What a fun thread.
All that matters for me is that we can get a DFS completed with the cash on hand and whether we can attract a willing joint venture partner onboard or some debt and a competent mine builder.
The vanadium price in around 2-3 years, and forward, and the demand for and deficit of vanadium in 2-3 years, and forward, as well as the ramp up of VRFBs going forward are also all that matters: not todays environment. It just boils down to can this management get a mine built.
If they can, then it's a good investment and cheap at the moment in my opinion.
Coal funding is dying and greenenergy investment is coming in my opinion.
What a fun thread.All that matters for me is that we can get a...
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