VR8 5.26% 3.6¢ vanadium resources limited

Ann: Investor webinar, page-4

  1. 6,720 Posts.
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    VR8 is flying below radar too, in my opinion, though the company does a reasonable job doing media presentations and press releases. You might be interested in reading a peer comparison of Vanadium miners in 2020 which can be found here:

    https://www.tmtlimited.com.au/sites/default/files/research_reports/TMT%20Desk%20Note%2020200920%20Updated.pdf

    Check out the table on page 8. Some of the data for VR8 was not known at scoping study stage when this report was compiled, but with the recent PFS, you can fill the blanks (e.g. V2O5 planned annual production of 12,500tpa + 6000tpa), so it could well end up being the biggest Vanadium mine amongst its peers.

    The importance of Vanadium as a critical metal is discussed here :
    https://www.austrade.gov.au/australian-critical-minerals-prospectus

    I thought TMT was the pick of the Aussie based peers, so I ended up with holding VR8 and TMT. But please do your DD and research carefully.

    All IMHO, DYOR

 
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