Member Info for Yachty

I hadn’t seen this before

https://solar-media.s3.amazonaws.com/assets/Pubs/ESN%20resources/Redox%20flow%20batteries%20for.pdf

Indeed BBN, Gwede’s apparent public volt-face is very encouraging
If this includes allowing overgeneration to be sold back into the grid, even better.

https://www.energy-storage.news/blogs/a-flow-battery-competitive-with-the-lg-chems-and-samsungs-of-this-world

I suspect that application for listing on the JNB bourse might be contingent on some success with the Eskom tenders.
These have been delayed from last Summer and obviously other milestones have been achieved meantime.
It makes sense to go to the SA market with a proven successful business demonstrated in one’s home market.

Thereafter, as I’ve stated previously BMN will offer SA investors, institutional as well as private an effective hedge against their economy as currently all earnings are in overseas markets and going forward those income streams are set to diversify.

As far as our mcap goes, I’m flummoxed that we are where we are and I am unable to see a massive change immediate term until we start to see BE revenues, though from the RNS there was hint of progress with storage mandates.

My two tuppance worth

Bushveld Energy made significant progress across all its key areas of focus - advanced the development of electrolyte production capacity, deployment of its electrolyte rental model, development of energy storage mandates and launched the VIP as part of its strategy of developing partnerships for VRFB assembly/manufacturing.

So have BE secured business?

Bella

https://cleantechnica.com/2017/03/27/sun-king-returns-solar-market-lightweight-ultra-thin-flexible-pv-panel/

I can’t attest to their success.

https://www.vanadiumcorp.com/news/industry/innovative-vanadium-electrolyte-rental-product-for-industrial-use/

The 90 and 115 are both nice boats
Gun boats are fast but have been known to tip over, a nice classic schooner will take a gentleman around the world safely and in comfort however.

The 90 and 115 are both nice boats
Gun boats are fast but have been known to tip over, a nice classic schooner will take a gentleman around the world safely and in comfort however.

Aisle,
I found it odd given the appalling state of SAA politics and the very real risks to the economy that your post illicited no response.
It appears quite likely that this term could indeed be Mr Ramphosa’s first and last. SAA are on the brink of collapse, Eskom doesn’t seem to be improving and those guilty of state capture quite possibly on their way back in.
I cannot see Moody not joining the other rating agencies in downgrading SA to junk status this spring either. None of this is particularly favourable for aspirations to do business with Eskom in the immediate term.
I’m hoping that our new relationships with VRFB manufacturers and further development of the VIP platform will offset the local risks.

Good morning ColtIs there a medium where we might converse less publicly, I have a Twitter account and Alpha has my email address.

Good find Ian
FaraM
Would be interesting to see if VRFBs figure in the discussion and what reaction the panel have if challenged over their application.

PB I seem to recall very similar sentiment regarding V pricing last year. Suggestions that steel production would ramp up after winter shutdowns and NY holidays, but unfortunately prices declined further. It’s difficult to see any further slippage but talks of a structural deficit in vanadium production just aren’t reflected in the market.
I bought in on the belief that BMN would do well on Vanadium mining, processing and sales alone. Fortunately we have real prospects on the energy side but I’m dismayed that has no reflection in our Mcap

LS I’m currently in that ball park.........

The comments posted after this article don’t indicate much confidence.
There is significant downside to the economy if SA ministers cannot get their act together over Eskom. They are not a particularly inspiring bunch!

Over 2M of today’s trades have been reported later than time of execution, obviously a deliberate action.

Am I correct in thinking that the Eskom BESS tender was originally due last July?
From the following, it suggests it might not occur for up to another six months.
I hope it’s sooner and there are other BE contracts in the interim, after all Mikhail alluded to much interest quite some time ago.

https://www.lexology.com/library/detail.aspx?g=a099a110-bc3d-4d49-b390-e802e865c8c5

REMX we’re showing 15m at lunchtime earlier.
I wonder if they’ll buy back again!
That fund is guaranteed to fall as well as plummet.

Well done to all that managed to take advantage of this price weakness, lets hope the next 12 months are nothing like the last as far as the Mcap goes.

This from last year about ESS
Bit more background

https://www.energy-storage.news/news/all-iron-flow-battery-maker-ess-inc-nets-basf-project-contracts-in-germany

Apply for the sales role, you’ve sold me VV!