AVL 6.67% 1.6¢ australian vanadium limited

Ann: Investor Presentation-AVL.AX, page-33

  1. 6,296 Posts.
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    Nice presentation to keep AVL updated.

    To those that think the SP is going to go nuts on a few battery sales... well.... NO
    Say they make 50K per battery and sell 20 a year = $1M
    Maybe they sell more but I think battery sales will be handy for the rest of the story.

    If we are to expect the SP to increase dramatically it will need a mine and some excellent off-take partners.
    Vince mentioned marketing and off-take partners as a focus beginning now.
    Unlike Lithium, AVL have options both inside and outside China.

    We can see from the grades of AVL and TNG that AVL is more of a pure play Va .. TNG has other strengths.
    It is not a case of one must fail for the other to find success.

    We have a very low MC for the future potential and I'm quite happy that there is plenty of upside for the patient. For those wanting quick gains you may be in the wrong stock, although a spike is entirely feasible.

    When your management proves they are active rather than sitting on their @sses, (as is usual for ASX stocks) then that's the time for patience. I personally have this at a potential Disallowed or more. It might just be a zero bagger in the next year or do nothing at all. Personally very happy to sit....
 
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1.6¢
Change
0.001(6.67%)
Mkt cap ! $137.7M
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1.6¢ 1.6¢ 1.5¢ $19.10K 1.215M

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25 11061591 1.5¢
 

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1.6¢ 6848290 21
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