It’s not hard to see why they say there’s so much reported enthusiasm.
AVL comes across as having tier one tenements, the right product in s tier one VFB offering, advanced positioning and world class teams doing the final prep.
And, as Graham wrote in today’s report, there’s all that glorious government garnering to add to the vanadium ‘it factor’;
"Our vertical integration strategy continues to garner the attention of domestic and international investors, Western Australian Government and Federal Government stakeholders.
We were honoured to host Treasurer Dr Jim Chalmers and Finance Minister Katy Gallagher where I had the great privilege of discussing the value proposition of AVL's domestic supply chain strategy to Australia and possible avenues through which government support could accelerate VFB adoption to deliver economic diversification, energy security, and cost-effective storage solutions with high local content.
This followed recent visits by Prime Minister Anthony Albanese and WA Premier Roger Cook, underscoring AVL's growing leadership in the critical minerals and renewable energy sectors."..
It seems to me he’s effectively saying that, after the PM and State Premier recently both endorsed the Lumina Project, the political ‘ground crews’ - National Finance Minister and Treasurer called by so Graham could have ‘the great pleasure’ of detailing the fine detail of the ‘value proposition’.
Time will tell I guess, and tell quite soon, but with all of that, if I was a big international investor I’d be looking very closely behind the scenes and seeing RCF, Regal, Tribeca … maybe even Sprott all sitting pretty behind all the other reputable stuff that’s going on up front.
The only sour note is the price of shares.
But if I was a big international investor that would actually make me want to put my hand up and say “Hey, pick me in front of anyone else out there who’s interested because I can offer this and this and this …”
Hopefully for AVL right now, it’s a ‘seller’s market’ despite the ridiculous share price .
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