yeah, i saw that, lol. at around 2m EV, 4m mc.:cool: its a...

yeah, i saw that, lol.

at around 2m EV, 4m mc.

its a pretty simple equation, there is more value gain, than value loss if a comparable to peers basis already puts us as the one of if not, the cheapest exposure to Vanadium.

The vanadium price, a sky rocketing commodity is what sets the fire under the kettle, the fox into the hen house.

We watch as the ASX spec sector has been hammered since Feb, but even in bear markets, emerging future commodity resurgences (Vanadium/ Uranium) are the best bet imo to emerge with the scalp out of a bearish market.

I guess with respect to PUR, and the vanadium hopefuls, which strategy stands a REALITY to become a cash flow winner. ??

- our peers who need hundreds / billions of capex ? or our low capex DSO/ Magnetite Concentrate strategy ?

Which gives us early cash flows to capitalize on the strength of vanadium medium term, as well as offer that exposure to develop a V205 flake refinery stage 2 as things strengthen.

And yet, we remain as in that precious of moments, the undiscovered play.

The market is a price discovery mechanism.
You discover it first, you pay less. You come late, you pay more.

Patience, especially in bearish times, we have the right end of the stick. The sharp end, at 2m ev, not the blunt end at 50m ev for instance.