Glad to have bought back in on some concrete news. Not as much as before, but intend to accumulate more if the Sumitomo news turns into a solid JV.
The fluorite was always the way to go.
I hope the lead is next - I'm absolutely 100% against any Vanadium play - the tech is a bust unless it's a massive battery complex - UNLESS Sumitomo become a JV partner in Vanadium mining WITH a rock-solid binding offtake.
For me, that's the only way Vanadium will become financially viable.
Absolute kiss of Death for AVL here - Sumitomo was about the only credible JV partner going. And that's spoken as a top 75 ex-TMT holder.
With Queensland being heavily supported in the Vanadium space by the Govt, I genuinely felt there was only space for one more mine, and one more only.
If Sumitomo are in for Vanadium as well - that's Tivan.
TVN Price at posting:
6.5¢ Sentiment: Buy Disclosure: Held
