focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
The BMN newsletter includes some media coverage on the Eskom battery remedial work with a revised timeline for completion "before the start of South African holidays in December". I think there's national holidays on 16-17 December so perhaps some positive news by the end of this week to say commissioning of the battery has been completed.
Alfa do you have an idea of the total number of shares FI have got left, and what sort of daily average run rate they are disposing at, so we could forecast a date when they might be out, assuming they sell down the entire position.....
Yesterday's interview seemed to set the scene for how we grow production beyond the current phase 3 expansion target of 5,000mtv to 10,000mtv and beyond. Phase 4 expansion seems very much in play and I think FM not only knows how to achieve it but probably also has deals in place to support these plans, such as brownfield production facilities. IMO
FM is probably waiting to outline phase 4 expansion plans, the timing of which is probably dependent on VRFB take up, with the BE business model being the next piece of the strategy to be revealed. Exciting times.
Not sure if this has been posted previously, but looks like more focus on developing VRFB technology
https://www.energy-storage.news/news/lithium-leader-s-korea-funds-4mwh-vanadium-battery-storage-trial-that-targe