Currently VSun is a fully owned subsidiary of AVL, tbuc.
As I understand it recent cost savings in the tech over the last few years make VFBs competitive with Li-ion batteries at the five or six hour mark, at which point other advantages kick in.
There’s a video and transcript of CEO Graham Arvidson in Singapore at a conference here:
https://hotcopper.com.au/posts/78665970/single
A Pro Active article link from a fortnight back here:
http://ow.ly/96711068nW
This post has a few links people found useful … the
Beacon article on Shaw and funds still required may be particularly relevant to any those thinking of investing
https://hotcopper.com.au/posts/78912273/single
Apart from that, try using the ‘advanced’ search button on HC using specific prompt words (‘cost?’
and specifying AVL as the code.
There is a repository of media articles and more on these threads with media stories often following company announcements .
Seeing as the FID is not due until next quarter and considering the price attrition already , this company is a speculative buy at best .
There is almost 9 billion shares for a market cap of around $100m with Shaw theorising $100m may need to be raised via equity. (Which will want cheapest prices possible)
Equity raise?
Share consolidation?
Sale?
Whoever invests now or remains invested, I think, should be prepared to ride the changes.
Personally I’m still trusting the judgement and high prices paid by influential cornerstone investor Resource Capital Funds and the company’s recent excitement plus the fact I like the ‘new’management team .
https://miningbeacon.com/industry/wa-election-kick-starter-for-australian-vanadium
Good luck
(20min delay)