Member Info for sairfecht

Thanks Teddy - I was meaning to check in on RockStock given the continuing drop in Li price. Restores my faith in the long term…at least for the Li price - not sure about ALL at the minute!

Useful insights into the issues with Na ion (and VFRB) and the increase in lithium that’s needed for newer battery tech for EVs and storage.

Cheers!

Interesting (if a little concerning) point made here at 28:46 minutes, the cost of vanadium as and when VRFBs takes off:

https://youtu.be/t2w2NBGpu8Q?si=ZJu2P5q7Uzo778FS

(RockStock Lithium channel - yes they are (still!) bullish on Lithium; sodium dismissed by their guest due to Na batteries needing tin and rare-earth to increase cycles).

I need to better understand the vanadium supply deal(s) IES / customers will have (deal with FAR mentioned?). But the concern is if demand outstrips available supply will customers really take what might be a more expensive solution? (They’ll insure against fire… ). How sensitive is the VRFB against vanadium price?

Need to get signing deals that brings in the cash sooner rather than later :)

(I’m sure these large ii have done their due diligence - so I’m not selling - just interesting to know the threats!)

1. The future is always bright. Just depends on the optics. And temperament.

2. So we are concluding KC isn’t running the show. And his previous announcements on dates were boll ox.

So we wait.

Until docs are produced then there’s no change.

Seeing is believing.

I’m just wary of seeing it when you believe it.

“The UK will build "up to" 12 new attack submarines…

…will replace the seven-strong Astute class from the late 2030s onwards.”

So that’s 5 additional subs, maybe, from 2040.

Maybe 96% renewables

https://youtu.be/UtsCCJ4o1WA?si=-doqQtZZaD3733XP

It’s called a PR stunt - with a red, white and blue website.

Isn’t there an argument that a distributed power generation infrastructure could be more resilient compared to the concentration of fewer large power plants?

A bit like having several small nuclear reactors rather than one large one…

But yes, location location location.

I’d imagine in light of recent cable-severing events and war in Ukraine, security bods have been looking at resiliency.

Yes Tim, I read that previously.

Even if this solution is developed and adopted it still doesn’t mean there’s less nuclear waste.

Nuclear waste was asked about previously. Here’s an interesting paper

https://www.pnas.org/doi/10.1073/pnas.2111833119

Tldr: “…these findings are driven by the basic physical reality that, relative to a larger reactor with a similar design and fuel cycle, neutron leakage will be enhanced in the SMR core. Therefore, most SMR designs entail a significant net disadvantage for nuclear waste disposal activities.”

So seems it may be more costly to manage the radioactive waste. But that will be on future bill- or taxpayers and not RR.

Tim, yes: you are mis-reading facial expressions.

Was that ‘opinion’ a Freudian slip? ;)

Are you putting more money where your mind is given this must be a bargain price?

Is that a gut feeling because you’ve lost a lot of money or a gut feeling that you know the Ghanaian government will make the right decision for you?

The sp is dropping into the 5p range now and even if they get going it will be 18-24 months before any production.

Perhaps some “muppet” retail investors have decided there are more attractive options elsewhere in the meantime.

I did say “begin” ;)

And only if it appears “mid year”.

But we know mid-year doesn’t mean the actual middle of the year; it’s vague enough that one can add on month or two.

Who’s providing the “disruptive manipulative input”?

Randoms of YouTube? MSM? posts on here?!

TACO bell-end

Perfect, NonPartisan.

Indeed.

How low will it go?

https://www.metal.com/Lithium/201906260003

Thanks all for the links, much appreciated!

Confidence will begin to be restored as and when the DFS appears.

Where’s that 1% gone (49/50)?

Is that like the missing DFS?

…does the cure for lower prices kick in?!

https://www.metal.com/Lithium/201906260003