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Technology Stocks : Vanteck (vrb-cdnx, vttcf)

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To: gg cox who wrote (194)6/19/2005 10:13:45 PM
From: Larry S.  Read Replies (1) of 413
 
gg,

Thank you very much for posting the Wall Street Transcript article. I think VRB is close to a break out. Once they get the production facility operating (by the end of July), it's stock should start to move. While the WST article was great, I don't think it does justice to VRB's potential.

It only mentions the cellular tower application in the Telecom sector. However, the SBC (now includes what was AT&T) plan for fibre to the residential customer involves remote vehicles (i.e., like a subscriber carrier systems) and metallic pairs to the customers premises. The remote vehicles will require back power capabilities. There will be more of these units than cellular towers.

More importantly, the WST article fails to mention that the power is stored in the electrolyte and the the charged electrolyte can be stored in tanks. Discharged electrolyte can be replace in a cell with fully charged electrolyte. In most write ups, because of this feature, it is noted that the hours part of KW-H can be increased economically by increasing electrolyte storage. However, nothing is said about the fact that the discharged electrolyte can be move to a central location for charging and replaced with charged electrolyte that has been charged at the central location.

This means that back up power can be maintained for extended periods by replacing electrolyte from a central location. And this means that the need for diesel generators to provide power during extended outages can be avoided - diesel generators are nosey and disturb the surrounding area.

This also means that a car that is power with redox batteries can effectively be recharged by replacing the electrolyte. While the idea of service stations with electrolyte may not be real, major companies could easily be motivated to provide for re-energizing cars used by employees to drive to work. I would be very surprised if this application of the Redox battery technology doesn't become a common within five years. The charging of electrolyte would be from commercial power and that could be from Nuclear plants and nuclear power is environmentally friendly.

Larry
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