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https://www.vanadiumcorp.com/news/industry/enel-to-trial-battery-innovations-on-balearics/
This is clearly an area that has been extremely frustrating for most investors. Sending emails re our frustrations doesn't seem to be doing the trick.
There are however a few Investors on here who have more direct communication lines with the BOD. Just a thought but i think it would be good to highlight on this board the Communication areas that we would like to see improved which will help to improve sentiment for existing and new investors and hoping those with the BODs ear can take them forward. As Investors we can all email them our final list just to add more weight..
so my starter for 10.
1) Go back to old format of Operational update. Separate RNSs for Minerals, Energy and Lemur. These can be spread out across the months after the Quarter End so we have more updates to look forward to as opposed to a single update then nothing for another 3 months.
2) Flurry of interviews (Crux etc.) happen on the back of the Operational update and then nothing for the next 3 months until the next update. Interviews should be spread ie 2 each month so we can look forward to more regular updates from the BOD
3) More frequent updates to investors with relevant news, investor developments and new opportunities eg. if we have a record Production month let the Investors know, updates on the Electrolyte plant.. - we should see an RNS.
4) We definitely need more regular updates on the Energy Side of the Business from Mikhail.
5) More use of Social Media and regular updates - twitter, FB, Linkedin etc..
6) BOD need to employ a PR company to change their image from a Junior Mining company to a VRFB Leading Tech company... what are they doing to address this? Need a PR company to help paint the "Bigger Picture"
7) General all round better Coms - JSE Listing...waiting to hear about this for over a year... we should now get an update end of June but we should have had it a lot earlier or at minimum covered it in the Q419 update we got in Feb.
8) More Proactive reaction when the SP is dropping for no apparent reason, especially times like this when V Prices are up, more Global talk about Battery Storage. The Board should be jumping in with a RNS shouting out as to what they are doing in this space.
Have a good weekend
Last week we were above 15p. Since then there has been no bad news. V prices have take a sharp increase in China, even Largo is up over 10% since last week..... so there in no logic as to why we are now below 14p?? When you look at the trading in the last hour with every buy even a few £20k buys they have dropped the Ask.... pure manipulation which has nothing to do with the fundamentals of the company and what it has achieved and continues to drive going forward.
Its seem the market is more interested in companies who don't make any profit versus a company that continues to make profit and huge future potential....
moan over....
BESS - Everyone's building them now..
https://www.energy-storage.news/news/work-begins-on-cost-effective-ess-as-non-wires-solution-to-new-york-substat
Good read
https://www.vanadiumcorp.com/news/industry/climate-smart-mining-offers-opportunities/
vauch
see post from Halespur around 9.20.. with the twitter message from BBN...
i suspect we will hear very little from the BOD on this. As with most tenders they will be under strict NDA... so will have to wait until final decision.
i think there was a post a few days where SA need to now accelerate and bring forward some of their Energy projects as part of their stimulus to get the economy up and running. Creating new jobs locally is critical so i am optimistic we will have a decision next quarter.
just my opinion of course..
https://www.vanadiumcorp.com/news/industry/vanadium-fuels-growing-demand-for-vrfbs/
A few extracts...
A bright future for VRFBs?
While vanadium has long been used as an alloy material in steel manufacturing, the real potential the metal holds is in its energy storage capabilities in VRFBs, market observers say.
“VRFBs are well placed to operate alongside and in place of lithium-ion batteries, which have generally lower energy capacity and shorter discharge timeframes, but which can discharge faster,” SP Angel’s John Meyer told investors recently.
SP Angel forecasts that VRFB demand in Southern Africa, alone, could consume more than 5% of global vanadium production over the next few years, creating significant new demand in a market where supply is relatively consistent.
“If this trend is repeated in the U. S., China, and Europe, then we can see new demand for vanadium easily outstripping supply in future years, with grid developers queuing to secure available vanadium electrolyte supply,” added Meyer, who heads research for the London-based investment banker.
Vanadium is currently at the forefront of technology innovation, yet it is in short supply, observed Adriaan Bakker, president and CEO of VanadiumCorp Resource Inc., a Canada-based company focused on developing an integrated supply chain with its own vanadium mining projects in Quebec, (Jointly Owned with Electrochem) proprietary vanadium extraction technique and VRFB technology.
Very positive to see Chinese v prices approaching $30. With steel mills across Europe and US who have been running at 50% capacity starting to ramp up supported by the global Infrastructure stimulus should only go to further strengthen v prices going forward.
Its been the same pattern every day this week.. Ask starts around 13.75p...buys come in... then a few sells drop in and the Ask drops to 13.50.. a few 100k buys pop in around 13.4 to 13.5... and then the Ask goes back up to 13.75p... its the same pattern this morning.. and has been every morning this week...
Just shows when a rerate happens it can happen with lighting speed and with small buys driving the rerate... IES up 50% today and 100% since Friday.
From a base of 13.5p We could easily jump 200% in one day since Everyone knows how undervalued we are....
GLA
The Potential spending on recovery is off the scale
, >13.2trillion Total
A significant amount of that will go on Infrastructure..
China - Expect more stimulus from the National People’s Congress this week
• China State Council announced national level planning to support development in Western China
• $2tn US fiscal package approved by Congress. US may add $0.6t state aid for mortgage markets and travel
industries
o The House passed a $484bn aid package to rescue small small businesses, hospitals ($75bn) and coronavirus testing ($25bn).
o $2tn US – Trump looking at $2tn infrastructure fund
o $700bn – US + Fed rate cut to 0-0.25% last night. The $700bn QE to buy Treasuries and mortgage-
backed securities.
o US Fed may soon start buying in up to $750 billion of corporate debt and ETFs
• $543bn EU Crisis Recovery fund backed France and Germany + $963bn (€750bn) ECB scraps limits on sovereign bond purchases. ECB PEPP buying running at around €250bn
• EU Finance Ministers have so far failed to agree on a strategy to mitigate the economic impact of the pandemic.
o The pandemic emergency purchase programme (PEPP) and asset purchase programme (APP) have
been reiterated with a cap of €750bn and €120bn, respectively. o The bank is reported to have used €100bn of the PEPP so far.
Please, see disclaimer at the of this document
S.P. Angel, Prince Frederick House 35-39 Maddox street, London W1S 2PP, United Kingdom www.spangel.co.uk
S.P. Angel – Morning View – continued
• $825bn (€756bn) Germany – Bundestag approved €156bn in extra borrowing and ~€600bn in emergency funds
• $909m $344bn of China stimulus + $565bn in special bonds for infrastructure by local authorities
• $996bn (108.2tn yen) – Japan + BoJ pledge for unlimited quantitative easing
• 400bn (£330bn) UK + $242bn (£200bn) UK QE from BoE & no business rates plus £25,000 cash grants for hospitality sector
• $387bn (€304bn) France, $200bn (€200bn) Spain, $214bn (A$320bn) Australia Australia - RBA ready to buy bonds again.
• US$260bn - India representing 10% of GDP.
• $78bn (C$107bn) Canada, $32bn Saudi Arabia, US$43.7bn Singapore, $22.6bn India, $19.3bn HK, $13.7bn
South Korea, $10bn Switzerland, $8.4bn Italy, $7bn NZ, $3.5bn Ireland, $2bn Taiwan, $0.75bn Indonesia,
• Argentina to default on $10bn of dollar debt issued til the end of the year. Does not affect the $70bn that Argentina is currently in talks to restructure.
• $1,000bn - IMF available + $12bn World Bank,