Vanadium the only shining light on world markets. The China...

Vanadium the only shining light on world markets. The China situation appears impervious to tarrif threats, Dow plunges or risk off mentality.

Plenty of money on the sidelines once the selling is done all looking for a low risk return.

NPV is up 30% if LOM can reach just 20 years with this round of assays - at 50% spot.

Take V input it to a more likely spot less 25% contract and 20 year post tax NPV is $2.1b.

No idea when that'll be but I have a reasonable idea that TMT will bounce early and hard when it's time.