It's a very valid point that everyone is claiming outstanding mets.
Whilst for vanadium explorers concentrate grade is a factor to consider, it is what makes up the concentrate grade that's so much more important IMO.
This ann shows a high concentrate grade (which doesn't indicate a positive result on its own) but importantly for me proves low SiO2 levels which will likely result in the lower capex salt roasting processing option. This a factor that I feel has impacted on the price of one of the companies referenced in the ann and may be something not factored in or understood by holders during its run up.
When I see words such as low capex and direct shipping, I think of faster speed to production and early cashflow. Excellent.
Not only do these 2 factors result in a greater share of the resource being retained by holders should it produce, these 2 factors make a resource so much more likely to be developed IMO. Especially during a time when the commodity price has risen substantially and it's unsure how long they will remain elevated for.
