Member Info for smrrty

Nothing over 20% without shareholder approval of 75% vote. Australian rules. See fingers post on Emh board.

What was that other company that bought a big stake and then started demanding emergency meetings? Maybe they are keeping the price down for CEZ to buy in cheap?

I’ve not seen anyone hailing Babis as a saviour. Just people accepting that he’s - kind of - got his way while Emh have got rid of the political juggxrnaught parked across their way forward. State involvement will make things move quicker now and politically derisk the project, but certainly no one is a fan of Babis.

Morgan Stanley have not understood the market for battery grade lithium. Their previous pronouncements were discredited by lithium experts but still had a negative effect on the market because most investors took it at face value.

Both? You mean the bit owned by BCN which we have a tiny part of now? Still even if we only count EMH it’s a good thing for production costs.

That was certainly my impression. It still leaves the bulk of the ore needed to be higher but the waste can quickly be reduced thus giving - in effect - a higher concentrate.

Secker previously mentioned the Zinwald flotation as something that would deliver some shareholder value for current shareholders. It was in an interview somewhere. In light of you’re comment nomadicinvestor what do you take this to mean? To me it sounded like more than just a little uplift to BCN’s shareprice. But equally I’m not sure what this would mean. I guess I was thinking a certain % of a share in Zinnwald per share in BCN. But I know nothing about how these things work.

https://www.rferl.org/a/biggest-czech-postcommunist-demo-urges-prime-minister-to-step-down/30015480.html

Wolster there was a botched capital raising on top of the misleading Morgan Stanley report on lithium supply and the problem of no clarity on lithium pricing that upsets the institutional investors. On top of this we were in what is known as the ‘orphan phase’ of the investment timeline. So great for those who got in late. Not so much for LTH’s. Unless of course they managed to double down at the low. I think we have left the orphan phase behind now. Well done for getting in when you did!

I just topped up. Ever hopeful!

Hydrogen is massively less efficient.

https://youtu.be/f7MzFfuNOtY

Only skiing I’ll be doing is down the shareprice graph. Let’s hope for an eddy the eagle lift off at some point.

D can’t be defined as it appears both sides.

Guess that’s the US market out the picture for now.

A slightly sceptical take on lamp post chargers:

https://zerocarbonfutures.co.uk/lamp-post-charge-points/

Yes. That’s much more like it tomcat. So it looks somewhat more realistic but to get to 100% renewables and 100% EV’s still seems a bit of a stretch. Not to mention building in redundancy to the existing car fleet of ICE’s and the environmental impact of replacing them all in such a short space of time when many would have remained serviceable for many years to come. Plus the problem of balancing the grid as more and more renewables come on line.

It seems to me that as well as replacing ICE’s with EV’s it would make the whole process less painful, costly and environmentally friendly if we had a parallel program of converting newer Existing ICE’s to gas allied to a bolder approach to fracking. One thing worth noting is that by getting rid of coal we have doubled our reliance on imported energy. Also gas makes up around half of the current energy mix.

My concern is that the targets being talked about are just unrealistic with existing energy production technology. The cost of recharging is going to be a big factor in the take-up of EV’s. Driving down production costs of EV cars is no good if the government doesn’t get on top of the problem of supplying affordable energy.

Cheers observer. So 2017 figures give 11.7 million tonnes of petrol for road transport, and 24.9 million tonnes of diesel. In one tonne of petrol I have a figure of about 1,370L petrol, and one tonne of diesel a figure of 1,176L of diesel. There are - I think - 9.7kWh of power in 1L petrol, and 10kWh in diesel. So petrol = 9.7kWh*16,029,000,000L = 155,481,300,000kWh, and diesel = 10kWh*29,282,400,000L = 292,824,000,000kWh. Total kWh needed for road transport in 2017 = 448,305,300,000kWh

2017 renewable capacity is about 40.5GW? This is 40,500,000kW. 448,305,300,000/40,500,000 = 11,069. So renewables have to provide 11,069 times more energy than they did in 2017 to power a totally EV road transport network.

Given that nuclear is in disarray, and the energy tzar just resigned over fracking being roadblocked by regs, I’m starting to worry that this whole EV thing is going to hit the skids of incoherent government energy policies. I’m the first to admit that I am not to be trusted with a calculator but if my calcs are anything near right then we might have a problem.

I’m figuring out how much electrical energy would be required to run a 100% EV road transport network. All figures are in tons of oil equivalent and I’m trying to work out how to convert this to electrical energy. I’m boggled already! If the takeup of EV’s is going to be anything like we’d all like then we’d better be able to produce the electricity to power them from direct electrical production using nuclear, wind, solar, and hydro. The energy conversion from gas is only about 40% efficient. And gas is our main generator right now. About 49% or so the last time I looked. So converting to EV’s and still relying on gas generation would be like pouring 60% of our gas down the drain. Compared to converting ICE’s to run on gas. Has anyone ever worked out this kind of thing? Sounds like a job for the elusive observer one weekend.

An interesting presentation on LENR heat technology. I’m thinking it would make a great partner for such an efficient sterling engine.

https://www.theunlitpipe.com/lenr-a-primer

It’s all about embodied energy as far as EVs go and their claimed ecological benefits. See here: https://www.stuttgarter-zeitung.de/inhalt.studie-aus-deutschland-forscher-sehen-elektroauto-als-klimasuender.1e1cef55-5810-4766-ad15-bf8650a47a34.html

It’s possible to claim that they emit more CO2 than diesel cars, if the current energy mix of Germany is taken into account. Without nuclear the whole EV thing will produce more CO2 than current cars if the embodied energy based on current energy mix is taken into account.