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https://www.moneyweb.co.za/news/companies-and-deals/finally-a-credible-plan-to-fix-eskom/
There appears to be lots of talk on bringing new supplies by IPPs. Are there many of these currently. What are they providing currently. Are they generally utilising renewable energy etc
Professor Bladdergon of UWC views.
https://www.capetownetc.com/news/uwc-proposes-energy-solution-for-blackouts/
Inbox
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Andrew Yates
Hi Bernard I found your article above an interesting read, and particularly your mention of Li Ion batteries. I assume you are aware of their inher...
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Bernard Bladergroen
Dear Andrew, Thanks for your email. You are right, VRFB is potentially great for SA and large scale storage. I did add Vanadium to the list of mine...
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Andrew Yates
Li ion may be cheaper on initial capex. But that is very short sighted. VRFBs last potentially 3x longer (so Li ion battery would need replacing 3x...
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Andrew Yates
forgot to say. How much Lithium does SA mine? SA has Vanadium in abundance, bringing employment to many people etc. Use those natural resources!!
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Bernard Bladergroen
to me
2 hours agoDetails
Thanks Andrew,
Without going to much into detail here are a few counter arguments
Li cost component is 2% of the total battery system cost...so why bring it up?, look at the cathode, Mn, Co, Ni which is 33% of the cell cost, SA has enough of these to start a mega factory.
Latest Li ion technology produces batteries with >10000 cycles, so cycle life is much less of an issue as it was 5years ago
Interest rates are very high in SA, putting pressure on any high upfront capex
At scale, Li ion recycling becomes profitable
Solid electrolyte Li ion batteries will deal with many of the current safety issues
Li ion has far more diverse application, from household appliances to Emobility, stimulating a much broader industry
In any case, I see I won't be able to convince you so let's agree to disagree. We need people like you to encourage people to bring down the cost of VRFB. Perhaps in 10 years time Bushveld is finally able to sell a truly competitive product.
Any views as there appears to be great resistant to VRFBs from some quarters
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The last paragraph is most relevant. I cannot remember figures but thought renewable was very compettitive with fossil fuels now?
https://www.marketwatch.com/amp/story/guid/90B2547C-25CB-11EA-8ACF-1E53DFC48893?__twitter_impression=true
It is beyond belief that a professional financial outfit would lend out shares to a Hedge Fund - TPEP. For them to short to a lower price etc. This also appears to have had a snow ball effect for others to jump on also.
Can they be that naive? Why would Vaneck do that, if all they get is a loan fee.
Other than shorting, is there any other 'genuine' reason why e.g Vaneck would lend out securities that they own. It appears a very high risk strategy for shorting purposes - can it be beneficial as the nature of it is to push the SP down (realise then bought back ) onto which others join the ride.
Not sure exactly what has or is possibly still going on. I do feel however the FCA are unlikely to intervene. But maybe Fortune/companies legal team should get involved. They must pay quite a sum to list and remain on AIM etc
For some of the LTHs . Longer than me, is current trading very unusual. A couple of weeks ago SP was pretty static. It now appears to have restarted the usual daily patterns.
Alpha said the sells will eventually cease. What about the Vaneck situation which ? appeared about the same time as BMO came onboard. Can that just go on and on loaning out to be shorted.
It appears the FCA etc are unlikely to act etc
BMN in May made an announcement. Is it time for them to contact AIM FCA themselves.
They must be concerned about the SP etc.
It cannot look good when they present to possible new larger investors etc