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hagetaka

1,335 Posts.

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28/12/18

13:39

Post #: 36973251
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Originally posted by Troydt ↑

Originally posted by hagetaka
It's heading there. I'm not 100% that it'll get there though. Looking at the couple of PFSs done on the Gabanintha deposits, the important numbers appear to be 4, 8, 13 and 20, if we add 4 into that mix ourselves. Interestingly the numbers have a non-linear relationship, so someone is carefully looking at this from behind a desk somewhere (great conspiracy, I know).

My gut instinct, which is worth SFA, tells me that $5 will be the bottom and it will take 18-24 months to arrive there. Of course, this doesn't allow for any black swan or market disrupting events.

Take a punt on the black swans, for sure, but the steel industry wants to send vanadium extraction back to marginal profit levels again.

It'll be an interesting 2019 that's for sure.

The vanadium market has only fired in 2018 and been somewhat dormant for close to 5 or so years.

explain to me how you have come up with $5 when there is a 20% market deficit?? And people are screaming for vanadium mines??

not only are you an oxygen thief you have no idea and shooting from the hip!
your not an expert but a punter.....go somewhere else
if you can show the market is oversupplied I will agreee with you!

good luck

Expand

I have mentioned that the long term price action of the vanadium market indicates that it is demand side controlled. This is the opposite to Australian iron ore which most people accept is largely supply side controlled.

You quoted me saying that my "gut instinct" is $5. If you can't take that without resorting to making personal attacks, then you don't really deserve a response. Accordingly I'll reserve my judgement on a response.

TMT Price at posting: 32.0¢ Sentiment: Hold Disclosure: Held
1 Upvote

0 Great analysis

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Vanadium news, page-98

Top Stories

Dale Gillham's weekly wrap: Sigma-Chemist Warehouse merger creates pharma powerhouse

Week 47 Wrap: HotCopper users' most watched; Brent lifts on Putin's scary letter; RFK dents CSL

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Panic, paranoia, and gangland politics: HotCopper users react to Dubber's missing $26M

Sales growth pushes Lovisa's fortunes (and shares) upwards