AVL 3.13% 1.6¢ australian vanadium limited

OFS Phase 1 Review and Phase 2 Forecast, page-28

  1. 4,065 Posts.
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    A structural shift in the V market can’t be far away.

    The main shift if iron ore goes below $100 per tonne then china stops blending their own vanadium bearing iron ore with Australia non bearing iron ore.

    China iron ore port inventories are sitting at 2 year highs.

    Seems like the iron ore price is due to come down
 
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