I kind of feel like the australian Vanadium sentiment,...

I kind of feel like the australian Vanadium sentiment, particularly for TMT, is held back by the stagnant price/progress of AVL..

For a valuable lithium resource, grade + tonnage = boom (in general)..

It's yet to be proven though that even with a Vanadium resource that is world class, it equals winning investment..

When looking for reasons why TMT gets almost zero interest and enthusiasm, I feel this is a big contributor...

No doubt V is in demand and if all stars align with higher quantities being needed in steel, plus VRB technology being taken up across the world, then there is huge value here..
But punters see a stagnant sector at the moment..
Just my thoughts... I'm excited, but understandable Vanadium hasn't pulled the masses in as yet..
If you believe it will happen, then TMT is at a big discount... Just, it could stay that way for quite a while is a possible concern.