You seem aware of the Vanadium story, but choose to own stock where V isnt the main product, its titanium pigment. On the other hand, TMT is a pure play V stock, with a bit of ilmenite thrown in. Further, TMT plans to produce more than double the output of V205 than TNG, sourced from an ore body with nearly 3 times the V % concentration.
All imho, dyor
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