https://www.google.com.au/amp/s/seekingalpha.com/amp/article/4225871-brief-update-vanadium-boom
This has a good spread on market and TMT’s business model.....
target price SP of $3.55 AUD in 2020 based on open costs of $4.20 and a selling price of $10/pound.
imagine the SP if prices stay high! Good news : )