Thats unfortunate, you barely just missed out before she...

Thats unfortunate, you barely just missed out before she exploded. I was very fortunate enough to get into KTDs IPO with a major stake and as always will protect profits by scaling out at incremental levels and also keeping a core parcel for LT.

I am also trying to move into TMTs top 5 holding as I do believe strategically LT and can wait patiently to accumulate more. Hopefully TMT will play out similarily to PLS AJM over the next couple of years.

I am a tad concerned that our brother AVLs PFS is delayed so hopefully when it does arrive it is excellent and provides a lift in the broader vanadium sector on ASX. Meanwhile TMT rushes forward at a faster pace towards our BFS. Management and IP have done a fantastic job.

Its been a good month across most sectors and October is when rebar standards becomes effective in China so I expect our FA to shine.