The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Wonderful news, Pdub. Best wishes to you and GND. Hope you'll be enjoying many a celebratory tipple on the beach over the next five years. Can't wait to see where the Bushy share price will be in five years too. Looking forward to your continued words of wisdom between now and then :-)
Also, this tweet
"The decision to merge the Departments of Mineral Resources & Energy is a positive one for our economy. We anticipate that the merger will bring synergy & alignment in the work of the two departments. #DMREBudget2019"
https://mobile.twitter.com/GwedeMantashe1/status/1149293908939169793
'Polled US financiers have ranked PV and storage as the most attractive renewable investment targets but warned that policy gaps could hinder long-term financing flows.
Surveyed in recent months, banks, asset managers, private equity firms and other institutional investors placed utility-scale PV and energy storage as their top priorities between 2019 and 2022.
In the survey, held in May by the American Council on Renewable Energy (ACORE), the technology duo was followed by residential and commercial solar, onshore wind, bioenergy and offshore wind.
The respondents – a majority of which deploy some US$500 million a year in US renewables – mostly planned to maintain or increase clean energy allocations, with no decreases foreseen.
The trillion race for US clean energy
ACORE’s survey was meant to test attitudes around the US$1 trillion-by-2030 renewable finance goal, which it has been campaigning for since 2018 alongside the likes of Blackrock, Baywa r.e., Engie, Google, Goldman Sachs and others.
The association’s own figures show US$56.7 billion were raised in the US last year, a milestone only surpassed by China. Onshore wind drew US$24.6 billion of the total, while PV reaped US$21.8 billion and grid technologies such as energy storage and demand response bagged US$8.2 billion.
Respondents felt highly confident that the clean energy finance momentum will carry all the way to 2022, ACORE said. The firms linked their optimism to rising cost-competitiveness, corporate demand and a rush to fully tap into tax credits before they are phased down after this year.
Filling the energy storage policy gap
Respondents, ACORE found, were more “cautious” when asked about post-2022 prospects. The gap left behind by sunsetting tax credits for investment and production was ranked as the top hurdle, compounded by insufficient grid upgrades and long planning timeframes for projects.
According to the Council, the lack of policy incentives for energy storage has seen it struggle to attract capital. A dedicated tax credit – as proposed this year by bipartisan bills – would be “transformative” for energy storage and help add more renewables to the grid, the association said.
Respondents also cited trade conflict as potential barriers to US clean energy finance. The impact of tariffs from the US and back is “far from resolved”, ACORE noted, even if some technologies have secured exemptions.'
https://www.pv-tech.org/news/us-clean-energy-investors-keenest-on-pv-storage-in-trillion-race#.XQfdfV-8WU4.twitter
The VRFB is the energy storage solution for the "Smart House"- homes can operate independently on solar microgrids without the need to tap into the central power grid. Read how researchers at UTSA have developed such a system.
https://www.vanadiumcorp.com/news/industry/utsa-develops-systems-to-construct-power-islands-and-live-off-the-grid/
GLA
Good morning everyone
Stumbled on this video of a MM explaining what they do, and how they make a market. It's rather telling that his face is pixilated, like he's the MM version of Deep Throat. Apparently, there's no such thing as MM games (cue giant eye roll).
https://m.youtube.com/watch?v=KRz259u6A6w
Uksteveg, thanks for your detailed research, much appreciated. Further to my original post there's another website, whalewisdom.com (see below), that also lists historic TPEP short positions in French and German companies. BMN and Bourbon are listed as current short positions, but the 3.44% short in AMG isn't on this site at the moment.
https://whalewisdom.com/short_position/holder/public-equity-partners
Apologies if already shared, for info only...
The hedge fund (Public Equity Partners Management LP) that has a short position on BMN also has a 3.44% short position on AMG Advanced Metallurgical Group N.V. as at 17th May.
https://www.afm.nl/en/professionals/registers/meldingenregisters/netto-shortposities-actueel
https://shorttracker.co.uk/company/GG00B4TM3943/
https://www.tpg.com/platforms/tpep
https://www.linkedin.com/pulse/afritin-breathes-new-life-damaraland-leon-louw
@magellaniccloud - An ISA shelters your investments from Capital Gains Tax (CGT) and tax on dividends. If you do not use your ISA allowance during the current tax year, it is lost (£20k allowance for 2019/20).
A Bed & ISA is????? where you sell your non-ISA investments and then use the proceeds to buy them back immediately within an?????? ISA, meaning the assets are in a more tax efficient wrapper. HMRC do not allow the movement of shares into an ISA, so they need to be sold and the cash transferred to the ISA before they can be repurchased.
Most share dealing platforms offer Bed & ISA. However, some people prefer to be in control of the above transactions themselves (the repurchase may not be immediate in this case). In either case, you need to consider dealing charges and timescales. As some have said, your shares may decrease in volume due to the bid - ask spread plus dealing charges. There is usually an ISA management charge too (check charges & fees). This needs to be weighed against any tax benefits.
Before making a decision it's good to understand CGT, dividend tax and ISAs, see the following links.
https://www.gov.uk/tax-sell-shares
https://www.gov.uk/tax-on-dividends
https://www.gov.uk/individual-savings-accounts
DYOR and good luck
For info only.
The majority of share chat posts are on the chat board for the AIM listing.
Type BMN in the search and choose Bushveld Minerals (BMN).
LinkedDreams, thats a great article, thanks for sharing. I invested in Afritin having considered the future demand for tin in the EV market, so to read the following is very encouraging:-
'Not only is tin a new technology mineral which like cobalt, nickel, lithium and graphite will benefit hugely from the rapidly increasing demand for lithium-ion batteries, its potential use in electronic touch screens is equally significant.
Tin casings for lithium-ion batteries can double the battery life of a mobile phone – a technology benefit which at this stage has not been fully explored.
This would likely explain why the global touchscreen controller market is expected to grow from US$5 billion in 2016 to $15 billion in 2023.'
VRFBs can store solar and wind power.
Stanford are testing innovative wind turbines that are cheaper, safer for wildlife and take up less space :)
https://mobile.twitter.com/THEnergyNet/status/1113152066984325120
'Global unit shipments of single-axis solar photovoltaic (PV) trackers increased by over 40% in 2018, surpassing 20 gigawatts-dc (GW) globally for the first time.'
https://www.solarnovus.com/global-solar-tracker-shipments-exceed-20gw_N11894.html?utm_source=feedburner&utm_medium=twitter&utm_campaign=Feed%3A+SolarNovus+%28Solar+Novus+Today+-+Delivering+today%27s+solar+technology+news%2C+today%29
Just noticed that Ophidian's response to my question in this thread has been removed; I asked
"Will it be feasible for Brits to produce Modified Vanadium Oxide (MVO/V2O3) too?"
The short answer was "Absolutely"
Ophidian, thanks for taking the time to answer my question and others following your original post.