I'm posting this link here to a talk by another Vanadium hopeful MD. This is not intended as cross promotion, rather the content of the interview I found very informative in relation to the VRFB market development.
Covers Vanadium flow battery development pretty well.
• Innovation premium b/c of high V2O5 prices
• Leasing the electrolyte
• Vertical integration
• Very much a home grown Australian Story
All of these points have some bearing on the longer term trajectory of TNG, particularly the MOU with Sumitomo.
There is not much focus around this segment of TNG's business, however if you're looking for what is currently exciting investors, this is the area that will get the headlines IMO.
Now remember that due to TIVAN TNG's cost of production is estimated at $2.50/lb of V2O5 - well below Largo, Bushveld.
TNG Price at posting:
10.5¢ Sentiment: Buy Disclosure: Held
