Member Info for Serenus

'UK signals shift from nuclear to renewables. Business Secretary says ‘economics of the energy market have changed significantly in recent years.'

https://www.theweek.co.uk/99043/uk-signals-shift-from-nuclear-to-renewables

YTSS, thanks for the link to Cleve Hill Solar Park. It will be interesting to see how that progresses.

'Researchers find new ways to harness wasted methane using vanadium and aluminium.
The primary component of natural gas, methane, is itself a potent greenhouse gas. A recent study, affiliated with UNIST has unveiled a high performance catalyst for methane conversion to formaldehyde.'

https://www.eurekalert.org/pub_releases/2019-01/unio-rfn011819.php

(another plus for V, and reading about methane has cured my insomnia, time for some zzzzz)

Bassguy's Elephant Wave Theory could give the other EWT a run for its money!

Have a great weekend all

Serenus ;-)

Am I right in thinking that now BMN is in the AIM 100 it will attract more potential institutional investors?

Thanks for the further info guys.

Tyfoon, good idea to email Chika for their take on this. BMN may not be aware and we know that creating and maintaining strong links with local communities is part of their ethos.

Thanks for the replies regarding Mokopane guys. I suspect Uis will keep us busy for the foreseeable.

Bit of fun - the flurry of posts today compared with the usual small number, and the laid back response times reminds me of the classic Malibu advert. "It's total gridlock!"

https://m.youtube.com/watch?v=ca-HZ7qiR0I

Have a great weekend all :)

Thanks Mrremmy, that's helpful.

The oldest chap on the video said some beneficiaries had been waiting for up to a year for their payments. That would certainly create resentment. It sounds as if there is a problem with how the payments are distributed.

To clarify, are the royalties and community payments different?

Also, the land owning beneficiaries on the video challenged the % royalties currently received, as they said the agreement related to an iron mine only. Vametco probably was considered to be only an iron play at the time.

I did wonder what the implications of agreeing a royalty scheme based on an iron mine would be, if it switched to vanadium. I believe the land owners in the video currently receive 2%. Would the beneficiaries have the right to renegotiate new terms?

Windfarm industry urges UK to lift onshore subsidies ban. Firms say 800 renewable projects ready to plug gap left after Wylfa nuclear plant scrapped.

https://www.theguardian.com/environment/2019/jan/18/windfarm-industry-urges-uk-to-lift-onshore-subsidies-ban?CMP=share_btn_tw

What is a VRFB and how is it going to change energy storage?

Another snippet from Vanitec (they like drip feeding video segments)

https://mobile.twitter.com/VanitecVanadium/status/1086251391675523073

I can understand why the Uis project in Namibia is considered our flagship asset and main focus in the near future.

I had a look at the AfriTin website and can't find much info on our Mokapane tin project, other than the 2014 scoping study. When do we think further progress with Mokopane will be made?

The future is bright for tin, so I expect demand to be high.

SloppyGuiseppe, thanks for sharing the news article regarding the impact of Brexit on the British energy storage market. It's good to hear that CellCube's president thinks any potential impact will be temporary.

As a BMN investor, I consider us to be mostly Brexit proof, and we're currently in partnership with UET - a US VRFB manufacturer. I'm hopeful that whatever Brexit deal is agreed that UK energy storage firms will prosper.

That's enough Brexit chat from me.

Good afternoon. I've just caught up with today's posts (some are filtered).

Reading between the lines, there have been some insensitive and personal comments made by certain individuals. Whatever your thoughts or predictions on BMN, making those sort of remarks is unacceptable. This is a share bulletin board and tensions can run high, sometimes that results in a heated exchange of words. However, family and sensitive situations are off limits. Make your point without stooping to that level.

Also, I was surprised to learn that English is not BBN's first language. If that's the case, he has an excellent grasp on the subject. Not just regarding his spelling or grammar but the informative, insightful content of his posts. I'm even more impressed now.

I've just noticed that the 'GCM resources' and 'Lemur resources' threads have disappeared (including my post with a link to FM's recent NRF presentation). I'm not sure why the threads have been removed.

For any recent newbies, see link below to Fortune's presentation on 26th Nov 2018. He briefly mentions that Lemur coal is a legacy asset. He then goes on to state that Bushveld Minerals is an integrated vanadium platform - focused on vanadium production and the use of V as an application in energy storage, i.e. Bushveld Energy.

It's a must see presentation (time 17 mins).

https://naturalresourcesforum.com/companies/bushveld/

Expert, I'm not sure why it's taken so long, that's one for the physics / chemistry guys, but I thought it was interesting that they were thinking of VRFBs for electric vehicles back then. There was a recent discussion on using a lithium-ion/ vanadium / phosphate mix in future EV batteries. The EV market is predicted to be huge, so I hope they take off.

In case you missed it, here's a link to some graphs on the subject (compliments of Mrremmy)

https://mobile.twitter.com/harvrem/status/1080779232752619520

P.s. I still can't see a milk cart without thinking of Ernie :)

With all the golf chat this morning, it got me thinking about vanadium in golf clubs. Yep, found out they add V to titanium club heads. Probably something most peeps (especially golfers) are already aware of. Great stuff.

However, my Google search also returned an interesting article - "Electric golf cart used in vanadium battery trials." The trials were carried out between 1993 and 1997. Worth a read, and maybe we'll see VRFB or vanadium mix battery powered golf carts in the future. I'm all 'fore' it.

https://collection.maas.museum/object/413853

I enjoy my daily peek at ATM. It's moving nicely. Onwards and upwards!

Lemurs are primates and that order includes monkeys. Even cheeky ones like me :)

In case anyone missed it, I wanted to bump up the list a great video that Mrremmy included in his early morning post.

It's a Proactive Investors interview with Australian Vanadium's MD - Vincent Algar about vanadium and the VRFB market in 2019 and beyond. It's 16mins long, so one to watch when you have time but it's one of the best I've seen for awhile.

BMN and Australian Vanadium are both Vanitec members, and Vincent sent a lovely congratulatory tweet to BMN when we won a Mines and Money Award 2018 - 'Mining Company of the Year- Africa'.

At the end of the video, he briefly mentions vanadium smart windows. I've posted about these a few times. That market could be huge, not just in Oz, but in any country prone to extreme heatwaves that has big city skyscrapers and hotels, e.g. Japan.

https://m.youtube.com/watch?v=hgshTzEyglU

On the subject of VRFBs charging EVs, I'd like to see VRFBs charging Formula E cars on the ePrix circuit. The races are usually held on inner city streets, and the VRFBs could be available for the city's residents to charge ordinary EVs between races.

It would raise the profile of VRFBs and EVs plus provide reliable, safe, fast charging for the Formula E cars. The Formula E car owners could sponsor them too. There's plenty of advertising space on a VRFB container.

Formula E currently has 13 races across 12 cities including Hong Kong, Paris, New York and Rome. There were advanced talks to add Birmingham to the 2019 circuit. Go Brum!

https://www.independent.co.uk/sport/motor-racing/birmingham-formula-e-eprix-2019-superprix-west-midlands-mayor-andy-street-a8340676.html

With regard to Sir Isaac Newton, my favourite quote of his

"If I have seen further than others, it is by standing upon the shoulders of giants."

I can relate to that in many ways, but as a novice investor it's especially true. I only know about BMN because of this bulletin board. It inspired me to research the company, and subsequently invest in vanadium and the future of VRFBs.

Thanks to all the genuine investors that contribute by sharing their knowledge, skills and experience.