All excellent points PP. One thing I would like to see( as I'm sure we all would!) is an increase in resources size. 10year mine life is not huge. It will take years for the vanadium story to get off the ground. The energy translation is slow. Sun cable and the MASD are years away(if at all), so I can see half the mine being deleted before anything major happens with the Vanadium, a decent boost to the resource would go a long way to support the SP.
住友商事株式会社 - Sumitomo Shoji Kabushiki Geisha, page-141
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