If Kal VFB contract comes to AVL and there is a requirement another electrolyte plant on site, I guess US Vanadium is in pole position to supply it… which would crystallise the LOI and maybe add to the initial figure .
I also note that - in his Singapore presentation - Graham said Lunina would be ready by ‘mid year’ and, fwiw, he’s booked as fourth speaker on the opening day - August 4 - sandwiched between Spartan and Ramelius who made news this year after one of the most exciting mergers of the year: https://www.diggersndealers.com.au/dnd/wp-content/uploads/DnD-2025-Presenter-Programme.pdf
Hopefully by then AVL will also have exciting news to report?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)