Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I'm not sure about anything...but this page seems to confirm:
https://www.marketscreener.com/quote/stock/INVINITY-ENERGY-SYSTEMS-P-4006044/company/
The fact that this news has clearly inspired IES investors, plus the positivity in the Larry Zulch interview, and with IES results due soon...surely will be good for the Bushveld share price. Win-win for BMN as provider of elocrolyte plus shareholder of IES. Certainly those with a fickle finger seem to be selling on this, but the news reinforces the notion that the opposite might be a better move!
There seems to be more news regarding the idea of retro-fitting batteries with safer technologies. This is interesting: one is typically looking at new installations, but it's surely the case that already-established scheme developers will take a fresh look at what may be seen as a safer alternative. It's probably another + for VRFBs.
https://www.energy-storage.news/news/retrofitting-could-be-essential-for-battery-storage-system-safety
I don't get it......
Unless one is a short-term trader that's looking for jam today (!) surely THE bestest, most Golden opportunity is to find that 'unpolished diamond'....otherwise known as an under-valued company.
Bushveld is literally that...therefore even without taking on board anything else, it is a solid hold....all the while that story continues.
I personally am happy to hold all the while I remain convinced about their fundamental value.
If you say 'but the value may never ever be realised'...well, sure. But you can say anything in that case.
If you can find similar companies...hold a few, to reduce risk. I'm glad I have a few similarly-placed companies in the burgeoning renewable energy sector. Hold a few more mainstream companies too...mostly at highs, near pre-covid levels now....which helps ease some of the pain of paper-losses in Bushveld.
Nice spiderweb chart...once you get your head 'round it. Quick way of comparing not only pros/cons, but also which solutions have specific advantages (e.g. ease of scalability and location for VRFBs).
As Mikhail says...there are a couple of points missing. Perhaps recyclability of raw material and specific safety advantage of VRFBs, amongst them.
One can see how such a chart can be extended to take on more features.
You'd imagine that governments would enforce recyclability as part of the roll-out. Of course they are not doing this because there is too much short-term money to be made by vested interests in accelerating EV.
Thus there seems to be a contradiction in thinking: 'carbon-neutral by 2050', versus what about all these zillions of batteries?
This is all mounting towards a disaster waiting to happen. Looking at Siemens UK, their 'big view' of the future of batteries pinpoints 6 areas where improvements can be made (read 'more money can be made'). You can see why Britishvolt wanted their expertise.
There is ZERO mention of safety anywhere....
Thus there are sure to be unscrupulous people getting involved, pushing through dubious stuff knowing that the regulators are behind the curve.
If you look at Tesla's own info on dealing with battery hazzaeds it states:
'Tesla Energy Products perform in a safe and controlled manner, consuming themselves slowly without explosive bursts, deflagrations, or unexpected hazards'.
Authorities need seriously to call Tasla on this type of statement, since we are seeing things that don't match it!
This report just inspires more questions...I mean, look at the picture of the car...there's virtually nothing left! There was clearly a raging fire there, so the comment 'we put out the fire within 2 or 3 minutes' just confuses things.
I hope the issue of dealing with battery hazzards doesn't become a political pass-the parcel about stepping away from blame.
The ramifications out there are worrying...
https://recyclinginternational.com/business/smart-eye-prevents-scrap-fires-becoming-an-inferno/33354/
All these things that we never had to consider in the past. And it will surely worsen, at least for a while, as all the Lithium-ion installations come on-line, never mind the growth in Electric vehicles.
The fact that news items about EV fires mention that fire services had to consult with Tesla, not just these days, but even a couple of years ago, shows that NO lessons have yet been learned. The salivation at all that wonga production will soon be tempered by the reality of a sorry environmental impact.
Don't know if this has been posted:
https://www.azom.com/article.aspx?ArticleID=20345
There is certainly more public info on RFBs these days...which must be a good thing. Glad to see that the benefits, including the recycling are mentioned
I note that the fast response time is also mentioned...that looks like another +.
Pjx323: If you were fair you might say they were unduly optimistic?
Hardly rampers though....since they are backing-up their optimisim with facts and figures.
What have you got to add, apart from cynicism?
The more you read about this story the more fishy it all looks....perhaps it was down to back-scratching or favours or corruption or someone wanting to look like the big man, but surely also with both eyes closed to the echo-future aims of the country.....
Since Lithium-ion BESS systems presumably contain millions of cells, it would be import to know the failure rate of a cell, particularly leading to thermal runaway, and whether this problem is able to be contained successfully.
From my reading, it looks as though all systems are guinea-pigs, and the amount of installations has been and will be growing exponentially.
My own take is that eventually this will be led by $$, as always, and once the regulators and particularly the insurers sort themselves out we will see extra costs....again currently invisible in the calculations of those that compare costs of lithium ion versus VRFB, say.
There are a few specialist insurers out there...and even they seem to have a cloud of uncertainty about what's what. I don't think that situation will remain for long. Almost worth investigating the insurance sector for potential investment opportunities....
You are really stacking the odds against yourself with two sweeping notions such as those.....
Holding your capital captive for such notions sounds bonkers, to me anyway.
Of course the rear-view mirror will be brought out by some...but so what?
Trully, no one amongst us knows when some news will hit. And the magic fairies operating the fibonnacis and what-not will just recalibrate accordingly, as they always do......
Good luck with a 'wait and see' approach...will be interesting to know if you end up with success. After all, when is then the right time...perhaps when the 'big story' comes out, and we get a 50% spike? (Or whatever).
What will you do then - perthaps the old 'get in on the pullback'?
And how big a pullback, if any?
Too big and the news was a flash in the pan...too small and it's not enough to satisfy your need to get a good price....
I think if you do not invest using your reasoning of the fundamental valuation you may miss out.