Storage of Electricity – #Batteries & BIG imageThis discussion provides the current and future of of Li, G, NAM; H2O and more…
After Fukushima REBECCA JOHNSON 24 March 2011 https://www.opendemocracy.net/5050/rebecca-johnson/after-fukushima
LONG TSX-V: GGG $0.25 OTCQB: $GPHBF $0.19, July 28, 2016 Graphene 3D Lab Introduces New Type of Single Layer Graphene Material:
http://www.graphene3dlab.com/s/news.asp?ReportID=757543&_Type=News&_Title=Graphene-3D-Lab-Introduces-New-Type-of-Single-Layer-Graphene-Material
$GLFN – http://galenfeha.com/ and #Gummune
…
Author: arch1 Comment: http://www.stockgumshoe.com/2016/03/microblog-club-house-for-the-discussion-of-religion-politics-and-other-unmentionables-volume-5/comment-page-17/#comment-4886050 New development for battery research to make electric vehicles practical and cost competitive…
Best2You ~ Benjamin @H0U3
This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.
A powerful new battery could give us electric planes that don’t pollute
https://twitter.com/MarkSita5/status/1059716891046895616
$ESNC – EnSync Energy Reports First Quarter of Fiscal Year 2019 Results
“Financial Highlights
Revenue for the first quarter of fiscal 2019 was $2.7 million, compared to $2.4 million in the first quarter of fiscal 2018. For the first quarter of fiscal 2019, the Company recognized revenue from 10 power purchase agreement (“PPA”) projects.
On September 5, 2018, the Company completed a registered direct offering of 11,334,616 shares of Common Stock at a price of $0.26 per share for net proceeds of $2.7 million.
The Company has 10 PPA projects in backlog in various stages of execution. Estimated backlog value for PPA projects, components and systems as of the date of this announcement is approximately $13.8 million.
http://ensync.investorroom.com/2018-11-12-EnSync-Energy-Reports-First-Quarter-of-Fiscal-Year-2019-Results
ESNC on watch list
$MGXMF – MGX Minerals Announces Patent Acceptance for Low Cost Combined Heat and Power Cogeneration (CHP) for Heavy Oil and Oilsands Producers; Combines Steam and Electricity Production, with Wastewater Treatment and Mineral Extraction Technologies
“The patent filing outlines the proprietary method with example applications. When applied to heavy oil production in Alberta, the system can reduce the greenhouse gas emissions from 2.45 tpd/bbl capacity (0.48 tonnes / m3 of produced oil) to 1.19 tpd/bbl capacity (0.11 to 0.15 tonnes / m3 of produced oil). This reduces the energy requirement and associated GHG intensity by over 70%, making it similar to conventional oil recovery in other areas. In addition, because the capital used has revenue from both electricity and oil production, the cost of electricity production is comparable to the lower 25% of the market cost in North America and the cost of heavy oil production becomes similar to costs to produce light crude oil in the middle east.”
MGXMF long
$FYI – News Release: NREL Identifies Where New Solar Technologies Can Be Flexible
“The researchers identified three high-value markets, each with a potential to cumulatively generate a gigawatt (GW) of electricity—at a price above $1 a watt—over the next 10 years: :
https://www.nrel.gov/news/press/2018/nrel-identifies-where-new-solar-technologies-can-be-flexible.html
$RGSE – 1
RGS Energy
:
Tesla and RGS Set for Solar Roof Market Share Battle in US According to PV Tech
“Of course, there is potentially a ‘no contest’ call as Tesla’s tiles are pegged at the luxury end of the housing market, due to technology, manufacturing and quality perceptions and costs, as well as and its target of its existing customer base from the EV sector,” noted PV Tech senior news editor, Mark Osborne, in the article.“ RGS, we suspect would not turn that market away or
dissuade its roofer customer base from such business but clearly the initial market is addressing residential homeowners with asphalt rooftops, which represent about 85% of US homes,
according to RGS.”
https://rgsenergy.com/pdf/RGSE%20PV%20Tech%20Article%20Press%20Release%20(3.0)%20PR%2011-12-2018.pdf?page=1
RGSE long This is not a recommendation, I’ve been long for about 6 months and RGSE has been holding positive and looking better. The company has been in business since 1978.
$MGXMF – MGX Minerals Increases Ownership to 60% in Cleantech and Lithium Extraction Partner PurLucid Treatment Solutions
https://www.mgxminerals.com/investors/news/2018/434-mgx-minerals-increases-ownership-to-60-in-cleantech-and-lithium-extraction-partner-purlucid-treatment-solutions.html
The second paragraph has more to say “NFLi-5 Plant Deployment Update”
MGXMF wishing I was longer
$FYI – PV-Tech Newsletter: US Edition – 11/15/2018
http://go.pardot.com/webmail/83602/405543634/c39fe1f86310d05a5e9c03840d27f4e4332187ac68c9972efcc6c1a1e7a0475a
This weeks articles;
Canadian Solar declares US open for bifacial business
EDF signs PPAs for huge California solar-plus-storage project
Duke Energy launches US$1 billion green bond for solar and storage in North and South Carolina
Increased solar module choice needs investor approval before adoption – PV ModuleTech 2018
Solar ‘charging ahead’ but ‘unprecedented’ investment action required, IEA warns
Origis, First Solar begin construction on largest PV project in Georgia
Tesla and RGS set for solar roof tile market share battle in US
EDF, Shell sign PPA for 100MW PV project in California
$FYI – National lab’s technologies among the 100 most significant of 2018
“Protecting the electric grid — DCAT
Ever-increasing cyberattacks and natural disasters can wallop the nation’s electric grid, potentially causing cascading power outages that cost utilities and their customers billions of dollars. PNNL’s answer for minimizing the impact of extreme events on power grid is DCAT. By simulating thousands of extreme events, DCAT automatically meshes the evaluation of steady-state operations with changing occurrences in the electric grid to find weak spots. Once a weakness is identified, DCAT determines the impacts that would result from a cascading power outage and provides the power operator with actions to stop the outage before it happens. With DCAT, utilities would gain at least 50 percent in efficiency for analyzing grid occurrences compared to today’s more manual processes.”
https://www.pnnl.gov/news/release.aspx?id=4530&utm_campaign=News%20Releases&utm_source=hs_email&utm_medium=email&utm_content=67630693&_hsenc=p2ANqtz-_rPpUORxv0KkGCRt8JdNHVxHBXTECtiKUw2QarmVnR4TlicmbbESwZgmpWhIsjCVZmvHrI-WKCPiH9Gq5ckRfBbAxJbQ&_hsmi=67630693
$FYI – Ganfeng Lithium Looks To Be A Great Buy
by Matt Bohlsen – Includes: GALXF, ILHMF, LAC, MALRF, PILBF, RDRUY, RRSSF, TSLA
Summary
Ganfeng Lithium is a rapidly expanding lithium super power in China.
Ganfeng Lithium has recently formed partnerships with lithium projects and miners.
Ganfeng Lithium to supply LG Chem, Tesla, and BMW, as well as numerous Chinese battery manufacturers.
The recent China equities rout has provided investors a great chance to buy the high-growth Ganfeng Lithium on a 2019 PE of only 11.7.
https://seekingalpha.com/article/4224337-ganfeng-lithium-looks-great-buy?isDirectRoadblock=true
“Due to the recent China equity and lithium miners’ rout, valuation is currently very attractive (2019 PE of 11.7) for such a high growth stock, with a clear runway of growth ahead in the booming EV and ES sectors.”
GANFENG LITHIUM … increasing chatter on Reddit, Available via eTrade. Is this being promoted by anyone with a good track record?
GNENF is one of the 10 picks in MF’s recent 630X package.
$MGXMF – MGX Minerals Announces Engineering Subsidiary PurLucid Treatment Solutions Processes First Oilsands Wastewater
“When placed within the SAGD operation itself the system will significantly reduce greenhouse gases through energy savings on steam generation. The technology provides superior treatment outcomes when compared to conventional technology which requires offsite trucking and high cost (due to toxicity) disposal. The technology can treat the water in line, under temperature and pressure, without cooling water first and is a paradigm shift advancement in waste water management and oilsands operations. This will result in significantly less energy use for water treatment, reduction in greenhouse gases and also eliminate the single major operational challenge of a (“SAGD”) facility, which is heat exchanger fouling.”
https://www.mgxminerals.com/investors/news/2018/441-mgx-minerals-announces-engineering-subsidiary-purlucid-treatment-solutions-processes-first-oilsands-wastewater.html
MGXMF long
$FYI – Lithium Miners News For The Month Of November 2018
by Matt Bohlsen @sa – Includes: AISSF, ALB, ALTAF, AMVMF, ARYMF, AZZVF, BCRMF, CRECF, DJIFF, DMNXF, EEYMF, ERMAY, ERPNF, FMC, FRRSF, GALXF, ILHMF, LAC, LAXXF, LIACF, LIT, LMMFF, LSSCF, LTHHF, LTHM, MGXMF, MLNLF, NMKEF, NTTHF, OROCF, PILBF, PNXLF, RDRUY, RRSSF, SQM, STLHF, TWNAF, WMLLF
Summary
Lithium China spot carbonate price falls appear to have stopped now. Global LCE prices remain firm and above China spot prices.
Lithium market news – Metal Bulletin – “Strong EV numbers bode well for battery raw materials demand”.
Lithium company news – ALB and SQM having ramp-up issues. ALB buys 50% of the Wodinga spodumene mine for US$1.15bn from MIN.
https://seekingalpha.com/article/4224402-lithium-miners-news-month-november-2018?isDirectRoadblock=true
$MGXMF long
$FYI – Lithium Junior Miner News For The Month Of November 2018
by Matt Bohlsen @sa – Includes: AAL, ABEPF, AISSF, ARYMF, AVLIF, AVLNF, AVNLF, AZZV
“Summary
Lithium spot prices in China rise slightly and global lithium contract prices remain strong.
Lithium market news – The top tier lithium producers confirm strong global contract prices and outlook due to strong demand and difficulty ramping up new supply.
Junior lithium miner company news – Kidman Resources announces binding offtake Heads of Agreement with Mitsui.
Introducing Sigma Lithium Resources and Iconic Minerals.”
https://seekingalpha.com/article/4224919-lithium-junior-miner-news-month-november-2018?isDirectRoadblock=true
$MGXMF – MGX Minerals Announces Commencement of Drilling at Salinitas Lithium Project, Argentina
https://www.mgxminerals.com/investors/news/2018/442-mgx-minerals-announces-commencement-of-drilling-at-salinitas-lithium-project-argentina.html
MGXMF long
$MGXMF – MGX Minerals Closes $3.2 Million First Tranche of Non-Brokered Private Placement
https://www.mgxminerals.com/investors/news/2018/443-mgx-minerals-closes-3-2-million-first-tranche-of-non-brokered-private-placement.html
MGXMF long
$FYI – Graphite Miners News For The Month Of November 2018
by Matt Bohlsen @sa – Includes: AMVMF, APMFF, BSSMF, CYLYF, CZSVF, DMNKF, ECORF, FCSMF, GLKIF, GPHOF, GRXXF, IMYSF, IMYSY, KBBRF, LEMIF, LMRMF, MGPHF, NGPHF, NMGRF, NSRCF, SRHYY, SYAAF, TLGRF, URNXF, WWR, ZENYF
Summary
China Graphite flake spot prices were slightly up in November.
Graphite market news – “Environmental policies are still having an impact on prices and supply. Demand for graphite will continue to grow even if silicon is added to anodes.”
Graphite company news – Triton Resources signs MOU with China’s largest building materials group Suzhou for funding and technical services.
https://seekingalpha.com/article/4225130-graphite-miners-news-month-november-2018?isDirectRoadblock=true
$ASX:LLG lon
$MGXMF – MGX Minerals Announces Mobilization for Drilling at Francisco Basin Lithium Project, Chile
https://www.mgxminerals.com/investors/news/2018/444-mgx-minerals-announces-mobilization-for-drilling-at-francisco-basin-lithium-project-chile.html
MGXMF long
$MGXMF – MGX Minerals Announces Fiscal 2018 Financial Results Posts Loss of $0.27 per Share vs. $0.24 per Share Fiscal 2017; Total Assets Increase to $38.5M and Total Liabilities Increase to $3.3M
https://www.mgxminerals.com/investors/news/2018/445-mgx-minerals-announces-fiscal-2018-financial-results-posts-loss-of-0-27-per-share-vs-0-24-per-share-fiscal-2017-total-assets-increase-to-38-5m-and-total-liabilities-increase-to-3-3m.html
MGXMF long
$FYI – Vanadium Miners News For The Month Of November 2018
by Matt Bohlsen @sa – Includes: AMVMF, APAFF, ATVVF, AUEEF, BSHVF, CCC, CCCCF, GLCNF, LGOR
Summary
Vanadium spot prices mostly moved sideways for the past month ending slightly lower.
Vanadium market news – Bushveld – “Vanadium batteries the solution to meet growing energy storage demand.”
Vanadium company news – Vanadium producers report record profits due to record vanadium prices.
https://seekingalpha.com/article/4225405-vanadium-miners-news-month-november-2018?isDirectRoadblock=true
$ASX: AEE, AVL, TMT, TSXV:VONE long
$CECBF – CellCube to File Financials Next Week and Extends Record Date for Spin Out
https://www.cellcubeenergystorage.com/cube-press-release-11292018
Good to see you hanging in there Griffin. Sorry that I have not been able to keep up with everyone here and contribute like I used to.
Thanks edski, do appreciate a comment once in a while. I don’t do that much, I subscribe to the company newsletters, then cut and paste to a stockgumshoe comment.
But you DO IT…. after leaving this I checked on my account, and just couldn’t believe the action on a little thing I bought trying to “back into” IONIC with, SER:ASX
Nothing going on with Ionic and the company, BUT….HUGE swings and lots of action because of BHP’s discovery of large copper and gold and silver in the same Mineralization Belt SER has a claim in. Very inexpensive for a shot at big bucks at only .0075 Australian.
Check it out. I’m long and it has some possibilities, and certainly no pumping by me. SER on Hot Copper….
Thanks again.
edski
I thank you too Griffin ! Like Edski, I appreciate the effort you put into keeping us informed. I’m here almost everyday for a second or two,tryin to keep up with this slow moving, up and coming area of investment. Keep up the good work and hopefully I can start posting more soon….Cowboy
Thanks Cowboy!
$FYI – A Brief Update On The Vanadium Boom
by Matt Bohlsen @sa – Includes: AMVMF, APAFF, ATVVF, AUEEF, BSHVF, CCCCF, GL
Summary
Vanadium China spot prices rise dramatically from ~USD 20/lb to above USD 33/lb in October 2018.
An update on vanadium demand and supply issues.
An update on some vanadium miners to consider.
“New supply from existing producers is constrained, and new supply from juniors will take time. The proposed Bushveld expansion should bring some new supply to market in the nearer term.”
https://seekingalpha.com/article/4225871-brief-update-vanadium-boom?isDirectRoadblock=true
$ASX:TMT, ASX:AVL TSX:VONE long