Storage of Electricity – #Batteries & BIG image

By Gr8Full!, July 29, 2016

This 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.

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niizajim
Irregular
πŸ‘972

$MGX np Very interested here after reading everyone’s excellent input. It seems they are in a big time promotion phase right now with a number of announcements, this piece by Mining Marketwatch Journal, etc. Maybe I’m way off here, but I’m wondering if waiting until things cool off here and the marketing pitch slows down to buy in might not be a good idea. You never know how it’s going to go, so the safest thing is just to jump in, but I might just sit out and watch this a little and see if I can’t get a better… Read more Β»

hendrixnuzzles
Member
πŸ‘9941

Miiz–No way to know, though usually these stocks do not go straight up.

The flurry of announcements was very noticeable. These things do not happen by chance. And we do not know if the flurry is over, there might be more.

I am pretty quick and impatient when going in, so I am not a very objective commentator on entries. In the case of MGX, I was influenced by Tony Seba’s
demonstration of the increasing speed of adoption, and I felt I was already several months late.

niizajim
Irregular
πŸ‘972

Actually I wrote this post a couple of days ago. For some reason, it got stuck in moderation. And, I didn’t follow my own advice. Bought in after rereading that write-up on MGX by marketwatch was it? Anyway, I paid top dollar and if I would have waited, I could have gotten it for about $.20 cheaper per share. Oh well. Now long $MGXMF with a starter position.

Cowboy
Member
πŸ‘580
Cowboy

AMYZF, AAPL, TSLA…SA article today on battery recycling… https://seekingalpha.com/article/4139266-look-lithium-ion-battery-recycling-industry-companies?isDirectRoadblock=false ….Cowboy

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Cowboy
Member
πŸ‘580
Cowboy

Some Battery news from PV magazine….https://www.pv-magazine.com/2018/01/23/battery-smart-grid-and-efficiency-companies-raise-1-5-billion-in-vc-funding-in-2017-mercom-finds/ ….Cowboy

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Cowboy
Guest
Cowboy

Complete powergrid timeshifting would be possible by the end of the 2030s. Good article on future Battery capacity needs…https://www.nextbigfuture.com/2017/11/china-is-grabbing-the-solar-battery-ev-future-and-transition-could-happen-before-2030.html#more-139472 …. Cowboy

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niizajim
Irregular
πŸ‘972

I wrote a post this morning that seems to have gotten stuck in moderation. Can’t figure out why though. There are no links or anything in the post.

$MGX I didn’t listen to my own advice and decided that I should just get in. Well, should have listened and waited a bit. Oh well, now long $MGX. Should be fine in the long run.

deanbob
Member
πŸ‘660
deanbob

$No ticker
Here’s a link to a Livewire article on Getting Exposure to Electric Cars. The thing I found most interesting was the only Cobalt stock mentioned was CleanTeq.
https://www.livewiremarkets.com/wires/getting-exposure-to-electric-cars

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hendrixnuzzles
Member
πŸ‘9941

VRB and $SRI $SPNRF Sparton Resources…Gummie Ashton has made an important post on the Clean Teq thread. Recommended for anyone interested in VRB or vanadium.

https://www.stockgumshoe.com/2017/02/microblog-scandium-cobalt-and-water-purification-cleanteq-holdings/comment-page-16/#comment-4969725

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Griffin
Member
πŸ‘3002
Griffin

$MGXMF – MGX Minerals Announces 1.79% Li 186ppm Ta Over 6m at Case Lake Lithium, Ontario

https://www.mgxminerals.com/investors/news/2018/316-mgx-minerals-announces-1-79-li-186ppm-ta-over-6m-at-case-lake-lithium-ontario.html

Like niizajim I’m looking to add and waiting till MGX settles from drill results announcement and gummie bounce on Monday.. Here’s another drill results announcement. πŸ™

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niizajim
Irregular
πŸ‘972

Wish I had waited. I didn’t follow my own advice! Now long $MGXMF and under water, but not worried.

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Griffin
Member
πŸ‘3002
Griffin

$FYI – Runaway 53GW Solar Boom in China Pushed Global Clean Energy Investment Ahead in 2017

https://www.altenergymag.com/article/2018/01/runaway-53gw-solar-boom-in-china-pushed-global-clean-energy-investment-ahead-in-2017/27730

This isn’t just about China it is a good picture of the global investments in energy.

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hendrixnuzzles
Member
πŸ‘9941

VC deal money into the battery boom….lost the post but someone just posted a link to an article that recapped venture money into battery startups. The money in 2017 was $ 1.5 billion. What is interesting is to look at the average money by deal. A lot of them are in the $30 to 60 million dollar range for a start-up. Compare this to SPNRF at a $10 million cap, and by inference roughly a $60 million cap value for Pu Neng. This is clearly a mismatch and a gross distortion. Pu Neng has a proven technology and installations, an… Read more Β»

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Ashton
Member
πŸ‘132
Ashton

Note – I based my $100 million on the $90 million cited at the link, combined with a few other tidbits I gathered regarding investment expenditures that had to have occurred subsequent to that 25 May 2017 press release. I am very confident that $100 million is a conservative number.

http://www.punengenergy.com/en/news_con.aspx?id=276&type=65

hendrixnuzzles
Member
πŸ‘9941

Ashton…I agree totally. I took your $90 million (at face value) and made some reasonable assumptions that the expenses were ongoing and higher than published. Conclusion being that Friedland has put in over $ 100 million into Pu Neng.

This therefore puts a figure on 18% of the investment alone that far exceeds $SRI market cap. And that is from May 2017, eight months ago.

Long $SRI $SPNRF

hendrixnuzzles
Member
πŸ‘9941

Ashton…the hundred million Friedland has sunk into Pu Neng was one of the very gross parameters I looked at in taking a guess about what Pu Neng might be worth someday.

Basically I just don’t think RF would put $100 million into something that he didn’t think has at least $1 billion in cap potential. It is not worth his time and attention for less than that.

Ashton
Member
πŸ‘132
Ashton

I agree entirely, and it is the prime reason that Sparton remains on my close watch list despite my other concerns (something I have never done where my concerns are largely liquidity related).

If I see nothing from Barker by end February concerning the teaser he left me with, I will be calling him.

edski
Member
πŸ‘979

$MGX
Here ye Hear ye……
How about working with Clean Teq in the future?
http://thecse.com/sites/default/files/PR-1-25-2018.pdf

Well of course, Some Gr8Full Dude got the info out before it was released πŸ˜‰
Now I see it. Good job as always Ben…..

hendrixnuzzles
Member
πŸ‘9941

I think both can be and are likely to be big winners. But I do not see anything really synergistic between Pu Neng and MGX, or Clean Teq and MGX. Their priorities are the same: get up and running and get lots of contracts in batteries. They don’t seem to have much to offer each other. They seem to have pretty separate area of expertise; even though they both have battery interest, Pu Neng is vanadium-based and MGX one is zinc-based. So they will fight over contracts. The other chief area of competition, with respect to Clean Teq and MGX,… Read more Β»

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edski
Member
πŸ‘979

$MGX
A link below to a vanadium library and papers.

http://vanitec.org/technical-library

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hendrixnuzzles
Member
πŸ‘9941

Edski, nice link on Vanitec. The technically-oriented should have a blast on that site. Most of the papers seem oriented towards vanadium in steel alloys, which is natural since that has been the primary application. But there was one paper on the front page that had this: “Vanadium Supply for VRB Applications Abstract: Only a very small percent of the global vanadium supply… is capable of producing “high purity” vanadium compunds which may be necessary for… VRB system applications. [ VFB demand] could result in an increase in demand for “high purity” vanadium compounds [of over] 45% of current production… Read more Β»

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Cowboy
Member
πŸ‘580
Cowboy

Thanks edski ! I liked this on Batteries…. http://vanitec.org/images/papers/Vanadium_Supply_for_VRB_Applications_Perles_may_30_2016.pdf ….Cowboy

edski
Member
πŸ‘979

$VRB $ Yer welcome. I have been trying to determine which way to go with vanadium as an investment, and I chose $VRB, because of being in a friendly country and mining district, the high grades, and close proximity to infrastructure. “””The Company’s Phase II trial production plant in Boucherville, Quebec is now transforming global VTM, slags and calcine into multiple vanadium, iron and titanium products””” It is located within a large area of actively producing mines. I chose it as my “dreamcatcher” in the vanadium cosmos. I also wonder how long people have been reclaiming vanadium from steel and… Read more Β»

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hendrixnuzzles
Guest
hendrixnuzzles

edski…thanks much for $VRB. Very interesting.

US : $APAFF

10 cents 30 million market cap

secretsquirrel
Irregular
πŸ‘1227
secretsquirrel

edski, Came across this on HC, not sure how relevant it is? Canadian company VanadiumCorp Resource signed a deal over the last week with a developer to achieve a more green/efficient chemical process for treating vanadium, steel, and iron. A notable advancement given the historical polluting effects of previous processing techniques. These breakthroughs are a promising indicator that the vanadium is attracting interest from varying segments of the supply chain. Links relating to the deal can be found below. https://investingnews.com/daily/res…sting/canadian-firm-new-way-process-vanadium/ VanadiumCorp Resource (TSXV:VRB) has signed a partnership deal with Electrochem Technologies & Materials to develop a β€œgreen” chemical process for… Read more Β»

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edski
Guest
edski

$VRB $MGX Good morning. All links welcome, as they say. Some may think I am a learned man after posting the link to the library, but I try and get as much information as possible since I need all the help I can get. Another big thing for me, is the inescapable feeling and history of Chinese Failures and lost monies and promises in business dealings. I think that your Spartan pick is as close as you get to an active buy-in in China,…But!……I am very hesitant to get in and stuck in that “Hairball”. More dots to connect there… Read more Β»

Lulu
Member
πŸ‘1289

Benjamin just posted this…..
https://www.energyandcapital.com/report/even-amazon-is-investing-in-hydrogen/2353

edski
Member
πŸ‘979

Exactly right, that electric battery cars are a long way off for distance travelers, and only acceptable for inner city dealings, but right now, most of the vehicles are luxury plug-in hybrid electric vehicles getting the attention. I mean come on….all of that subsidized money going into high end cars? (Fisker – Tesla) It is not like the space program where most inventions are brought to the masses. I think that is the wrong type of business model to subsidize. 1807. The year of the first hydrogen and oxygen run vehicle. What happened? Oil barons decided what was best. http://www.automostory.com/first-hydrogen-car.htm… Read more Β»

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hendrixnuzzles
Guest
hendrixnuzzles

You are in the right place, I think.

We are trying to do the same thing…buy the commodites that will benefit from the big trends.

Your hesitation about a Chinese domicile is understandable. Everyone has to go with their comfort level. I have a similar misgiving but to a lesser degree.

Thanks for your constructive and informative posts.

edski
Member
πŸ‘979

Heh….I am HONORED oh Gr8One!

secretsquirrel
Irregular
πŸ‘1227
secretsquirrel

Lee Barkers tease to Ashton, could it be has news on a significant vanadium discovery or an imminent deal brewing?? Suggested this as I didn’t really see Barker throwing one out just for the sake of it…..

For reference from the Vanitec link below:

Summary β€’

Only a very small percent of the global vanadium supply base is capable of producing β€œhigh purity” vanadium compounds which may be necessary for future VRB system applications β€’

And we know for sure that Friedland is hunting this one down….

Long $SRI

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Ashton
Member
πŸ‘132
Ashton

You may be right SS concerning the tease Lee Barker left me with. He definitely has made inroads with the Chinese vanadium community that no one else has, and he has also referred the very high quality of the deposits he is pursuing on more than one occasion. He knows our community wants to get in on the vanadium/VRB opportunity in China, and he certainly left me with the impression that he and Sparton might be offer something new in that regard in the near future. And I’m quite certain I didn’t misinterpret the message he was trying to convey.

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secretsquirrel
Irregular
πŸ‘1227
secretsquirrel

Thanks Ashton, now imo with the last few posts on here confirming short supply of the higher grade and it seems most of these are in China with Friedland vigorously pursuing vanadium there it can only add to speculation of what Barker has up his sleeve.

Worth further DD around this….

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hendrixnuzzles
Member
πŸ‘9941

$SRI SPNRF…there are really only a few things we know for sure. Vstar is 90% owned by Sparton and Vstar holds 18% of Pu Neng. The assets accumulated by Barker that are related to vanadium are in Vstar. Barker and Sparton are on their own in terms of non-vanadium exploration and development. ** On vanadium exploration, the role of Sparton and Barker on the one hand, and the Friedland interests on the other is a little muddied because Barker has a Board seat on Pu Neng. I get the feeling there is a competitive situation between Barker/Sparton and Friedland in… Read more Β»

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Ashton
Member
πŸ‘132
Ashton

HN – My research leads me to believe that VanSpar still exists, that Sparton still owns 87.46% of VanSpar, and that it is VanSpar that owns 18% of Pu Neng.

As I understood it, everything in which VanSpar was involved was transferred to Vstar except for the Pu Neng interest. Vstar was created to serve as the umbrella under which Sparton could continue to explore vanadium opportunities independently of VanSpar – not to hold the Pu Neng investment.

Have you found something I might have missed?

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hendrixnuzzles
Member
πŸ‘9941

Ashton, gotta check…I thought ALL the vanadium-related assets and activities of Vanspar were transferred to Vstar, including the Pu Neng interest.

secretsquirrel
Irregular
πŸ‘1227
secretsquirrel

Correct hn, I’m also hoping and thinking that the combination and competiness between Friedland and Barker is a win win for all. Both or either could come up with the goods.

As a side note Barkers little gold project might uncover something to.

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hendrixnuzzles
Member
πŸ‘9941

Barker’s gold project and vanadium project could be something. But I would rather let them be a net zero or sell them off and take the passive 18% of Pu Neng on futures.

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Griffin
Member
πŸ‘3002
Griffin

$FYI – Vanadium Price Reached 8-Year High Today; Analyst Coverage Going Mainstream

https://seekingalpha.com/article/4140192-vanadium-price-reached-8-year-high-today-analyst-coverage-going-mainstream?uprof=46&isDirectRoadblock=true

note; the author is John Lee, Chairman of Prophecy Development a vanadium project in Nevada.

$ECSIF long

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hendrixnuzzles
Member
πŸ‘9941

Griffin…the Seeking Alpha article is extremely interesting, and not just on account of the companies covered. What is fascinating is that John Lee is the Chairman of a vanadium company, and is writing a comparison of two developers in a mainstream investment site. This is a very interesting thing. John is Chairman of Prophecy, so we should have our eyes open; but we would want to find where his analysis is biassed. He may be biassed but accurate. And it is also interesting to see what factors a CEO in mining thinks considers important, and what his analystical method are.… Read more Β»

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Ashton
Member
πŸ‘132
Ashton

HN – I too have been doing a bit of research on Prophesy and John Lee. He is quite a prolific writer and openly promotes his company, with which I have no problem as he seems fairly honest and objective. You may wish to read his article that immediately precedes the one Griffin cites, in which he talks about Pu Neng and China: https://seekingalpha.com/article/4135351-u-s-energy-storage-surges-46-percent-q3-2018-breakout-year-vanadium-batteries

You should also note that John Lee is also the Founder, Principal and Portfolio Manager of the hedge fund “MAU Capital Management” (note – Prophesy is not among its holdings).

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Griffin
Member
πŸ‘3002
Griffin

John Lee is the Chairman of a vanadium company Prophecy Development Corp which is the operator of the Gibellini Vanadium Project. Mr. Lee chose eCobalt Solutions to compare to because the commodities share the same supply and demand characteristics. Both are the primary output of their respective mines, both have limited supply, and both have a growing demand otherwise there is not much the same, from the supply and demand it makes sense. Lee’s information on the global energy investment market I found interesting. His projection that Chinas demand for vanadium was going run into a deficit was noted. I… Read more Β»

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hendrixnuzzles
Guest
hendrixnuzzles

$SAND…I think Watson will finance explorers as he has in the past…put up some dough for drilling in exchange for royalties. Where I think we will see more creative financing and marketing involvement by Sandstorm are in the advanced development projects that have proven deposits. We saw what he did with Hot Maden…that was an really aggressive, out-of-the-box deal. with a slam-dunk deposit. As mentioned, I think Bear Creek is such a likely target although at present there are only dotted-line relations between the two companies. A number of my exploration picks have fallen by the wayside, but Watson’s keynote… Read more Β»

hendrixnuzzles
Guest
hendrixnuzzles

The miners can dislike royalty and streaming deals, but they have to raise money. Mcewen may change his mind when he needs half a billion dollars to build the Los Azules mine and his stock price is in the dumps.

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