"Marin Katusa ,Heavy on Vanadium " Really? How did you decide...

"Marin Katusa ,Heavy on Vanadium "

Really? How did you decide that? Further, does AEE fit Marin's criteria?


1. The article is nearly 2 months old and the prices he quotes for V are from October
2. Marin says: "make sure you invest with a management team that not only understands the niche metal markets, but have direct success in the niche markets. Just because you know how to finance or build a mine, doesn’t mean you understand the complexities of the niche markets. Niche markets are very different than the large commodities such as copper or gold."

How does Peter stack up? His bio says:
1. Involved in an African iron ore start-up
2. Emmerson Resources - gold and copper
3. EXCO Resources - oil and gas
4. JB Were as a Resource Specialist Fund Manager and a Resource Corporate Finance Director
5. Newcrest - one of the world's largest gold mining
6. Ivanhoe Australia - copper/gold
7. Shell-Billiton

http://www.auraenergy.com.au/directors.html

In listening to SmithWeekly interviews I posted recently, John Borshoff was suggesting similar views to Marin in terms of management domain experience (uranium).

Is Peter lacking in Vanadium and Uranium domain experience? Has this manifested itself in the decision to IPO Haggan and the subsequent delays?