Congratulations on your clever stock-picking abilities Pete.
13c to $20 in just a year is the stuff of legends.
As far as Vanadium batteries go, Graham Arvidson said last week that the WA State Government wants the Kalgoorlie VFB to go ahead.
- it’s already pledged $150million towards it and VSun already has a top tier team in Sedgman, CellCube and Genus Plus working alongside to come up with a realistic path forward.
And there are potentially other grants on the way too;
Note ARENA’s ‘ Lessons Learned’ assessment of the Yadlamalka VFB in South Australia;
https://arena.gov.au/assets/2024/08...dium-Flow-Battery-Lessons-Learnt-Report-2.pdf.
It was not even published till after the merger last year and right now I expect it’s providing a useful template in assessing Lumina’s path forward.
Plus there’s this;
https://www.linkedin.com/posts/aren...rbonisation-activity-7309704432928071680-SMtW
And Exim, and whatever else.
I really don’t understand why you look at the glass ‘half empty’ here when you say you are such a clever investor and your sentiment on AVL is ‘BUY’.
cheers
(20min delay)