Bushveld Minerals Share Discussion Threads

[purchaseatthetop] 13/2/2021 12:23

Dontay....I think that the process produces large amounts of hydrogen with an iron flow battery. That is clearly a problem with confined spaces and history with airships show that there are risks!!! All these redox flow categories have advantages/disadvantages. The critical element to me is the incredibly long life of the V version. Yes, the initial cost is more but then it is more or less standalone. Each of the others needs continual adjustment to compensate for the chemical problems. The cost of that IMO would be higher and the downtime greater than the V solution.
Anyway....that is from my limited understanding and the proof of the pudding is in the whois actually building as you say!

[dontay] 13/2/2021 12:06

I'm not a scientist but I believe the main drawback with iron is it has sluggish charge/discharge capabilities. There are many such reports of redox flow chemical types continually under R&D. But imo, you only have to look at the huge V battery Dalian City project in China, plus reported plans of them now undertaking even bigger V battery projects, also likes the huge Saudi V project, Korea is also developing a huge V battery industry, these are real live projects that are happening now ... and imo really tells the Vanadium story better than any of the other numerous reports of the latest whizz-bang ideas like this which come out on an almost weekly basis. This report dates back to 2018 ... anyone know if there any plans to install a huge iron flow battery in China?

[farrugia] 13/2/2021 11:19

why are you buying here cordwainer11 - what's the investment case?

Why have directors offloaded shares when they could have retained them if they believed there is a lot of potential here? I don't buy into the tax obligations thing.

[nvhltd] 13/2/2021 11:06

I don’t know if this is a fact, but why can’t iron electrolyte be recycled or reused?

I was also told by Jena that their electrolyte is made from readily available cheap chemicals by their partner BASF. They were so cheap that there is no need to recycle the electrolyte. They just replace it.

We have just got to make hay while we can.

[purchaseatthetop] 13/2/2021 11:03

correct Dontay. All these flow batteries are still at early stages and with issues relating to their component parts but from my (limited) reading what you say is correct.

The "leasing" part also makes the V supplier a "Focal Firm" in the value chain of the customer. That is critical for long term tying of supplier and customer together. Absolutely brilliant for strategic partnerships.

That is where Fortune may have got it right. With electrolyte leasing there is guaranteed V prices at a high level going on for many many year with no peaks and dips.
We will see. nvh has very valid points about wasted resources but maybe Fortune is inspired?

[dontay] 13/2/2021 10:48

Yeah, theres always loads of reports always coming out of many different types of flow techs, so far not one of them has come up to beating all the attributes that V has, but even so, the upcoming storage energy market is going be mind boggling enormous, so plenty of room for all if ever any other flow tech come out that can compete. The one stand out thing that V beats them all on ... it's 100% 'circular' ... and it's that 'green aspect' which puts in it line with 'green sentiment' it not only strips out all future environmental issues by having zero replacement and recycling costs, it's ALSO reusable even after 25+years ... its THAT which makes it 'leasable' and its THAT aspect which is going to give VFRB tech its place in the storage energy market.

[nvhltd] 13/2/2021 10:21

Purchase: You may well be correct. I’m sure there are problems with all chemistry’s if we look for them. I guess our biggest problem with Vanadium is the scarcity of the resource in sufficiently high concentration around the world, the security of supply and the price volatility.

[purchaseatthetop] 13/2/2021 10:07

nvh...as far as my reading on iron flow there are issues with the electrolyte slurry that have not been resolved:

"the efficient slurry electrodes with enhanced electronic conductivities must be developed in the future".

[nvhltd] 12/2/2021 22:53

hxxps://www.solarpowerworldonline.com/2021/02/ess-releases-customizable-iron-flow-battery-system-starting-at-3-mw-with-up-to-16-hour-duration/

[nvhltd] 12/2/2021 21:01

It would be great to go on a bull run like 2018. With the increased production we might move beyond 48p. Sod the VRFB’s. BE and that side of the business is taking far to long to develop. We’ll all be brown bread before it reaches any value.

Obviously if we pull off all of the ESKOM tenders I might change my mind.🤪

[purchaseatthetop] 12/2/2021 18:17

Dontay...you are spot on. Just checked it. The ARC analysis used $32.25 as the average revenue for 2021 for their 28p valuation per share. We are at $32.25 already-ish.



Very very good and with the world about to open up again with new Green requirements we can look forward to higher prices ongoing. Remember Fortunes sweet spot of $45.

Great end to the week. BMN has been a bit of a slacker recently but is smartening up its act in time for the prom.

[dontay] 12/2/2021 17:30

The most important report, Fastmarkets: Western Europe, $/kg V at 30.70 - 34.50 on Friday February 12, 2021. Ooo errr!

[player one] 12/2/2021 14:09

Ermk paychaseatthetop (PATT), never told anyoone to sell / or buy, for that matter. Aint got a license for financial advice.

PATT - the great thing about this site is that Uber +tves can't moan to admin and get posts taken down. A healthy dose of scepticism can be very advantageous to ones's wallet Ref: rampers on discussion BB's

Shares prices regularly overshoot both on the way up and down - fact.

exactly how low this goes remains to be seen.

May well be venturing into trade teritory.

One pays ones's money and takes one's chances :-))

[vauch] 12/2/2021 13:19

www.youtube.com/watch?v=NvHXMAX-i58

[purchaseatthetop] 12/2/2021 13:04

Hello player one....nice to see you here with your always positive attitude. Looking at your previous posts you always seem to advise posters to sell whatever the price...odd that.
Anyway...I am sure there is a reasonable explanation.

[player one] 12/2/2021 12:33

negative momentum ... oh dear ... 13p on the cards again

[nvhltd] 12/2/2021 11:07

Well according to Alfacomp and his merry men this week was going to be the one for news. When will they learn.

Does the 2,000MW power requirement include storage?

[dontay] 12/2/2021 10:27

11-02-21Ramaphosa said that the department would soon be announcing the successful bids for 2 000 MW of emergency power, while government would also be initiating procurement programmes for an additional 11 800 MW of power from renewable energy, natural gas, battery storage and coal in line with the Integrated Resource Plan of 2019.Https://www.miningweekly.com/article/state-of-the-nation-2021-2021-02-11

[robertspc1] 12/2/2021 10:02

What's happening re the Eskom BESS tenders?

[le mailot jaune] 12/2/2021 09:12

Capa any news on the Milton Keynes Ramblers. Been looking through the photos.Did you hear that Tracy that worked on the tills in the bank with you has split up with her husband

[plat hunter] 12/2/2021 08:05

Lol luffness, okay.You da man obviously

[capablanca64] 11/2/2021 20:35

Thanks both for your input and knowledge.

[luffness] 11/2/2021 20:29

Well they wouldn't be because the family office is not the investor - assets belong to family members and they are the investors. Good luck persuading the FCA that all family members including minors are certified high net worth or sophisticated....

[plat hunter] 11/2/2021 19:12

Yes, the financial services compensation scheme is only open to retail claimants. A family office would be considered a 'Certified High Net Worth"They can afford to lose 85k and should be more clued up than the average joe, who in comparison is trusting the system with his life savings.