TMT now has a very large target on its back, page-685

Good post and I hope you don't get shot down for it.

While I haven't plugged the numbers in yet, I can provide the following:



TMT provided a "flat" price of $8.78/lb in their sensitivity analysis.

Vanadiumprice.com tends to be outdated and it's showing $7.40/lb at the moment.



Note that we also have a $49.5m contingency built in.

From memory, we also fetch a bit more than the 98% price due to our purity. Does anyone know if this is already factored into the prices used in our models? i.e. is that $8.78 price for the good stuff?