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1/8
Now here's something very interesting on #BMN, courtesy of the sleuths on the BMN LSE BB, whom I must thank for sharing.
I have been keen to understand where exactly Enerox fits into the BMN business plan, given we have heard so little since August 2020.
Now here's something very interesting on #BMN, courtesy of the sleuths on the BMN LSE BB, whom I must thank for sharing.
I have been keen to understand where exactly Enerox fits into the BMN business plan, given we have heard so little since August 2020.
2/
Well here's an interesting timeline from Cellcube, that I hadn't seen before, indicating that not the company relaunch in 2021 (expected) but also plans to install an ESS on a Portliner container ship.
Well here's an interesting timeline from Cellcube, that I hadn't seen before, indicating that not the company relaunch in 2021 (expected) but also plans to install an ESS on a Portliner container ship.
3/
Here's a couple of pages from the Portliner website and a list of their partners, which includes ZEL, who are stated as the enterprise that will run the Portliner Anna (with VRFB), in their porfolio.
To appreciate what I am talking about, it would be wise to watch the...
Here's a couple of pages from the Portliner website and a list of their partners, which includes ZEL, who are stated as the enterprise that will run the Portliner Anna (with VRFB), in their porfolio.
To appreciate what I am talking about, it would be wise to watch the...
4/
following video from ZEL, on their mission and vision.
Whilst its all very new, its still a very exciting concept.
Zero Emission Logistics with flow battery propulsion, operational from 2021 onwards and from a company partially owned by BMN.
I like. https://en.zelbv.com/missie-visie
following video from ZEL, on their mission and vision.
Whilst its all very new, its still a very exciting concept.
Zero Emission Logistics with flow battery propulsion, operational from 2021 onwards and from a company partially owned by BMN.
I like. https://en.zelbv.com/missie-visie
5/
In terms of the Enerox re-launch, I cannot help but feel there's more to be known yet.
BMN have been exceptionally quiet on this subject. My experience with them says they are up to something, particularly when I read on that timeline ;
"production ramp to 30MW" in 2022.
In terms of the Enerox re-launch, I cannot help but feel there's more to be known yet.
BMN have been exceptionally quiet on this subject. My experience with them says they are up to something, particularly when I read on that timeline ;
"production ramp to 30MW" in 2022.
6/
If the headline is to be believed, then BMN with their first refusal on vanadium supply to Enerox, would be looking at c. 600 mtV in demand, just from them.
To that needs to be added Inivinity, who by my calcs, could already be at c. 250 mtV,
If the headline is to be believed, then BMN with their first refusal on vanadium supply to Enerox, would be looking at c. 600 mtV in demand, just from them.
To that needs to be added Inivinity, who by my calcs, could already be at c. 250 mtV,
7/
based on their Nov 2020 opportunities alone. A position that is clearly going to improve in 2022, given the in-roads they've made into Oxford and California, which have repeat and expanding business written all over them.
Whilst BMN will likely have a goal of +4,000 mtV...
based on their Nov 2020 opportunities alone. A position that is clearly going to improve in 2022, given the in-roads they've made into Oxford and California, which have repeat and expanding business written all over them.
Whilst BMN will likely have a goal of +4,000 mtV...
8/
production in 2021, that sort of expanding demand, coupled with the time frames to increase V production, must surely mean that we will witness a expedited refurbishment programme.
As i said earlier, there's a good reason why that $65m has been drawn down so fast.
production in 2021, that sort of expanding demand, coupled with the time frames to increase V production, must surely mean that we will witness a expedited refurbishment programme.
As i said earlier, there's a good reason why that $65m has been drawn down so fast.
