Ann: Company Presentation, page-55

agree, pain for longs, but peter wall has brought them the best sector to regain value.

the correction is US equities, funny, yesterday was largely about Apple iphone sales, but long overdue for a decent correction imo. But more broadly, the commodities sectors has been hit by the trump-china trade war.

At the end of the day though, Vanadium is still the darling and its supply demand pricing is still riding highs.

Chinas need for higher strength rebar, isnt going to change, nor is their efforts to reduce pollution and tidy up their own back yard. New Vanadium bat storage the emerging sector as well.