Great call. The AVL release has really put a reality into the V market this morning. A very honest PFS release by the way. $8.67/lb long term demand price, the majority of demand coming from steel, and good analysis of the effect of all the deposits coming online by 2022. Thats a solid comparison case now for January.I don't think NXE will break out of its zone after this, so will be up to the board to decide if the are builders or rampers. Builders stay in, rampers will exit and move on. The only basis for speculation now is if a project can come online full production prior to the end of peak V before new supply.
