Good point (Sasha39),We will have to see the bussiness and $$...

Good point (Sasha39),

We will have to see the bussiness and $$ model behind these claims.

It's one thing to make a claim and simply state we have an MOU to ship con to the Middle East.

But on what costs basis, this does not stack up / nor does it pass the smell test.

The value is not there when you smash through the weeds.

Think - AVL and the claim to transport Con to near Geraldton, then process to recover V2O5.

Now Surefire is stretching this low value concept to the Middle East.
That's crazy unless the figures stack up, which they don't, or they don't meet the lower quartile in costs.

Simply said - at any cost yes, it could work. But in the bussiness of turning a reasonable profit this makes nil sense, nor is it a solid bussiness case with the need to ensure costs are low to ride through the low V price cycles.

There are lower cost V units available on market, so why purchase Surefire con at low grade, at high cost.
Even with co-products there are lower cost unit on market.

When the real numbers get compiled in any reasonable level of study, the numbers will speak loud.

Till then take care on any reliance on "wishful thinking".
which suggests the SP is staying low as there is not enough info to support the claims.


"I hope" and "I wish" are not sound engineering practices.