Member Info for tekanalyst

Thanks for the answers - bonxie says price is per Kg of V in the stuff, Lindon says price is per Kg of stuff itself (only 0.8Kg of which is actually Vanadium) so which is it ? Should I believe the people with the most posts ?

So that 1Kg contains only 0.8Kg of Vanadium - so our production of 1Kg of V would go 25% further, and perhaps needs to be valued at 43x 1.25 USD

Harchris - so does 1Kg of FeV(80%) cost 43.00 USD in China then ?

Loudspeaker, can you clarify for everyone what the 80% means in the Ferro Vanadium price. What does the 80% correspond to and how does that relate to BMN's Vanadium production numbers ?

thanks squirty - a quick search for "bushveld golden summit' points back to this thread https://www.lse.co.uk/ShareChat.asp?ShareTicker=BMN&share=Bushveld-Minerals&thread=FE9359DE-8B15-428C-A3DB-CA9F6E516786

which seems to imply that golden summit were connected with Jose Borromeo, who is, I understand a long term investor in BMN, so perhaps not simply a chinese hedge fund punting on their own change in regulations

fair point bandyace - are there any useful online articles about that Vanadium price squeeze ?

try and spell the CEO's name right alfred

agreed Pdub

Production up 7%, Sales up 8%, Production costs falling, BELCO plant nearing completion and readying to supply MULTIPLE VRFB manufacturers.

If you ignore the opportunity to fill your boot at these crazy prices you need locking up.

that was funny but what he says about the growing traction for Vanadium flowbatteries is really key. Looks like they are really expecting 2023 to be their year.

https://twitter.com/vsacapital/status/1618643656952668163

This seems to be a major step forward for flow batteries in Europe.

Ophidian,

thanks for all the detailed information - this is really informative.

Clearly ATM is being relaunched as a big Tin+Lithium play. Lithium resource comparable with many others that have yet to dig a single tonne of rock, instead ours is already paid for by the Tin that is mined and already sold.

Oh and you get Tantalite into the bargain for free as well.

I can see the MC here increasing at least 5-fold.

Tin resource increased by 80%, what's not to like ?

There you go Lindon - how does it feel to have been king of the world for 12 hours !

Lindon - I see that you are able to determine everything about a company from a single typo on a website, which is no doubt maintained by a junior member of staff. Wow you really are a genius !

The site https://www.vanadiumprice.com/ also shows Chinese prices starting to rise quickly after mid Dec

lol, cindercone, sounds like this Alfacomp guy is living rent free inside your head

cindercone - your abusive tone immediately shows what kind of troll you are. Not a very smart one.