Yeah there's always that possibility of blending, especially given the fact that YRR has better grades. There is of course a strategic significance to consider as well.
Atlantic has also mentioned their intention to produce vanadium pentoxide due to positive enquiries from potential customers. We don't have numbers yet (lol), but should that happen we would potentially see a reduction in the mine life of Windimurra, and perhaps serious consideration given to increase the resource base by working a deal with Yellow Rock.
I'm sure that Windimurra has been discussed at YRR board meetings at various times so you might want to give Les a call to see what he has to say.
ATI Price at posting:
$1.19 Sentiment: Buy Disclosure: Held
