I reckon they are pivoting to downstream only given the numbers for the mine weren't that good. Others will have far better numbers, but if AVL can lock in some supply agreements for the downstream side they will be ok and maybe revisit the mining side in 5-10 years if demand is there for it and the V price can stay comfortably north of DFS assumptions.
AVL Price at posting:
5.7¢ Sentiment: None Disclosure: Not Held
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