Member Info for Sanchez599

I saw one the other day that is going to be producing 1mt of vanadium a month.... These are the projects that just won't happen. 1mtv.

I think you might say it's the very definition of a 'sunrise industry' for South Africa Alfa/BBN and we all know who has that vision.. There is a ridiculous amount of political credit on the table for CR and co by simply enabling BMN and Eskom to unleash their plans - new industries in SA, international trade, employment, innovations in energy infrastructure, stronger African economies and blossoming societies, the list just goes on and on. You can bet your bottom dollar Cyril has a handle on what is happening with vanadium, VRFB and it's opportunity for SA. It epitomises and is exactly what he promised the nation.

I wouldn't say you did it silently myself... On another note, despite some minor frustrations on newsflow, this has been such a fantastic year to us so far and it's only going to get better. On top of everything news related we also have the Chinese rebar rules kicking in in earnest from November and more and more cities and countries across the world committing to renewables and energy storage from California to Singapore, Costa Rica and beyond, every day building up our future client base and awareness of our products. Times when we are rising are so frenetic. It's not the worst thing to have a chance to take stock and appreciate how centrally important we are to what is a revolution in the way the world uses energy. Exciting times doesn't really do this justice. Seismic maybe.

Read that article yesterday, it's a pretty poor quality write up considering the source is usually better. It's full of errors and is rather cobbled together from others material and out of date content. Its clickbait really.

I doubt FM would say over 5000 (anything over 5000 in the first instance) and then add beyond, if he was talking about an extra 10mtv. I think we can safely say he means onwards from 5000 in significant steps. I wonder where the extra supply that we already know about could come from... ;-)

Knigelk - LOL - I was on your side there. It wasn't aimed at you. Read again - who is quoting the gospel according to RKB.

Nigel, you made probably the only sane post on here this morning. Well done. It's quite the achievement to have your posts called content-less by someone who posts nothing but blind ramps. I am with you on 4-5p MAX. Probably just over 2p in reality going on CLP's historic inability to hold any kind of rise. Reckon most would take that with both hands if they are honest! They won't be.

And you let someone else do your research for you and believe every word they say. That says a lot.

Lol OFD. That made me chuckle. 8.7% - that's usually enough for JZ to get vertigo and put the brakes on. How much of a battering can one man's rep get before he feels a need to show the world he isn't completely toothless. He must have the only mining asset in SA that hasn't done well in recent months. Quite the accolade.

California needs to catch itself up quickly on energy storage in order to really get the benefit of their solar plans.

Also check out what Costa Rica's incoming president is saying about fossil fuels. They have an economy that produces 99% of its energy from renewables and are now (allowing for election rhetoric) stating they will be completely abolishing the use of fossil fuels. Times are a changing...

21.75 paid...

A retrace below 20p is far from inevitable imo, as this morning's buying is showing. People can always see value, especially at these prices. There is clear resistance well above 20p. Well done those who bought!

TW's trolls - last year following some terribly written, inarticulate and misguidedly empassioned bile conjured up by the world's least successful investor we were, for want of a more fitting term due to complete ineffectualness - shorted, and received visits from some of his acolytical morons - Tim - notnicebutdefinitelydim - kempster, the Don Juan of shorting JimmySt of Benidorm and many other highly implausible low life's. They foretold of such wondrous events as a return to 2p by last Christmas and of us being swallowed by the debt we no longer have due to our rapid pay down of it and that a short term bridgibg loan that was clearly of no consequence would be our grand undoing. Easy Brent is one of the Stooges that likes to post these flworks of romantic fiction, creating negativity where there is only positivity. I mean forecasting a vanadium price fall back due to a $2 drop. I imagine he does this as standing with a sandwich board in Covent Garden telling people the end is nigh doesn't pay so well. Failed, unresearched, inconsequential nobodies who all made the wrong call about BMN.

News has yet to be a factor in this rerate whatsoever. Nice one Alfa.

Well it has all the hallmarks of a treeshake...

Martyboy, you need to have a closer look. One attributed post and many many more that aren't. It's not NickD, no one is saying that. It's just someone who has posted Nick's as his own rather a lot. Look back further than one post!

Someone seems to be masquerading as NickD from the amount uncredited copy and pasting of his posts.

15 is about average for a profit making miner on AIM. 12.1 is industry average. The question therefore is are we an average miner? Clearly not. If you consider the many other strings to our vanadium bow, our assets, BE and our growth potential relative to our current position it justifies considerably higher. As BBN mentioned earlier it's difficult to value this rapidly evolving new industry and just how much our influence and involvement is worth. I'd suggest 15 would seem somewhat harsh on those terms, 20+ would seem justifiable.

2018-05-02 - In early April, the Fangchenggang Economic Development Zone Management Committee and Guangxi Energy Storage Materials Co., Ltd. reached an agreement on the planning and construction of 100,000 tons of industrial vanadium projects. At this point, the basic conditions of the entire industry chain scheme including the front and back ends of the energy storage material industrial park have been put in place, laying the foundation for the rapid progress of the project. Prior to the signing of the agreement, Party Secretary Li Yanqiang, Mayor Ban Zhongbo and Deputy Mayor Zhang Hai met with Zhong Kuang, Chairman of the Board of Directors of China Energy and Energy, and Chairman Gao Yuting, and witnessed the signing ceremony of the cooperation agreement. Lin Zhuchang, director of the Administrative Committee of Fangchenggang Economic Development Zone, and Liao Guanyuan, general manager of Guangxi Zhongneng Materials Co., Ltd. signed a cooperation agreement. It is understood that the total investment of the Fangchenggang Energy Storage Materials Industrial Park project invested and built by China National Energy for Energy Storage is 47.8 billion yuan. Currently, site preparation work is already underway. http://guba.eastmoney.com/news,000629,758267827.html 100,000 tonnes of projects mentioned - and the front and back ends of the energy storage material park in place. Going to need some of that 'high quality South African' V soon.