no, i dont hold TNO , but might if i could get over my south...

no, i dont hold TNO , but might if i could get over my south africa nervousness. 

I have mentioned TNO as the closest peer, for at least a month. So, "now" is outdated.

Its always necessary to measure your position within the peers.
A large part of rational for my former entry, was peer based.  Surely the entire market does the same thing?
How this measures up, next to that ?

Some other things to consider, outside the box. Regard disruptive technology.

https://www.essinc.com/2018/12/10/ess-inc-partners-with-cwl-energy-to-develop-energy-storage-opportunities-across-multiple-markets-in-canada/

https://www.energy-storage.news/news/all-iron-flow-battery-maker-ess-inc-nets-basf-project-contracts-in-germany

This company ESS, are essentially developing Redox flow batteries but use Iron, salt, and water. 
At the end of the day, would you even bother with high capex Vanadium mines for these batteries, if there was a greener solution, that used non toxic iron, salt, water. I mention this as i came across it under disruptive tech. 
So all the promotion about vanadium redox being the big thing, it may be a case of Beta max, and VHS.

Perhaps there are others as well.  

So, with that said, is just worth keeping in mind, Vanadium more tied to steel industry. And keeping a measure on where these Iron, salt, water batteries etc, can penetrate the market.

Forum is for sharing information. not attacking one another.