AVL australian vanadium limited

99.99% in itself is not a competitive edge as there is no...

  1. 565 Posts.
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    99.99% in itself is not a competitive edge as there is no differentiation. So how is AVL's 99.99% different? It can only be cost and/or method.
    If Graham instead said "Using our IP protected production flow, we produce our 99.99% ultra high purity at 20% faster than standard processing on the market today and at 8% lower cost" I would agree that's a competitive edge.

    @Troydt has the rights of it on this announcement sabine. This is yet another positive announcement by AVL that fails to provide the market with anything of importance to grab onto. Like many holders here, it is another missed opportunity for us to find out actual meaningful info to understand the business more and make informed projections.

    I hope the OFS by Wood contains a section where they assess the comms thus far and recommend how to more strategically execute it going forward.





 
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