AVL 5.88% 1.6¢ australian vanadium limited

Ann: Yellow Rock embarks on Vanadium Storage Integration, page-28

  1. 283 Posts.
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    Great idea but a few points I'd like to add:

    1. VRB use is still in its infancy. I've only read about one use of a VRB in the Czech Republic from a poster on the other more established vanadium potential producer.

    2. As this is the case, why would mgmt of YRR also be pushing the number 1 use of Vanadium as a a steel strengthening additive/alloy.

    3. They also have don't forget U3O8 deposits and that's what they are named from. Their "expertise" lies in this original area. Until they put on mgmt with some good V cred then they come a cross as a mixed bag jack of all trades type company that is scratching the surface of all these things without really making much progress on any. Also how about a name change to reflect their new found number 1 mineral and maybe ditch the U assets.

    I look forward to maiden JORC and don't mind being late to the party until I see a more focussed approach. I have a tiny holding at a higher entry point to this.
    Last edited by beeliney: 09/09/15
 
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