The questions I have are:
Can WinWin acquire another mine?
Where will WinWin source V2O5 with the delayed schedule of AVL?
Does WinWin have a 20-30 year plan?
Is the 98% product of other intermediate V2O5 sources less/more suitable than AVLs?
When, if ever, will supply overtake demand?
Will China ramp up their dirty V industry?
My thoughts are that the vanadium story is pretty solid.
So CaPex and mine building capability are key items in my opinion and management should be making a lot of noise in those areas if it wants to build a decent market capitalisation given the DFS etc seems rather predictable.
2019 share price growth now in managements hands.
This is their true test to reward share holders and to minimise dilution in my opinion.
Vanadium in 2019, page-52
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