Member Info for Slinkyfink

Interesting to someone taking a crack at the household battery market.
https://www.pv-magazine.com/2020/08/03/a-residential-vanadium-flow-battery/

I see they posted this a couple hours ago:
"Great news for Vanadium demand as the European Commission's unveiling of a €750bn ($872bn) "green" infrastructure investment package"
https://www.argusmedia.com/en/news/2126257-vanadium-market-eyes-fresh-demand-on-eu-stimulus

For the past several days as the SP has been creeping lower, I've been looking at the buy/sell ratios, and pretty much all the days I've looked there have quite comfortably been far more 'Buys'.

Doesn't make sense to me how the price can be going down when there are more buys than sells?

Yeah I just bought a some more at 13p. No doubt it will show as a sell.

Doh - NOT often...

Hmm let see... a cash generating business on a PE of 3. Not even going to mention all the other good stuff, but it's often you find one of these. I'll have some more thanks...

https://cleantechnica.com/2020/07/08/tiny-little-shrimp-could-spark-huge-energy-storage-breakthrough/

Seeing lots of positive news in the press recently about VRFB chitin research developments. This article specifically mentions Invinity.

From a professional/security perspective the site is built on Wordpress which is always a liability as that CMS is always having issues with security. Not an ALGW specific problem as a huge amount of marketing/pamphlet type sites out there are built on it. Something like Drupal is far better and enterprise, but most agencies still push Wordpress as it's easy to get up and running.

That was this morning BTW, and I've checked a couple times through-out the day and it's been ok since then. When was last reported problem from all of you?

I did get a blip earlier today where it redirected me somewhere else (don't think it asked me to download anything tho). As someone who works in this field my first thought was that they might be prepping a new site for launch and someone messed up playing with the DNS settings? (hunched shoulder emoji...). What would happen in that scenario is dependant on their hosting provider as it would prob hit the providers default holding page.

Interview with Fortune & Mihkail.

https://www.miningweekly.com/article/sa-inc-must-act-now-to-take-ownership-of-battery-metals-value-chain-2020-06-26/searchString:vanadium

https://www.thearmchairtrader.com/vanadium-flow-battery-investment/

A lot in the press recently which bodes well!

Surprising if you look at the buy vs sells.

# Trades 1,309
Vol. Sold 1,175,143
Sold Value £1m
Vol. Bought 2,876,424
Bought Value £3m

Interesting article.
https://phys.org/news/2020-06-scientists-low-cost-high-power-density.html

Outtakes below:
"The group's test results showed stack energy efficiency exceeding 81%. The stack ran at a constant power of 30 kW and showed no capacity decay after 100 cycles."
"This new VFB stack technology not only maintains the high power density of conventional stacks, but also reduces total cost by 40% compared to conventional stacks,"

Might have missed this being posted, but if not...
https://www.mining.com/solgold-boosts-defences-against-takeover-with-20m-fundraising/

SOLG, BMN, KMR.

BMN is the one which I think is undervalued at the moment and IMO have amazing upside and future potential. They're mainly involved in Vanadium and have acquired some world class assets. Traditionally Vanadium has been used in strengthening steel, but it's increasingly being used in grid scale energy storage batteries. In recent times they have been putting together a vertically integrated business related to the energy storage side of thing. DYOR obviously...

It's on Zoom at 26th May, 14:00 - 15:00 (I'm guessing SA time).
Here is the link to register if you're interested:
https://web.cvent.com/event/39caaf8c-4c62-48c6-a7c6-40625fd2a354/summary?rp=00000000-0000-0000-0000-000000000000

"For more than a century mining was South Africa’s sunrise industry.
In 2019 it contributed close to R361bn or 8.1% to SA’s GDP and over R91bn to fixed investment. It employed 454,861 people and paid R24.3 billion in taxes.
How has COVID-19 and lockdowns changed this? Is mining too deep in the COVID-19 crisis?
How can mining become the sunrise industry it wants to be?"

BTW the only reason I'm only -16% is because I've been averaging down as the SP dropped and managed to grab some around 9p. Was way more down before that!

'Capital of Belize' - I had to Google that. Hopefully one to tuck away for a post-isolation pub quiz... Not sure I got the reference though?
I know the battering down /stagnation of the SP is a real annoyance. I'm way down on my average at the moment (-16%), but I'm also happy that I'm going to be able to average down further as funds become available, and I can drip feed more back into the market. This has always been a LTH in my books, nothing has changed there, and as others have said the SP is likely to move rapidly at any given point.
Short term investors are going to be rattled and avoiding or playing the pump/dump, but us LTH's have the opportunity to accumulate while most short term investors are otherwise occupied.

Hope this hasn't already been posted :
https://www.mining-journal.com/copper-news/news/1385907/solgold-metallurgical-tests-improve-potential-gold-recovery

"The testwork showed gold recovery improved by 7% compared with the November 2019 preliminary economic assessment and showed the ability to produce a 26%-30% copper concentrate with gold and silver."