AVL australian vanadium limited

Serious question re/ AVL and TMT, page-113

  1. 4,357 Posts.
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    Good morning Akita....you asked for objectivity....fact. AVL are clearly the leader in down stream VRB's and why I think ultimately AVL shareholders will make money....... fact Vince is leading the charge on VRB recognition.....fact VSun sells a third party battery using third party vanadium but obviously AVL shareholders will benefit.....fact AVL will struggle to be vertically integrated as they will struggle to get to mine.....see AVL's own BFS and cross sections highlighting oxidation and consequent low yield resulting in a 7 year pay back.....why I believe both companies will make money for their respective shareholders but by different means
 
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