It has been a crazy sell down on AVL with a very strong move in...

It has been a crazy sell down on AVL with a very strong move in vanadium prices through 2018 and where AVL sit in the scale of quality and size of resource . With a deficit in vanadium and a major need for it required over many years to come AVL is 1 of the next cabs off the rank to go into production with real need for their resource in particular out of China. We saw a similar path with lithium and ups and downs in stock prices early days but this vanadium move is a different beast early days with steel requirements but also the early days of a battery storage market unfolding unlike the lithium battery need early days. I feel the only thing missing in the piece here is some serious investments and off takes out of end users as happened in the lithium space. That is a trigger for the sector that is needed that is holding not only AVL but all vanadium specs and those on the pathway to production back.

AVL sat over 4c for many months but approximately 1 1/2 weeks ago a trigger was pulled that has caused some panic mainly around sellers who may be selling for oppie exercise. We saw broker data that showed 1 particular broker selling heads and buying oppies. Looks like they triggered this fall with heavy heads selling and oppie buying putting pressure on heads in turn causing panic and then oppie holders falling into their hands throwing out oppies at a discount to the 2c exercise. This gives that particular entity the ability to just keep making $ on the conversion difference till the volume drops off and holders stop throwing them into their hands.

With holders also questioning where AVL's PFS is and what may trigger this stock to turn the pressure has built with holders questioning themselves. Personally i am holding and waiting and will decide closer to oppie expiry on my oppie holding at where both the share price is and what the company has delivered between now and then. I believe we will get a strong news flow between now and expiry with a very solid PFS with numbers that put AVL's vanadium asset and potential as a very strong chance of being a global producer plus potentially left field announcements from potential investment or off take.