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Thebe Energy & Resources: is an integrated energy and resources business that focuses on various energy products and services (oil, chemicals, gas, power, water and energy commodities). ... Thebe was founded in 1992 as a pioneering black-owned company, Thebe is one of South Africa's leading investment management companies.
https://www.thebe.co.za/
http://www.abengoa.com/web/en/index3.html
Libero
Definitely worth raising with them. I wrote to them a year ago about Communication but with zero response.
For the Main RNS i would suggest BMN go back to the old format.. 3 separate RNSs... Minerals, Lemur and Energy spread over the following month of the qtr end.. this way they are more specific to each part of the business and as investors we have 3 RNSs to look forward to as opposed to getting everything rolled into one then having to wait 3 months for the next one.
Then like you say we should get more standalone RNSs on any breaking news...
I did suggest they also need more external help with their Communications.. as the company continues to growth getting the message out is key. This should not be left to Investors to do on their behalf.
The list goes on. An investor who finds a company with a decarbonizing technology, new mine efficiency, or which targets green tech metals and gets in early could be very well rewarded indeed.
https://www.vanadiumcorp.com/news/industry/the-restart-to-canadas-economy-must-think-big-and-be-green/
The 2020s will thus be a landmark decade for battery development, renewable energy integration with storage systems, and a decade in which EVs and hybrids gain significant traction in the market.
https://www.vanadiumcorp.com/news/industry/battery-metals-to-boom-despite-widespread-covid-19-disruption/
Vametco sold 879 mtV in Q2 2020, of which 598 mtV were final sales to customers. The sales volume includes intercompany sales of 281 mtV, of which "198 mtV have post period end been converted into final sales to customers".
https://www.vanadiumcorp.com/news/industry/flow-batteries-what-can-you-use-them-for/
All these advances in VRFB tech just demonstrates what a bright future there is for companies like BMN who are so ahead of the curve..
https://www.vanadiumcorp.com/news/industry/a-new-design-for-flow-batteries/
For the science boffs..
https://www.vanadiumcorp.com/news/industry/vanadium-based-materials-next-generation-electrodes-powering-the-battery-revolution/
apologies if already posted
https://www.vanadiumcorp.com/news/industry/vanadium-market-eyes-fresh-demand-on-eu-stimulus/
sorry i was too quick and hit the post button..
Putting aside the Energy side of the business Pre Covid we were hovering around 22-24p and the view was we were undervalued then. China V prices were around $23kg..... so whats changed??
Q1 the company posted record sales even with Covid going on. The company is still maintaining its Production targets for the year and China V Prices are around $30kg and expected to rise as we move into 4Q...
so lets forget 4x, 8x multiples right now...surely we should be 2x, 3x...its a no brainer... 4x, 5x will come with increased production over the coming years... 8x plus kicks in when you add the Energy part of the business into the mix and that starts to deliver..
There is no getting away from it no matter how hard some try to paint a negative picture the board has a very clear strategy which is playing out in front of of eyes..step by step, day by day its happening ... its not speculative, its very real for all to see..
GLA
Putting aside the Energy side of the business Pre Covid we were hovering around 22-24p and the view was we were undervalued then. China V prices were around $23kg..... so whats changed??
Q1 the company posted record sales even with Covid going on. The company is still maintaining its Production targets for the year and China V Prices are around $30kg and expected to rise as we move into 4Q...
so lets forget 4x, 8x multiples right now...surely we should be 2x, 3x...its a no brainer...
GLA
they are vested share options which are over a 3 year period out to July 2023. This ensures we have their full commitment over a period which will be significantly transformative for BMN.
very positive in my opinion.
https://www.energy-storage.news/blogs/what-needs-to-be-in-the-energy-storage-toolkit-to-enable-the-grid-of-the-fu
Ed Porter is the Business Development Director at Invinity Energy Systems
Simply put, renewables are coming – further and faster than many expected. Energy storage has an initial path to supporting low-cost renewable generation, while maintaining the reliability and cost-efficiency of our current grid. To realise storage’s full potential, a group of solutions based on mature technologies embodying a broad variety of technical characteristics will be required.
For those developers, regulators, and grid operators who seek to do so, there is no better time to begin adopting the solutions and market-based incentives that will accelerate our path to a clean and profitable future electric grid.
in case anyone interested in VRFBs...
https://www.vanadiumcorp.com/news/industry/51mwh-vanadium-flow-battery-system-ordered-for-wind-farm-in-northern-japan/
I thought the purpose of this board was to talk about the merits of BMN??...we seem to spend a significant time talking about everything else but BMN..
Any new potential investors popping by would think they are on the wrong board...