It's a great announcement and significant value addition to the vanadium project.
However, realistic assumptions should be used to understand how much value this actually adds.
How much will Lava Blue charge to use their systems and IP? How much can be produced per year?
10,000 tonnes? 20,000 tonnes? Global demand is currently only 80,000 tonnes.
It should add additional value to the PFS which I'm looking forward to seeing in November.
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