Mustang Energy Share Discussion Threads

[megaman2] 14/11/2022 06:08

I'm not sure why. CellcUbe have done that comparison.??? Zn fe are seemingly equal to vanadium but a fraction of the price which explains why they are attracting big investments and share prices ...and explains why vfrbs are not winning very many contracts in the west ...
Too expensive ..why would you use vfrb when fev and zinc are much cheaper ?

[dontay] 13/11/2022 15:32

Vanadium set for "disruptive" demand growth as battery energy storage boom gains momentum:According to an independent analysis by market intelligence and advisory firm, Guidehouse Insights, global annual deployments of vanadium redox flow batteries (VRFBs) are expected to reach approximately 32.8 GWh per annum by 2031. This represents a compound annual growth rate (CAGR) of 41% over the forecasted period.The VRFB deployment forecast by Guidehouse Insights would equate to between 127,500 and 173,800 tons of new vanadium demand per year by 2031, according to Vanitec calculations based off Guidehouse's projection. That would be more than twice as much vanadium as is currently produced annually today. In a report on the metals required for clean energy commissioned by Eurometaux – Europe's metals association – VRFBs were identified as one of the alternative energy storage technologies that may grow in importance and might reach penetration rates of 20% of the market. These findings point towards significant vanadium demand increases equivalent to +110% of current demand, and echo Guidehouse Insights' demand forecast.Vanitec, the not-for-profit international global member organisation whose objective it is to promote the use of vanadium-bearing materials, says that while vanadium is mainly used within the steel industry, vanadium is increasingly being recognised for its use in VRFBs. These long duration batteries can store large amounts of electrical energy produced by solar and wind power generators on a daily basis as a means to drive the deep decarbonization of electric power systems.Vanadium has therefore been classified as a critical raw material by several countries around the world. The European Commission identified and formally registered vanadium on the 2017 list of Critical Raw Materials for the European Union, while the United States, Canada and Australia have also listed vanadium as critical to supporting their economies.As power grids across the world continue to replace fossil fuel power plants with large scale renewable energy solutions, long-duration energy storage is critical to ensuring reliable grid operation. VRFBs assist by smoothing out peaks and deficits in power demand, thereby maintaining a consistent and uninterrupted flow of electricity to the grid.Vanitec CEO John Hilbert says renewable energy has become one of the most talked-about topics in recent times. "Solar and wind power are fantastic sources of low-carbon energy. However, renewable energy is a variable power source that poses a key challenge in the global effort to displace fossil fuels with renewable energy generation. Energy storage solutions like VRFBs are essential in enabling the energy transition to a carbon neutral world, as they provide stationary, utility-scale and long-duration energy storage with low maintenance costs, safe operation, and little environmental impact."The VRFB market is poised for steeper growth in the coming years, especially as demand for long-duration storage capabilities increases, but also owing to the technology's durability and safety. Other advantages of VRFBs include: Application: Stores large amounts of variable renewable energy to be used at other times of the day, when the electricity is demanded.Durability: Minimal capacity degradation resulting in significantly longer cycle lifetimes than Li-ion battery technology. VRFBs could be fully discharged multiple times each day without impacting the longevity of the system.Reusability: Liquid electrolytes used in VRFBs can be reused in another battery after the rest of the battery components have worn down. This improves the battery's economics and sustainability.Safety: Flow batteries use aqueous electrolytes, which are largely composed of water and inherently non-flammable. VRFBs do not present the same explosion or fire risks that Li-ion systems do. "VRFBs are also supported by existing industries in their scale up. Many vanadium industry stakeholders see VRFBs as a major source of new demand for the metal that has traditionally been used in steel alloys," states Mikhail Nikomarov, Chairman of the Vanitec Energy Storage Committee (ESC) and CEO of Bushveld Energy.VRFBs are a proven and rapidly growing commercial-scale technology that can store energy from renewable sources and provide on-demand, round-the-clock, carbon-free power.

[dontay] 13/11/2022 15:26

H2's first mass production plant for vanadium flow battery is currently under construction in Korea. The brand-new factory is going to have an annual manufacturing capacity of 330MWh which is an important scale in the global flow battery industry. H2 has made significant investments with new facilities and updates to existing manufacturing capabilities to ramp up production and meet increasing worldwide demands for long-duration and large-scale energy storages. The new facility is in Gyeryong-si located in the central region of Korea and scheduled to be operational in early 2023. The construction of the new facility is an integral part of H2's aggressive go-to-market strategy to secure primary manufacturing capability of utility-scale storage project implemented by H2's proprietary flow batteries. Once completed, it will accelerate the diversification of battery storage technologies in both domestic and overseas market. H2's new supply capability of non-lithium battery storage is expected to give a huge relief especially to Korea's energy storage market which has been dominated by lithium-ion batteries and suffered a lot from 37 fires of lithium-ion storages over the past 5 years.H2 is currently carrying out California's largest 20MWh flow battery project which will be the first noteworthy system manufactured in the new plant.

[dontay] 11/11/2022 11:31

Https://twitter.com/cellcube/status/1591017813963341825?s=61&t=idLQfS2R0LUO0TC7zaqFxA

[megaman2] 11/11/2022 07:37

They can't use that fsa nonsense as an excuse and waiting for guidelines on timescales for an extension date as it's just nonsense ..
They need to come out and admit they haven't got a clue and Mikhail at be is behind all the delays who is clueless and due to this they have no idea what's going on and timescales when this may or may not conclude ...that's the likely truth here

[begorrah88] 10/11/2022 14:15

There is no excuse whatsoever for DG failing to update shareholders.Nothing he says can have any impact on the share price - there isn't an share price

[megaman2] 10/11/2022 05:32

A poster on LSE claiming they have information that must are awaiting info from FCA before rns ....these dates the company are issuing as extensions are just nonsense and meaningless.

I still think be might reverse in here must and acacia probably just want the enerox side they are probably telling mikhail to take a hike and find his own funding he is no doubt claiming be distribution side is worth zillions .....anyway more delays doubt this will happen this year if at all...if they do come up with some other dates we know they are meaningless for investors .


If they delay it long enough a year or 2 might be the next bull run...it's been c 19 months ....isn't using a spac due to its ease and speed of listing ...not with these parties involved it isn't ..

It's been 8 months since the litigation was defended...still not completed...it's the target company who do most of the work and we know who is behind that ...which explains the delay could be a long wait ...

[dontay] 07/11/2022 17:28

Https://www.reddit.com/r/wallstreetbets/comments/yorcts/is_vanadium_the_next_lithium_energy_grid_storage/?utm_source=share&utm_medium=android_app&utm_name=androidcss&utm_term=1&utm_content=share_button

[jonny_wright] 07/11/2022 08:53

I just want my money back

[dontay] 06/11/2022 15:47

Thread:HTtps://twitter.com/jenstilmanydots/status/1588999818718097409?t=5u6nfydKu1iaH9JyznuGcQ&s=19

[megaman2] 03/11/2022 07:01

FCA is just an excuse for the dissaray of being involved with bmn ..who has also run out of cash ...

Cellcube bmn both cash burning and low on funds .

[begorrah88] 02/11/2022 10:11

You'd think that DG could earn some of his £100k+ salary by updating shareholders on this deadline's failure.

Can't think he has much else to do each month other than watching his email box to see if the FCA get back to him.

[megaman2] 31/10/2022 07:21

Another extension lapsed and a black out in communication to shareholders ...

[megaman2] 30/10/2022 16:51

All you can hope is this translates to either an investment into must or some contracts preferably both otherwise it is what it is cellcube simply are not selling very many units ...and need cash asap

[dontay] 30/10/2022 09:22

Just a reminder of a very recent report on what is happening in the background

JULY 14, 2022
CellCube and G&W Electric are joining forces to bring microgrids to the next level
Enerox GmbH and G&W Electric have signed a strategic partnership to offer resilience and cost savings to the rapidly expanding microgrid market in North America


Wiener Neudorf, Austria, Bolingbrook, Illinois, July 14, 2022 – Enerox GmbH, better known as ‘CellCube̵7;, and G&W Electric, a US headquartered power grid solutions provider, have signed a partnership agreement to offer a new and integrated microgrid solution to the US-market. G&W Electric adds CellCube’s Vanadium Redox Flow Battery (VRFBs) as a key technology to their microgrid solution portfolio and becomes a ‘Value Added Reseller’ for CellCube’s energy storage systems.

The partnership was initiated through G&W Electric’s construction of its own state of the art microgrid located in Bolingbrook, Illinois, U.S. with solar coupled to CellCube’s latest battery technology. CellCube’s Release 4 VRFB will provide more reliable and resilient power during seasonal peak demands, power quality issues and potential outages.


“After having recently established a 100% wholly owned subsidiary in Denver, Colorado, CellCube’s next preeminent project in North America is being realized”, says Alexander Schoenfeldt, CEO of CellCube Austria and USA. “We are extremely pleased to cooperate with G&W Electric after having won them not only as a customer but also getting engaged in the fast-growing microgrid business. There is no better way to start a partnership and go-to-market than through such a large-scale real-life project.”


G&W Electric’s microgrid will cover multiple use cases including the capability of islanding, peak load shaving for energy savings and sub cycle backup power for critical asset protection.  It will integrate roof top solar, support their facility’s continuous operation, and actively participate in ComEd’s demand response program by isolating itself from the grid to help reduce peak load demand. G&W Electric’s microgrid will eliminate its energy dependency during times when prices are high, and it will provide more reliable and resilient power during seasonal peak demands and power outages.


The 2MW-8MWh CellCube VRFB will operate at up to 150 percent of its nominal power to catch attractive power prices in the PJM market. The system has been designed to provide the overrated power up to 3MW for nearly two hours and at 100% load for up to four hours.


“We see the microgrid market is entering a new stage where energy applications that allow for storing electricity from renewables over longer periods of time is gaining more importance”, points out John Mueller, chairman and owner of G&W Electric. “CellCube̵7;s long duration battery technology unlocks huge value for G&W Electric with the lowest total lifecycle cost of any technology in the market. For us, it is an obvious step to partner with the market leader of Long-Duration Energy Storage.”

Https//www.gwelectric.com/news/cellcube-and-gw-electric-are-joining-forces-to-bring-microgrids-to-the-next-level/

General Electric (GE), in full General Electric Company, major American corporation and one of the largest and most-diversified corporations in the world. Its products include electrical and electronic equipment, aircraft engines, and financial services. Headquarters are in Boston.

[megaman2] 28/10/2022 08:19

Cellcube could be worth less now than when bmn rescued it ..it's order book has gone backwards ...h2 2020 13 mwh ..

I think this year I saw only 1 order in Feb for 8 mwh...
Little info really but that's all I can see..sales seems to be going down not up..

Back to square one with no cash but a worse order book and another long period of failure the shares are surely now worth very little

[megaman2] 27/10/2022 09:01

Yes but it will be cellcube that will pull the deal under pressure from Garnett to provide funding . Cellcube must be on empty . I'd assume Garnett have been jumping up and down for months ...
Bmn and acacia will be forced to drop must and deliver funding. There will be no point listing anything if cellcube has gone bust...

[begorrah88] 27/10/2022 06:03

Don't forget 'The agreements allow up until 28 days after the Maturity Date' for either an extension or notification to redeem the CLN's.

That would be another Month of DG getting his salary before announcing it is dead.

[megaman2] 26/10/2022 15:19

Maturity date is Friday ...28 th October ..then there is 5 days notice ..7 th is the Monday after and bmn investor presentation 8 th .

I don't believe this can be kicked down the road any longer as surely cellcube must be out of money now ...if must can't come up with some funding they will have to pronto find another source of funding to avoid liquidation .
The $7.5 mill they stumped up 18 months ago has gone ...new funds are required to keep the lights on both prim and Lind have bailed ....its not a good sign opting for the high risk bmn shares/clns...if this is about to re-list why would Lind do that .....red flags all over here ...

It's not the re-listing that is likely the problem it's finding someone to put in some cash into what has been historically a cash guzzler ...cellcubes off the shelf model has flopped they have now gone back to the drawing board ...they don't have a Siemens gamesa partner project mistral like invinty . It's a fragmented share ownership and the underlying business is burning cash and selling very few vfrbs missing targets ....