I'm new to vanadium, had a look at a few plays and almost dismissed TNG for its very boring chart, but its MC was alot more interesting. Seems huge potential, but as with anything huge, we all know giants move slowly.
Fortunately (for me) you LTers seem to have already done most of the waiting, so hopefully this is the time when things get cracking.
I'm getting the feeling that it could either totally crash if approvals or finance aren't met, but if they are should be a few bags in it, though over the long term (will take a while to build a $1b plant). The longer you hold the better it seems.
What is the comparison with AVL or KRC? Hype possibly being the main, but in terms of resource grade, cost of getting it out of the ground, processing technology etc?
