AVL
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6.25% 1.5¢ australian vanadium limited

Ann: Change in substantial holding, page-22

  1. Troydt
    3,953 Posts.
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    05/10/23
    19:35
    Post #: 70196637
    The ESG requirement for reduced emissions won’t past the pub test and AVL used a 79 cent diesel price in the BFS which is over 3.5x higher…

    AVL opex has to be revised higher….how much is the question.

    Good points you make but the AVL BFs has major holes in it
    AVL Price at posting: 2.7¢ Sentiment: Sell Disclosure: Not Held
    Likes Created with Sketch. 2  Upvote
    lightbulb Created with Sketch.  Great analysis
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