Glad to have bought back in on some concrete news. Not as much...

Glad to have bought back in on some concrete news. Not as much as before, but intend to accumulate more if the Sumitomo news turns into a solid JV.

The fluorite was always the way to go.

I hope the lead is next - I'm absolutely 100% against any Vanadium play - the tech is a bust unless it's a massive battery complex - UNLESS Sumitomo become a JV partner in Vanadium mining WITH a rock-solid binding offtake.

For me, that's the only way Vanadium will become financially viable.

Absolute kiss of Death for AVL here - Sumitomo was about the only credible JV partner going. And that's spoken as a top 75 ex-TMT holder.

With Queensland being heavily supported in the Vanadium space by the Govt, I genuinely felt there was only space for one more mine, and one more only.

If Sumitomo are in for Vanadium as well - that's Tivan.