The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
I believe they were involved with the Solar tracking side of the Avalon/NEXTracker offering. They were investors in the Invinity float (4.41%). Their stake is now 3.09% reduced from 4.12%.
" is scott mc rat face still attached somewhere?"
Yes - Yadlamalka Project manager.
Consolidation?
Substantial Rerating Potential on Success – Exploration success at Jade would see our risked valuation of the Jade prospect increase from 11.4p currently, (88% overall risk) to an estimated 43.4p, a c3.8x increase. Success at Jade would also significantly de-risk both the adjacent Topaz and Pearl prospects. Unrisked (the point at which there is 0% risk) our valuation on the Pmean resources at Jade would increase to c96.4p. With all but one of the adjacent CNOOC discoveries “filled to spill” their recoverable resources are close to the P1/P10 oil in place volumes. Assuming a P10 oil in place volume for the Jade prospect increases our unrisked valuation from an estimated c96.4p to c.152.3p.
Empyrean Energy Plc Fully Funded High Impact Drilling Empyrean has secured funding of £7.623m through an equity placing and convertible loan note issue, fully funding the cost of the Jade exploration well (on a dry hole basis), which is scheduled to be drilled in late December 2021. The Jade exploration well is one of most exciting offshore wells to be drilled by a junior oil and gas company in 2021, targeting mean oil in place volumes of 225mmbbls and a P10 in place upside of 395mmbbls. The Jade prospect is the first of three identified prospects within Block 29/11, with the three prospects having a combined mean in place volume of 884mmbbls and a P10 in place upside of 1,588mmbbls. Success as Jade would significantly de-risk the 659mmbbls of oil in place at the Topaz and Pearl prospects and lead to an estimated c3.8x increase in our risked valuation to 43.4p. Unrisked, we value the P mean resources at Jade at c96.4p.
Will Invinity overtake BMN tomorrow?
Largo have their own tech, they bought the Patents, IP etc of Vionx (est 2002)
https://www.crunchbase.com/organization/vionx-energy
https://s27.q4cdn.com/288457300/files/doc_downloads/VCHARGE_salesbrochure_final.pdf
https://invinity.com/investor-resource/december-2021-investor-webinar/
GELN valued 2X BMN!!
Storage paired with renewables sees highest financial return with 2-hour batteries, Berkeley lab finds
https://www.utilitydive.com/news/storage-paired-with-renewables-sees-highest-financial-return-with-2-hour-ba/610326/?utm_source=Sailthru&utm_medium=email&utm_campaign=Issue:%202021-11-22%20Utility%20Dive%20Newsletter%20%5Bissue:38164%5D&utm_term=Utility%20Dive
DMA investors?
Thanks -I should have read beyond the "Fundraising highlights:" ! :~)
It will be interesting to see who the directors are that are subscribing.
* >4m.
I could be wrong, but I made it >£4m.
Why only 1 million Warrants from open offer?
This
https://www.cellcube.com/casestudy/kia-aquafarm-ltd-co-kg/
has been on the website for several weeks, is there a second order from this company or just confirmation of the original?
It's a term I have seen in many places to describe the "stack"
eg. https://www.sciencedirect.com/science/article/pii/S2352340920307344
https://link.springer.com/article/10.1134/S0012501620030021
"The vanadium redox flow battery (VRFB) is the most promising type of rechargeable power sources for medium- and large-scale energy storage devices for modern power systems. The intensive research and development activity of leading world centers aimed at optimizing the key element of the VRFB—the membrane electrode assembly (MEA)—necessarily includes testing new electrode materials, catalytic layers, electrolytes, and membranes, as well as their combination in the test cell."
Improved overall design (welded vs. gasket/bolted) eg. Fraunhofer/Volterion
Improved flow field dynamics (laser cut vs. milled flow plates)
New chemistries evolving in ion exchange membranes.
audio - 1 sahid - 0 :-(