AVL 3.13% 1.6¢ australian vanadium limited

Ann: **anintha Presents Robust Base Case for PFS, page-22

  1. 5,985 Posts.
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    Looks very similar numbers to TMT's. I was hoping for more.

    $1.1b NPV vs $850m at $13lb
    Capex about the same.

    Not sure if the market will pay up for AVL at 3x TMT's market cap.

    Then again Largo has been flying so who knows.
    Last edited by Hokusai: 26/09/18
 
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