Member Info for sairfecht

OT,

I just don’t understand why you provided a link to a battery installation that isn’t using flow batteries AND you end with the statement, “Just showing some Vanadium Projects around Europe” when patently that isn’t one.

I am usually impressed by the information you post - but if they are factually wrong (does that mean you don’t read them?) - and that you then don’t acknowledge this - can we trust what you post?

Do you rely on AI to search and summarise, and then just post it?

Don’t disagree with what you’ve said FS, it was just the “considered less cost-effective” that jumped out.

So don’t know why OT posted this - as it’s not a “win” for V flow batteries.

FS, the reference within / the link you provided states:

“The other option considered, but ultimately abandoned, being considered less cost-effective, consisted of flow electrolyte batteries, in vanadium-redox technology.”

Of course I wonder what insurance premium is paid regarding lithium battery fires

Gravity batteries… they aren’t new: that what pumped hydro solutions are.

From wiki (edited down):

“An old and simple application is the pendulum clock driven by a weight, which at 1 kg and 1 m travel can store nearly 1/3600 of a Watt-hour [Wh], while a typical Lithium-ion battery 18650 cell can hold about 7 Wh, thus 2500 times more at 1/20 of the weight.

A 100 kg human would have to climb stairs of ten floors (25 m) to match the little battery cell.”

The point being you need to shift a lot of mass around to store grid-scale energy…

What’s the total cost to build a gravity battery compared to chemical ones?

Maybe people will like having massive gravity battery structures dotted around the landscape or next to their town or village.

*Miran

An interesting take on the Trump’s (well, perhaps Bessant and Moran’s) “masterplan”.

https://youtu.be/1ts5wJ6OfzA?si=OU_ZiTM5uxK5HSKq

[Money & Macro channel]

Liberation from profit Day

I’m thinking (hoping?!) it’s just part of the general fall due to the Tangerine Tariffs

↗️↘️↗️↘️

So what if it falls to 2-3p?

That would surely be one of those “buying opportunities”.

Shouldn’t concern anyone who “believes”.

As I have said, rat in May or June? - or later

(I now see on the posts the realisation it’s not imminent).

Can imagine it will bump along at low 7p whilst parliament is in recess - there will be no significant news now until ratification - and so likely lower still when nothing happens in April or May.

Knivey - good assessment ;)

There is a very, very slim possibility it will stay the same.

The Fart of the Steel doesn’t know what he’s doing.

Far too much credit (no pun intended) given to his “stable genius”. He’s in it for his ratings and the money. He’s bad enough but it’s all the enablers around him that are even worse.

Tea leaves will be just as good as any other analysis right now.

“dead in the water” to “100p+”

Pessimism to “optermism”

Ramon, why only comment on one?

As we have no idea where this will go, all that’s revealed are hopes.

With no sight of a rat, this ship seems to be sinking. Was hovering at 8 and now dropping through 7.

How low will it go before parliament is back and rat is tabled? All I can do is stop looking!

Which Q2 - Calendar Q2 or (UK) Financial Year Q2?

Presumably the former...??

Hang on, you’re blaming the circus that’s the current administration on the failures of previous ones?

Nah, that doesn’t wash. I wish the current lot would take responsibly and not shift blame on to anyone and everyone else. It’s like a Defence Secretary blaming a journalist for being added to a commercial messaging platform on which they discuss confidential military info. Or a billionaire who made billions getting money from the state blaming the poor for fraud and abuse. Or someone who champions waste spending millions of US tax dollars on flying off to play golf.

Blame everyone but themselves for the mess they are making.

Q2 *IF* the DFS lands, surely? ;)

I mean, if you’re waiting for the spod price to increase you may as well wait until it has actually gone up significantly.

In recess until after Easter… May?

Do we really think they will rat in May? They seem in no rush which means we are looking at June?

Weren’t ALL discussing (new) terms for the deal - and scaling with spodumene price? No doubt still working that through at a parliamentary pace … and then they will review … and they socialise it … and then ratify … so I’d be pleasantly surprised if this were to happen in late April or May after returning from recess.

More tantalising… every time I look at the share price it recedes and every time I look up the opportunities seem to be wonderful, but just out of reach ;)

For now I shall remain stoic!

Indeed, where are the sales… potential always sounds great but the reality is no one is rushing to get their orders in, as far as I can see. It’s all jam next week.

And in the meantime other technologies rear their heads (again?’):

https://youtu.be/a-wBmzu2GB0?si=07PN4VUbjI1e_r9P

(“Just Have a think” YouTube channel on aluminium batteries.)

Of course this may be just another one of those alternatives that prove great in theory - who can say what’s going to happen…