Electrolyte is the last thing that needs to go in. If they build a 250MWh facility it would take 2 years to process all the electrolyte. It’s 6 months mining. Construction is likely a year away and will take a year. So that takes us to early 2027 to mine ore. Currently it works, and their aggressive program actually works in our favour as it means they don’t have time to delay, if they want vanadium sourced and processed in Australia in their VFB.
AVL Price at posting:
1.3¢ Sentiment: Buy Disclosure: Held
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