AVL 0.00% 1.4¢ australian vanadium limited

Bushveld Minerals Q1 Conference Call, page-19

  1. 1,644 Posts.
    lightbulb Created with Sketch. 804
    Definitely. It's clear now no one is giving them the money they promised... Happy to just watch them die, and not many options left at this point.

    It will be a good case study how they have ended up in this situation. I'm sure it's not all due to lower grade and recoveries vs earlier in the project, as that should have been predicted.

    I feel for that volume the last few weeks as people thought the corner had been turned and bottom reached.

    Good on the other hand for supply and demand over the coming Months. Still no new mines ready for a while to pick up the slack.
 
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