It's hard to explain the lack of interest in Vanadium. My best...

It's hard to explain the lack of interest in Vanadium. My best guess is the fact that the last few serious runs in the Vanadium price have quickly resulted in big dumps back to the lows. The hope of course is "this time it's different" and the changes in the China rebar standard and the vanadium battery potential continues to drive the price and holds it up for an extended period.

The potential of TNO over the rest is it's possibility of DSO grade material, negating the high capex that all of the others face(KRC $2 - $2.5B at the upper end). If TNO actually delivers DSO grades, we're on a big winner here.