Come on Rookie. TMT have dropped **anintha's cash costs into cherry picked producers but failed to include Largo at USD3.2/lb nor have they any competing estimates of other pre-develop projects.
In order for VRFB to be an economical options in the storage stack, vanadium pentoxide needs to be under USd5/lb. Makes someone at USD4/lb a marginal producer, especially given plenty of pre-development projects are out there with significantly better opex estimates.
Matej is the bloke running DD for NIAF. regular likes over our way. Can't see his presence on TMT. Then again wouldn't you back 'best in class ESG' integrated titanium pigment business that just so happens to have 30% of its revenue available from high purity vanadium with a USD2.5/lb production cost. As I said, marginal producer.
I look forward to that apple.
Come on Rookie. TMT have dropped **anintha's cash costs into...
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