AVL news, page-1113

Ok Lewis, I hold AVL as well as TVN. And for about a year now, it's been difficult to compare these two companies.

AVL. I only hold a small position here, I regret that I didn't get out of 8C. You have listed many points here that speak in favor of AVL. Unfortunately, it looks like the market still sees things differently. A$1.4 cents is not what I had hoped for as an investor here.Yes, AVL has the better grades. But neither is it already being mined here, nor is the VRFB field currently in everyone's mouth, nor is it THE option for expanding storage capacities. Why? I don't know, the costs are probably too high or many users don't know/don't dare to use VRFB yet. Personally, I think this is a shame, as the scalability, long service life and the issue of fire risk are decisive advantages of this technology. But there is a catch somewhere, otherwise this would not be the case...

TVN. Yes, you wrote that they change targets/projects faster than you change your underpants. You're not entirely wrong. But after the turmoil and the replacement of the last management, a lot has happened here and the “dead horse” has really been revived. You can like or dislike the way Grant Wilson is beating the drum in the media, but you can't accuse him of inaction. So I assume that figures were certainly being evaluated in the background and that an adequate “interim step” was found with Fluorit in order to generate a “favorable” cash flow here, which will enable further projects, perhaps also Speewah with its vanadium, to be developed further... Politics and the tiresome issue of the middle arm in Darwin may also play a role, who knows.

So I wish AVL every success.