Below is the punchline from the Seeking Alpha article.....
Grade is king, so in my view, there are only several miners that I would consider investing in. Technology Metals Australia [ASX:TMT] and Australian Vanadium[ASX:AVL](
OTC:ATVVF) are both great choices, and share the Gabanintha Vanadium deposit in Australia.
TMT delivered
their PFS in June, 2018, which showcased a post-tax NPV of $850m AU at a vanadium price of $13/lb! The current vanadium price is $23/lb. As part of preparing their DFS, TMT is now drilling to extend their mine life by proving up a larger ore reserve. TMT has a high grade resource that is larger than Largo's, yet they are ~ 1/58th of the market cap! This shows the staggering potential TMT has when they reach production.
AVL is about 6 months behind TMT, expecting their PFS in December. AVL's valuation is currently about 3x TMT's, and though they have a larger resource I hardly believe it justifies the valuation disparity. At only a 33M AU market cap, I believe TMT is very undervalued and ready to move.
