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more demand for Vanadium. I think BMN now export to India
https://www.vanadiumcorp.com/news/industry/sails-bsp-begins-production-of-vanadium-rails-for-indian-railways/
Hi all
apologies if already posted..
All about Bushveld
https://www.vanadiumcorp.com/news/industry/sa-inc-must-act-now-to-take-ownership-of-battery-metals-value-chain-bushveld/
Just read the RNS. It was just one positive after another all the way through, especially considering the environment we are in right now.... i think you will be hard pressed to find many other companies providing updates to match ours this year...
https://www.vanadiumcorp.com/news/industry/get-on-the-grid-the-coming-vanadium-battery-revolution/
Good Read. Both Invinity and BMN get a mention
Flow batteries look set to play an important part in the development of the global renewables market, which itself is expected to reach a size of $1.5 trillion by 2025. According to a report from Markets and Markets, the flow battery market, valued at a mere $187 million in 2017, is projected to reach $946 million by 2023. This represents a CAGR of 32.7% between 2018 and 2023.
“Vanadium is eminently recyclable,” points out Clive de Larrabeiti, founder of Pineapple Power. “It is possible for vanadium miners to lease the material out to battery users for a lengthy period and then take it back to be recycled. That is one of the key advantages it enjoys over lithium, for example.”
Vanadium enjoys an edge over lithium in its scalability as well: if large projects like mines, or remote settlements, or cities are going to fully enjoy the benefits of clean energy technology, then the vanadium flow battery is more likely to hold the answer.
“We are in a nascent situation right now with the vanadium battery market,” adds Pineapple Power’s de Larrabeiti, “there are very few producers and players in the market, but this technology is going to be needed, and at scale, if large populations are to fully enjoy the benefits of clean energy in the future.
Excellent to see our stake in Invinity rising in value. Their MCAP has tripled over the last month. At this rate they will be worth more than BMN in another few weeks. This just reinforces how seriously undervalued we are...
I am not an expert in Invinity how does their MCAP compare to their assets or is the recent rise down to their order book. Our MCAP if i recall doesn't even cover the sum of our assets. If its down to their order book and we will be their primary supplier of electrolyte bodes well for us, and that is just one client...
GLA
a few more quid to be spent on clean energy :-)
https://www.miningweekly.com/article/iea-makes-case-for-3-trillion-global-clean-energy-stimulus-plan-2020-06-18/rep_id:3650
putting aside the plug of the North American mining plays..it was the headline figure of $56billion that caught my attention. BMN also gets a mention.
The Vanadium sector continues to see rising demand for new projects, indicating a steady demand for the metal
despite rise and fall in price over the last 18 months. According to a recently published report from Acumen Research and Consulting, the overall vanadium market size is still expected to be worth approximately US$ 56 billion by 2026.
https://www.bloomberg.com/press-releases/2019-05-16/vanadium-demand-expected-to-hit-56-billion-driving-new-north-american-mining-plays
BMN want to be to dominant player in Africa. The potential is huge. This will be their primary market in my opinion. However by linking up with IES with the 8% stake and once the Enerox discussions are complete we will have our fingers in the global market even if its simply supplying the electrolyte and lets not forget we will continue to supply Vanadium to the global market..
The current and long term potential is huge once the market gets it there we will see the rerate which is long overdue.
GLA
https://www.vanadiumcorp.com/wp-content/uploads/2020/06/Technical-Briefing-Understanding-vanadium-redox-flow-batteries-1.pdf
Summary
VRFBs have progressed beyond the prototype and demonstration stage in recent years. Due to the extremely high vanadium price in 2018, commer-cialisation efforts of VRFBs were severely curbed but are currently experiencing a renewed upswing. Today, more and more systems in the megawatt hour range are being installed worldwide, as are smaller container-based VRFBs. The largest system with 200 MW and 800 MWh is currently under construction in China. In Australia, several plants with a total of over 200 MWh are being planned. Alongside lithi-um-ion batteries, they are now one of the most important stationary energy storage technologies, especially for grids with renewable energies and with average storage times of a few hours. The costs for VRFBs have fallen significantly in recent years and a further reduction in costs with a simultaneous increase in service life can be expected in the next few years as alter-native production technologies are used and economies of scale gain influence
https://www.vanadiumcorp.com/news/industry/a-technology-ahead-of-its-time-the-emerging-world-of-flow-batteries/
Commercial alliances between companies, including vanadium suppliers such as Bushveld with Avalon and Enerox, UET with Rongke Power and Dalian Bolong New Materials, Schmid Energy Systems and SABIC (Saudi Basic Industries Corporation) show confidence in vanadium batteries. There are other OEMs in the sector, some are relatively small companies, including Volterion and Voltstorage, as well as larger companies who are also investing in flow battery technology, such as Lockheed Martin.
You can't keep a lid on the Chineese.. no body has a lid big enough...They are investing in VRFB and no one is going to stop them.
There have been enough posts on here over the last few months about more VRFB take up Globally... suppressing our SP is not going to stop this from happening.
numpty - we should hear on the JSE listing in a few weeks when the financials are published. I agree the JSE listing will be a catalyst.. i hope we are in the 30s when this happens else the JSE investors will be picking up an absolute bargain entry point and none of the pain most investors have had to deal with over the last several years..
I recall reading somewhere a Fast track JSE listing could be done in 3 weeks.
If the company does announce a JSE listing is it allowed to suspend the shares until the JSE listing goes live?? I would hope NOT and UK investors get a few weeks to buy in before and push the SP higher before a listing goes live and then we see a further boost from there.