Remembering we last spoke about this in April 2017 I will share part of his thoughts at the time. His initial concerns were the low grade Fe as a bi-product to get the financial case to work; the complexity of process and the size and volatility of the V and Ti markets. Ironically he gave a thumbs up for Gresham's involvement.
TNG Price at posting:
9.0¢ Sentiment: Hold Disclosure: Held