Good question - I’d see Juwi (of Germany) as the technical adviser and perhaps will tie in with SMS for the Vanadium Electrolyte plant.
On Gando – I see this more as an on ground business development / installation contractor than providing technical advice. I think until you start to see something the 100Mwh battery installations running off VRB rather than lithium ion, there is going to be a sweet spot in remote communities and mining camps that are running off gas and diesel generators. Maybe if this is the target market having a bloke in the Kimberly isn’t so bad.
If I recall correctly Davidson was brought in as a NED around the time TNG figured out it could produce quality VE. I don’t think John was ever a quality NED so hopefully he can redeem himself and bring a bit of credibility to his original appointment.
On another note, how bought these little farkers at Sanlam - 5% to churn. Quality operation that one
TNG forum for considered and general comments, page-29
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