Member Info for Serge_Farrar

The results should no doubt include an updated on the pipelines but I think the webinar (maybe following a few days later) will likely get things more fired up.

In my eyes the GSE listing confirmation further indicates ratification is just a formality. The Ghanian gov would be looking particularly confused if there was any other outcome!

I personally think no news is good news.. it is hopefully suggestive that a deal is close within the 'approximate' timeframes.

If there was any material change to those approximate timeframes then they would need to notify the market.

Ratification

Ghana Stock Excange Listing

Resource Expansion Update

Offtake Partner

Third, improved takeover offer

The 6GW pipeline would indicate that a fair few people, more qualified than you and I, seem to rate it.

Have a listen to VSA's latest podcast from minute 15:26. Andrew Monk is heading to the states in relation to the possible takeover of one of the undisclosed UK listed companies that he is broker for. No names are mentioned, but I do know one VSA brokered, UK-listed company with a strong US presence. Now that would be an interesting RNS....

I hope this brings you some form of peace.

Good to have some positivity thanks Agricore. SED's certainly been a frustrating ride thus far (since IPO) but on the verge of the Delhi plant firing up, I remain optimistic and topped up yesterday in anticipation of the signposted anouncements to come on "production contracts and specific development in this regard over the coming weeks".

Did anyone happen to attend the AGM earlier that could pass on any new points of interest or update?

Mistral flying off the shelf on pre-order, hotter than the i-phone 15!

Looking forward to that 43.1MWh of Base catergory being anounced in the coming months as well.

Chunky! The US roadshow starting to pay off perhaps...

Please can someone cleverer than me explain why £1m+ of buys does not move the price meaningfully north?!

Should be some more news this month..

Zulch told BEST that Invinity was “in deep conversations” with a number of commercial energy customers for new flow battery orders due to be announced from July onwards.

https://www.bestmag.co.uk/flow-battery-maker-invinity-unveils-next-generation-product-at-ifbf-2023/

I think that’s probably a fair assessment Mikemine. A slow building end to the day will hopefully carry into tomorrow.

Today’s VSA Capital podcast is well worth a listen from 4mins 20 on Invinity. Andrew Monk doesn’t mince his words about where he sees this going! Hopefully a new strategic investor would come hand in hand with a sizeable order. https://open.spotify.com/episode/6ZkU0yq5i8F9FtNC4YEANG?si=ju-xyahoSTitxujdUwK4uA

Hi BESST, today's RNS holds some of the answers:

"Mistral is targeting the best LCOS of any BESS, bar none, and to beat years early the U.S. Department of Energy's LCOS target of $50/MWh by 2030."

'Bar none' suggests to me that it it will have a lower cost than any other batter chemistry/technology. What makes you fear that it will be vanadium that falls by the wayside instead of iron or zinc batteries? Vanadium Flow Batteries are the most mature of the group, with the first operational battery dating back to the 1980's. Over the last few decades they have been proven operationally at ever increasing scales. However, to my knowledge iron and zinc batteries are more relatively recent inventions (and whilst clearly they are gathering some attention, funding and orders in the states) perhaps they have not yet been through the same rigours of prolongued deployment, testing and iterative development as vanadium flow? It may be more fair to assess the relative merits of zinc and iron after more established deployment.

The company results on Friday will hopefully contain an update on the Base (imminent) category of the sales pipeline, which based on the company's hints could well provide that spark... If the pipeline update is not included within the results, then it should be in the following webinar (schedule TBC but I imagine sometime next week).

Ah yes... the Tesla megapack... https://electrek.co/2022/09/20/tesla-megapack-caught-fire-giant-battery-project/

Thankfully, there won't be any such headlines to compare with non-flammable vanadium flow batteries.

Here’s the article: https://www.thisismoney.co.uk/money/investing/article-12229641/amp/MIDAS-SHARE-TIPS-Batteries-store-wind-power-boost-funds.html

https://www.thearmchairtrader.com/invinity-energy-systems-share-price/

The stage is certaintly 'set'...

Please can you point us in the direction of your source for this conjecture?

The residual funding would surely be covered by the new Phase 2 Development Partner referenced in today's RNS - exert below.

"Invinity now awaits a final decision from BEIS in respect of the award, after which the Project would move through definitive contracting to the build and commissioning stage (Phase 2) alongside a new Phase 2 development partner, a leading UK-focussed developer of flexible generation and battery storage projects."

Hopefully this recent interview with Ghana’s Minister of Land & National resources will provide you some comfort on the government’s positive attitude towards lithium mining and the supporting policy: https://m.youtube.com/watch?v=7POrwenkHC4