At this point, it is reasonably clear to me that funding is the largest hurdle for TMT to overcome. Has anyone done some research into other vanadium sources that have the potential to be more attractive to Chinese companies? My current understanding is that we have a one of the worlds greatest chunks of Vanadium, and due to the high demand people will snap at the opportunity to buy our stuff. I am fully aware of AVL's MOU with Win-Win, however I am also aware that this is just an MOU, and also that AVL still has a slight advantage due to its size. I'm also aware of Ian's trips to China, but we don't have anything concrete yet. Nonetheless, is there a scenario in which lower quality sources in China, or elsewhere in the world, may end up making it harder for us to get our mine fully funded?
TMT Price at posting:
61.5¢ Sentiment: Buy Disclosure: Held