The only concern for me in regards to the battery side of POW is that they are coming late to the party, perhaps they will be too late.
https://www.smh.com.au/business/the...first-grid-scale-battery-20181024-p50bjd.html
On the plus side, even without the battery demand for vanadium there is still a large demand for vanadium which will underpin pricing so the resources side should still be able to do well if POW starts mining.
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