I'll just add that I've a small holding in a Lithium explorer and the speculation, major rise in many Lithium juniors in the past year is nothing short of spectacular.
Yet TNG has 2 commodities with enormous upside potential (V2O5, TiO2) and a new, unique, best in industry in terms of processing cost, refining solution.
The potential disruptive avenues are many. Just think about the solar PV industry as one example of how quickly demand for a particular commodity can go from incremental increases (4-5% p.a.) to exponential increases - if anyone remembers back to 2009/2010 there were many, many start up companies with technologies which would act as a substitute for Silicon based PV because supply was not keeping up with demand.
Disruption potential
V2O5
• Energy Storage - Vanadium Redox Flow Battery
• Biomimetric windows which clean themselves as well as application of electricity, change color resulting in high rise building not needing cleaners & saving a lot of money through less HVAC costs
TiO2
• Perovskite Solar Cells - ie solar paint
• Quantum dot multi-junction cells - printable solar
• Cancer Treatment
• Titanium Metal powder for 3D printing
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