They should be building this plant already - FOMO is missing out on the high Vanadium spot price. 2 years at this bonus price & they'd pay off their capex loans & be able to start looking at the next plant.
In fact 3 years & they'd be able to finance the next plant outright.
Oh & Remember they would have $780M free cash flow based on the original DFS numbers.
So why don't we have a newly commissioned broker report factoring this in.
Are they not trying to publicize this?