Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
If u want v prices to continue rising in a world Economy that is looking to recover then it’s very clever management to under call your production numbers and highlight some uncertainty.
If the market now expects circa 200/300 less Mtv... this year from BMN then It just puts more pressure on Supply and pushes up V prices further..
Just my opinion..
http://www.asianmetal.com/FerrovanadiumPrice/Ferrovanadium.html
https://www.energy-storage.news/news/texas-storm-highlights-evolving-use-of-battery-energy-storage
apologies if already posted...sometimes they get lost in the distractions
https://www.energy-storage.news/news/europe-predicted-to-deploy-nearly-twice-as-much-electrical-storage-in-2021
At a bigger picture level, the European Union (EU) COVID-19 Recovery Plan is likely to deliver investment of public funds into clean energy technologies, with energy storage a beneficiary. The plan could be worth as much as EU1.8 trillion and around 37% of funding has to go towards climate investment and reforms. Those plans will be approved by April this year for project implementation by 2026.
https://www.vanadiumcorp.com/news/industry/vanadium-flow-battery-benefits-for-our-future/
Based on the value it provides to grids as shares of renewable energy grow, energy storage is a “very exciting market,” the VP of Goldman Sachs Renewable Power has said.
https://www.energy-storage.news/news/fundamental-value-of-batteries-for-the-grid-makes-energy-storage-a-very-exc
China is already fully on board and the US is following suit... funny they are our two largest markets for Sales.. i wonder where all our Electrolyte will also go... on top of the vanadium we already sell them.. and if they want to produce their own Electrolyte well they can take even more vanadium from us as we have a fully funded expansion strategy.. win win ...
https://www.vanadiumcorp.com/news/industry/us-banks-on-flow-batteries-for-rapid-decarbonization/
https://www.vanadiumcorp.com/news/industry/us-banks-on-flow-batteries-for-rapid-decarbonization/
If the market values FAR with a market cap of $136m producing 270 tonnes of Vanadium in 2020.
By comparison BMN produced 3,631 tonnes in 2020, 13 x more. Like for like BMN is 13x larger so market cap should be $1.7 billion and share price should be above £1.50p by comparison.
If this is how markets are operating now then BMN has over 1054% upside potential to maintain a fair compare with FAR
This is the message you should get out across all the Social media platforms. Our upside if off the scale..
Reality is we should be 30x higher based on our increase this year in production/ finances secured for expansion/BE/ Electrloyte plant/ Eskom news/ news yesterday from SA re no limits for Self generation so if we are also factoring future potential then like for like SP v FAR BMN should be above £3...
I heard no limit and no license required for self generation
License only needed if u want to transfer excess energy back onto the grid ...
Looking forward to now seeing the order book fill up for the mini grids ...
not sure if my previous message posted..
https://www.energy-storage.news/news/create-market-mechanism-for-long-duration-energy-storage-says-uk-renewables
n a new report, the trade association — formerly known as the Renewable Energy Association — looked into the need for longer-duration storage and the current challenges facing the technology, with a focus on storage with a duration of up to 24 hours. Technologies could include flow batteries,
https://www.energy-storage.news/news/create-market-mechanism-for-long-duration-energy-storage-says-uk-renewables
In a new report, the trade association — formerly known as the Renewable Energy Association — looked into the need for longer-duration storage and the current challenges facing the technology, with a focus on storage with a duration of up to 24 hours. Technologies could include flow batteries.....
The market is building fast there is no doubt about that and VRFBs will be right up there.. GLA