky that I first bought in at 2.8p and have bought many times over the past few years so some parcels are red. Overall still in profit and looking long term. I and a small group of friends are just waiting for the contra traders to force this down as is their whim and we will be diving in big time. Not traders just opportunists looking for the January sales. You will see the buys but I will not be identifying them, just smiling quietly. It all starts tomorrow good luck to you all out there.
Thanks to all for the chat this year, hoping that it is even better in 2020.
and if we are into silly hour
I saw a fortune teller last week, who told me I was going to come into money.
Last night I took home a lass called Penny....
Spooky or what??!!
@numpty5: Since you name me and title the thread "Does anyone think" I can answer Yes, Do I have any proof of that then No. However there were many small snippets of canteen talk indicating that overtime was plentiful, production was up and plenty of stock was lying in storage both on here and other social media sites so what might a Company do if they were not cash strapped? What would they do if they were expecting a Government announcement to be forthcoming that might necessitate a rethink on the distribution of Vanadium products after you had acquired a facility that might be better suited to that new use. Happy to be here watching the story unfold.
@RichKen: I would guess that if large Lithium Battery storage plants were seen to be replacing not just one or two but hundreds of their units at one site the word would soon get out.
That might as you say put considerable demands upon VRFB roll out. I wonder if any Company has thought of diverting some of it's production from steel strengthening into compounds more aligned to electrolyte production.
I guess it might show up as a difference in a Company's declared production against known exports.
It might also be seen in any increase in Vanadium pricing as demand outstrips supply. Interesting times might be ahead.
European V205 UP 16.9%
https://www.metalbulletin.com/Article/3904640/Search-results/BATTERY-RAW-MATERIALS-MARKET-REPORT-1511-Cobalt-hydroxide-payables-edge-lower-on-limited-restocking.html
The Tesla big battery in South Australia – officially known as the Hornsdale Power Reserve – is about to get significantly bigger, according to sources and videos floating about on social media.......
OR
The mystery is enhanced because there appears to be no visible regulatory application for an expansion to the project, not with the South Australia regulator, not with the state planning department, and not with the Australian Energy Market Operator.
That led some on social media – where Tesla has plenty of critics and skeptics – to speculate whether they were “replacements” for batteries already depleted by the efforts of Hornsdale to date.
from https://reneweconomy.com.au/tesla-big-battery-in-south-australia-is-about-to-get-bigger-54935/