where is the pfs??????, page-12

I will leave this post here if you want to have a read - Post #: 36793898

An update of where things are at would be nice, even if done on twitter. 

I would prefer VA to focus on the steel market by the way and cut the noise he keeps making about batteries in twitter land and in his presentations.  I see batteries the second stage of the development here sometime in the 2020s - steel been first in the now because that is where the vanadium shortage is given the change in the rebar standards effectively double the vanadium need in steel.

Finally whatever is going on with TMT/AVL they need to address.  Egos ultimately work against development.  Have an intimate dinner LOL and put the egos away and sort things out - the two deposits are linked, shared infrastructure in some parts a real possibility which improves IRR for all, timing would also be improved because ultimately those getting to market in the next few years is the key.  No point having a great resource if you miss the development cycle and the deposit effectively becomes stranded until the next leg up. Furthermore if you are a buyer - read Chinese company - I would let the two brawl among themselves and then come in and get a cheap Offtake btw as the devlopment window closes..

Speed to market the key and I suspect the market is saying VA is very slow in that regard with the delays had so far - time to pull the finger out and get things done.  In other words, PFS needs to be done ASAP because you still have a DFS to do, and as part of the DFS I suspect you need your Offtake Agreements in place to secure funding (either by bank, but presume through equity for offtake agreements).  Agree, time is the essence here.

All IMO IMO IMO IMO.