Just watch the huge investment flows into lithium companies with PLS (disclaimer do not hold) last night auction.
What this has to do with vanadium ?
well it is highlighting factors such as supply/demand and the impacts of government incentives and legislation.
By Christmas basically we are ready to hit the developer button.
Unstoppable energy transition now.
Yes I have been a bit unsure about the integration approach (honestly do not fully understand it), it has caused delays and you need to have a clear message to the investment community.
Vanadium pricing appears to be a bit all over the place providing bit more uncertainty.
Still holding as 2023 could be a big year for TMT.
TMT Price at posting:
34.5¢ Sentiment: Hold Disclosure: Held
