I think you need to look at the minelife and need for the specific minerals on offer...
It comes down to whether you believe this is too big to be ignored or it is just another speccy that shudders and fades...
If the co can create a flow sheet that allows for good profit at a price between 10/15 $us a pound for high grade van then we in the money as we will be at a price that vrfb become a not only superior option for grid storage but also price competative with lith ion and for a long time...
Mine life + multiple commodities leaves me comfortable
Glt me
Question, page-3
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