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clock Created with Sketch. 20/09/18
10:39
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Originally posted by alecfra
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I attended the benchmark conference for the 3 time and I can report that Vanadium and VRB's are now firmly on the energy storage agenda. I have to say the Vince Agar gave a good presentation although slanted towards AVL I had lengthy discussions with him and got the opinion that there will be more than one PFS on its way each with variable parameters . During the day I asked questions on IRR and NPV relevance to share price..the results are quite staggering. e.g. Pilbara are valued 90% and others in similar stage as TMT as high as 30%... compared to TMT at less that 2% at current prices.
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cheers alecfra, very nice assessment.
