This is worth a listen, especially the Q&A. A lot of relevant information for TMT holders. Interesting that Largo have all prospective primary vanadium miners at least 3 years away from production and most likely they have TMT and AVL in mind. Good news for the vanadium price.
Largo Q2 2018 Earnings Call:
https://event.on24.com/wcc/r/1812791/D0163D1A668B073174EFF61881F1CA7B