I’m talking about our subsidiary VSUN & their bess - project lumina. I assume we would produce & use our own vanadium in that. If not, why not?
To me, if that takes another couple of years to get going, other competitors will have stepped up and grabbed tge end users. Or, if lumina starts earlier, and we are reliant on external electrolyte suppliers (at variable costs), our battery price may be less competitive.
As for Chinese products reaching western markets - China continues to surprise us with their abilities to scale up and out quickly. If they have a viable product, they’ll sell it to us.
AVL Price at posting:
1.4¢ Sentiment: Hold Disclosure: Held
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