Battery tech / IP likely to provide more excitement (with further developments) than actual mined Vanadium in the short/mid - term, provided the Vanadium VRFB hype continues into the end of the year/next. This despite the fact that I am aware the largest fundamental driver of increased V price is currently new Rebar standards in China.
Still looks superb for a punt at these levels, risk-reward seems skewed to me - at least while they still have sufficient cash in the bank.
Then again, I have been wrong before.
All IMO
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