Member Info for tekanalyst

can someone summarise the advantages of vanadium batteries over others such as, I'm assuming, lithium ones.

Good can we assume we'll never hear from you ever again ARCM ?

any more than about 500 pounds worth before it goes to 'market cannot provide a quote'

Commercial debt is what most AIM companies will only ever dream of. They can usually only raise investment capital by selling more shares. Mature businesses have a mix of debt and equity financing.

marc - my sources tell me that Cellcube is roughly equivalent to Invinity

You are wrong there. SP hit 4.05p in Sept last year, it has been range bound and tracking laterally ever since.

All it needs is a suitable run of positive news for people to regain their cahoonas and for the SP to break out. I shouldn't have stated this as I was hoping to buy a few more hundred thousand cheap shares.

I'm afraid Matt Farrell has form in believing any old marketing guff. $10k for 40kWh seems impossibly cheap.

40kWh is 1/25 of 1 MWh, 1GWh uses 5,500 tonnes Vanadium we are told so MWh uses 5.5 Tonnes (5500 Kg of V). So 40 kWh uses 220 Kg of V.

At 40$ /KgV this would cost 8800 USD just for the Vanadium

marc001 it is a lot more complicated than you are suggesting. For one, you cannot tell which is a Buy and which is a Sell from the LSE data, because they only go on the mid Bid-Ask price and the real dividing line moves around away from that.

beginerman - you obviously have the ability to predict the future. Why then are you wasting your life trying to undermine real investors on this board. Loser

Yeah the ones who got in years ago at sub 3p

Capex for Belco in 2023

https://www.google.com/search?q=bushveld+electrolyte+plant+costs&oq=bushveld+electrolyte+plant+costs

$2.3M-$2.4M

My point is how much did the electrolyte plant cost to build - answer something around $15M total including the $2.4M this year. It is remarkable for a plant to turn over half of that Capex in it's very first 9 months of actual operation.

My calculation of 1 million litres = £5 million pounds was based simply on the fact that electrolyte is about 10% V by mass - so about $4 per litre just for the Vanadium to put in it. Add a dollar or two for sulphuric acid, and getting it all into the right mix and it is easy to see a value of £5 per litre of electrolyte.

How much electrolyte do you think invinity's 30 MWh battery project will need ?

'A million litres by the end of this year' - that's got to be worth at least 5 million quid.

'the largest such facility outside China' - just at the point that vanadium flowbatteries are being installed at sizes of larger than 10MWh all over the place.

The value on offer here right now is insane.

20p is not the £15M placing price, it is the price that Garnet have effectively got for their share of Enerox Holdings.

The assets that Garnet, Bushveld and Acacia are bringing to MUST (all of Cellcube/Enerox) are worth MANY times what the original asset value of MUST was (around £3M quid for an essentially empty shell company) - this is reflected in the fact that the total number of issues shares is increasing from 10M to something like 350M.

At 20p per share, if this was achievable in the placing, MUST would be worth around £70M which is similar to the valuation of Cellcube's nearest comparison company, Invinity (IES).

If anyone wants to complain about paying 30p for a share in an empty shell that then becomes worth 20p per share in a company with real technology growth potential in a rapidly growing market, then they are in the wrong business, and should try fantasy fiction instead. Either that or learn how to get to be employed by market movers and shakers like Garnet and Bushveld that are in the strategic position to drive the business forward and only pay 20p instead of the 30p that completely in-the-dark private traders were able to pay 2 years ago.

pb940 - Garnet are still going to be shareholders in MUST, just like BMN and Acacia, they are not so stupid as to walk away just at the point that the VRFB revolution is starting to happen in Long Duration Energy Storage

that was a year ago and BMN won, right ?

what happened with Garnet ?

Those guys must be jokers if they can dream up a 6p per share price valuation and then treble it if the Vanadium price rises by USD 1.50 per kGV

guys you should ignore that nutjob - he's clearly unhinged.