AEE 3.23% 15.0¢ aura energy limited

Well hate to disagree with you preempt but I’ve been spending...

  1. 160 Posts.
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    Well hate to disagree with you preempt but I’ve been spending time looking at some figures and pricing influences both supply and demand side of vanadium ie steel production, China enviro mill regulations, pig iron imports, slag bans, lack of mine production, new China rebar standards , difficulty with alternative metals etc..
    I’ve got my own personal target for end of year of $30 for 98% flake, and $125 p/t ferrovanadium 80%.
    Scary thing is that the SAME forces will be in play all the way through 2019.
    Of course I’m not an international commodities expert but it’s a reasonable conclusion. Interesting to see what happens.
 
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