My research is based on the facts I can dig up but highly biased...

My research is based on the facts I can dig up but highly biased towards future potential.
And this company has enormous future potential, not necessarily due to the quality of their deposit, but because of TIVAN & the SMS guarantees alongside their Woojin technology agreement. The world needs much more Vanadium (and Ferro-Vanadium) which is highlighted not just by the spot price appreciation, but also by the fact that BMN, Bushveld Minerals who were also not a producer when TNG released their DFS, were the 2nd highest rated performer on the AIM for 2018.

I've always been of the opinion that Paul Burton recognizes what the future could look like for TNG. I'm yet to see this definitively from anyone else within TNG - hate to be overly negative, but Paul Vollant simply needs more spark, more outward enthusiasm to communicate this, although Tony Arena's appointment, if he is still there, seemed to be a step in the right direction.

-> I now work for a mining company, a really big one. My research will be aimed at producing something with them in mind, something I hope will pique their interest. May not be directly unless I am in a position to do so, but indirectly by pointing out the potential here and the interest their competition seems to be showing in the TIVAN process.


-> From a previous project, I know it took Origin Energy 10 years to get their CSG approvals through, but once that happened everything else fell into place and relatively quickly.
TNG are there now with the mine.
The refinery being out near Bladin Point will have lots of environmental study data available and due to existing precedent, the area already being heavy industry out there. IOW I don't see the refinery EIS being as difficult nor as time consuming to obtain.

-> TNG BOD may want to spin the wheels slowly, but they are at risk of missing the high Vanadium prices which would pay for their plant in a year.
I've no idea how to counter-act it than the above.