Vanadium news, page-3197

@Bermuda007 @teddie not aware of the background to your posts, and this is a general sort of post, just read the above post and thought it might tie in well.

I attended the Perth Benchmark Minerals conference on Monday. Must say that Vince is passionate about the vanadium space, with good reason considering the supply/demand dynamics. In his presentation he made mention of the Vanadium triangle out around Gabinintha, and in the Q&A I asked whether it would make sense that entities collaborate/merge to improve efficiencies/economics. His response was a definite "no, unless there was a value proposition" (my paraphrasing), my feel is that AVL is not looking for additional value, except for what it is generating on it's own.
The other nuance to come from the conference was with respect to pricing. It was mentioned that we would see +$20/lb this week, and looks like that has played out. Vince sees the long term price coming back to the range $6-12 range, that is, after the current spike as a result of change in Chinese rebar standards. This is important in terms of the uptake of vandium electrolyte in RFB's. He made the comment that with the current price of vanadium electrolyte the manufacturers of VRFB's have focused on driving the cost of the infrastructure/control systems down to compensate. IMO this bodes well for the future in terms of adopting and pushing a sustainable business model.
I'm not sure if Vince was alluding to leasing of electrolyte as has been mentioned here by other posters, but he did mention financial intermediaries in his presentation. Unfortunately didn't get a chance to clarify what this actually meant.

As I mentioned in a post over at CLA, I came away on Monday with the sense that AVL is in very good, steady hands ... my retirement is banking on it!!

Other attendees please feel free to correct the above where required.