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BBN
Bringing logical analysis/research to my investments. The greatest investment we'll ever make is time itself. So DYOR and always check everything yourself.

Sep 27, 2019, 5 tweets

“Imminent‘ tends to be a dirty word around these parts but this is certainly a positive development.

Let’s go S.A. #BMN is locked and loaded, and ready to help you with this need.

#vanadium

As suspected “bidders would need to be aware of a minimum 20 percent local content requirement in the first phase of procurement.”

Locally sourced vanadium moving on to electrolyte next year, will see #BMN sail past that figure. Who else will be able to say the same.

“Eskom is also looking for performance guarantees over 20 years and will be imposing penalties for noncompliance.”

So Mr Lithium how do you intend to coping with that requirement then?

#BMN in a very strong position going into this tender.

“The authorities saw battery storage as a new market for South Africa”

(Er the IDC)

“South Africa has a lot of potential in terms of minerals and industrialization. The potential for value-chain scale-up is demonstrated.”

And who is the most advanced in this regard? #BMN

2020 may just turn out to be the year I truly hoped #BMN would have.

They are certainly capable of it that’s for sure.

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