住友商事株式会社 - Sumitomo Shoji Kabushiki Geisha, page-15

Agree, interesting post from Hawk70.

Agree that the medium term focus is flourite. Nicely set up with Sumitomo and the PFS due in the next few months. Eagerly waiting the NPV - a good PFS/NPV should provide a bump in the SP. Potential company maker even if lead and TiVAN don’t pan out.

The lead is promising but luck required. Could be fabulous or nothing much.
Comments re Vanadium are valid. My comments, in no particular order are: TIVAN cost of production could be at the lower end of cost curve making us competitive no matter the price of Vanadium, there are other uses for vanadium apart from batteries, don’t forget titanium, possible licencing of the TiVAN process and the possible transferability of the TiVAN process to other minerals.