AVL 4.00% 1.2¢ australian vanadium limited

Vanadium news, page-3649

  1. 1,940 Posts.
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    Your spelling slip (Freudian) re: analyst gave me a laugh, Childish. I know but after reading doom and gloom catching up on the threads, it was welcomed.

    As you pointed out; we have MasterMines in China. If one reads his posts carefully, then it is easy to understand he has met with Rongke. But he had other meetings in Dalian. Unlike many other V prospects, AVL has representation on Vanitec.

    I have been in AVL since the oppies were first flooding the market. It was easy to scoop them up at 0.003. Yeah me! But, the point is, back in the day people would whinge about Vince jetting off for canapes. He was building relationships and adding credibility to AVL with prospective partners and customers.

    So who else is in Dalian?

    http://www.bnm-bolong.com/index.php

    I mentioned them before. They are a Vantic member.

    Then in Chengdu, MM mentioned visiting old friends and new. We know Win-Win are based there; tick, old friend. Any new friends in Chengdu in the V space? Yes!

    http://www.panyan.com/introduc/ - a branch in Chengdu. A huge Sichuan (province) company.

    Any potential JV partners... www.chinavtmmining.com Sichuan province is known for Vanadium magnetite.

    To give some perspective:
    Largo, the acknowledge leaders, released a Scoping Study at the end of 2007. 5 months later they landed a BOA with Glencore for 100% take or pay. 3.5 months later, Largo released their Feasibility Study.

    Largo did not announce their first shipment until... 9/14.

    Obviously depressed V prices affected their timetable. That being said, Largo had other business units and interests.

    AVL has Gabby in the main and the V price is right. I expect compressed timelines compared to Largo.

    Anyway, bed time in Europe. Enjoy your day.

    PS. I agree Vince is slow. Perhaps too methodical verging on the pedantic/anal(lyst) retentive. We are late in releasing the Met Test Work. I believe this is because we are seeking to gain other credits. My guess is they made this decision to demonstrate a more attractive PFS. Perhaps AVL like many of us did not expect the V price at the levels it is hitting now.
 
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