what we know is on its way, timing, Q1. for both Sweeden and finland.
- more drills, and more importantly, concentrates. that is key 1.
- jorc. that is key 2.
then you can go about promoting to an engaging audience.
Who is going to buy before then ? just us speculators.
I would consider the updates so far, for existing shareholders to be able to plot the direction of where we are going.
And they are well presented.
Patience, required.
How we measure up side by side, with TNO in south africa? (as a DSO option comparison)
The basis of best probability of delivering a development has to start with best jurisdiction IMO, then project grade, size, infrastructure. (economics)
Who is going to sell before then? anyone who needs funds. that doesnt change that we are a gem in the pre-discovery phase.
Vanadium has come off its 30/lb highs, now trending at 18-22/lb
https://www.vanadiumprice.com/
Noting AVL
"Conservative long-term average V2O5 product pricing assumption of US$8.67/lb used for financial modeling. Medium term price assumptions of US$13/lb and US$20/lb are considered "
The key for us, is lower capex, shortened time frame to production, compared to the AVL type full development, (which we can pursue as a value add with organic cash flows).
This is going to kick itself along the gutter, in 2-4m mc, until active buyers are engaged. And it needs our Jorc and concentrates in hand before it can be promoted to them.
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