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Myles McNulty
MylesMcNulty
FeV prices continue to creep up:http://www.asianmetal.com/VanadiumPrice/Vanadium.htmlIn contrast to almost all other hard commodities over the past ~6 months, V has remained suppressed.This is because the primary source of V comes
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BBN
BigBiteNow
1/12A very understandable and significant raise by #IES today.I don't see #BMN's name mentioned, so I would assume they didn't take up their option to partake.If so, then whilst their
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BBN
BigBiteNow
1/Agreed because the rises are now kicking in across all products. However, its China flake prices that have really got my attention.If we remind ourselves of #BMN Vanchem product sales
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BBN
BigBiteNow
1/8Congratulations to Largo Resources for their move into VRFB. Some rather bold calls on cost competitiveness, which I find difficult to believe.However, whats key is more existing V supply, slowly
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Setcentric
Setcentric3
World Bank Group increase finance to SA to grow #GreenEnergy .Just in time for #Eskom announcements due Q1 2021 perhaps.#BMN #BushveldEnergyhttps://www.engineeringnews.co.za/article/ifc-extends-200m-loan-to-nedbank-to-increase-renewable-ene
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Mark Hill
Mark_Hill1
Government ‘close’ to giving Sizewell C green light, reports say https://www.eadt.co.uk/business/sizewell-c-green-ligth-reports-1-6909641?utm_source=Twitter&utm_medium=Social_Icon&utm_campaign=in_article_social_icons 1 Whilst th
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BBN
BigBiteNow
1/23Having spent some time reading around the various vanadium market news, I believe we're about to see prices move north once more, be it that it may be in stages.Prices
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BBN
BigBiteNow
1/23Further to my notes on the #BMN Q4 production update webinar, here's some quotes/thoughts on the energy storage side of the business."We are obviously involved with Invinity, where we've got
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BBN
BigBiteNow
1/Here's an insightful interview with Invinity's CCO Matt Harper."a frequent partner, vanadium producer Bushveld Minerals, suggested they should discuss a merger.""The synergies Bushveld identified have played out.&qu
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BBN
BigBiteNow
1/7Whilst i like the ambitious nature of your thesis @MylesMcNulty, the latest #BMN update on Enerox (3rd Aug 2020) does not support such a move.There the talk remained about holding
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BBN
BigBiteNow
1/8Now 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
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BBN
BigBiteNow
1/15So how hard will #BMN push this now revised Vanchem refurbishment? Here perhaps are some hints.Yesterday's RNS ;"The Company is in the process of drawing down funds under the PFA
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